2021-08-12T14:42:37-05:00 2020-09-30 271728945 PKF O'CONNOR DAVIES LLP 500 MAMARONECK AVENUE HARRISON NY 105281633 990 2019-10-01 066077231 WESLEY HEIGHTS INC WESL 2039448285 580 LONG HILL AVENUE SHELTON CT 06484 ZVONIMIR JUKIC TREASURER 2039448285 2021-08-12 1 GARRETT M HIGGINS P00543209 9143818900 2021-07-28 2019 2022-09-23 18:48:47Z BENJAMIN SCHIANO 580 LONG HILL AVENUE SHELTON CT 06484 5334634 0 X WWW.UMH.ORG/WESLEY-VILLAGE X 1968 CT TO PROVIDE ASSISTED LIVING APARTMENTS AND WELLNESS PROGRAMS TO SENIOR ADULTS. 3 0 90 60 0 0 144673 133654 4675464 4916852 358 534 154316 283594 4974811 5334634 0 0 0 0 2869011 2497202 0 0 0 3338520 3079840 6207531 5577042 -1232720 -242408 17994969 18050249 11695821 11993509 6299148 6056740 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 5045952 4916852 THE ORGANIZATION OPERATES 202 RESIDENTIAL UNITS INCLUDING STUDIO, EFFICIENCY AND CONGREGATE APARTMENTS AND COTTAGES IN SHELTON, CONNECTICUT 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. 5045952 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 27 0 90 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 CT X ZVONIMIR JUKIC 2039448276 580 LONG HILL AVENUE SHELTON CT 06484 X DAVID M LAWLOR PRESIDENT/CHAIRMAN 1.00 46.00 X X 0 458339 15774 ZVONIMIR JUKIC DIRECTOR/TREASURER 1.00 46.00 X X 0 167554 18070 BENJAMIN SCHIANO EXECUTIVE DIRECTOR 40.00 X 144637 0 4927 VICTORIA DOMPIERRE DIRECTOR/SECRETARY 0.50 39.50 X X 0 70792 3346 144637 696685 42117 1 0 1 0 UNITED METHODIST HOMES INC 580 LONG HILL AVENUE SHELTON CT 06984 MANAGEMENT SERVICES 136350 1 133654 133654 RESIDENT RENTAL REV. 623990 3693219 3693219 FOOD SERVICE REVENUE 623990 1071316 1071316 OTHER RESIDENT SERVICE 623990 92417 92417 SPACE RENTAL- RELATED 623990 59900 59900 4916852 534 534 COMMUNITY SERVICE FEE 900099 171490 171490 COUNTRY LIVING 900099 98192 98192 LAUNDRY & VENDING 900099 13912 13912 283594 5334634 5186534 0 14446 157946 118459 39487 1869032 1754148 114884 40327 37993 2334 247358 226914 20444 182539 167397 15142 232299 232299 20447 20447 37070 30479 6591 2238 2238 85568 74105 11463 1020187 993392 26795 59238 59215 23 3135 2875 260 944523 925633 18890 179541 164649 14892 DIETARY SUPPLIES 354155 354155 LAUNDRY/HOUSEKEEPING 49706 49706 BAD DEBT 43190 36712 6478 NURSING SUPPLIES 21518 21518 27025 26364 661 5577042 5045952 531090 0 154405 755579 102483 133535 134882 152483 25170705 8741690 17045543 16429015 557656 579637 17994969 18050249 566253 535841 130 524 242934 239893 10855343 10877623 31161 339628 11695821 11993509 X 6299148 6056740 6299148 6056740 17994969 18050249 -242408 0 X X 0 1 X 1 1 1 X 151848 148466 130441 144673 133654 709082 4215287 4292528 4486591 4818669 5186534 22999609 4367135 4440994 4617032 4963342 5320188 23708691 0 0 0 23708691 189 119 159 358 534 1359 189 119 159 358 534 1359 9431 11933 7559 11111 13912 53946 4376755 4453046 4624750 4974811 5334634 23763996 0.99770 0.98290 0.00010 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: LAUNDRY VENDING - 2015 AMOUNT: $ 9,431. 2016 AMOUNT: $ 11,933. 2017 AMOUNT: $ 7,559. 2018 AMOUNT: $ 11,111. 2019 AMOUNT: $ 13,912. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 115862 115862 24120656 8151888 15968768 934187 589802 344385 16429015 DUE TO AFFILIATE 339628 339628 X 5334634 0 5334634 0 5334634 5577042 0 5577042 0 5577042 PART IV, LINE 2B: THE ORGANIZATION HAS A CUSTODIAL ACCOUNT LIABILITY WHICH CONSISTS OF TENANT SECURITY DEPOSITS. PART X, LINE 2: THE CORPORATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE CORPORATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE CORPORATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO SEPTEMBER 30, 2017. X X X 0 0 0 0 0 0 0 0 0 DAVID M LAWLOR PRESIDENT/CHAIRMAN 0 440339 0 0 0 18000 0 14568 0 1206 0 474113 0 0 ZVONIMIR JUKIC DIRECTOR/TREASURER 0 167554 0 0 0 0 0 5069 0 13001 0 185624 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 461. 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., A RELATED PARTY. THE FACILITY 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 DIRECTORS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION'S BYLAWS MAY BE AMENDED BY THE SOLE MEMBER. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY OUR INDEPENDENT ACCOUNTANTS IN COORDINATION WITH THE ANNUAL AUDITS. THE FINANCE COMMITTEE REVIEWS THESE REPORTS AND PROVIDES COMMENT PRIOR TO ELECTRONIC FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS ADOPTED THE CONFLICT OF INTEREST POLICY OF ITS PARENT ENTITY, UNITED METHODIST HOMES, INC. 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 LEAD 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 IDENTITY OF INTERESTS AND DETERMINATIONS OF POSSIBLE 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 2020. 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 2020. 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 VII, LINE 1(B): THE LISTED BOARD MEMBERS AND OFFICERS REPORTED IN PART VII OF THIS 990 ARE COMPENSATED AS AN EMPLOYEE BY A RELATED ORGANIZATION, UNITED METHODIST HOMES, INC. (THE PARENT ORGANIZATION) OR ONE OF UNITED METHODIST HOMES' AFFILIATES. EACH EMPLOYEE'S AVERAGE HOURS PER WEEK RANGE FROM 40 TO 50. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED SINCE 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 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 1 0 0 0 0 1 0 0 1 0 0 1 0 0 0