2024-08-15T16:40:04-05:00 2023-09-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2022-10-01 743080603 MIDDLEWOODS OF NEWINGTON INC MIDD 2039448285 580 LONG HILL AVENUE SHELTON CT 06984 ZVONIMIR JUKIC TREASURER 2039448285 2024-08-15 1 1 GARRETT M HIGGINS P00543209 9143818900 2024-08-15 2022 2024-08-08 14:25:15Z STACY KESL 580 LONG HILL AVENUE SHELTON CT 06984 2944331 0 X WWW.UMH.ORG/MIDDLEWOODS-OF-NEWINGTON X 1968 CT TO PROVIDE ASSISTED LIVING AND WELLNESS PROGRAMS TO SENIOR ADULTS. 4 0 82 7 0 0 643500 59023 2426346 2537221 19 1402 0 346685 3069865 2944331 0 0 0 0 1376546 1487199 0 0 0 1765400 1707001 3141946 3194200 -72081 -249869 6121309 5613966 7293647 7036173 -1172338 -1422207 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 2611557 0 2537221 THE ORGANIZATION IS A 60 UNIT MANAGED RESIDENTIAL COMMUNITY THAT PROVIDES ASSISTED LIVING APARTMENTS FOR SENIOR ADULTS ALONG WITH WELLNESS PROGRAMS AND COMPREHENSIVE CARE. 2611557 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 12 0 82 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 0 0 0 0 0 1 1 1 1 0 0 0 1 0 1 1 1 0 0 X ZVONIMIR JUKIC 2039448276 580 LONG HILL AVENUE SHELTON CT 06984 DAVID M LAWLOR PRESIDENT/CHAIRMAN 1.00 46.00 X X 0 550483 29546 ZVONIMIR JUKIC DIRECTOR/TREASURER 1.00 46.00 X X 0 197758 12749 VICTORIA DOMPIERRE DIRECTOR/SECRETARY 0.50 39.50 X X 0 73936 3440 STACY KESL DIRECTOR & EXECUTIVE DIREC THRU 04/23 40.00 0.00 X X 89609 0 23331 LORI PISANI DIRECTOR & EXECUTIVE DIREC 40.00 0.00 X X 74472 0 13003 164081 822177 82069 0 0 1 0 UNITED METHODIST HOMES INC 580 LONG HILL AVENUE SHELTON CT 06984 MGMT. SVCS. & OVERHEAD COSTS REIMB 245000 1 59023 59023 RESIDENT SERVICES 623990 2531225 2531225 PROGRAM RELATED RENTAL 623990 5996 5996 2537221 1402 1402 INSURANCE SETTLEMENT 900099 346685 346685 346685 2944331 2537221 0 348087 163258 122445 40813 1073816 830969 242847 17008 13224 3784 137036 106205 30831 96081 74098 21983 126600 126600 9590 9590 24149 24149 41793 38351 3442 90358 76918 13440 46872 32760 14112 678227 651624 26603 9272 9175 97 1290 995 295 314431 308143 6288 71669 55272 16397 DIETARY SUPPLIES 249912 249912 LAUNDRY/HOUSEKEEPING 19474 19474 NURSING SUPPLIES 10510 10510 RECREATION SUPPLIES 6859 6859 5995 4623 1372 3194200 2611557 582643 0 366163 73635 670763 75680 62719 59911 7551312 4075536 3754624 3475776 1267040 1928964 6121309 5613966 416285 267775 3800 3800 205690 219582 6667872 6545016 7293647 7036173 X -1172338 -1422207 -1172338 -1422207 6121309 5613966 -249869 0 X 0 1 X 0 0 X 132 230790 643500 59023 933445 2836236 2433863 2378067 2426346 2537221 12611733 2836368 2433863 2608857 3069846 2596244 13545178 0 0 0 13545178 214 177 56 19 1402 1868 214 177 56 19 1402 1868 475000 346685 821685 2836582 2434040 3083913 3069865 2944331 14368731 0.94270 0.96640 0.00010 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INSURANCE PROCEEDS - 2020 AMOUNT: $ 475,000. OTHER INCOME - 2022 AMOUNT: $ 346,685. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 7055694 3625026 3430668 495618 450510 45108 3475776 DUE FROM AFFILIATE 1732334 RESIDENT SECURITY DEPOSITS 196630 1928964 X 2944331 0 2944331 0 2944331 3194200 0 3194200 0 3194200 PART IV, LINE 2B: THE ORGANIZATION CUSTODIAL LIABILITY CONSISTS OF RESIDENT SECURITY DEPOSITS. 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, 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: TRANSFER FROM UNITED METHODIST HOMES, INC. X X 0 0 0 0 0 0 0 0 0 DAVID M LAWLOR PRESIDENT/CHAIRMAN 0 550483 0 0 0 0 0 28520 0 1026 0 580029 0 0 ZVONIMIR JUKIC DIRECTOR/TREASURER 0 197758 0 0 0 0 0 5490 0 7259 0 210507 0 0 FORM 990, PART I, QUESTION 5, AND PART V, QUESTION 2A THE ORGANIZATION CONTRACTED WITH A PROFESSIONAL EMPLOYER ORGANIZATION (PEO) FOR SERVICES, INCLUDING BUT NOT LIMITED TO, PAYROLL, TIMEKEEPING, EMPLOYEE BENEFITS, HR ADMINISTRATION AND WORKFORCE REGULATORY COMPLIANCE NEEDS. AS THE EMPLOYER OF RECORD FOR TAX PURPOSES, FORMS W-2 AND W-3 ARE ISSUED BY THE PEO AND FILED UNDER THE PEO'S FEDERAL EIN. IN THIS CO-EMPLOYMENT ARRANGEMENT, THE ORGANIZATION IS THE COMMON LAW EMPLOYER AND, ACCORDINGLY, COMPENSATION IS REPORTED ON FORM 990, PART VII, SECTION A AND PART IX, LINES 5-10. 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 THE MEMBERS OF THE ORGANIZATION'S GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE DECISION TO AMEND THE ORGANIZATION'S BYLAWS IS RESERVED TO THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 8B THE MEETINGS ARE HELD BY THE FULL BOARD OF THE ORGANIZATION. THE ORGANIZATION DOES NOT HAVE A COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY OUR INDEPENDENT ACCOUNTANTS IN COORDINATION WITH THE ANNUAL AUDIT. THE FULL BOARD REVIEWS THE FORM 990 AND PROVIDES COMMENT PRIOR TO ELECTRONIC FILING. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR IS DETERMINED BY THE ORGANIZATION'S BOARD OF DIRECTORS, THROUGH A DETAILED REVIEW USING COMPARABILITY DATA, INCLUDING THE FORM 990S FROM SIMILAR NONPROFIT ORGANIZATIONS, AND BOARD APPROVAL. CONTEMPORANEOUS DOCUMENTATION OF THE DELIBERATIONS AND DECISION MAKING IS MAINTAINED BY THE ORGANIZATION. THE PROCESS WAS LAST CONDUCTED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FORM 990 AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. 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 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 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 0 0 0 0