UNITED METHODIST HOMES INC

EIN: 060987394 501(c)(3) Human Services

SHELTON, CT

Total Revenue
$3,555,993
Total Expenses
$3,319,440
Total Assets
$22,096,674
Net Assets
$21,615,765
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Financial Trends

Organization Details

Formation Year
1965
Legal Domicile
CT
Principal Officer
DAVID M LAWLOR
Phone
2039448285
Tax Period
2023-10-01 to 2024-09-30

UNITED METHODIST HOMES INC, founded in 1965, is a community nonprofit in the Human Services sector that reported $3.6M in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. Expenses of $3.3M left a modest 7% surplus.

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.

Program Service Accomplishments

Program 1
Expenses: $1,512,472 Revenue: $2,523,334

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...

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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.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $23,308
Program Service Revenue $2,523,334
Investment Income $962,672
Other Revenue $46,679
TOTAL REVENUE $3,555,993

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,400,172
Fundraising Expenses $92,456
Program Expenses $1,512,472
Other Expenses $919,268
TOTAL EXPENSES $3,319,440

Year-over-Year Comparison

2023 2022 Change
Revenue $3,555,993 $4,252,617 -0.2%
Expenses $3,319,440 $3,231,467 +0.0%
Net Income $236,553 $1,021,150 -0.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
13
Independent Members
12
Employees
474
Volunteers
12

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$792,259
Total Directors
13
$573,846
Key Employees
1
$410,297
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAVID M LAWLOR PRESIDENT & CEO 40.00
Officer Director
$541,566 $32,280 $573,846
MATTHEW L O'CONNOR PHD DIRECTOR/CHAIRMAN 2.00
Officer Director
$0 $0 $0
DONALD ESPACH DIRECTOR/VICE CHAIR/TREASURER 2.00
Officer Director
$0 $0 $0
WILLIAM BRENNAN DIRECTOR/SECRETARY 2.00
Officer Director
$0 $0 $0
MAUREEN GORMAN DIRECTOR 2.00
Director
$0 $0 $0
JUDY GULISH DIRECTOR 2.00
Director
$0 $0 $0
NANCY JOHMANN DIRECTOR 2.00
Director
$0 $0 $0
ALISON E KRIS RN PHD DIRECTOR 2.00
Director
$0 $0 $0
JAY S NICKSE DIRECTOR 2.00
Director
$0 $0 $0
JAMES RYAN DIRECTOR 2.00
Director
$0 $0 $0
MARTIN SCHWAGER DIRECTOR 2.00
Director
$0 $0 $0
JAMES F TOMCHIK DIRECTOR 2.00
Director
$0 $0 $0
DR DANIEL WOLLMAN DIRECTOR 2.00
Director
$0 $0 $0
ZVONIMIR JUKIC VP OF FINANCE/ASSISTANT TREASURER 40.00
Officer
$205,207 $13,206 $218,413
GREGORY S THOME CHIEF COMPLIANCE OFFICER 40.00
Key Emp
$385,293 $25,004 $410,297
BETH SCHAVE-BEMIS VICE PRESIDENT OF MARKETING 40.00
Highest
$177,648 $24,713 $202,361
STASULLI RHONDA DIRECTOR OF CAMPUS SALES FOR WESLEY VILLAGE 40.00
Highest
$117,727 $11,815 $129,542
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $3,555,993 $3,319,440 $22,096,674 $236,553
2023 $4,252,617 $3,231,467 $21,804,924 $1,021,150
2022 $10,579,854 $3,150,994 $20,831,430 $7,428,860
2021 $7,356,290 $2,930,040 $17,273,638 $4,426,250
2020 $3,593,083 $2,977,923 $18,016,800 $615,160
2019 $6,652,391 $3,074,936 $13,647,615 $3,577,455
2018 $4,372,031 $3,072,034 $11,297,790 $1,299,997
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