2023-08-15T16:00:25-05:00 2022-09-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2021-10-01 066077231 WESLEY HEIGHTS INC WESL 2039448285 580 LONG HILL AVENUE SHELTON CT 06484 ZVONIMIR JUKIC TREASURER 2039448285 2023-08-15 1 ZVONIMIR JUKIC 999009999 GARRETT M HIGGINS P00543209 9143818900 2023-08-02 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z BENJAMIN SCHIANO 580 LONG HILL AVENUE SHELTON CT 06484 5572354 0 X WWW.UMH.ORG/WESLEY-VILLAGE X 1968 CT TO PROVIDE ASSISTED LIVING APARTMENTS AND WELLNESS PROGRAMS TO SENIOR ADULTS. 4 0 96 60 0 0 556080 135704 5382061 5416365 295 215 21303 20070 5959739 5572354 0 0 0 0 2558983 2939652 0 0 32934 3527915 3392215 6086898 6331867 -127159 -759513 17960936 17350695 11800459 11949731 6160477 5400964 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 5473091 0 5417348 THE ORGANIZATION OPERATES 202 RESIDENTIAL UNITS INCLUDING STUDIO, EFFICIENCY AND CONGREGATE APARTMENTS AND COTTAGES OF WHICH 92 ARE ELIGIBLE FOR U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT ("HUD") SECTION 8 RENTAL ASSISTANCE. SUCH ENTITIES ARE REGULATED BY HUD AS TO RENT CHARGES AND OPERATING METHODS. 5473091 1 1 0 0 0 0 0 0 1 0 1 0 0 0 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 20 0 96 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 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 527032 21107 ZVONIMIR JUKIC DIRECTOR/TREASURER 1.00 46.00 X X 0 217755 12074 BENJAMIN SCHIANO EXECUTIVE DIRECTOR 40.00 0.00 X X 160005 0 7435 VICTORIA DOMPIERRE DIRECTOR / SECRETARY 0.50 39.50 X X 0 70165 3332 160005 814952 43948 1 0 1 0 UNITED METHODIST HOMES INC 580 LONG HILL AVENUE SHELTON CT 06984 MGMT. SVCS. & OVERHEAD COSTS REIMB. 409050 1 135604 100 135704 RESIDENT RENTAL REV. 623990 3707760 3707760 FOOD SERVICE REVENUE 623990 1184723 1184723 RESIDENT SERVICES 623990 464132 464132 SPACE RENTAL- RELATED 623990 59750 59750 5416365 215 215 LAUNDRY & VENDING 900099 19087 19087 BAD DEBT RECOVERY 900099 983 983 20070 5572354 5417348 0 19302 165915 124436 41479 2263420 1909898 326388 27134 42109 35830 5736 543 285272 239050 43014 3208 182936 153240 27647 2049 233220 233220 2491 2491 20515 20515 42832 34353 8479 109409 99029 10380 128828 106224 22604 1003456 976587 26869 67993 67732 261 7847 6573 1274 997899 977941 19958 205271 171949 33322 DIETARY SUPPLIES 465924 465924 LAUNDRY/HOUSEKEEPING 46855 46855 RECREATION SUPPLIES 32208 32208 NURSING SUPPLIES 13887 13887 13580 11375 2205 6331867 5473091 825842 32934 1464689 1975373 356467 189813 133755 118126 25751945 10684562 15728449 15067383 277576 0 17960936 17350695 806423 693328 24 62748 245281 206563 10748731 10714663 0 272429 11800459 11949731 X 6160477 5400964 6160477 5400964 17960936 17350695 -759513 0 X 0 1 X 0 1 1 X 130441 144673 133654 556080 135704 1100552 4486591 4818669 5186534 5776675 5416365 25684834 4617032 4963342 5320188 6332755 5552069 26785386 0 0 0 26785386 159 358 534 295 215 1561 159 358 534 295 215 1561 7559 11111 13912 17461 19087 69130 4624750 4974811 5334634 6350511 5571371 26856077 0.99740 0.99750 0.00010 0.00010 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: LAUNDRY VENDING - 2017 AMOUNT: $ 7,559. 2018 AMOUNT: $ 11,111. 2019 AMOUNT: $ 13,912. 2020 AMOUNT: $ 17,461. 2021 AMOUNT: $ 19,087. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 115862 115862 24615219 10025979 14589240 1020864 658583 362281 15067383 DUE TO AFFILIATES 272429 272429 X 5571371 0 5571371 983 983 5572354 6330884 0 6330884 983 983 6331867 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, 2019. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT RECOVERY RECLASSED TO PART VIII 983. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT RECOVERY RECLASSED TO PART VIII 983. X 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 BENJAMIN SCHIANO EXECUTIVE DIRECTOR 160005 0 0 0 0 0 6493 0 942 0 167440 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 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 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. 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 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 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 1 0 0 1 0 0 1 0 0 0