2025-08-14T12:50:35-05:00 2024-09-30 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2023-10-01 060987394 UNITED METHODIST HOMES INC UNIT 2039448285 580 LONG HILL AVENUE SHELTON CT 06484 DAVID M LAWLOR PRESIDENT & CEO 2039448285 2025-08-14 1 1 GARRETT M HIGGINS P00543209 9143818900 2025-08-13 2023 2025-03-06 01:10:19Z DAVID M LAWLOR 580 LONG HILL AVENUE SHELTON CT 06484 3555993 0 X WWW.UMH.ORG X 1965 CT TO PROVIDE A CONTINUUM OF SERVICES THAT SUPPORTS HEALTH, INDEPENDENCE, AND DIGNITY. 13 12 474 12 0 0 20210 23308 2687009 2523334 1000485 962672 544913 46679 4252617 3555993 0 0 0 0 2379647 2400172 0 0 92456 851820 919268 3231467 3319440 1021150 236553 21804924 22096674 425711 480909 21379213 21615765 X 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 1512472 0 2523334 UNITED METHODIST HOMES, INC. PROVIDES HOUSING AND HEALTH CARE SERVICES THROUGH ITS AFFILIATES.UNITED METHODIST HOMES' AFFILIATES INCLUDE:- BISHOP WICKE HEALTH AND REHABILITATION CENTER, INC. IS A 120 BED NON-PROFIT SKILLED NURSING FACILITY.- WESLEY HEIGHTS, INC. OFFERS ELDERLY PERSONS A COMMUNITY LIFE-STYLE DEDICATED TO PROMOTING THEIR HEALTH, SECURITY, HAPPINESS, AND USEFULNESS IN LONGER LIVING BY PROVIDING, ON A NON-PROFIT BASIS, APPROPRIATE HOUSING, MEDICAL, NURSING AND RELATED FACILITIES, AND SERVICES ESPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS. WESLEY HEIGHTS OPERATES 202 UNITS INCLUDING STUDIO, EFFICIENCY, AND CONGREGATE APARTMENTS AND COTTAGES.- CROSBY COMMONS, INC. IS A 68 UNIT NON-PROFIT, MANAGED RESIDENTIAL COMMUNITY. - CARELINK CORPORATION IS A NON-PROFIT, LICENSED ASSISTED LIVING SERVICES AGENCY WHICH PROVIDES SERVICES TO RESIDENTS OF CERTAIN AFFILIATES. - THE LONG HILL COMPANY IS A CONNECTICUT CORPORATION THAT PROVIDES MANAGEMENT AND CONSULTING SERVICES TO AFFILIATES AND THIRD PARTY CLIENTS. LONG HILL IS THE PARENT OF TWO WHOLLY OWNED SUBSIDIARIES, MIDDLEWOODS OF FARMINGTON, LLC AND SENIOR LIVING SERVICES, LLC, COLLECTIVELY ("LONG HILL AND SUBSIDIARIES"). MIDDLEWOODS OF FARMINGTON, LLC IS A CONNECTICUT LIMITED LIABILITY COMPANY THAT OPERATES AS A MANAGED RESIDENTIAL CARE FACILITY. SENIOR LIVING SERVICES, LLC IS A LIMITED LIABILITY COMPANY LICENSED AS AN ASSISTED LIVING SERVICES AGENCY WHICH PROVIDES SERVICES TO RESIDENTS OF MIDDLEWOODS OF FARMINGTON, LLC. - MIDDLEWOODS OF NEWINGTON, INC. IS A 60 UNIT NON-PROFIT, MANAGED RESIDENTIAL COMMUNITY.- WESLEYAN FOUNDATION FOR HEALTH AND AGING, INC. IS A NON-PROFIT FOUNDATION ESTABLISHED TO PROVIDE FUNDING FOR THE CARE OF SENIORS BY PROVIDING FINANCIAL SUPPORT TO UMH AND ITS AFFILIATES. 1512472 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 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 1 1 0 0 1 17 0 474 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ZVONIMIR JUKIC VP OF FINANCEASST TREASURER 2039448276 580 LONG HILL AVE SHELTON CT 06484 DAVID M LAWLOR PRESIDENT & CEO 40.00 7.00 X X 541566 0 32280 MATTHEW L O'CONNOR PHD DIRECTOR/CHAIRMAN 2.00 0.00 X X 0 0 0 DONALD ESPACH DIRECTOR/VICE CHAIR/TREASURER 2.00 0.00 X X 0 0 0 WILLIAM BRENNAN DIRECTOR/SECRETARY 2.00 0.00 X X 0 0 0 MAUREEN GORMAN DIRECTOR 2.00 0.00 X 0 0 0 JUDY GULISH DIRECTOR 2.00 0.00 X 0 0 0 NANCY JOHMANN DIRECTOR 2.00 0.00 X 0 0 0 ALISON E KRIS RN PHD DIRECTOR 2.00 0.00 X 0 0 0 JAY S NICKSE DIRECTOR 2.00 0.00 X 0 0 0 JAMES RYAN DIRECTOR 2.00 0.00 X 0 0 0 MARTIN SCHWAGER DIRECTOR 2.00 0.00 X 0 0 0 JAMES F TOMCHIK DIRECTOR 2.00 0.00 X 0 0 0 DR DANIEL WOLLMAN DIRECTOR 2.00 0.00 X 0 0 0 ZVONIMIR JUKIC VP OF FINANCE/ASSISTANT TREASURER 40.00 7.00 X 205207 0 13206 GREGORY S THOME CHIEF COMPLIANCE OFFICER 40.00 0.00 X 385293 0 25004 BETH SCHAVE-BEMIS VICE PRESIDENT OF MARKETING 40.00 0.00 X 177648 0 24713 STASULLI RHONDA DIRECTOR OF CAMPUS SALES FOR WESLEY VILLAGE 40.00 0.00 X 117727 0 11815 1427441 0 107018 5 0 1 0 0 23308 23308 MANAGEMENT FEES 561000 2523334 2523334 2523334 962672 962672 OTHER INCOME 900099 46679 46679 46679 3555993 2523334 0 1009351 1264758 691676 573082 845720 198217 577279 70224 32977 5630 24389 2958 118957 46359 67578 5020 137760 57352 75646 4762 19559 19559 24915 24915 115031 8832 105466 733 351183 261572 86198 3413 127250 48042 75713 3495 70961 15997 54944 20 8756 3645 4808 303 5831 2427 3202 202 33081 32419 662 38372 15975 21071 1326 OTHER EXPENSES 124329 124329 3319440 1512472 1714512 92456 1454294 541318 92495 31199 1918043 13475577 14449623 50435 74408 2155099 1625723 529123 529376 6203000 4552707 21804924 22096674 425711 480909 425711 480909 X 21379213 21615765 21379213 21615765 21804924 22096674 236553 -1 0 X X 0 1 X 1 0 X 74076 3883725 6707004 20210 23308 10708323 2618597 2539089 2746714 2687009 2523334 13114743 2692673 6422814 9453718 2707219 2546642 23823066 0 0 0 23823066 796184 859879 928669 1000485 962672 4547889 796184 859879 928669 1000485 962672 4547889 104226 73597 197467 544913 46679 966882 3593083 7356290 10579854 4252617 3555993 29337837 0.81200 0.83430 0.15500 0.13330 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: REIMBURSEMENTS/OTHER - 2019 AMOUNT: $ 104,226. 2020 AMOUNT: $ 73,597. 2021 AMOUNT: $ 197,467. 2022 AMOUNT: $ 544,913. 2023 AMOUNT: $ 46,679. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 179490 179490 708608 488563 220045 721790 695804 25986 545211 441356 103855 529376 DUE FROM AFFILIATES 4552707 4552707 X 47006186 47519061 47519061 -512875 4068868 4068868 3555993 40666935 41189781 41189781 -522846 3842286 3842286 3319440 PART X, LINE 2: THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS WHEN THEY ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO SEPTEMBER 30, 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE ATTRIBUTABLE TO SUBSIDIARIES 47,519,061. PART XI, LINE 4B - OTHER ADJUSTMENTS: ELIMINATIONS 4,068,868. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES ATTRIBUTABLE TO SUBSIDIARIES 41,189,781. PART XII, LINE 4B - OTHER ADJUSTMENTS: ELIMINATIONS 3,842,286. X X X 0 0 0 0 0 0 0 0 0 DAVID M LAWLOR PRESIDENT & CEO 541566 0 0 0 0 0 31200 0 1080 0 573846 0 0 0 GREGORY S THOME CHIEF COMPLIANCE OFFICER 385293 0 0 0 0 0 6977 0 18027 0 410297 0 0 0 ZVONIMIR JUKIC VP OF FINANCE/ASSISTANT TREASURER 205207 0 0 0 0 0 6005 0 7201 0 218413 0 0 0 BETH SCHAVE-BEMIS VICE PRESIDENT OF MARKETING 177648 0 0 0 0 0 6873 0 17840 0 202361 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY OUR INDEPENDENT ACCOUNTANTS IN COORDINATION WITH THE ANNUAL AUDIT. THE FINANCE COMMITTEE REVIEWS THE FORM 990 AND PROVIDES COMMENT PRIOR TO ELECTRONIC FILING. FORM 990, PART VI, SECTION B, LINE 12C 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 15 COMPENSATION OF THE ORGANIZATION'S PRESIDENT/CEO AND VICE PRESIDENT OF FINANCE 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, CONFLICT OF INTEREST POLICY, FORM 990, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C EXPLANATION: THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. BISHOP WICKE HEALTH & REHABILITATION CENTER INC 580 LONG HILL AVENUE SHELTON CT 06484 066077232 SKILLED NURSING FACILITY CT 501(C)(3) LINE 10 UNITED METHODIST HOMES INC 1 CARELINK CORPORATION 580 LONG HILL AVENUE SHELTON CT 06484 061501849 ASSISTED LIVING SERVICES CT 501(C)(3) LINE 10 UNITED METHODIST HOMES INC 1 CROSBY COMMONS INC 580 LONG HILL AVENUE SHELTON CT 06484 061505334 ASSISTED LIVING SERVICES CT 501(C)(3) LINE 10 UNITED METHODIST HOMES INC 1 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 1 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 1 WESLEY HEIGHTS INC 580 LONG HILL AVENUE SHELTON CT 06484 066077231 SENIOR RETIREMENT HOUSING CT 501(C)(3) LINE 10 UNITED METHODIST HOMES INC 1 THE LONG HILL COMPANY 580 LONG HILL AVENUE SHELTON CT 06484 061534724 SERVICE MANAGEMENT CT UNITED METHODIST HOMES INC C 9794313 9794313 1.00000 1 1 1 1 1 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 BISHOP WICKE HEALTH AND REHABILITATION CENTER INC L 517012 COST BISHOP WICKE HEALTH AND REHABILITATION CENTER INC Q 7530592 COST CARELINK CORPORATION Q 4648242 COST CROSBY COMMONS INC L 1052892 COST CROSBY COMMONS INC Q 1220777 COST MIDDLEWOODS OF NEWINGTON INC L 131900 COST THE LONG HILL COMPANY A 1074046 COST THE LONG HILL COMPANY Q 2074345 COST WESLEY HEIGHTS INC K 54300 COST WESLEY HEIGHTS INC L 251970 COST WESLEY HEIGHTS INC Q 2191655 COST PART V, LINE 1A UMH RECEIVED INTEREST INCOME, A SPECIFIED PAYMENT, FROM ITS CONTROLLED TAXABLE SUBSIDIARY. THIS PAYMENT WAS MADE UNDER A CONTRACT IN FORCE AS OF AUGUST 16, 2006, AT ARM'S-LENGTH, MEETING THE FAIR-MARKET VALUE STANDARDS.