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 743080603 MIDDLEWOODS OF NEWINGTON INC MIDD 2039448285 580 LONG HILL AVENUE SHELTON CT 06984 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 STACY KESL 580 LONG HILL AVENUE SHELTON CT 06984 3083913 0 X WWW.UMH.ORG/MIDDLEWOODS-OF-NEWINGTON X 1968 CT TO PROVIDE ASSISTED LIVING AND WELLNESS PROGRAMS TO SENIOR ADULTS. 3 0 69 20 0 0 0 230790 2433863 2378067 177 56 0 475000 2434040 3083913 0 0 0 0 1342484 1290125 0 0 0 1704955 1966046 3047439 3256171 -613399 -172258 5680544 6037595 7514804 7462852 -1834260 -1425257 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 2774288 0 2853067 THE ORGANIZATION IS A 60 UNIT MANAGED RESIDENTIAL COMMUNITY THAT PROVIDES ASSISTED LIVING APARTMENTS FOR SENIOR ADULTS ALONG WITH WELLNESS PROGRAMS AND COMPREHENSIVE CARE. 2774288 1 1 0 0 0 0 0 0 1 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 9 0 69 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 0 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 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 475080 32937 ZVONIMIR JUKIC DIRECTOR/TREASURER 1.00 46.00 X X 0 169807 14535 VICTORIA DOMPIERRE DIRECTOR/SECRETARY 0.50 39.50 X X 0 72301 3411 STACY KESL DIRECTOR & EXECUTIVE DIRECTOR 40.00 0.00 X 96052 0 30356 96052 717188 81239 0 0 1 0 UNITED METHODIST HOMES INC 580 LONG HILL AVENUE SHELTON CT 06984 MGMT. SVCS. & OVERHEAD COSTS REIMB 469044 M&R CONSTRUCTION 150 NORTH PLAINS INDUSTRIAL ROAD WALLINGFORD CT 06492 CONSTRUCTION 310215 2 230790 230790 RESIDENT SERVICES 623990 2375227 2375227 PROGRAM RELATED RENTAL 623990 2840 2840 2378067 56 56 INSURANCE PROCEEDS 900099 475000 475000 475000 3083913 2853067 0 56 127714 95786 31928 918839 708389 210450 17824 15167 2657 137897 117436 20461 87851 73060 14791 118399 118399 4350 4350 15811 15811 38165 33285 4880 89004 89004 66097 50740 15357 647724 624192 23532 2105 2100 5 914 760 154 304961 298862 6099 71095 59125 11970 NURSING SUPPLIES 238752 238752 DIETARY SUPPLIES 224406 224406 MISCELLANEOUS EXPENSES 115786 115786 LAUNDRY/HOUSEKEEPING 15550 15550 12927 11888 1039 3256171 2774288 481883 0 387562 609239 278211 64566 70601 58576 7466240 3478660 4259443 3987580 684727 1317634 5680544 6037595 439668 486713 3800 3800 174140 187050 6897196 6785289 7514804 7462852 X -1834260 -1425257 -1834260 -1425257 5680544 6037595 X -172258 581261 X X 0 1 X 1 0 X 175 132 230790 231097 2708097 2745705 2836236 2433863 2378067 13101968 2708272 2745705 2836368 2433863 2608857 13333065 0 0 0 13333065 198 192 214 177 56 837 198 192 214 177 56 837 475000 475000 2708470 2745897 2836582 2434040 3083913 13808902 0.96550 0.99990 0.00010 0.00010 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INSURANCE PROCEEDS - 2020 AMOUNT: $ 475,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 6982563 3076900 3905663 483677 401760 81917 3987580 DUE FROM AFFILIATE 1132525 RESIDENT SECURITY DEPOSITS 185109 1317634 X 3665174 581261 581261 3083913 0 3083913 3256171 0 3256171 0 3256171 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, 2018. PART XI, LINE 2D - OTHER ADJUSTMENTS: TRANSFER FROM UNITED METHODIST HOMES, INC. 581,261. 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 ZVONIMIR JUKIC DIRECTOR/TREASURER 0 169807 0 0 0 0 0 5271 0 9264 0 184342 0 0 FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT OF THE ORGANIZATION IS PERFORMED BY UNITED METHODIST HOMES, INC., A RELATED PARTY. THE ORGANIZATION IS UNDER THE DIRECT OPERATIONAL AND MANAGEMENT CONTROL OF UNITED METHODIST HOMES, INC. 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 THE FORM 990 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 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 2021. COMPENSATION OF THE ORGANIZATION'S OTHER OFFICERS IS DETERMINED BY THE BOARD OF DIRECTORS OF UNITED METHODIST HOMES, WHICH USES A PROCESS THAT INCLUDES COMPARABILITY DATA, BOARD APPROVAL, AND CONTEMPORANEOUS DOCUMENTATION. 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, 990S AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER FROM UNITED METHODIST HOMES, INC. 581,261. 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. 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 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 0 0 0 0