2024-08-15T16:38:40-05:00 2023-09-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2022-10-01 061505334 CROSBY COMMONS INC CROS 2039448285 580 LONG HILL AVENUE SHELTON CT 06484 ZVONIMIR JUKIC TREASURER 2039448285 2024-08-15 1 1 GARRETT M HIGGINS P00543209 9143818900 2022 2024-08-08 14:25:15Z LORI PISANI 580 LONG HILL AVENUE SHELTON CT 06484 4895154 0 X WWW.UMH.ORG/WESLEY-VILLAGE/CROSBY-COMMONS X 1997 CT TO PROVIDE ASSISTED LIVING APARTMENTS AND WELLNESS PROGRAMS TO SENIOR ADULTS. 3 0 45 5 0 0 22300 0 4373302 4886632 6 3 6649 8519 4402257 4895154 0 0 0 0 1331265 1390507 0 0 0 2613145 2735854 3944410 4126361 457847 768793 9284600 9779790 3969286 3695683 5315314 6084107 TO PROVIDE A CONTINUUM OF SERVICES THAT SUPPORTS HEALTH, INDEPENDENCE, AND DIGNITY. WE BUILD THIS CONTINUUM ON THE BELIEF THAT A RELATIONSHIP-CENTERED PHILOSOPHY BEST SUSTAINS BODY, MIND AND SPIRIT. 0 0 2845556 0 4886632 THE ORGANIZATION IS A 68 UNIT MANAGED RESIDENTIAL FACILITY WHICH SERVES SENIORS WHO MAY REQUIRE ASSISTANCE WITH DAILY LIVING. 2845556 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 18 0 45 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 1 1 1 1 0 0 0 1 0 1 1 1 0 0 X ZVONIMIR JUKIC 2039448276 580 LONG HILL AVENUE SHELTON CT 06984 DAVID M LAWLOR PRESIDENT/CHAIRMAN 1.00 46.00 X X 0 550483 29546 ZVONIMIR JUKIC DIRECTOR/TREASURER 1.00 46.00 X X 0 197758 12749 VICTORIA DOMPIERRE SECRETARY 0.50 39.50 X X 0 73936 3440 FIFE DAVID EXECUTIVE DIRECTOR 40.00 0.00 X 71539 0 57 71539 822177 45792 0 0 1 0 UNITED METHODIST HOMES INC 580 LONG HILL AVENUE SHELTON CT 06984 MGMT. SVCS. & OVERHEAD COSTS REIMB 1052892 1 RESIDENT SERVICES 623990 4886632 4886632 4886632 3 3 OTHER INCOME 900099 8519 8519 8519 4895154 4886632 0 8522 176177 132133 44044 960660 877376 83284 20982 18644 2338 137021 121769 15252 95667 84960 10707 1052892 1052892 1145 1145 21659 21659 30851 29464 1387 17300 17300 55557 42268 13289 552839 537472 15367 1165 1035 130 446096 437174 8922 81842 72682 9160 DIETARY SUPPLIES 370862 370862 LAUNDRY/HOUSEKEEPING 79801 79801 RECREATION SUPPLIES 8381 8381 DUES & SUBSCRIPTIONS 7156 6355 801 8308 7880 428 4126361 2845556 1280805 0 704758 312653 236250 247500 57850 75591 78983 96188 10780019 6391546 4641113 4388473 3565646 4659385 9284600 9779790 292599 352274 7920 7920 3405138 3105297 5500 5500 258129 224692 3969286 3695683 X 5315314 6084107 5315314 6084107 9284600 9779790 768793 0 X X 0 1 X 0 0 X 456 400030 22300 422786 4424366 4097901 3801768 4373302 4886632 21583969 4424822 4097901 4201798 4395602 4886632 22006755 0 0 0 22006755 18 12 6 6 3 45 18 12 6 6 3 45 5000 1149 5962 6649 8519 27279 4429840 4099062 4207766 4402257 4895154 22034079 0.99880 0.99910 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 5,000. 2019 AMOUNT: $ 1,149. 2020 AMOUNT: $ 5,962. 2021 AMOUNT: $ 6,649. 2022 AMOUNT: $ 8,519. 0 1 X 20000 20000 9990398 5741331 4249067 769621 650215 119406 4388473 RESIDENT SECURITY DEPOSITS 5500 DUE FROM AFFILIATES 4653885 4659385 X 4895154 0 4895154 0 4895154 4126361 0 4126361 0 4126361 PART IV, LINE 2B: THE ORGANIZATION CUSTODIAL LIABILITY CONSISTS OF RESIDENT SECURITY DEPOSITS. PART X, LINE 2: THE FACILITY RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS WHEN THEY ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE FACILITY HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE FACILITY IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO SEPTEMBER 30, 2020. X X 0 0 0 0 0 0 0 0 0 DAVID M LAWLOR PRESIDENT/CHAIRMAN 0 550483 0 0 0 0 0 28520 0 1026 0 580029 0 0 ZVONIMIR JUKIC DIRECTOR/TREASURER 0 197758 0 0 0 0 0 5490 0 7259 0 210507 0 0 FORM 990, PART I, QUESTION 5, AND PART V, QUESTION 2A THE FILING ORGANIZATION'S EMPLOYEES ARE THE EMPLOYEES OF UNITED METHODIST HOMES, INC. ("UMH"), THE PARENT ORGANIZATION. UMH IS THE COMMON PAYMASTER. THE ORGANIZATION REIMBURSES UMH FOR PAYROLL AND RELATED EXPENSES COSTS AS REPORTED ON SCHEDULE R, PART V. ON LINE 2A OF 990, PAGE, 5, PART V, THE ORGANIZATION HAS REPORTED THE NUMBER OF EMPLOYEES ASSOCIATED WITH THE FILING ORGANIZATION DURING THE CALENDAR YEAR ENDING WITHIN ITS TAX YEAR. THE TOTAL NUMBER OF EMPLOYEES REPORTED BY UMH DURING THE CALENDAR YEAR ENDING WITHIN ITS TAX YEAR IS 462. THE FILING ORGANIZATION HAS ANSWERED YES TO LINE 2B OF 990, PAGE, 5, PART V, AS UMH HAS FILED ALL REQUIRED FEDERAL EMPLOYMENT TAX RETURNS FOR THE CALENDAR YEAR ENDING WITHIN ITS TAX YEAR. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S SOLE MEMBER IS UNITED METHODIST HOMES, INC. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER OF THE ORGANIZATION HAS THE AUTHORITY TO ELECT THE MEMBERS OF THE ORGANIZATION'S GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE DECISION TO AMEND THE ORGANIZATION'S BYLAWS IS RESERVED TO THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 8B THE MEETINGS ARE HELD BY THE FULL BOARD OF THE ORGANIZATION. THE ORGANIZATION DOES NOT HAVE A COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY OUR INDEPENDENT ACCOUNTANTS IN COORDINATION WITH THE ANNUAL AUDIT. THE FULL BOARD REVIEWS THE FORM 990 AND PROVIDES COMMENT PRIOR TO ELECTRONIC FILING. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR IS DETERMINED BY THE ORGANIZATION'S BOARD OF DIRECTORS, THROUGH A DETAILED REVIEW USING COMPARABILITY DATA, INCLUDING THE FORM 990S FROM SIMILAR NONPROFIT ORGANIZATIONS, AND BOARD APPROVAL. CONTEMPORANEOUS DOCUMENTATION OF THE DELIBERATIONS AND DECISION MAKING IS MAINTAINED BY THE ORGANIZATION. THE PROCESS WAS LAST CONDUCTED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FORM 990 AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PAGE 12, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR BISHOP WICKE HEALTH AND REHABILITATION CENTER INC 580 LONG HILL AVENUE SHELTON CT 06484 066077232 SKILLED NURSING FACILITY CT 501(C)(3) LINE 10 UNITED METHODIST HOMES INC 0 CARELINK CORPORATION 580 LONG HILL AVENUE SHELTON CT 06484 061501849 ASSISTED LIVING SERVICES CT 501(C)(3) LINE 10 UNITED METHODIST HOMES INC 0 MIDDLEWOODS OF NEWINGTON INC 580 LONG HILL AVENUE SHELTON CT 06484 743080603 ASSISTED LIVING SERVICES CT 501(C)(3) LINE 10 UNITED METHODIST HOMES INC 0 UNITED METHODIST HOMES INC 580 LONG HILL AVENUE SHELTON CT 06484 060987394 HEALTH CARE SERVICES CT 501(C)(3) LINE 10 N/A 0 WESLEY HEIGHTS INC 580 LONG HILL AVENUE SHELTON CT 06484 066077231 SENIOR RETIREMENT HOUSING CT 501(C)(3) LINE 10 UNITED METHODIST HOMES INC 0 WESLEYAN FOUNDATION FOR HEALTH AND AGING INC 580 LONG HILL AVENUE SHELTON CT 06484 060606530 RAISE AND DISTRIBUTE FUNDS TO AFFILIATES CT 501(C)(3) LINE 12B, II UNITED METHODIST HOMES INC 0 THE LONG HILL COMPANY 580 LONG HILL AVENUE SHELTON CT 06484 061534724 SERVICE MANAGEMENT CT UNITED METHODIST HOMES INC C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0