Civic Intelligence

Acts Legacy Foundation Inc.

990 • Fiscal year 2010 • EIN 91-2161987

May 01, 2009 to Apr 30, 2010 • Filed on Mar 15, 2011

Organization ProfileWWW.PUMHFOUNDATION.ORG
375 Morris Road PO Box 9019486
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

22nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2010 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets22nd percentile

Assets

$914,023

No earlier filing loaded for comparison.

Net Assets

$914,023

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$418,572

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0-$20MAssets 2010: $914,023Liabilities 2010: $0Net Assets 2010: $914,0232010Assets 2011: $9,348,721Liabilities 2011: $9,739,664Net Assets 2011: -$390,9432011Assets 2012: $10,707,140Liabilities 2012: $1,521,749Net Assets 2012: $9,185,3912012Assets 2013: $11,108,272Liabilities 2013: $951,717Net Assets 2013: $10,156,5552013Assets 2014: $12,209,570Liabilities 2014: $938,798Net Assets 2014: $11,270,7722014Assets 2015: $11,910,826Liabilities 2015: $889,545Net Assets 2015: $11,021,2812015Assets 2016: $22,892,531Liabilities 2016: $3,219,009Net Assets 2016: $19,673,5222016Assets 2017: $24,902,123Liabilities 2017: $2,958,930Net Assets 2017: $21,943,1932017Assets 2018: $27,865,735Liabilities 2018: $3,132,604Net Assets 2018: $24,733,1312018Assets 2019: $33,299,011Liabilities 2019: $3,027,812Net Assets 2019: $30,271,1992019Assets 2020: $36,310,457Liabilities 2020: $2,841,198Net Assets 2020: $33,469,2592020Assets 2021: $40,568,227Liabilities 2021: $15,846,754Net Assets 2021: $24,721,4732021Assets 2022: $36,736,207Liabilities 2022: $12,336,413Net Assets 2022: $24,399,7942022Assets 2023: $27,503,590Liabilities 2023: $3,591,394Net Assets 2023: $23,912,1962023Assets 2024: $32,815,933Liabilities 2024: $3,954,813Net Assets 2024: $28,861,1202024

Highlighted filing

2010

Assets$914,023
Liabilities$0
Net Assets$914,023
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $418,5722010Expenses 2011: $254,8442011Expenses 2012: $54,8262012Revenue 2013: $2,423,175Expenses 2013: $1,171,679Net Income 2013: $1,251,4962013Revenue 2014: $1,418,431Expenses 2014: $777,429Net Income 2014: $641,0022014Revenue 2015: $849,732Expenses 2015: $665,802Net Income 2015: $183,9302015Revenue 2016: $4,643,816Expenses 2016: $2,587,943Net Income 2016: $2,055,8732016Revenue 2017: $4,621,632Expenses 2017: $2,887,691Net Income 2017: $1,733,9412017Revenue 2018: $6,294,745Expenses 2018: $3,005,192Net Income 2018: $3,289,5532018Revenue 2019: $7,884,781Expenses 2019: $4,207,724Net Income 2019: $3,677,0572019Revenue 2020: $3,717,719Expenses 2020: $2,808,330Net Income 2020: $909,3892020Revenue 2021: $5,122,122Expenses 2021: $3,634,935Net Income 2021: $1,487,1872021Revenue 2022: $4,010,794Expenses 2022: $4,203,074Net Income 2022: -$192,2802022Revenue 2023: $5,178,233Expenses 2023: $8,518,125Net Income 2023: -$3,339,8922023Revenue 2024: $4,865,404Expenses 2024: $3,891,459Net Income 2024: $973,9452024

Highlighted filing

2010

Revenue-
Expenses$418,572
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2009 to Apr 30, 2010
Signed
Mar 15, 2011
Return Version
2009v1.7
Gross Receipts
$240,389
Mission and Program Overview

Mission

Pumh foundation develops and implements strategies to manage and increase the philanthropic efforts of peninsula united methodist homes, inc. ("pumh"), the continuing care retirement communities of country house, manor house and cokesbury village, and their residents. The foundation helps to expand the mission of pumh to provide maximum outreach and services for seniors residing in these delaware retirement communities and the surrounding areas.

Major Activities

Activity 2
Securing funds for the Program Initiatives and Community Outreach by PUMH Foundation allows PUMH to institute innovative programming, service initiatives and the charitable activities as to maintain positive community involvement. These programs and services impact the health and wellness of residents and the population of older adults. PUMH Foundation administered the release of $320,000 restricted use donor funds improvements to property, equipment and services. One project funded land-fitness equipment improvements to advance the well-being of residents benefiting over 200 elderly participants; another project funded improving the aquatic-based fitness and wellness programming with the salt-water conversions and advances in two communities benefiting over 400 elderly participants and another 200 older adults; a community's improved skilled nursing unit technology benefiting over 50 residents; and two communities improved meeting room and chapel audio-visual equipment benefiting over 400 residents (30% of the charitable support revenues of the PUMH Foundation during the operational year).
Activity 3
Supporting operational needs of PUMH through annual giving, provides donors with a choice to support the service efforts of PUMH owned and managed communities, as well as projects and programs that expand the opportunities for older adults in Delaware. PUMH Foundation raised $407,000 in charitable gifts to provide financial resources supporting current programs and operations during the year. This effort successfully impacted more than 1,000 residents of PUMH communities during the year by supporting operations, community service initiatives, and in estate planning and charitable giving educational programs for residents (58% of PUMH Foundation's charitable support revenues during the operational year).
Filing and Contact Details

Filer

EIN
91-2161987
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IRS990/Activity2/Description0Securing funds for the Program Initiatives and Community Outreach by PUMH Foundation allows PUMH to institute innovative programming, service initiatives and the charitable activities as to maintain positive community involvement. These programs and services impact the health and wellness of residents and the population of older adults. PUMH Foundation administered the release of $320,000 restricted use donor funds improvements to property, equipment and services. One project funded land-fitness equipment improvements to advance the well-being of residents benefiting over 200 elderly participants; another project funded improving the aquatic-based fitness and wellness programming with the salt-water conversions and advances in two communities benefiting over 400 elderly participants and another 200 older adults; a community's improved skilled nursing unit technology benefiting over 50 residents; and two communities improved meeting room and chapel audio-visual equipment benefiting over 400 residents (30% of the charitable support revenues of the PUMH Foundation during the operational year).
IRS990/Activity3/Description0Supporting operational needs of PUMH through annual giving, provides donors with a choice to support the service efforts of PUMH owned and managed communities, as well as projects and programs that expand the opportunities for older adults in Delaware. PUMH Foundation raised $407,000 in charitable gifts to provide financial resources supporting current programs and operations during the year. This effort successfully impacted more than 1,000 residents of PUMH communities during the year by supporting operations, community service initiatives, and in estate planning and charitable giving educational programs for residents (58% of PUMH Foundation's charitable support revenues during the operational year).
IRS990/ActivityOrMissionDescription0TO SUPPORT AND EXPAND PHILANTHROPIC EFFORTS Of PENINSULA UNITED METHODIST HOMES, INC. The program services that are supported by this mission are listed under page 2, part III Program Service Accomplishments and the funding of those programs are passed directly through to the retirement communities.
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IRS990/Description0Sustaining the Benevolence Funds and Welcome Funds at PUMH assures the financial needs and security of current PUMH and extends financial opportunity to potential residents. This was accomplished through the PUMH Foundation's efforts in the administration and sustainability of the Benevolence Funds and Welcome Funds within each served retirement community. PUMH Foundation approved and administered supplemental financial support of $396,000 for housing, skilled nursing care, recreation and nutrition to fourteen (14) individuals (9% of PUMH Foundation's charitable support revenue during the operational year).
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IRS990/MissionDescription0PUMH Foundation develops and implements strategies to manage and increase the philanthropic efforts of Peninsula United Methodist Homes, Inc. ("PUMH"), the continuing care retirement communities of Methodist Country House, Methodist Manor House and Cokesbury Village, and their residents. The Foundation helps to expand the mission of PUMH. to provide maximum outreach and services for older adults residing in these Delaware retirement communities and the surrounding areas.
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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0The Foundation accounts for uncertainty in income taxes using a recognition threshold of more-likely-than not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold is met. Management determined that there were no tax uncertainties that met the threshold in 2010.
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IRS990ScheduleJ/CompBasedOnRevenueRelatedOrgs00
IRS990ScheduleJ/CompensationSurvey0X
IRS990ScheduleJ/EquityBasedCompArrangement00
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs037500
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs134100
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs0328438
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs1183547
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs10
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs010664
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs15315
IRS990ScheduleJ/Form990ScheduleJPartII/NameBusiness/BusinessNameLine10Mr Allen L Johnson
IRS990ScheduleJ/Form990ScheduleJPartII/NameBusiness/BusinessNameLine11Mr Robert Supper
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs03917
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs1503
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs10
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0380519
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs1223465
IRS990ScheduleJ/IndependentConsultant0X
IRS990ScheduleJ/InitialContractException00
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SupplementalNonqualRetirePlan00
IRS990ScheduleO/GeneralExplanation/Explanation0PUMH Inc. maintains and processes all payroll transactions and files required taxes for PUMH Foundation, under its tax id number of 51-0082520.
IRS990ScheduleO/GeneralExplanation/Explanation1PUMH Foundation Board of Directors has the following family relationship: James H. Gilliam, Sr. : Father Patrice Gilliam-Johnson: Daughter
IRS990ScheduleO/GeneralExplanation/Explanation2Peninsula United Methodist Homes, Inc. provides management services to PUMH Foundation, Inc.
IRS990ScheduleO/GeneralExplanation/Explanation3The sole member of PUMH Foundation, Inc. is Peninsula United Methodist Homes, Inc. Peninsula United Methodist Homes, Inc. is a 501(C) (3) not-for-profit organization.
IRS990ScheduleO/GeneralExplanation/Explanation4Except for Ex-Officio directors, the members of the Board of Directors are elected by the majority vote of the Board of Trustees of the Sole Member from a list of individuals nominated by the Directors Committee in accordance with procedures established by the Directors Committee. Qualifications for members shall be established by the Sole Member.
IRS990ScheduleO/GeneralExplanation/Explanation5Prior to filing the required annual form 990, a draft copy is provided to the organization's governing body for review. A detailed review is completed by the board ad hoc committee. Reviews are performed to ensure the accuracy and completeness of the form 990.
IRS990ScheduleO/GeneralExplanation/Explanation6Annual conflict of interest statements are submitted by each board member including officers. The statements are maintained on file with the recording secretary. Any conflicts are disclosed at the board meeting and included in the minutes.
IRS990ScheduleO/GeneralExplanation/Explanation7PUMH performs annual salary surveys provided by an independent consultants for the key employees relevant to PUMH Foundation,Inc. Any adjustments to salaries are noted in the minutes of the board.
IRS990ScheduleO/GeneralExplanation/Explanation8The organization's governing documents, conflict of interest policy and financial statements are available upon request.
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990,part V, line 2B
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990, Part VI, Section A, line 2
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990, Part VI, Section A, line 3
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990, Part VI, Section A, line 6
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/GeneralExplanation/Identifier5Form 990, Part VI, Section B, line 11
IRS990ScheduleO/GeneralExplanation/Identifier6Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/GeneralExplanation/Identifier7Form 990, Part VI, Section B, line 15
IRS990ScheduleO/GeneralExplanation/Identifier8Form 990, Part VI, Section C, line 19
IRS990/ScheduleORequired01
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10726 Loveville Road Suite 3000
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0Hockessin
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0DE
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode019702
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA0N/A
IRS990ScheduleR/Form990ScheduleRPartII/EIN0510082520
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501 (C) (3)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0DE
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10Peninsula United Methodist Homes Inc
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0OWNS AND OPERATES CONTINUING CARE RETIREMENT COMMUNITIES.
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus0509 (A) (2)

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2010 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$914,023
Liabilities
$0
Net assets
$914,023
Revenue
-
Expenses
$418,572
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.8$3.95$28.9$4.87$3.89$0.97
2023Detailed filing. Detailed filing data is available for this year.$27.5$3.59$23.9$5.18$8.52$3.34
2022Detailed filing. Detailed filing data is available for this year.$36.7$12.3$24.4$4.01$4.20$0.19
2021Detailed filing. Detailed filing data is available for this year.$40.6$15.8$24.7$5.12$3.63$1.49
2020Detailed filing. Detailed filing data is available for this year.$36.3$2.84$33.5$3.72$2.81$0.91
2019Detailed filing. Detailed filing data is available for this year.$33.3$3.03$30.3$7.88$4.21$3.68
2018Detailed filing. Detailed filing data is available for this year.$27.9$3.13$24.7$6.29$3.01$3.29
2017Summary only. Only limited summary data is available for this year.$24.9$2.96$21.9$4.62$2.89$1.73
2016Detailed filing. Detailed filing data is available for this year.$22.9$3.22$19.7$4.64$2.59$2.06
2015Summary only. Only limited summary data is available for this year.$11.9$0.89$11.0$0.85$0.67$0.18
2014Detailed filing. Detailed filing data is available for this year.$12.2$0.94$11.3$1.42$0.78$0.64
2013Detailed filing. Detailed filing data is available for this year.$11.1$0.95$10.2$2.42$1.17$1.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.7$1.52$9.19$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.35$9.74$0.39$0.25
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.00$0.91$0.42