BISHOP WICKE HEALTH AND REHABILITATION CENTER INC: Form 990, tax year 2010
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- Organization
- BISHOP WICKE HEALTH AND REHABILITATION CENTER INC (EIN 06-6077232)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2012-08-15
- IRS object ID
- 201202289349302800
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-15T13:15:50-05:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNOR DAVIES MUNNS & DOBBINS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE STAMFORD LANDING | AddressLine1 |
| City | STAMFORD | City |
| State | CT | State |
| ZIP Code | 06902 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066077232 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BISHOP WICKE HEALTH AND REHABILITATION | BusinessNameLine1 |
| Business Name Line2 | CENTER INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BISH | NameControl |
| Phone | 2039448285 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 580 LONG HILL AVENUE | AddressLine1 |
| City | SHELTON | City |
| State | CT | State |
| ZIP Code | 06484 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID M LAWLOR | Name |
| Title | PRESIDENT & CEO | Title |
| Phone | 2039448285 | Phone |
| Date Signed | 2012-08-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | VINCENT RUOCCO | Name |
| Phone | 2033232400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAVID M LAWLOR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 580 LONG HILL AVENUE | AddressLine1 |
| City | SHELTON | City |
| State | CT | State |
| ZIP Code | 06484 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 13927861 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | UMH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1968 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 5 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 250 | TotalNbrEmployees |
| Total Nbr Volunteers | 74 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 13209355 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 13927535 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 630 | InvestmentIncomePriorYear |
| Investment Income Current Year | 326 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1125 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 13211110 | TotalRevenuePriorYear |
| Total Revenue Current Year | 13927861 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8048779 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 7973675 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5340599 | OtherExpensePriorYear |
| Other Expenses Current Year | 5920506 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 13389378 | TotalExpensesPriorYear |
| Total Expenses Current Year | 13894181 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -178268 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 33680 | RevenuesLessExpensesCY |
| Total Assets BOY | 10570194 | TotalAssetsBOY |
| Total Assets EOY | 9368973 | TotalAssetsEOY |
| Total Liabilities BOY | 11602127 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 10367226 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -1031933 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -998253 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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 | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 10382112 | Expense |
| Revenue | 13927535 | Revenue |
| Description | THROUGH ITS PARENT COMPANY, UNITED METHODIST HOMES, INC., TO PROVIDE NURSING CARE AND ACCOMODATIONS TO THOSE IN NEED. | Description |
| Total Program Service Expense | 10382112 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 8 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 250 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 5 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID LAWLOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2039448285 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 580 LONG HILL AVENUE | AddressLine1 |
| City | SHELTON | City |
| State | CT | State |
| ZIP Code | 06484 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (5 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| ROBERT L CLAPP | ||||||
| DIRECTOR/CHAIRMAN | 1.00 | X | X | 0 | 598615 | 26068 |
| RONALD BUCCI | ||||||
| DIRECTOR | 1.00 | X | 0 | 144002 | 6409 | |
| VICTORIA DOMPIERRE | ||||||
| SECRETARY | 1.00 | X | X | 0 | 50475 | 5680 |
| DAVID M LAWLOR | ||||||
| DIRECTOR/TREASURER | 1.00 | X | X | 0 | 280040 | 19212 |
| STEPHEN W KEGLER | ||||||
| DIRECTOR/VICE PRESIDENT | 1.00 | X | X | 0 | 150888 | 23419 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1224020 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 80788 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| NET RESIDENT REVENUE | 623000 | 13720835 | 13720835 |
| OUTPATIENT THERAPY | 623000 | 206700 | 206700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 13927535 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 326 | TotalRevenueColumn |
| Exclusion | $326 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13927861 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13927535 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $326 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6128547 | Total |
| Program Services | 5953296 | ProgramServices |
| Management And General | 175251 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 426736 | Total |
| Program Services | 104585 | ProgramServices |
| Management And General | 322151 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 957851 | Total |
| Program Services | 234751 | ProgramServices |
| Management And General | 723100 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 460541 | Total |
| Program Services | 435362 | ProgramServices |
| Management And General | 25179 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1601561 | Total |
| Management And General | 1601561 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1175288 | Total |
| Program Services | 1120248 | ProgramServices |
| Management And General | 55040 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10351 | Total |
| Program Services | 7590 | ProgramServices |
| Management And General | 2761 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129985 | Total |
| Program Services | 31857 | ProgramServices |
| Management And General | 98128 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 473108 | Total |
| Program Services | 463646 | ProgramServices |
| Management And General | 9462 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 643 | Total |
| Program Services | 158 | ProgramServices |
| Management And General | 485 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5421 | Total |
| Program Services | 1329 | ProgramServices |
| Management And General | 4092 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 382088 | Total |
| Management And General | 382088 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 258390 | Total |
| Program Services | 253222 | ProgramServices |
| Management And General | 5168 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90673 | Total |
| Program Services | 22222 | ProgramServices |
| Management And General | 68451 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PROVIDER TAX EXPENSE | 485912 | 476194 | 9718 |
| DIETARY SUPPLIES | 450044 | 450044 | |
| NURSING SUPPLIES | 411152 | 411152 | |
| SUPPORT SERVICES | 259764 | 259764 | |
| THERAPIES | 124643 | 124643 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61483 | Total |
| Program Services | 32049 | ProgramServices |
| Management And General | 29434 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13894181 | Total |
| Program Services | 10382112 | ProgramServices |
| Management And General | 3512069 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 455 | BOY |
| EOY | 455 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 117780 | BOY |
| EOY | 111795 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2129011 | BOY |
| EOY | 2254731 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16289 | BOY |
| EOY | 13661 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 163882 | BOY |
| EOY | 360506 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7794434 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5026329 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2864714 | BOY |
| EOY | 2768105 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5278063 | BOY |
| EOY | 3859720 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10570194 | BOY |
| EOY | 9368973 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3147305 | BOY |
| EOY | 2201462 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8184882 | BOY |
| EOY | 7934688 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 269940 | BOY |
| EOY | 231076 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11602127 | BOY |
| EOY | 10367226 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -1031933 | BOY |
| EOY | -998253 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -1031933 | BOY |
| EOY | -998253 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10570194 | BOY |
| EOY | 9368973 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 33680 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12951336 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12961595 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13467168 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13209355 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13927532 | CurrentTaxYear |
| Total | 66516986 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12951336 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12961595 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13467168 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13209355 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13927532 | CurrentTaxYear |
| Total | 66516986 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 66516986 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5652 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3422 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1698 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 630 | CurrentTaxYearMinus1Year |
| Current Tax Year | 326 | CurrentTaxYear |
| Total | 11728 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5652 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3422 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1698 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 630 | CurrentTaxYearMinus1Year |
| Current Tax Year | 326 | CurrentTaxYear |
| Total | 11728 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 161352 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 185921 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2877 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1125 | CurrentTaxYearMinus1Year |
| Total | 351275 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13118340 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13150938 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13471743 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13211110 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13927858 | CurrentTaxYear |
| Total | 66879989 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99460 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99390 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00020 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00030 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 24213 | OtherCostOrOtherBasis |
| Book Value | 24213 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5806151 | OtherCostOrOtherBasis |
| Depreciation | 3168361 | Depreciation |
| Book Value | 2637790 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1964070 | OtherCostOrOtherBasis |
| Depreciation | 1857968 | Depreciation |
| Book Value | 106102 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2768105 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEFERRED FINANCING | 139891 |
| DUE FROM AFFILIATE | 3634169 |
| RESERVE FOR REPLACEMENT | 44854 |
| RESIDENT FUNDS | 40806 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 3859720 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SECURITY DEPOSTIS PAYABLE | $190,570 |
| DUE TO RESIDENTS PERSONAL FUNDS | $40,506 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 231076 | TotalOfAmounts |
| Total Revenue | 13927861 | TotalRevenue |
| Total Expenses | 13894181 | TotalExpenses |
| Excess Or Deficit For Year | 33680 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | 33680 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 13927861 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 13927861 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 13927861 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 13894181 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 13894181 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 13894181 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | THE FACILITY RECOGNIZES THE EFFECT OF TAX POSITIONS ONLY WHEN THEY ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. MANAGEMENT HAS DETERMINED THAT THAT FACILITY HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE FACILITY IS NO LONGER SUBJECT TO AUDITS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIOD PRIOR TO 2008. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT L CLAPP | |||||||||||||
| 0 | 598615 | 0 | 0 | 0 | 0 | 0 | 22643 | 0 | 3425 | 0 | 624683 | 0 | 0 |
| RONALD BUCCI | |||||||||||||
| 0 | 144002 | 0 | 0 | 0 | 0 | 0 | 4320 | 0 | 2089 | 0 | 150411 | 0 | 0 |
| VICTORIA DOMPIERRE | |||||||||||||
| 0 | 50475 | 0 | 0 | 0 | 0 | 0 | 3924 | 0 | 1756 | 0 | 56155 | 0 | 0 |
| DAVID M LAWLOR | |||||||||||||
| 0 | 280040 | 0 | 0 | 0 | 0 | 0 | 14518 | 0 | 4694 | 0 | 299252 | 0 | 0 |
| STEPHEN W KEGLER | |||||||||||||
| 0 | 150888 | 0 | 0 | 0 | 0 | 0 | 19397 | 0 | 4022 | 0 | 174307 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | MANAGEMENT OF THE FACILITY IS PERFORMED BY UNITED METHODIST HOMES, INC WHICH IS THE PARENT ENTITY OF THE FACILITY | |
| FORM 990, PART VI, SECTION B, LINE 11 | AN INTERNAL REVIEW IS DONE BY SENIOR MANAGEMENT AND THE BOARD OF DIRECTORS BEFORE FILING. | |
| IT IS REVIEWED BY THE CORPORATE COMPLIANCE OFFICERS ON AN ANNUAL BASIS. | FORM 990, PART VI, SECTION B, LINE 12C | |
| 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 B, LINE 15 | |
| 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. THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| OVERSIGHT OF THE AUDIT | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | 990 PAGE 12, PART XII, LINE 2C EXPLANATION |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (10 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 7 | NONE | 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 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LONG HILL COMPANY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 580 LONG HILL AVENUE | AddressLine1 |
| City | SHELTON | City |
| State | CT | State |
| ZIP Code | 06484 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061534724 | EIN |
| Legal Domicile State | CT | LegalDomicileState |
| Type Of Entity | C | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| UNITED METHODIST HOMES INC | |
| L | 1601561 |
| UNITED METHODIST HOMES INC | |
| O | 7973675 |