2025-08-14T12:13:15-05:00 2024-09-30 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2023-10-01 066077232 BISHOP WICKE HEALTH AND REHABILITATION CENTER INC BISH 2039448285 580 LONG HILL AVENUE SHELTON CT 06484 DAVID M LAWLOR PRESIDENT/CHAIRMAN 2039448285 2025-08-14 1 1 GARRETT M HIGGINS P00543209 9143818900 2025-08-13 2023 2025-03-06 01:10:19Z DEBRA SAMORAJCZYK 580 LONG HILL AVENUE SHELTON CT 06484 12932742 0 X UMH.ORG X 1968 CT TO PROVIDE NURSING CARE AND ACCOMMODATIONS TO THOSE IN NEED. 4 0 231 20 0 0 0 0 12007915 12929385 2536 3357 0 0 12010451 12932742 0 0 0 0 8529867 8297293 0 0 0 5364818 5868498 13894685 14165791 -1884234 -1233049 6248843 6322564 15047708 16243104 -8798865 -9920540 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 12886816 0 12929385 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. 12886816 1 0 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 30 0 231 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 1 1 1 1 1 1 1 0 X ZVONIMIR JUKIC DIRECTORTREASURER 2039448276 580 LONG HILL AVENUE SHELTON CT 06984 DAVID M LAWLOR PRESIDENT/CHAIRMAN 1.00 46.00 X X 0 541566 32280 ZVONIMIR JUKIC DIRECTOR/TREASURER 1.00 46.00 X X 0 205207 13206 DEBRA SAMORAJCZYK DIRECTOR/ADMINISTRATOR 40.00 0.00 X X 137802 0 6235 VICTORIA DOMPIERRE DIRECTOR/SECRETARY 0.50 39.50 X X 0 65609 3167 LORI BAUER DIRECTOR OF NURSING 40.00 1.00 X 120556 0 18581 GAIL L BRINSMADE REGISTERED NURSE 40.00 0.00 X 123658 0 6827 382016 812382 80296 3 0 1 0 VICARAH LLC 941 EAST MAIN STREET BRIDGEPORT CT 06608 AGENCY SERVICES 293207 UNITEX TEXTILE RENTAL SERVICES 401 SOUTH MACQUESTEN PARKWAY MT VERNON NY 105501700 LINENS SERVICES 165080 ALLSHIFTS ALL AMERICAN HEALTHCARE SERVIC 494 BOARD STREET 4TH FLOOR NEWARK NJ 071023217 NURSING SERVICES 104073 3 NET RESIDENT REVENUE 623000 12927585 12927585 PROGRAM RELATED RENTAL 623000 1800 1800 12929385 3357 3357 12932742 12929385 0 3357 X 297641 258901 38740 6534646 6296329 238317 146732 141825 4907 707832 678795 29037 610442 585744 24698 517012 517012 16536 16536 36450 36450 1743423 1536192 207231 8158 8158 246255 119263 126992 1237706 1212942 24764 839 805 34 1882 1806 76 223458 218989 4469 240057 230345 9712 DIETARY SUPPLIES 487171 487171 NURSING SUPPLIES 405453 405453 BAD DEBT EXPENSE 349997 349997 LAUNDRY/HOUSEKEEPING 297936 297936 56165 56165 14165791 12886816 1278975 0 66089 289126 1074076 1172433 1579656 1423137 20420 18654 191639 216103 10375165 8240568 2252181 2134597 1064782 1068514 6248843 6322564 947356 2422045 102175 104580 6879264 6589564 7118913 7126915 15047708 16243104 X -9709865 -10831540 911000 911000 -8798865 -9920540 6248843 6322564 X -1233049 111374 X 0 1 X 0 1 1 X 172758 1177040 491668 1841466 11299191 11150930 11370381 12007915 12929385 58757802 11471949 12327970 11862049 12007915 12929385 60599268 0 0 0 60599268 2178 6376 1617 2536 3357 16064 2178 6376 1617 2536 3357 16064 11474127 12334346 11863666 12010451 12932742 60615332 0.99970 0.99970 0.00030 0.00030 X 0 1 X 911000 911000 911000 911000 911000 911000 911000 194935 194935 911000 911000 37466 37466 911000 0.00000 1.00000 0.00000 0 1 1 24213 24213 7894138 5853276 2040862 2456814 2387292 69522 2134597 DONOR RESTRICTED FUNDS HELD BY AFFILIATED FOUNDATION 911000 RESTRICTED DEPOSITS AND FUNDED RESERVES 157514 1068514 DUE TO AFFILIATE 7126915 7126915 X 13044116 111374 111374 12932742 0 12932742 14165791 0 14165791 0 14165791 PART IV, LINE 2B: THE ORGANIZATION CUSTODIAL LIABILITY CONSISTS OF RESIDENT SECURITY DEPOSITS. PART V, LINE 4: ASSETS LIMITED AS TO USE CONSIST OF CASH AND CASH EQUIVALENTS AND HAVE BEEN SET ASIDE IN ACCORDANCE WITH REGULATORY COMPLIANCE REQUIREMENTS. FOR THE TAX YEAR, CUSTODIAL LIABILITIES CONSISTED OF A SECURITY DEPOSIT FUND AND RESIDENT TRUST FUNDS. RESIDENT TRUST FUNDS: CERTAIN DEPOSITS ARE HELD IN TRUST BY THE FACILITY ON BEHALF OF THE RESIDENTS. SUCH FUNDS REPRESENT ALLOWANCES RECEIVED BY RESIDENTS AS WELL AS OTHER RESIDENTS' FUNDS DEPOSITED WITH THE FACILITY FOR SAFEKEEPING. THESE FUNDS ARE DISBURSED BY THE FACILITY AT THE REQUEST OF, OR ON BEHALF OF, RESIDENTS FOR THEIR PERSONAL USE. 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, 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF DONOR RESTRICTED FUNDS HELD BY AFFLIATED FOUNDATION 111,374. 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 541566 0 0 0 0 0 31200 0 1080 0 573846 0 0 ZVONIMIR JUKIC DIRECTOR/TREASURER 0 205207 0 0 0 0 0 6005 0 7201 0 218413 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 12C THE UNITED METHODIST HOMES INC. HAS A CONFLICT OF INTEREST POLICY WHICH COVERS ALL CONTROLLED ORGANIZATIONS, INCLUDING THIS ORGANIZATION. 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 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 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 2024. 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 IX, LINE 11G ANCILLARY SERVICES: PROGRAM SERVICE EXPENSES 648,989. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 648,989. MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 46,469. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 46,469. NURSING SERVICES: PROGRAM SERVICE EXPENSES 761,258. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 761,258. OTHER RESIDENT SERVICE FEES: PROGRAM SERVICE EXPENSES 11,336. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,336. ADMINISTRATIVE CONSULTING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 204,358. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 204,358. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 68,140. MANAGEMENT AND GENERAL EXPENSES 2,873. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 71,013. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF DONOR RESTRICTED FUNDS HELD BY AFFLIATED FOUNDATION 111,374. 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 1 1 1 0 0