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Nonprofiteer
← UNITED METHODIST HOMES INC

Form 990 for tax year 2022

Filed by UNITED METHODIST HOMES INC.

Totals

Total revenue
$4,252,617
Total expenses
$3,231,467
Contributions and grants received
$20,210
Grants paid
$0
Program service revenue
$2,687,009
Investment income
$1,000,485
Other revenue
$544,913
Total assets, end of year
$21,804,924
Total liabilities, end of year
$425,711
Net assets or fund balances, end of year
$21,379,213
Program services expenses (Part IX)
$1,348,342
Management and general expenses
$1,804,846
Fundraising expenses
$78,279
Program service expenses (Part III)
$1,348,342

Program services were 41.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $20,210

  • 2a · Program service revenue: MANAGEMENT FEES

    total $2,687,009 · related or exempt $2,687,009

  • 3 · Investment income

    total $1,000,485 · excluded $1,000,485

  • 11a · Other revenue: OTHER INCOME

    total $544,913 · excluded $544,913

  • 11e · Other revenue, total

    $544,913

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,170,249 · program services $629,136 · management and general $541,113

  • 7 · Other salaries and wages

    total $698,749 · program services $34,496 · management and general $613,310 · fundraising $50,943

  • 8 · Pension plan contributions

    total $64,096 · program services $15,116 · management and general $46,035 · fundraising $2,945

  • 9 · Other employee benefits

    total $333,163 · program services $260,398 · management and general $59,864 · fundraising $12,901

  • 10 · Payroll taxes

    total $113,390 · program services $39,475 · management and general $70,702 · fundraising $3,213

  • 11b · Fees: legal

    total $55,320 · management and general $55,320

  • 11c · Fees: accounting

    total $38,557 · management and general $38,557

  • 11g · Fees: other

    total $109,390 · program services $5,982 · management and general $102,980 · fundraising $428

  • 12 · Advertising and promotion

    total $361,227 · program services $250,333 · management and general $107,537 · fundraising $3,357

  • 13 · Office expenses

    total $104,284 · program services $38,304 · management and general $63,271 · fundraising $2,709

  • 16 · Occupancy

    total $85,830 · program services $14,271 · management and general $71,557 · fundraising $2

  • 17 · Travel

    total $9,132 · program services $3,755 · management and general $5,108 · fundraising $269

  • 19 · Conferences, conventions and meetings

    total $5,556 · program services $2,285 · management and general $3,108 · fundraising $163

  • 22 · Depreciation, depletion and amortization

    total $36,664 · program services $35,931 · management and general $733

  • 23 · Insurance

    total $41,841 · program services $17,207 · management and general $23,403 · fundraising $1,231

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $4,019 · program services $1,653 · management and general $2,248 · fundraising $118

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,389,050 · end of year $1,454,294

  • 2 · Savings and temporary cash investments

    beginning of year $77,565 · end of year $92,495

  • 3 · Pledges and grants receivable

    beginning of year $4,672,700 · end of year $0

  • 4 · Accounts receivable

    beginning of year $718,743 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $12,537,036 · end of year $13,475,577

  • 9 · Prepaid expenses and deferred charges

    beginning of year $50,472 · end of year $50,435

  • 10a · Land, buildings and equipment: cost or other basis

    $2,121,765

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,592,642

  • 10c · Land, buildings and equipment, net

    beginning of year $509,217 · end of year $529,123

  • 15 · Other assets

    beginning of year $876,647 · end of year $6,203,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $473,367 · end of year $425,711

  • 27 · Net assets without donor restrictions

    beginning of year $20,358,063 · end of year $21,379,213

Mission and programs · 2022

Mission

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.

Activities or mission (Part I)

TO PROVIDE A CONTINUUM OF SERVICES THAT SUPPORTS HEALTH, INDEPENDENCE, AND DIGNITY.

  • 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.

    Expenses $1,348,342 · Revenue $2,687,009

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • David M Lawlor

    PRESIDENT & CEO

    Total calculated
    $580,029
    From this org
    $550,483
    From related orgs
    $0
    Other
    $29,546
    Hours/week
    40 + 7 related

    Schedule J breakdown matched by us

    Base
    $550,483
    Bonus
    $0
    Other
    $0
    Deferred
    $28,520
    Nontaxable benefits
    $1,026
    Filer's total
    $580,029

  • Matthew L O'Connor PhD

    DIRECTOR/CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • Donald Espach - Director

    VICE CHAIR/TREASURER

    Total calculated
    $0
    Hours/week
    2

  • William Brennan

    DIRECTOR/SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Maureen Gorman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Judy Gulish

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Nancy Johmann

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Alison E Kris RN PhD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jay S Nickse

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • James Ryan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Martin Schwager

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • James F Tomchik

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Dr Daniel Wollman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Zvonimir Jukic

    VP OF FINANCE/ASSISTANCE TREASURER

    Total calculated
    $210,507
    From this org
    $197,758
    From related orgs
    $0
    Other
    $12,749
    Hours/week
    40 + 7 related

    Schedule J breakdown matched by us

    Base
    $197,758
    Bonus
    $0
    Other
    $0
    Deferred
    $5,490
    Nontaxable benefits
    $7,259
    Filer's total
    $210,507

  • Gregory S Thome

    CHIEF COMPLIANCE OFFICER

    Total calculated
    $337,899
    From this org
    $319,490
    From related orgs
    $0
    Other
    $18,409
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $319,490
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $18,409
    Filer's total
    $337,899

  • Beth Schave-Bemis

    VICE PRESIDENT OF MARKETING & SALES OPERATIONS

    Total calculated
    $218,957
    From this org
    $194,258
    From related orgs
    $0
    Other
    $24,699
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $194,258
    Bonus
    $0
    Other
    $0
    Deferred
    $7,185
    Nontaxable benefits
    $17,514
    Filer's total
    $218,957

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

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee

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

No itemized grants to organizations 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 corporations and trusts

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

  • THE LONG HILL COMPANY

    C · SERVICE MANAGEMENT · CT · 100% owned · share of income $9,384,445 · share of assets $8,890,596 · controlled entity

    Directly controlled by UNITED METHODIST HOMES INC

Provenance

Return type
form_990
Tax year
2022
Filed
15 August 2024
IRS schema version
2022v5.0
Source object
202442289349303594

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