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 066077231 WESLEY HEIGHTS INC WESL 2039448285 580 LONG HILL AVENUE SHELTON CT 06484 ZVONIMIR JUKIC TREASURER 2039448285 2019-08-13 1 GARRETT M HIGGINS P00543209 2122862600 2019-07-16 4.15.211.182 2019-08-13 11:31:13 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 40DFD97C23B761131A893E112484B80F36E3DF78 2017 2019-02-21 02:37:17Z ZVONIMIR JUKIC 580 LONG HILL AVENUE SHELTON CT 06484 4624750 0 X UMH.ORG X 1968 CT TO PROVIDE ASSISTED LIVING APARTMENTS AND WELLNESS PROGRAMS TO SENIOR ADULTS. 4 0 69 70 0 0 148466 130441 4228028 4383091 119 159 76433 111059 4453046 4624750 0 0 0 0 2569960 2773559 0 0 0 2040246 2571242 4610206 5344801 -157160 -720051 14751987 20248408 6500068 12716540 8251919 7531868 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 4564965 4383091 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. 4564965 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 X 16 0 69 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 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 371532 28838 PETER BELVAL DIRECTOR/VICE PRESIDENT 40.00 1.00 X X 140425 0 31279 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 140425 571508 77819 1 0 1 0 UNITED METHODIST HOMES INC 580 LONG HILL AVENUE SHELTON CT 06984 MANAGEMENT SERVICES 686700 1 130441 130441 RESIDENT RENTAL REVENU 623990 3298192 3298192 FOOD SERVICE REVENUE 623990 916361 916361 OTHER RESIDENT SERVICE 623990 104338 104338 SPACE RENTAL- RELATED 623990 64200 64200 4383091 159 159 COMMUNITY SERVICE FEE 900099 103500 103500 LAUNDRY & VENDING 900099 7559 7559 111059 4624750 4383091 0 111218 147450 73725 73725 2137484 1819205 318279 38385 33195 5190 262141 223200 38941 188099 156369 31730 207460 207460 21766 21766 30342 28690 1652 95819 95819 117086 98110 18976 537271 520002 17269 81598 81248 350 2971 2470 501 370798 363382 7416 584507 572817 11690 119873 99652 20221 DIETARY SUPPLIES 335964 335964 LAUNDRY/HOUSEKEEPING 37323 37323 RECREATION SUPPLIES 15556 15556 DUES & SUBSCRIPTIONS 9908 8238 1670 3000 3000 5344801 4564965 779836 0 340406 173843 41224 35354 43219 29052 24033198 6920949 11306663 17112249 3020475 2897910 14751987 20248408 562981 1483688 9355 3555 197696 205628 5730036 11023669 6500068 12716540 X 8251919 7531868 8251919 7531868 14751987 20248408 -720051 0 X X 0 1 X 1 1 1 X 1203709 148701 151848 148466 130441 1783165 2943981 3848903 4194437 4228028 4383091 19598440 4147690 3997604 4346285 4376494 4513532 21381605 0 0 0 21381605 409 268 189 119 159 1144 409 268 189 119 159 1144 11032 30281 76433 111059 228805 4148099 4008904 4376755 4453046 4624750 21611554 0.98940 0.99160 0.00010 0.00280 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: LAUNDRY VENDING - 2014 AMOUNT: $ 11,032. 2015 AMOUNT: $ 9,431. 2016 AMOUNT: $ 11,933. 2017 AMOUNT: $ 7,559. COMMUNITY SERVICE FEE - 2015 AMOUNT: $ 20,850. 2016 AMOUNT: $ 64,500. 2017 AMOUNT: $ 103,500. 0 1 X 115862 115862 22180283 6458476 15721807 790512 462473 328039 946541 946541 17112249 DUE FROM AFFILIATE 2481570 ASSETS LIMITED AS TO USE - SECURITY DEPOSITS 205628 ASSETS LIMITED AS TO USE - RESERVE FOR REPAIR AND MAINTENANCE 210712 2897910 X 4624750 0 4624750 0 4624750 5344801 0 5344801 0 5344801 PART IV, LINE 2B: 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 LIABILITY CONSISTED OF A SECURITY DEPOSIT FUND. 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 PETER BELVAL DIRECTOR/VICE PRESIDENT 140425 0 0 0 0 0 5528 0 25751 0 171704 0 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 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 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 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 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 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 1 0 0 1 0 0 1 0 0 0