2023-08-15T15:06:55-05:00 2022-09-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2021-10-01 066077232 BISHOP WICKE HEALTH AND REHABILITATION CENTER INC BISH 2039448285 580 LONG HILL AVENUE SHELTON CT 06484 ZVONIMIR JUKIC TREASURER 2039448285 2023-08-15 1 ZVONIMIR JUKIC 999009999 GARRETT M HIGGINS P00543209 9143818900 2023-08-03 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z DEBRA SAMORAJCZYK 580 LONG HILL AVENUE SHELTON CT 06484 11863666 0 X UMH.ORG X 1968 CT TO PROVIDE NURSING CARE AND ACCOMMODATIONS TO THOSE IN NEED. 4 0 215 30 0 0 1177040 491668 11150930 11370381 6376 1617 0 0 12334346 11863666 0 0 0 0 7790321 8131840 0 0 0 4950394 5268357 12740715 13400197 -406369 -1536531 6831291 6126805 13309391 13041436 -6478100 -6914631 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 12312177 0 11370381 BISHOP WICKE IS AN AWARD-WINNING HEALTH AND REHABILITATION FACILITY THAT PROVIDES SHORT-TERM REHABILITATION, SKILLED NURSING CARE, AND LONG-TERM, DEMENTIA, AND HOSPICE CARE. 12312177 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 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 19 0 215 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 0 0 0 0 0 1 1 1 1 0 0 0 1 0 1 1 1 1 0 X ZVONIMIR JUKIC 2039448276 580 LONG HILL AVENUE SHELTON CT 06984 DAVID M LAWLOR PRESIDENT/CHAIRMAN 1.00 46.00 X X 0 527032 21107 FAITH WADJOWICZ - DIRECTOR DIRECTOR OF NURSING THRU 01/22 40.00 1.00 X X 181141 0 21960 ZVONIMIR JUKIC DIRECTOR/TREASURER 1.00 46.00 X X 0 217755 12074 DEBRA SAMORAJCZYK DIRECTOR/ADMINISTRATOR 40.00 0.00 X X 122692 0 6219 VICTORIA DOMPIERRE DIRECTOR/SECRETARY 0.50 39.50 X X 0 70165 3332 303833 814952 64692 2 0 1 0 UNITED METHODIST HOMES INC 580 LONG HILL AVENUE SHELTON CT 06984 MGMT. SVCS. & OVERHEAD COSTS REIMB 420637 UNITEX TEXTILE RENTAL SERVICES 401 SOUTH MACQUESTEN PARKWAY MT VERNON NY 105501700 LINENS SERVICES 152595 2 491668 491668 NET RESIDENT REVENUE 623000 11368731 11368731 PROGRAM RELATED RENTAL 623000 1650 1650 11370381 1617 1617 11863666 11370381 0 1617 219486 185186 34300 6402849 6178316 224533 148602 143810 4792 759341 729899 29442 601562 578150 23412 456135 456135 9395 9395 35942 35942 1260572 1177084 83488 6748 6748 120841 95581 25260 1268977 1192407 76570 385 370 15 8148 7831 317 252175 247131 5044 187597 180296 7301 DIETARY SUPPLIES 488924 488924 BAD DEBT 474996 403747 71249 NURSING SUPPLIES 336228 336228 LAUNDRY/HOUSEKEEPING 274612 274612 86682 85857 825 13400197 12312177 1088020 0 542555 488924 963084 1084609 1510668 926610 21521 20414 178451 161683 10165199 7771436 2544051 2393763 1070961 1050802 6831291 6126805 1214025 1213162 88000 0 125163 104819 7443914 7168617 4438289 4554838 13309391 13041436 X -7389100 -7825631 911000 911000 -6478100 -6914631 6831291 6126805 X -1536531 1100000 X 0 1 X 0 1 1 X 0 0 172758 1177040 491668 1841466 14763342 14513214 11299191 11150930 11370381 63097058 14763342 14513214 11471949 12327970 11862049 64938524 0 0 0 64938524 49775 5171 2178 6376 1617 65117 49775 5171 2178 6376 1617 65117 14813117 14518385 11474127 12334346 11863666 65003641 0.99900 0.99900 0.00100 0.00100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 911000 0 0 911000 911000 194935 194935 911000 911000 37466 37466 911000 911000 25480 25480 911000 990560 48834 128394 911000 0.00000 1.00000 0.00000 0 1 1 24213 24213 7741826 5462570 2279256 2399160 2308866 90294 2393763 RESTRICTED DEPOSITS AND FUNDED RESERVES 139802 DONOR RESTRICTED FUNDS HELD BY AFFILIATED FOUNDATION 911000 1050802 DUE TO AFFILIATE 4554838 4554838 X 12963666 1100000 1100000 11863666 0 11863666 13400197 0 13400197 0 13400197 PART IV, LINE 2B: THE ORGANIZATION CUSTODIAL LIABILITY CONSISTS OF RESIDENT SECURITY DEPOSITS. PART V, LINE 4: THE INTENDED USES OF THE FUNDS ARE TO SUPPORT THE GENERAL OPERATIONS OF THE ORGANIZATION. PART X, LINE 2: THE FACILITY RECOGNIZES THE EFFECT OF TAX POSITIONS ONLY 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, 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: TRANSFER FROM UNITED METHODIST HOMES, INC. 1,100,000. PART V, LINE 3(B): THE ENDOWMENT FUNDS REPORTED IN PART V REPRESENT THE PORTION OF ENDOWMENT FUNDS HELD BY A RELATED ORGANIZATION, WESLEYAN FOUNDATION FOR HEALTH AND AGING, INC. TO SUPPORT THE GENERAL OPERATION OF THE ORGANIZATION. X X 0 0 0 0 0 0 0 0 0 DAVID M LAWLOR PRESIDENT/CHAIRMAN 0 527032 0 0 0 0 0 19901 0 1206 0 548139 0 0 ZVONIMIR JUKIC DIRECTOR/TREASURER 0 217755 0 0 0 0 0 5260 0 6814 0 229829 0 0 FAITH WADJOWICZ - DIRECTOR DIRECTOR OF NURSING THRU 01/22 181141 0 0 0 0 0 7492 0 14468 0 203101 0 0 0 FORM 990, PART I, QUESTION 5, AND PART V, QUESTION 2A THE ORGANIZATION CONTRACTED WITH A PROFESSIONAL EMPLOYER ORGANIZATION (PEO) FOR SERVICES, INCLUDING BUT NOT LIMITED TO, PAYROLL, TIMEKEEPING, EMPLOYEE BENEFITS, HR ADMINISTRATION AND WORKFORCE REGULATORY COMPLIANCE NEEDS. AS THE EMPLOYER OF RECORD FOR TAX PURPOSES, FORMS W-2 AND W-3 ARE ISSUED BY THE PEO AND FILED UNDER THE PEO'S FEDERAL EIN. IN THIS CO-EMPLOYMENT ARRANGEMENT, THE ORGANIZATION IS THE COMMON LAW EMPLOYER AND, ACCORDINGLY, COMPENSATION IS REPORTED ON FORM 990, PART VII, SECTION A AND PART IX, LINES 5-10. 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 990 AND PROVIDES COMMENT PRIOR TO ELECTRONIC FILING. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATIONS OF THE ORGANIZATION'S ADMINISTRATOR AND OFFICERS ARE 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 2022. 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, PART XI, LINE 9: TRANSFER FROM UNITED METHODIST HOMES, INC. 1,100,000. CARELINK CORPORATION 580 LONG HILL AVENUE SHELTON CT 06484 061501849 ASSISTED LIVING SERVICES CT 501(C)(3) LINE 10 UNITED METHODIST HOMES INC 0 CROSBY COMMONS INC 580 LONG HILL AVENUE SHELTON CT 06484 061505334 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 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0