2025-08-14T12:22:04-05:00 2024-09-30 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2023-10-01 061505334 CROSBY COMMONS INC CROS 2039448285 580 LONG HILL AVENUE SHELTON CT 06484 DAVID M LAWLOR PRESIDENT/CHAIRMAN 2039448285 2025-08-14 1 1 GARRETT M HIGGINS P00543209 9143818900 2023 2025-03-06 01:10:19Z DAVID FIFE 580 LONG HILL AVENUE SHELTON CT 06484 4956017 0 X WWW.UMH.ORG/WESLEY-VILLAGE/CROSBY-COMMONS X 1997 CT TO PROVIDE ASSISTED LIVING APARTMENTS AND WELLNESS PROGRAMS TO SENIOR ADULTS. 4 0 49 10 0 0 0 0 4886632 4955108 3 0 8519 909 4895154 4956017 0 0 0 0 1390507 1375186 0 0 0 2735854 2763298 4126361 4138484 768793 817533 9779790 10012673 3695683 3111033 6084107 6901640 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 2873817 0 4955108 THE ORGANIZATION IS A 68 UNIT MANAGED RESIDENTIAL FACILITY WHICH SERVES SENIORS WHO MAY REQUIRE ASSISTANCE WITH DAILY LIVING. 2873817 1 0 0 0 0 0 0 0 0 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 20 0 49 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 1 1 1 1 1 1 0 0 X ZVONIMIR JUKIC DIRECTORTREASURER 2039448276 580 LONG HILL AVENUE SHELTON CT 06984 DAVID M LAWLOR PRESIDENT/CHAIRMAN 1.00 46.00 X X 0 541566 32280 ZVONIMIR JUKIC DIRECTOR/TREASURER 1.00 46.00 X X 0 205207 13206 DAVID FIFE EXECUTIVE DIRECTOR 10.00 30.00 X X 152846 0 739 VICTORIA DOMPIERRE SECRETARY 0.50 39.50 X X 0 65609 3167 152846 812382 49392 1 0 1 0 UNITED METHODIST HOMES INC 580 LONG HILL AVENUE SHELTON CT 06984 MGMT. SVCS. & OVERHEAD COSTS REIMB 1052892 GR SHEEHY CONSTRUCTION 258 THOMPSON STREET SHELTON CT 06484 CONSTRUCTION SERVICES 125987 2 RESIDENT SERVICES 623990 4955108 4955108 4955108 OTHER INCOME 900099 909 909 909 4956017 4955108 0 909 171513 128635 42878 935658 866389 69269 24611 22378 2233 150658 135525 15133 92746 83379 9367 1052892 1052892 24159 24159 35153 34286 867 4107 4107 64839 46712 18127 566661 555316 11345 412 370 42 3217 2892 325 444597 435705 8892 81577 73339 8238 DIETARY SUPPLIES 355395 355395 LAUNDRY/HOUSEKEEPING 110556 110556 RECREATION SUPPLIES 12930 12930 BAD DEBT EXPENSE 6000 5100 900 803 803 4138484 2873817 1264667 0 312653 319959 247500 258750 75591 80563 96188 70415 10917268 6823167 4388473 4094101 4659385 5188885 9779790 10012673 352274 332713 7920 7920 3105297 2765900 5500 4500 224692 3695683 3111033 X 6084107 6901640 6084107 6901640 9779790 10012673 817533 0 X 0 1 X 0 0 X 400030 22300 422330 4097901 3801768 4373302 4886632 4955108 22114711 4097901 4201798 4395602 4886632 4955108 22537041 0 0 0 22537041 12 6 6 3 27 12 6 6 3 27 1149 5962 6649 8519 909 23188 4099062 4207766 4402257 4895154 4956017 22560256 0.99900 0.99880 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 1,149. 2020 AMOUNT: $ 5,962. 2021 AMOUNT: $ 6,649. 2022 AMOUNT: $ 8,519. 2023 AMOUNT: $ 909. 0 1 X 20000 20000 10103819 6143108 3960711 732340 629985 102355 61109 50074 11035 4094101 DUE FROM AFFILIATES 5188885 5188885 X 4956017 0 4956017 0 4956017 4138484 0 4138484 0 4138484 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, 2021. X X 0 0 0 0 0 0 0 0 0 DAVID M LAWLOR PRESIDENT/CHAIRMAN 0 541566 0 0 0 0 0 31200 0 1080 0 573846 0 0 ZVONIMIR JUKIC DIRECTOR/TREASURER 0 205207 0 0 0 0 0 6005 0 7201 0 218413 0 0 DAVID FIFE EXECUTIVE DIRECTOR 152846 0 0 0 0 0 489 0 250 0 153585 0 0 0 FORM 990, PART I, QUESTION 5, AND PART V, QUESTION 2A 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 474. 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 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 12C THE UNITED METHODIST HOMES INC. HAS A CONFLICT OF INTEREST POLICY WHICH COVERS ALL CONTROLLED ORGANIZATIONS, INCLUDING THIS ORGANIZATION. 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 LED 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 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 2024. 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 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 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 1 1 1 0 0