2019-08-13T13:10:44-05:00 2018-09-30 271728945 PKF O'CONNOR DAVIES LLP 665 FIFTH AVENUE NEW YORK NY 10022 990 2017-10-01 061505334 CROSBY COMMONS INC CROS 2039448285 580 LONG HILL AVENUE SHELTON CT 06484 ZVONIMIR JUKIC TREASURER 2039448285 2019-08-13 1 GARRETT M HIGGINS P00543209 2122862600 2019-08-07 4.15.211.182 2019-08-13 11:25:44 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 40DFD97C23B761131A893E112484B80F36E3DF78 2017 2019-02-21 02:37:17Z ZVONIMIR JUKIC 580 LONG HILL AVENUE SHELTON CT 06484 4442800 0 X UMH.ORG X 1997 CT PROVIDES ASSISTED LIVING APARTMENTS AND WELLNESS PROGRAMS TO SENIOR ADULTS 4 0 44 70 0 0 0 0 4311200 4442532 25 18 1953 250 4313178 4442800 0 0 0 0 1190073 1176112 0 0 0 2510797 2536656 3700870 3712768 612308 730032 8087303 8564901 5400396 5147962 2686907 3416939 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 2471221 4442532 THE ORGANIZATION IS A NON-PROFIT, 68 UNIT MANAGED RESIDENTIAL FACILITY LOCATED IN SHELTON, CONNECTICUT, WHICH SERVES SENIORS WHO MAY REQUIRE ASSISTANCE WITH DAILY LIVING. 2471221 1 0 0 0 0 0 0 0 0 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 X 11 0 44 1 0 0 0 0 0 0 0 0 0 0 X 4 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 06484 X DAVID M LAWLOR PRESIDENT/CHAIRMAN 1.00 46.00 X X 0 371532 28838 ELIZABETH SCHAVE-BEMIS DIRECTOR/VICE PRESIDENT 0.50 41.50 X X 0 159098 31550 VICTORIA DOMPIERRE DIRECTOR/SECRETARY 0.50 43.00 X X 0 68999 4336 ZVONIMIR JUKIC DIRECTOR/TREASURER 1.00 46.00 X X 0 130977 13366 LORI PISANI EXECUTIVE DIRECTOR 40.00 X 109518 0 21945 109518 730606 100035 1 0 1 0 UNITED METHODIST HOMES INC 580 LONG HILL AVENUE SHELTON CT 06984 MANAGEMENT SERVICES 1052892 1 RESIDENT SERVICES 623990 4442532 4442532 4442532 18 18 OTHER INCOME 900099 250 250 250 4442800 4442532 0 268 145681 72841 72840 768067 731085 36982 15795 15557 238 153819 144756 9063 92750 82552 10198 1052894 1052894 15702 15702 20434 19915 519 418 418 83154 68023 15131 610458 594184 16274 133 118 15 2544 2264 280 298005 292044 5961 42343 37687 4656 DIETARY SUPPLIES 330438 330438 LAUNDRY/HOUSEKEEPING 62055 62055 RECREATION SUPPLIES 11384 11384 DUES & SUBSCRIPTIONS 6629 5900 729 65 65 3712768 2471221 1241547 0 570877 657571 15279 16616 31662 49743 52822 62059 9002196 4469222 4408183 4532974 3008480 3245938 8087303 8564901 245617 255827 11695 17088 4699273 4467714 443811 407333 5400396 5147962 X 2686907 3416939 2686907 3416939 8087303 8564901 730032 0 X X 0 1 X 1 0 X 70000 70000 3912802 3926128 4170940 4311200 4442532 20763602 3912802 3926128 4240940 4311200 4442532 20833602 0 0 0 20833602 37 29 29 25 18 138 37 29 29 25 18 138 150617 224 1953 250 153044 3912839 4076774 4241193 4313178 4442800 20986784 0.99270 0.99250 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2014 AMOUNT: $ 150,617. 2015 AMOUNT: $ 224. 2016 AMOUNT: $ 1,953. 2017 AMOUNT: $ 250. 20000 20000 8386446 3986791 4399655 595750 482431 113319 4532974 ASSETS LIMITED AS TO USE - DEBT SERVICE RESERVE 191250 ASSETS LIMITED AS TO USE - SECURITY DEPOSITS 11720 DUE FROM AFFILIATES 3042968 3245938 X 4442800 0 4442800 0 4442800 3712768 0 3712768 0 3712768 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, 2015. X X X 0 0 0 0 0 0 0 0 0 DAVID M LAWLOR PRESIDENT/CHAIRMAN 0 371532 0 0 0 0 0 27558 0 1280 0 400370 0 0 ELIZABETH SCHAVE-BEMIS DIRECTOR/VICE PRESIDENT 0 159098 0 0 0 0 0 6732 0 24818 0 190648 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 462. 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 AUDITORS 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 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 MANAGEMENT IS DETERMINED BY A COMPENSATION COMMITTEE AND/OR SENIOR MANAGEMENT, INCLUDING THE HUMAN RESOURCES DEPARTMENT, THROUGH A DETAILED REVIEW USING COMPARABILITY DATA, INCLUDING THE FORM 990S FROM SIMILARLY SITUATED NONPROFIT ORGANIZATIONS. CONTEMPORANEOUS DOCUMENTATION OF THE DELIBERATIONS AND DECISION MAKING IS MAINTAINED BY THE ORGANIZATION. THE PROCESS WAS LAST CONDUCTED IN 2018. 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 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 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 THE UNITED METHODIST HOME OF SHARON INC 580 LONG HILL AVENUE SHELTON CT 06484 061607026 SUPPORT THE OPERATIONS OF UMH CT 501(C)(3) LINE 12A, I 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 WESLEYAN HOMES OF TENNESSEE INC 580 LONG HILL AVENUE SHELTON CT 06484 203533871 INACTIVE CT 501(C)(3) LINE 10 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