2015-08-13T15:46:51-05:00 2014-09-30 271728945 O'CONNOR DAVIES LLP 3001 SUMMER STREET 5TH FL EAST STAMFORD CT 06905 990 2013-10-01 066077232 BISHOP WICKE HEALTH AND REHABILITATION CENTER INC BISH 2039448285 580 LONG HILL AVENUE SHELTON CT 06484 GARY J MAGLIO CORPORATE CONTROLLER 2039448285 2015-08-13 1 VINCENT RUOCCO P00546422 2033232400 2015-07-29 2013 2016-02-25 16:41:14Z GARY J MAGLIO 580 LONG HILL AVENUE SHELTON CT 06484 14817847 0 X UMH.ORG X 1968 CT 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. 5 0 252 58 0 0 0 0 13338888 14793246 1476 654 0 23947 13340364 14817847 3177634 0 0 0 9161918 9360331 0 0 0 5739244 6029429 18078796 15389760 -4738432 -571913 10432793 9512441 12697250 12307943 -2264457 -2795502 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 13767370 14793246 THROUGH ITS PARENT COMPANY, UNITED METHODIST HOMES, INC., TO PROVIDE NURSING CARE AND ACCOMODATIONS TO THOSE IN NEED. 13767370 1 0 0 0 0 0 0 0 0 1 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 8 0 252 1 0 0 0 0 0 0 0 0 0 0 X 5 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X GARY J MAGLIO 2039448285 580 LONG HILL AVENUE SHELTON CT 06484 X DAVID M LAWLOR PRESIDENT/CHAIRMAN 2.00 38.00 X X 0 326507 42549 VICTORIA DOMPIERRE SECRETARY 2.00 38.00 X X 0 61686 7083 GARY J MAGLIO DIRECTOR/TREASURER 2.00 38.00 X X 0 137444 32054 PETER BELVAL DIRECOR/VICE PRESIDENT 2.00 38.00 X X 0 129144 38918 FAITH WADJOWICZ DIRECTOR/DIRECTOR OF NURSING 40.00 X X 135782 0 44896 DEBRA SAMORAJCZYK ADMINISTRATOR 40.00 X 99830 0 8188 235612 654781 173688 1 0 1 0 0 NET RESIDENT REVENUE 623000 14624200 14624200 OUTPATIENT THERAPY 623000 162955 162955 OTHER PROGRAM FEES 623000 6091 6091 14793246 654 654 MISCELLANEOUS 900099 23947 23947 23947 14817847 14793246 0 24601 X 311345 286798 24547 6637100 6127286 509814 580331 535803 44528 1266245 1168940 97305 565310 521847 43463 605349 605349 6568 6568 35396 35396 2285875 2227453 58422 1098 521 577 426178 327179 98999 807883 791725 16158 93 93 2290 2290 268118 262756 5362 98025 24506 73519 DIETARY SUPPLIES 527071 527071 PROVIDER TAX EXPENSE 514969 514969 NURSING SUPPLIES 363651 363651 THERAPIES 76419 76419 10446 10446 15389760 13767370 1622390 0 455 455 122114 419476 2275286 2155251 15124 17863 123661 121894 9584292 5673242 3756041 3911050 4140112 2886452 10432793 9512441 3262753 3073665 107773 101023 9326724 9133255 12697250 12307943 X -3175457 -3706502 911000 911000 -2264457 -2795502 10432793 9512441 X -571913 40868 X X 0 1 X 1 1 1 X 13209355 13927532 14080582 13338888 14793246 69349603 13209355 13927532 14080582 13338888 14793246 69349603 0 0 0 69349603 630 326 135 1476 654 3221 630 326 135 1476 654 3221 1125 23947 25072 13211110 13927858 14080717 13340364 14817847 69377896 0.99960 0.99990 0.00000 0.00010 X 0 1 X 911000 40868 40868 911000 3722421 366213 3177634 911000 3181850 540571 3722421 1.00000 0 1 1 24213 24213 7290999 3720019 3570980 2269080 1953223 315857 3911050 DEFERRED FINANCING, NET 135961 DUE FROM AFFILIATE 1362158 ASSETS LIMITED AS TO USE - RESERVE FOR REPLACEMENT 477333 DONOR RESTRICTED FUNDS HELD BY AFFILIATED FOUNDATION 911000 2886452 X 14858715 40868 40868 14817847 0 14817847 15389760 0 15389760 0 15389760 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. AS OF SEPTEMBER 30, 2014, 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 V, LINE 4: DONOR RESTRICTED FUNDS HELD BY AFFILIATED FOUNDATION WESLEYAN FOUNDATION FOR HEALTH AND AGING, INC. (THE "AFFILIATED FOUNDATION") WAS FORMED TO RAISE, HOLD AND INVEST ASSETS OF UMH AND ITS AFFILIATED ENTITIES. THE AFFILIATED FOUNDATION MAINTAINS DONOR RESTRICTED CONTRIBUTIONS AND ACCUMULATED EARNINGS EARMARKED TO SUPPORT THE GENERAL OPERATIONS OF THE FACILITY. AS OF SEPTEMBER 30, 2014, THE AMOUNTS RESTRICTED FOR THE FACILITY AND THE FACILITY'S PORTION OF THE AFFILIATED FOUNDATION'S NET ASSETS, WHICH ARE PERMANENTLY RESTRICTED, TOTALED $911,000 OF THE AFFILIATED FOUNDATION'S TOTAL ENDOWMENT NET ASSETS OF $9,910,783. EARNINGS OF THE AFFILIATED FOUNDATION EARMARKED FOR THE FACILITY ARE RECOGNIZED AS AN INCREASE TO IN TEMPORARILY RESTRICTED NET ASSETS. WHEN THE EARMARKED EARNINGS ARE EXPENDED FOR THE STIPULATED PURPOSES, TEMPORARILY RESTRICTED NET ASSETS ARE RECLASSIFIED TO UNRESTRICTED NET ASSETS. THE ASSETS OF THE AFFILIATED FOUNDATION'S ENDOWMENT ARE CARRIED AT FAIR VALUE AND HAVE BEEN VALUED USING LEVEL 2 INPUTS. 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, 2011. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF DONOR RESTRICTED FUNDS HELD BY AFFILIATED FOUNDATION 40,868. X X X 0 0 0 0 0 0 0 0 0 DAVID M LAWLOR PRESIDENT/CHAIRMAN 0 326507 0 0 0 0 0 18720 0 23829 0 369056 0 0 GARY J MAGLIO DIRECTOR/TREASURER 0 137444 0 0 0 0 0 15001 0 17053 0 169498 0 0 PETER BELVAL DIRECOR/VICE PRESIDENT 0 129144 0 0 0 0 0 17503 0 21415 0 168062 0 0 FAITH WADJOWICZ DIRECTOR/DIRECTOR OF NURSING 135782 0 0 0 0 0 29018 0 15878 0 180678 0 0 0 LINE 2A AND 2B OF 990, PAGE, 5, PART V 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 431. 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 B, LINE 11 FORMS 990 ARE 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 THE WRITTEN CONFLICT OF INTEREST POLICY IS REVIEWED BY THE CORPORATE COMPLIANCE OFFICERS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF MANAGEMENT AND KEY EMPLOYEES IS DETERMINED BY A COMPENSATION COMMITTEE AND/OR SENIOR MANAGEMENT, INCLUDING THE HUMAN RESOURCES DEPARTMENT. FORM 990, PART VI, SECTION C, LINE 18 UNITED METHODIST HOMES, INC., A RELATED PARTY, ISSUES AN ANNUAL REPORT THAT IS MAILED TO MEMBERS AND THE FORM 990 IS AVAILABLE TO THE PUBLIC ONLINE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST AND FINANCIAL STATEMENTS ARE AVAILABLE 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 ARE 40. FORM 990, PART IX, LINE 11G SERVICE CONTRACT FEES: PROGRAM SERVICE EXPENSES 24,730. MANAGEMENT AND GENERAL EXPENSES 29,925. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 54,655. NURSING FEES: PROGRAM SERVICE EXPENSES 344,871. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 344,871. THERAPIES FEES: PROGRAM SERVICE EXPENSES 1,574,253. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,574,253. OTHER RESIDENT SERVICE FEES: PROGRAM SERVICE EXPENSES 274,100. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 274,100. CONSULTING FEES: PROGRAM SERVICE EXPENSES 9,499. MANAGEMENT AND GENERAL EXPENSES 28,497. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,996. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF DONOR RESTRICTED FUNDS HELD BY AFFILIATED FOUNDATION 40,868. 990 PAGE 12, PART XII, LINE 2C EXPLANATION THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CARELINK CORPORATION 580 LONG HILL AVENUE SHELTON CT 06484 061501849 ASSISTED LIVING SERVICES CT 501(C)(3) LINE 9 UNITED METHODIST HOMES INC 0 CROSBY COMMONS INC 580 LONG HILL AVENUE SHELTON CT 06484 061505334 ASSISTED LIVING SERVICES CT 501(C)(3) LINE 9 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 9 UNITED METHODIST HOMES INC 0 THE UNITED METHODIST HOME OF SHARON INC 580 LONG HILL AVENUE SHELTON CT 06484 061607026 SKILLED NURSING FACILITY CT 501(C)(3) LINE 9 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 9 0 WESLEY HEIGHTS INC 580 LONG HILL AVENUE SHELTON CT 06484 066077231 SENIOR RETIREMENT HOUSING CT 501(C)(3) LINE 9 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 11B, II UNITED METHODIST HOMES INC 0 WESLEYAN HOMES OF CONNECTICUT INC 580 LONG HILL AVENUE SHELTON CT 06484 262789298 SENIOR RETIREMENT HOUSING CT 501(C)(3) LINE 9 UNITED METHODIST HOMES INC 0 WESLEYAN HOMES OF INDIANA INC 580 LONG HILL AVENUE SHELTON CT 06484 205526452 SKILLED NURSING FACILITY CT 501(C)(3) LINE 9 UNITED METHODIST HOMES INC 0 WESLEYAN HOMES OF TENNESSEE INC 580 LONG HILL AVENUE SHELTON CT 06484 203533871 SKILLED NURSING FACILITY CT 501(C)(3) LINE 9 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 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0