2014-08-12T13:50:19-05:00 2013-09-30 271728945 O'CONNOR DAVIES LLP 3001 SUMMER STREET 5TH FL EAST STAMFORD CT 06905 990 2012-10-01 066077232 BISHOP WICKE HEALTH AND REHABILITATION CENTER INC BISH 2039448285 580 LONG HILL AVENUE SHELTON CT 06484 GARY J MAGLIO 2039448285 2014-08-12 1 VINCENT RUOCCO P00546422 2033232400 2014-08-05 2012 2015-11-30 17:44:51Z GARY J MAGLIO 580 LONG HILL AVENUE SHELTON CT 06484 13340364 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. 4 0 182 80 0 0 0 0 14080582 13338888 135 1476 0 0 14080717 13340364 0 3177634 0 0 7653810 9161918 0 0 0 7043313 5739244 14697123 18078796 -616406 -4738432 14311280 10432793 12203518 12697250 2107762 -2264457 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 16252667 3177634 13338888 THROUGH ITS PARENT COMPANY, UNITED METHODIST HOMES, INC., TO PROVIDE NURSING CARE AND ACCOMODATIONS TO THOSE IN NEED. 16252667 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 8 0 182 1 0 0 0 0 0 0 0 0 0 0 X 4 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X GARY J MAGLIO 2039448285 580 LONG HILL AVENUE SHELTON CT 06484 X DEBRA SAMORAJCZYK 40.00 X X 99844 0 7620 FAITH LATON WADJOWICZ 40.00 X 112400 0 38829 DAVID M LAWLOR 2.00 X X 0 313072 38872 VICTORIA DOMPIERRE 2.00 X X 0 59627 5821 GARY J MAGLIO 2.00 X X 0 124680 27353 212244 497379 118495 1 0 1 0 0 NET RESIDENT REVENUE 623000 13198254 13198254 OUTPATIENT THERAPY 623000 140634 140634 13338888 1476 1476 13340364 13338888 0 1476 X 3177634 3177634 268074 235906 32168 6562273 5833451 728822 489201 440281 48920 1278519 1150667 127852 563851 507466 56385 543979 543979 29398 29398 1918508 1854556 63952 1696 1696 555775 460985 94790 961642 942409 19233 573 573 4777 4777 197407 193459 3948 95109 23777 71332 PROVIDER TAX EXPENSE 535422 535422 DIETARY SUPPLIES 500203 500203 NURSING SUPPLIES 302816 302816 THERAPIES 81230 81230 10709 10709 18078796 16252667 1826129 0 455 455 151040 122114 2291725 2275286 17186 15124 178022 123661 9168052 5412011 2704181 3756041 8968671 4140112 14311280 10432793 2542780 3262753 9513661 9326724 147077 107773 12203518 12697250 X -1614659 -3175457 2811421 0 911000 911000 2107762 -2264457 14311280 10432793 X -4738432 366213 X X 0 1 X 1 1 1 X 13467168 13209355 13927532 14080582 13338888 68023525 13467168 13209355 13927532 14080582 13338888 68023525 0 0 0 68023525 1698 630 326 135 1476 4265 1698 630 326 135 1476 4265 2877 1125 4002 13471743 13211110 13927858 14080717 13340364 68031792 0.99990 0.99710 0.00010 0.00010 X 3722421 366213 3177634 911000 3181850 540571 3722421 1.00000 0 1 1 24213 24213 5928017 3502659 2425358 2030785 1909352 121433 1185037 1185037 3756041 DEFERRED FINANCING 142848 DUE FROM AFFILIATE 2094329 ASSETS LIMITED AS TO USE - RESERVE FOR REPLACEMENT 991935 DONOR RESTRICTED FUNDS HELD BY AFFILIATED FOUNDATION 911000 4140112 SECURITY DEPOSTIS PAYABLE 65574 DUE TO RESIDENTS PERSONAL FUNDS 42199 107773 X 13706577 366213 366213 13340364 0 13340364 18078796 0 18078796 0 18078796 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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, 2013, THE AMOUNTS RESTRICTED FOR THE FACILITY AND THE FACILITY'S PORTION OF THE AFFILIATED FOUNDATION'S NET ASSETS TOTALED $911,000 OF THE AFFILIATED FOUNDATION'S TOTAL ENDOWMENT NET ASSETS OF $9,122,481, WHICH ARE PERMANENTLY RESTRICTED. CHANGE IN AFFILIATED FOUNDATION'S NET ASSETS TOTALING $366,213 WAS RECOGNIZED ON THE STATEMENT OF ACTIVITIES FOR THE YEAR ENDED SEPTEMBER 30, 2013. THE ASSETS OF THE AFFILIATED FOUNDATION'S ENDOWMENT ARE CARRIED AT FAIR VALUE. IN ACCORDANCE WITH THE BEQUESTS FROM DONORS, THE FACILITY'S POLICY IS TO REVIEW THE FUNDS ANNUALLY TO DETERMINE THE AMOUNTS AVAILABLE TO BE RELEASED FROM RESTRICTION. DURING 2013, THE BEQUESTS WERE REVIEWED BY LEGAL COUNCIL AND THE PROCESS TO REVIEW THE ANNUAL RELEASE FROM RESTRICTION WAS IMPROVED TO BE MORE IN ACCORDANCE WITH THE WISHES OF THE DONORS, WHICH RESULTED IN A CHANGE IN ESTIMATE. ACCORDINGLY, THE FACILITY RELEASED $2,811,421 FROM TEMPORARILY RESTRICTED ASSETS EFFECTIVE SEPTEMBER 1, 2012 AND EARNINGS OF $366,213 FOR THE YEAR ENDED SEPTEMBER 30, 2013. THE EFFECT OF THIS CHANGE IN ESTIMATE WAS TO REDUCE TEMPORARILY RESTRICTED ASSETS BY $3,177,634 AND INCREASE UNRESTRICTED ASSETS BY $3,177,634. THE UNRESTRICTED ASSETS OF $3,177,634 WERE DONATED TO THE AFFILIATED FOUNDATION. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2010. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF DONOR RESTRICTED FUNDS HELD BY AFFILIATED FOUNDATION 366,213. 0 WESLEYAN FOUNDATION FOR HEALTH AND AGING INC 060606530 501(C)(3) 3177634 GENERAL OPERATING SUPPORT 1 0 X X X 0 0 0 0 0 0 0 0 0 FAITH LATON WADJOWICZ 112400 0 0 0 0 0 19980 0 18849 0 151229 0 0 0 DAVID M LAWLOR 0 313072 0 0 0 0 0 19180 0 19692 0 351944 0 0 GARY J MAGLIO 0 124680 0 0 0 0 0 12175 0 15178 0 152033 0 0 NUMBER OF EMPLOYEES 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 311. 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. DESCRIPTION OF HOURS FOR RELATED ORGANIZATION 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. OTHER FEES FORM 990, PART IX, LINE 11G SERVICE CONTRACT FEES: PROGRAM SERVICE EXPENSES 25,980. MANAGEMENT AND GENERAL EXPENSES 20,273. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 46,253. NURSING FEES: PROGRAM SERVICE EXPENSES 181,819. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 181,819. THERAPIES FEES: PROGRAM SERVICE EXPENSES 1,377,886. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,377,886. OTHER RESIDENT SERVICE FEES: PROGRAM SERVICE EXPENSES 254,311. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 254,311. CONSULTING FEES: PROGRAM SERVICE EXPENSES 14,560. MANAGEMENT AND GENERAL EXPENSES 43,679. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 58,239. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF DONOR RESTRICTED FUNDS HELD BY AFFILIATED FOUNDATION 366,213. OVERSIGHT OF THE AUDIT 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 SENIOR RESIDENTIAL CARE FACILITY 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 1 0 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 WESLEYAN FOUNDATION FOR HEALTH AND AGING INC B 3177634 UNITED METHODIST HOMES INC D 2094329 WESLEYAN FOUNDATION FOR HEALTH AND AGING INC M 911000 UNITED METHODIST HOMES INC M 543979 UNITED METHODIST HOMES INC P 9161918