Civic Intelligence

Acts Legacy Foundation Inc.

990 • Fiscal year 2012 • EIN 91-2161987

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 15, 2013

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

37th percentile

0.14x

Higher debt load relative to assets than 37% of similar nonprofits.

2012 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

81st percentile

15%

Faster asset growth than 81% of similar nonprofits.

2012 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$10,707,140

Up $1,358,419 (+15%) from 2011

Net Assets

Up

$9,185,391

Up $9,576,334 (+2450%) from 2011

Liabilities

Down

$1,521,749

Down $8,217,915 (-84%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$54,826

Down $200,018 (-78%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

2012

Assets$10,707,140
Liabilities$1,521,749
Net Assets$9,185,391
Open 2012 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

2012

Revenue-
Expenses$54,826
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 15, 2013
Return Version
2012v2.1
Gross Receipts
$54,826
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 enrichment allows pumh to institute innovative programs, service initiatives and facility improvements. These programs and services encourage community involvement and significantly impact the health and welfare of pumh residents and the greater adult population. On the behalf of and for the benefit of pumh, the foundation released $53,000 of donor funds and $49,000 of charitable support revenue for property improvements, equipment purchases and procurement of services.
Activity 3
By supporting operational needs of pumh through annual giving the foundation affords donors the ability to support both the service efforts of the pumh communities as well as projects and programs that expand opportunities for older adults in the surrounding areas of delaware. On the behalf of and for the benefit of pumh, the foundation raised $676,000 in charitable gifts impacting more than 800 residents through community service initiatives, estate and charitable giving education and operations.
Filing and Contact Details

Filer

EIN
91-2161987
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IRS990/Activity3/Description0BY SUPPORTING OPERATIONAL NEEDS OF PUMH THROUGH ANNUAL GIVING THE FOUNDATION AFFORDS DONORS THE ABILITY TO SUPPORT BOTH THE SERVICE EFFORTS OF THE PUMH COMMUNITIES AS WELL AS PROJECTS AND PROGRAMS THAT EXPAND OPPORTUNITIES FOR OLDER ADULTS IN THE SURROUNDING AREAS OF DELAWARE. ON THE BEHALF OF AND FOR THE BENEFIT OF PUMH, THE FOUNDATION RAISED $676,000 IN CHARITABLE GIFTS IMPACTING MORE THAN 800 RESIDENTS THROUGH COMMUNITY SERVICE INITIATIVES, ESTATE AND CHARITABLE GIVING EDUCATION AND OPERATIONS.
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IRS990ScheduleD/Form990ScheduleDPartXIII/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 RECOGNITION THRESHOLD IN 2012. THE FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR THE COMPANY FOR THE YEAR ENDED DECEMBER 31, 2011, THE PERIOD ENDED DECEMBER 31, 2010 AND FISCAL YEAR ENDED APRIL 30, 2010 HAVE BEEN FILED BUT REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE.
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IRS990ScheduleD/OtherLiabilities/Description0DUE TO AFFILIATES
IRS990ScheduleD/OtherLiabilities/Description1CHARITABLE GIFT ANNUITY OBLIGATIONS
IRS990ScheduleD/TotalOfAmounts01521749
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleJ/AnyNonFixedPayments00
IRS990ScheduleJ/CompBasedNetEarningsFilingOrg00
IRS990ScheduleJ/CompBasedNetEarningsRelateOrgs00
IRS990ScheduleJ/CompBasedOnRevenueOfFilingOrg00
IRS990ScheduleJ/CompBasedOnRevenueRelatedOrgs00
IRS990ScheduleJ/EquityBasedCompArrangement00
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg00
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IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg00
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IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg40
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg50
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs0162475
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs127101
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs286000
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs380725
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs421504
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs546815
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs0478247
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs1167273
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs2289356
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs3283416
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs4128469
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs5193644
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg00
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IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs50
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg00
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IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg40
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IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs0597961
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs13310
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs294414
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs3160275
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs42619
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs53935
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0PUMH FOUNDATION, INC. BOARD MEMBERS ARE INVITED TO PARTICIPATE IN AN EDUCATIONAL RETREAT WITH THE BOARD OF DIRECTORS FROM ACTS RETIREMENT-LIFE COMMUNITIES, NEAR ONE OR MORE OF THE ACTS' COMMUNITIES, WHICH MAY REQUIRE SOME OR ALL TO TRAVEL. SPOUSES OF BOARD MEMBERS ARE ALSO INVITED TO ATTEND AT THE COMPANY'S EXPENSE. THESE SPOUSES PARTICIPATE IN EDUCATIONAL SESSIONS, SINCE THEY TOO HAVE AN INTEREST IN THE MISSION OF THE ORGANIZATION, FREQUENTLY BECOME INVOLVED IN DISCUSSION OF THEIR SPOUSE'S ROLE AND HOW THE ORGANIZATION FUNCTIONS, AND ALSO MUST PROVIDE ENABLING SUPPORT TO THE BOARD MEMBER. IN ADDITION, SPOUSES ALSO PROVIDE INSIGHT INTO THE EFFECTS OF ORGANIZATIONAL PLANS AND STRATEGIES. AS SUCH, THIS BENEFIT WAS NOT TREATED AS TAXABLE COMPENSATION.
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation1IT HAS BEEN THE COMPANY'S PRACTICE UNDER THE AUSPICES AND DIRECTION OF ITS MANAGEMENT COMPANY TO UTILIZE AN INDEPENDENT COMPENSATION CONSULTANT ON AN APPROXIMATELY BIENNIAL BASIS FOR THE PURPOSE OF REVIEWING THE COMPENSATION PROGRAM FOR THE ORGANIZATION'S TOP MANAGEMENT POSITIONS, RANGING FROM THE COMMUNITY MANAGERS UP TO THE CEO. THE STUDY, THE LATEST VERSION OF WHICH WAS COMPLETED IN 2012, INCLUDES COMPARISON OF NOT-FOR-PROFIT AND FOR-PROFIT COMPETITORS, OPERATING EFFECTIVENESS, IDENTIFICATION OF INDUSTRY SPECIFIC TRENDS OR PRACTICES IN COMPENSATION OR RECRUITMENT/EMPLOYMENT. MEASUREMENT AND ACTION IS GENERALLY FOCUSED AT THE MEDIAN AND SLIGHTLY ABOVE IN ACCORDANCE WITH LEVELS IDENTIFIED IN THE STUDY. THE REPORTS' FINDINGS ARE REVIEWED WITH THE PARENT BOARD OFFICERS. COMPENSATION ADJUSTMENTS FOR THE PRESIDENT & CEO ARE DETERMINED BY A COMMITTEE OF INDEPENDENT BOARD MEMBERS APPOINTED BY THE CHAIRMAN AND ARE BASED ON THE FINDINGS OF THE MOST RECENT STUDY AND A REVIEW OF PERFORMANCE COMPARED AGAINST OBJECTIVE CRITERIA. THIS DETERMINATION IS REPORTED TO AND APPROVED BY THE BOARD OF DIRECTORS AND IS DOCUMENTED IN WRITING BY THE BOARD CHAIR. SIMILARLY, COMPENSATION ADJUSTMENTS FOR THE MOST SENIOR MEMBERS OF MANAGEMENT REFLECT STUDY FINDINGS AND PERFORMANCE MEASUREMENT AGAINST SPECIFIED CRITERIA AND ARE DETERMINED BY THE CEO AND REVIEWED WITH THE BOARD CHAIR.
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation2OTHER COMPENSATION FROM MARVIN MASHNER, GERALD T. GRANT AND J. MARK VANDERBECK INCLUDES ACCRUALS FOR A DEFERRED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THE AMOUNT OF THE CURRENT YEAR ACCRUAL IS $592,961 FOR MARVIN MASHNER (VESTED), $89,414 FOR GERALD T. GRANT (NON-VESTED) AND $155,275 FOR J. MARK VANDERBECK (NON-VESTED).
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference0PART I, LINE 1A
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference1PART I, LINE 3
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference2PART I, LINE 4B
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0MARVIN MASHNER
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson1ROBERT L SUPPER
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson2GERALD T GRANT
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson3J MARK VANDERBECK
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson4RAYMOND J BOYLE
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson5KAREN I CHRISTIANSEN
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IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs11936
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs215869
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs36776
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs45633
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs515545
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IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs50
IRS990ScheduleJ/Form990ScheduleJPartII/Title0CHAIRMAN
IRS990ScheduleJ/Form990ScheduleJPartII/Title1SECRETARY
IRS990ScheduleJ/Form990ScheduleJPartII/Title2TREASURER

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$10,707,140
Liabilities
$1,521,749
Net assets
$9,185,391
Revenue
-
Expenses
$54,826
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