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← WESLEYAN FOUNDATION FOR HEALTH AND AGING INC

Form 990 for tax year 2024

Filed by WESLEYAN FOUNDATION FOR HEALTH AND AGING INC.

Totals

Total revenue
$2,421,397
Total expenses
$790,378
Contributions and grants received
$47,815
Grants paid
$750,000
Program service revenue
$0
Investment income
$2,373,582
Other revenue
$0
Total assets, end of year
$42,685,139
Total liabilities, end of year
$6,960,495
Net assets or fund balances, end of year
$35,724,644
Program services expenses (Part IX)
$751,206
Management and general expenses
$39,172
Fundraising expenses
$0
Program service expenses (Part III)
$751,206

Program services were 95.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MARTIN SCHWAGER

    DIRECTOR/CHAIRMAN

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • JOHN D AMBLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • CHAD CARTIER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ANTHONY D'SOUZA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MAUREEN GORMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • TIM HARE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • NANCY JOHMANN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • ROBERT MILLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DENISE MORTATI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JAY S NICKSE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • JOHN O'DONNELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • FRED ORTOLI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JASON PERILLO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • WILLIAM PURCELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DANIELLE SWIFT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JAMES F TOMCHIK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DAVID M LAWLOR CFO ASSISTANT

    TREASURER (EFFECTIVE 01/01/25)

    Total calculated
    $829,570
    From this org
    $0
    From related orgs
    $796,666
    Other
    $32,904
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $796,666 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $31,800 related
    Nontaxable benefits
    $0 + $1,104 related
    Filer's total
    $0 + $829,570 related

  • ZVONIMIR JUKIC

    VICE PRESIDENT OF FINANCE

    Total calculated
    $195,241
    From this org
    $0
    From related orgs
    $181,733
    Other
    $13,508
    Hours/week
    1 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $181,733 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $6,224 related
    Nontaxable benefits
    $0 + $7,284 related
    Filer's total
    $0 + $195,241 related

  • JON-PAUL VENOIT

    PRESIDENT & CEO, ASSISTANT SECRETARY

    Total calculated
    $855,894
    From this org
    $0
    From related orgs
    $769,803
    Other
    $86,091
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $682,194 related
    Bonus
    $0 + $40,000 related
    Other
    $0 + $47,609 related
    Deferred
    $0 + $43,404 related
    Nontaxable benefits
    $0 + $42,687 related
    Filer's total
    $0 + $855,894 related

  • VICTORIA DOMPIERRE

    SECRETARY

    Total calculated
    $63,527
    From this org
    $0
    From related orgs
    $60,534
    Other
    $2,993
    Hours/week
    0.5 + 39.5 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • THE LONG HILL COMPANY

    S · SERVICE MANAGEMENT · CT · share of income $7,874,835 · share of assets $9,936,208

    Directly controlled by UNITED METHODIST HOMES INC

Provenance

Return type
form_990
Tax year
2024
IRS schema version
2024v5.5
Source object
202642299349302689

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