2022-08-11T12:02:41-05:00 2021-09-30 271728945 PKF O'CONNOR DAVIES LLP 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2020-10-01 066077232 BISHOP WICKE HEALTH AND REHABILITATION CENTER INC BISH 2039448285 580 LONG HILL AVENUE SHELTON CT 06484 ZVONIMIR JUKIC TREASURER 2039448285 2022-08-10 1 ZVONIMIR JUKIC 999009999 GARRETT M HIGGINS P00543209 9143818900 2022-08-10 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DEBRA SAMORAJCZYK 580 LONG HILL AVENUE SHELTON CT 06484 12334346 0 X UMH.ORG X 1968 CT TO PROVIDE NURSING CARE AND ACCOMMODATIONS TO THOSE IN NEED. 5 0 250 30 0 0 172758 1177040 11299191 11150930 2178 6376 0 0 11474127 12334346 0 0 0 0 8431565 7790321 0 0 0 5161265 4950394 13592830 12740715 -2118703 -406369 7856118 6831291 15539767 13309391 -7683649 -6478100 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 11746779 0 11150930 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. 11746779 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 0 250 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 0 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 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 475080 32937 FAITH WADJOWICZ - DIRECTOR VICE PRESIDENT OF CLINICAL SVCS. 40.00 1.00 X X 167071 0 25487 ZVONIMIR JUKIC DIRECTOR/TREASURER 1.00 46.00 X X 0 169807 14535 DEBRA SAMORAJCZYK DIRECTOR/ADMINISTRATOR 40.00 0.00 X X 124298 0 6834 VICTORIA DOMPIERRE DIRECTOR/SECRETARY 0.50 39.50 X X 0 72301 3411 291369 717188 83204 2 0 1 0 UNITEX TEXTILE RENTAL SERVICES 401 SOUTH MACQUESTEN PARKWAY MT VERNON NY 105501700 LINENS 167555 1 1177040 1177040 NET RESIDENT REVENUE 623000 11149580 11149580 PROGRAM RELATED RENTAL 623000 1350 1350 11150930 6376 6376 12334346 11150930 0 6376 342428 309958 32470 5946317 5723728 222589 158162 152513 5649 705517 676402 29115 637897 612049 25848 446037 446037 8223 8223 32645 32645 958519 947100 11419 6814 6814 113856 95671 18185 1228686 1142230 86456 567 544 23 3596 3450 146 276335 270809 5526 215536 206802 8734 NURSING SUPPLIES 481410 481410 DIETARY SUPPLIES 445283 445283 BAD DEBT 399996 339997 59999 LAUNDRY/HOUSEKEEPING 247765 247765 85126 84254 872 12740715 11746779 993936 0 1905548 542555 841743 963084 1054279 1510668 21623 21521 199940 178451 10070750 7526699 2770132 2544051 1062853 1070961 7856118 6831291 1340918 1214025 917267 88000 113307 125163 7726754 7443914 5441521 4438289 15539767 13309391 X -8594649 -7389100 911000 911000 -7683649 -6478100 7856118 6831291 X -406369 1611918 X X 0 1 X 1 1 1 X 172758 1177040 1349798 14924403 14763342 14513214 11299191 11150930 66651080 14924403 14763342 14513214 11471949 12327970 68000878 0 0 0 68000878 2394 49775 5171 2178 6376 65894 2394 49775 5171 2178 6376 65894 14926797 14813117 14518385 11474127 12334346 68066772 0.99900 0.99910 0.00100 0.00090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 911000 194935 194935 911000 911000 37466 37466 911000 911000 25480 25480 911000 990560 48834 128394 911000 911000 79560 990560 0.00000 1.00000 0.00000 0 1 1 24213 24213 7653174 5263528 2389646 2393363 2263171 130192 2544051 RESTRICTED DEPOSITS AND FUNDED RESERVES 159961 DONOR RESTRICTED FUNDS HELD BY AFFILIATED FOUNDATION 911000 1070961 DUE TO AFFILIATE 4438289 4438289 X 13946264 1611918 1611918 12334346 0 12334346 12740715 0 12740715 0 12740715 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, 2018. PART XI, LINE 2D - OTHER ADJUSTMENTS: TRANSFER FROM UNITED METHODIST HOMES, INC. 1,611,918. 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. FOR THE BENEFIT OF THE ORGANIZATION. X X X 0 0 0 0 0 0 0 0 0 DAVID M LAWLOR PRESIDENT/CHAIRMAN 0 475080 0 0 0 0 0 31731 0 1206 0 508017 0 0 FAITH WADJOWICZ - DIRECTOR VICE PRESIDENT OF CLINICAL SVCS. 167071 0 0 0 0 0 6942 0 18545 0 192558 0 0 0 ZVONIMIR JUKIC DIRECTOR/TREASURER 0 169807 0 0 0 0 0 5271 0 9264 0 184342 0 0 FORM 990, PART V, LINES 2A AND 2B: 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 450. 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 3 MANAGEMENT OF THE FACILITY IS PERFORMED BY UNITED METHODIST HOMES, INC. ("UMH"), A RELATED PARTY. THE FACILITY IS UNDER THE DIRECT OPERATIONAL AND MANAGEMENT CONTROL OF UNITED METHODIST HOMES, INC. THE ORGANIZATION HAD $446,037 IN UMH MANAGEMENT FEES DURING FY21. 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 B, LINE 11B THE FORM 990 IS PREPARED BY OUR INDEPENDENT AUDITORS IN COORDINATION WITH THE ANNUAL AUDIT. THE FINANCE COMMITTEE REVIEWS THESE REPORTS AND PROVIDES COMMENT PRIOR TO ELECTRONIC FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION FOLLOWS THE CONFLICT OF INTEREST POLICY OF ITS PARENT ORGANIZATION, UNITED METHODIST HOMES, INC. WHOSE BOARD ENFORCES AND MONITORS ITS COMPLIANCE. THE ORGANIZATION'S OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTERESTS IN CONNECTION TO AN OWNERSHIP, INVESTMENT OR COMPENSATION ARRANGEMENT WITH ANY INDIVIDUAL OR ORGANIZATION WITH WHICH UNITED METHODIST HOMES AND AFFILIATES HAS OR IS CONTEMPLATING A TRANSACTION WITH. POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED BY A COMMITTEE LED BY THE CORPORATE COMPLIANCE OFFICER. THE COMMITTEE EVALUATES THE APPROPRIATE HANDLING OF EACH CONFLICT AND REPORTS TO THE FULL BOARD ON AN ANNUAL BASIS. A CONFLICTED PERSON MAY NOT VOTE ON OR ENTER INTO ANY TRANSACTION WITH WHICH HE HAS A CONFLICT OF INTEREST. THE BOARD MAY APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO ANY PROPOSED CONFLICTED TRANSACTION. RECORDS AND REVIEWS OF ALL DISCLOSURES AND DETERMINATIONS OF CONFLICTS OF INTEREST ARE RECORDED IN THE MINUTES OF ANY BOARD MEETING IN WHICH THEY ARE DISCUSSED. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE ORGANIZATION'S ADMINISTRATOR 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 2021. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER FROM UNITED METHODIST HOMES, INC. 1,611,918. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0