Civic Intelligence

Wesleyan Foundation for Health And

EIN 06-0606530 • 501(c)3 • Shelton, CT

Profile

To raise fund, hold investment assets, and distribute funds to affiliates to support the general operation of "umh and its affliates.

580 Long Hill AvenueShelton, CT 06484

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

46th percentile

0.18x

Higher debt load relative to assets than 46% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

4.07x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

99th percentile

97%

Higher net margin than 99% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

86th percentile

$573,846

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 33.5% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

86th percentile

22%

Faster asset growth than 86% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-49%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$38,676,555

Up $7,103,527 (+22%) from 2023

Liabilities

Down

$6,968,925

Down $666,950 (-8.7%) from 2023

Net Assets

Up

$31,707,630

Up $7,770,477 (+32%) from 2023

Operations
Liabilities / Revenue93rd percentileNet Margin99th percentile

Revenue

Down

$1,714,199

Down $1,621,375 (-49%) from 2023

Expenses

Up

$54,378

Up $15,293 (+39%) from 2023

Net Income

Down

$1,659,821

Down $1,636,668 (-50%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2011: $8,570,801Liabilities 2011: $292,681Net Assets 2011: $8,278,1202011Assets 2012: $9,265,376Liabilities 2012: $339,548Net Assets 2012: $8,925,8282012Assets 2013: $10,210,782Liabilities 2013: $1,065,937Net Assets 2013: $9,144,8452013Assets 2014: $10,601,025Liabilities 2014: $1,547,695Net Assets 2014: $9,053,3302014Assets 2015: $9,471,553Liabilities 2015: $1,784,209Net Assets 2015: $7,687,3442015Assets 2016: $9,670,210Liabilities 2016: $1,499,560Net Assets 2016: $8,170,6502016Assets 2017: $12,389,471Liabilities 2017: $1,487,302Net Assets 2017: $10,902,1692017Assets 2018: $15,424,860Liabilities 2018: $1,486,386Net Assets 2018: $13,938,4742018Assets 2019: $16,762,902Liabilities 2019: $1,469,274Net Assets 2019: $15,293,6282019Assets 2020: $19,751,681Liabilities 2020: $1,450,530Net Assets 2020: $18,301,1512020Assets 2021: $24,979,927Liabilities 2021: $1,618,587Net Assets 2021: $23,361,3402021Assets 2022: $21,078,771Liabilities 2022: $1,618,515Net Assets 2022: $19,460,2562022Assets 2023: $31,573,028Liabilities 2023: $7,635,875Net Assets 2023: $23,937,1532023Assets 2024: $38,676,555Liabilities 2024: $6,968,925Net Assets 2024: $31,707,6302024

Highlighted filing

2024

Assets$38,676,555
Liabilities$6,968,925
Net Assets$31,707,630
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MExpenses 2011: $639,6242011Expenses 2012: $637,7142012Revenue 2013: $3,626,811Expenses 2013: $3,817,498Net Income 2013: -$190,6872013Revenue 2014: $815,415Expenses 2014: $682,316Net Income 2014: $133,0992014Revenue 2015: $557,104Expenses 2015: $655,961Net Income 2015: -$98,8572015Revenue 2016: $305,858Expenses 2016: $41,562Net Income 2016: $264,2962016Revenue 2017: $2,282,328Expenses 2017: $60,888Net Income 2017: $2,221,4402017Revenue 2018: $3,282,205Expenses 2018: $175,534Net Income 2018: $3,106,6712018Revenue 2019: $2,298,205Expenses 2019: $718,281Net Income 2019: $1,579,9242019Revenue 2020: $1,681,687Expenses 2020: $98,654Net Income 2020: $1,583,0332020Revenue 2021: $1,701,787Expenses 2021: $279,093Net Income 2021: $1,422,6942021Revenue 2022: $2,639,642Expenses 2022: $41,095Net Income 2022: $2,598,5472022Revenue 2023: $3,335,574Expenses 2023: $39,085Net Income 2023: $3,296,4892023Revenue 2024: $1,714,199Expenses 2024: $54,378Net Income 2024: $1,659,8212024

Highlighted filing

2024

Revenue$1,714,199
Expenses$54,378
Net Income$1,659,821
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,676,555
Liabilities
$6,968,925
Net assets
$31,707,630
Revenue
$1,714,199
Expenses
$54,378
Net income
$1,659,821
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$38.7$6.97$31.7$1.71$0.05$1.66
2023Detailed filing. Detailed filing data is available for this year.$31.6$7.64$23.9$3.34$0.04$3.30
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.1$1.62$19.5$2.64$0.04$2.60
2021Detailed filing. Detailed filing data is available for this year.$25.0$1.62$23.4$1.70$0.28$1.42
2020Detailed filing. Detailed filing data is available for this year.$19.8$1.45$18.3$1.68$0.10$1.58
2019Detailed filing. Detailed filing data is available for this year.$16.8$1.47$15.3$2.30$0.72$1.58
2018Detailed filing. Detailed filing data is available for this year.$15.4$1.49$13.9$3.28$0.18$3.11
2017Detailed filing. Detailed filing data is available for this year.$12.4$1.49$10.9$2.28$0.06$2.22
2016Detailed filing. Detailed filing data is available for this year.$9.67$1.50$8.17$0.31$0.04$0.26
2015Detailed filing. Detailed filing data is available for this year.$9.47$1.78$7.69$0.56$0.66$0.10
2014Detailed filing. Detailed filing data is available for this year.$10.6$1.55$9.05$0.82$0.68$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$1.07$9.14$3.63$3.82$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.27$0.34$8.93$0.64
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.57$0.29$8.28$0.64
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 14, 2025
Return Version
2023v6.0
Gross Receipts
$5,168,168
Mission and Program Overview

Mission

To raise and distribute funds to affiliates that care for seniors.

To raise, hold, and invest assets of the united methodist homes, inc. ("umh") and its affliates to fund for and care for the residents of umh.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$22,023,728$26,304,528▲ $4,280,800
Investments Other Securities$8,633,886$10,798,209▲ $2,164,323
Cash and Non-Interest-Bearing Accounts$82,989$512,336▲ $429,347
Savings and Temporary Cash Investments-$77,508-
Prepaid Expenses and Deferred Charges$2,486$2,412▼ $74
Total Assets$31,573,028$38,676,555▲ $7,103,527
Other Assets Total$829,939$981,562▲ $151,623
Liabilities
Other Liabilities$7,631,195$6,968,925▼ $662,270
Accounts Payable and Accrued Expenses$4,680--
Total Liabilities$7,635,875$6,968,925▼ $666,950
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$21,197,280$28,816,134▲ $7,618,854
Net Assets With Donor Restrictions$2,739,873$2,891,496▲ $151,623
Total Net Assets Fund Balance$23,937,153$31,707,630▲ $7,770,477
Total Liabilities and Net Assets / Fund Balance$31,573,028$38,676,555▲ $7,103,527

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,266,867--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$30,657,614$111,374▲ $6,522,631-$37,180,245
2022$20,166,694$8,102,005▲ $2,388,914-$30,657,613
2021$23,854,065$500,000▼ $4,187,371-$20,166,694
2020$18,738,338$1,456,716▲ $3,885,715-$23,854,065
2019$15,529,864$1,813,394▲ $1,524,701-$18,738,338
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleOtherTotal
Victoria DompierreSecretary$68,776$68,776

Board Members and Trustees

NameTitle
Martin SchwagerDirector/chairman
David M LawlorPresident/treasurer
Zvonimir JukicVice President of Finance
ANTHONY D'SOUZADirector
Chad CartierDirector
Danielle SwiftDirector
Denise MortatiDirector
Fred OrtoliDirector
JOHN O'DONNELLDirector
James F TomchikDirector
Jason PerilloDirector
Jay S NickseDirector
John D AmblerDirector
Maureen GormanDirector
Nancy JohmannDirector
Robert MillerDirector
Tim HareDirector
William PurcellDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$1,153,592
Program Service Revenue
$0
Investment Income
$560,607
Other Revenue
$0
All Other Contributions
$153,592
Change in Net Assets
$1,659,821

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,670,830
Revenue Not Reported on Financial Statements
$43,369
Revenue Not Reported on Form 990
$6,133,836
Other Revenue Adjustments
$23,180
Total Revenue per Audited Statements
$7,804,666
Total Revenue per Form 990
$1,714,199
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$54,378
Total Fundraising Expense$14,693
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$20,189-$20,189
Fees for Services Accounting-$15,550-$15,550
Conferences and Meetings--$14,693$14,693
Insurance$1,645$1,645-$3,290
Office Expenses-$656-$656
Total Functional Expenses$1,645$38,040$14,693$54,378

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$54,378
Expenses per Audited Statements$34,189
Total Expenses per Audited Statements$34,189
Expenses Not Reported on Financial Statements$20,189
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$6,744,935
Annuity Obligation$223,990
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

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 C, Line 19

“The organization makes its governing documents, form 990, and financial statements available to the general public upon request.”

Filing and Contact Details

Filer

Filer Name
Wesleyan Foundation for Health and
EIN
06-0606530
Phone
2039448285
Address
580 LONG HILL AVENUE, SHELTON, CT 06484
Doing Business As
The United Methodist Homes Foundation

Signing Officer

Name
David M Lawlor
Title
President/treasurer
Phone
2039448285
Signed
2025-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David M Lawlor
Formed
1999
Legal Domicile
Ct
Voting Board Members
17
Independent Board Members
16
Employees
0
Volunteers
16

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
500 MAMARONECK AVENUE SUITE 301, HARRISON, NY 10528-1633
Preparer
Garrett M Higgins
Phone
9143818900
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in beneficial interests in perpetual trusts 151,623. Change in charitable gift annuity obligation -23,180.”

FORM 990, PART XII, LINE 2C:

“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.”

Financial Statement Notes

PART V, LINE 4:

“The foundation's endowment consists of various individual funds established for a variety of purposes. Its endowment includes both donor restricted endowment funds and funds designated by the board of directors to function as endowments. Income from the endowment funds are to support general operations in accordance with donor stipulations and are board designated to support united methodist homes, inc.'s general operations.”

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:

“Change in beneficial interests in perpetual trusts 151,623.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Change in charitable gift annuity obligation 23,180.”

Raw XML AppendixShowing 400 of 703 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm1MARTIN SCHWAGER
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN D AMBLER
IRS990/Form990PartVIISectionAGrp/PersonNm3CHAD CARTIER
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN O'DONNELL
IRS990/Form990PartVIISectionAGrp/PersonNm5ANTHONY D'SOUZA
IRS990/Form990PartVIISectionAGrp/PersonNm6MAUREEN GORMAN
IRS990/Form990PartVIISectionAGrp/PersonNm7TIM HARE
IRS990/Form990PartVIISectionAGrp/PersonNm8NANCY JOHMANN
IRS990/Form990PartVIISectionAGrp/PersonNm9ROBERT MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm10DENISE MORTATI
IRS990/Form990PartVIISectionAGrp/PersonNm11JAY S NICKSE
IRS990/Form990PartVIISectionAGrp/PersonNm12FRED ORTOLI
IRS990/Form990PartVIISectionAGrp/PersonNm13JASON PERILLO
IRS990/Form990PartVIISectionAGrp/PersonNm14WILLIAM PURCELL
IRS990/Form990PartVIISectionAGrp/PersonNm15DANIELLE SWIFT
IRS990/Form990PartVIISectionAGrp/PersonNm16JAMES F TOMCHIK
IRS990/Form990PartVIISectionAGrp/PersonNm17ZVONIMIR JUKIC
IRS990/Form990PartVIISectionAGrp/PersonNm18VICTORIA DOMPIERRE
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR/CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17VICE PRESIDENT OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt18SECRETARY
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IRS990/FormationYr01999
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IRS990/MissionDesc0TO RAISE FUND, HOLD INVESTMENT ASSETS, AND DISTRIBUTE FUNDS TO AFFILIATES TO SUPPORT THE GENERAL OPERATION OF "UMH AND ITS AFFLIATES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FOUNDATION WAS FORMED TO RAISE, HOLD AND INVEST ASSETS OF UNITED METHODIST HOMES, INC. AND ITS AFFILIATED ENTITIES. IT MAINTAINS DONOR RESTRICTED CONTRIBUTIONS AND ACCUMULATED EARNING EARMARKED TO SUPPORT THE GENERAL OPERATIONS OF UNITED METHODIST HOMES AND ITS AFFILIATES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1SUPPORTED ORGANIZATIONS ARE DESIGNATED BY CLASS AND NAME IN THE ARTICLES OF INCORPORATION OF WESLEYAN FOUNDATION FOR HEALTH AND AGING: ORGANIZATIONS DETERMINED BY THE BOARD TO BE AFFILIATED WITH UNITED METHODIST HOMES ARE COLLECTIVELY REFERRED TO AS "SUPPORTED ORGANIZATIONS".
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE ORGANIZATION AND ITS SUPPORTED ORGANIZATIONS ARE BOTH CONTROLLED BY ITS SOLE MEMBER - UNITED METHODIST HOMES INC. ("UMH")
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART I, LINE 12G, COL.(VI):
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART IV, SECTION A, LINE 1:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SCHEDULE A, PART IV, SECTION C. LINE 1
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IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WESLEY HEIGHTS INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1BISHOP WICKE HEALTH AND REHABILITATION CENTER INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2CROSBY COMMONS INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3UNITED METHODIST HOMES INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4CARELINK CORPORATION
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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0111374
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt037180245

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