Civic Intelligence

Wesley Heights Inc.

990 • Fiscal year 2013 • EIN 06-6077231

Oct 01, 2012 to Sep 30, 2013 • Filed on Aug 12, 2014

Organization ProfileUMH.ORG
580 Long Hill AvenueShelton, CT 06484
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

37th percentile

0.14x

Higher debt load relative to assets than 37% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

19th percentile

-3.3%

Faster asset growth than 19% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$11,354,429

Down $387,434 (-3.3%) from 2012

Net Assets

Down

$9,778,065

Down $575,340 (-5.6%) from 2012

Liabilities

Up

$1,576,364

Up $187,906 (+14%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

$4,037,569

No earlier filing loaded for comparison.

Expenses

Up

$4,612,909

Up $251,489 (+5.8%) from 2012

Net Income

-$575,340

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2010: $12,709,559Liabilities 2010: $739,127Net Assets 2010: $11,970,4322010Assets 2011: $12,004,277Liabilities 2011: $1,227,241Net Assets 2011: $10,777,0362011Assets 2012: $11,741,863Liabilities 2012: $1,388,458Net Assets 2012: $10,353,4052012Assets 2013: $11,354,429Liabilities 2013: $1,576,364Net Assets 2013: $9,778,0652013Assets 2014: $11,010,349Liabilities 2014: $1,769,656Net Assets 2014: $9,240,6932014Assets 2015: $12,194,531Liabilities 2015: $3,555,516Net Assets 2015: $8,639,0152015Assets 2016: $11,833,065Liabilities 2016: $3,423,986Net Assets 2016: $8,409,0792016Assets 2017: $14,751,987Liabilities 2017: $6,500,068Net Assets 2017: $8,251,9192017Assets 2018: $20,248,408Liabilities 2018: $12,716,540Net Assets 2018: $7,531,8682018Assets 2019: $17,994,969Liabilities 2019: $11,695,821Net Assets 2019: $6,299,1482019Assets 2020: $18,050,249Liabilities 2020: $11,993,509Net Assets 2020: $6,056,7402020Assets 2021: $17,960,936Liabilities 2021: $11,800,459Net Assets 2021: $6,160,4772021Assets 2022: $17,350,695Liabilities 2022: $11,949,731Net Assets 2022: $5,400,9642022Assets 2023: $16,360,730Liabilities 2023: $11,881,137Net Assets 2023: $4,479,5932023Assets 2024: $15,816,428Liabilities 2024: $12,036,360Net Assets 2024: $3,780,0682024

Highlighted filing

2013

Assets$11,354,429
Liabilities$1,576,364
Net Assets$9,778,065
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $3,951,6942010Expenses 2011: $5,121,8342011Expenses 2012: $4,361,4202012Revenue 2013: $4,037,569Expenses 2013: $4,612,909Net Income 2013: -$575,3402013Revenue 2014: $4,153,799Expenses 2014: $4,691,171Net Income 2014: -$537,3722014Revenue 2015: $4,008,904Expenses 2015: $4,610,583Net Income 2015: -$601,6792015Revenue 2016: $4,376,755Expenses 2016: $4,596,838Net Income 2016: -$220,0832016Revenue 2017: $4,453,046Expenses 2017: $4,610,206Net Income 2017: -$157,1602017Revenue 2018: $4,624,750Expenses 2018: $5,344,801Net Income 2018: -$720,0512018Revenue 2019: $4,974,811Expenses 2019: $6,207,531Net Income 2019: -$1,232,7202019Revenue 2020: $5,334,634Expenses 2020: $5,577,042Net Income 2020: -$242,4082020Revenue 2021: $5,959,739Expenses 2021: $6,086,898Net Income 2021: -$127,1592021Revenue 2022: $5,572,354Expenses 2022: $6,331,867Net Income 2022: -$759,5132022Revenue 2023: $5,850,212Expenses 2023: $6,771,583Net Income 2023: -$921,3712023Revenue 2024: $5,837,365Expenses 2024: $6,536,890Net Income 2024: -$699,5252024

Highlighted filing

2013

Revenue$4,037,569
Expenses$4,612,909
Net Income-$575,340
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2012 to Sep 30, 2013
Signed
Aug 12, 2014
Return Version
2012v2.1
Gross Receipts
$4,037,569
Mission and Program Overview

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.

Filing and Contact Details

Filer

EIN
06-6077231
Raw XML AppendixShowing 400 of 672 raw XML fields

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IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs2124680
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IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs119180
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs212175
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0PETER BELVAL
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson1DAVID M LAWLOR
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson2GARY J MAGLIO
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg019301
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IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs215178
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IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs20
IRS990ScheduleJ/Form990ScheduleJPartII/Title0DIRECTOR/VICE PRESIDENT
IRS990ScheduleJ/Form990ScheduleJPartII/Title1PRESIDENT & CEO
IRS990ScheduleJ/Form990ScheduleJPartII/Title2DIRECTOR/TREASURER
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg0174074
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IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs2152033
IRS990ScheduleJ/InitialContractException00
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SupplementalNonqualRetirePlan00
IRS990ScheduleJ/WrittenEmploymentContract0X
IRS990ScheduleO/GeneralExplanation/Explanation0THE FILING ORGANIZATION'S EMPLOYEES ARE THE EMPLOYEES OF UNITED METHODIST HOMES, INC. ("UMH"), THE PARENT ORGANIZATION. UMH IS THE COMMON PAYMASTER. THE ORGANIZATION REIMBURSES UMH FOR PAYROLL AND RELATED EXPENSES COSTS AS REPORTED ON SCHEDULE R, PART V. ON LINE 2A OF 990, PAGE, 5, PART V, THE ORGANIZATION HAS REPORTED THE NUMBER OF EMPLOYEES ASSOCIATED WITH THE FILING ORGANIZATION DURING THE CALENDAR YEAR ENDING WITHIN ITS TAX YEAR. THE TOTAL NUMBER OF EMPLOYEES REPORTED BY UMH DURING THE CALENDAR YEAR ENDING WITHIN ITS TAX YEAR IS 311. THE FILING ORGANIZATION HAS ANSWERED YES TO LINE 2B OF 990, PAGE, 5, PART V, AS UMH HAS FILED ALL REQUIRED FEDERAL EMPLOYMENT TAX RETURNS FOR THE CALENDAR YEAR ENDING WITHIN ITS TAX YEAR.
IRS990ScheduleO/GeneralExplanation/Explanation1MANAGEMENT OF THE FACILITY IS PERFORMED BY UNITED METHODIST HOMES, INC., A RELATED PARTY. THE FACILITY IS UNDER THE DIRECT OPERATIONAL AND MANAGEMENT CONTROL OF UNITED METHODIST HOMES, INC.
IRS990ScheduleO/GeneralExplanation/Explanation2FORMS 990 ARE PREPARED BY OUR INDEPENDENT AUDITORS IN COORDINATION WITH THE ANNUAL AUDITS. THE FINANCE COMMITTEE REVIEWS THESE REPORTS AND PROVIDES COMMENT PRIOR TO ELECTRONIC FILING.
IRS990ScheduleO/GeneralExplanation/Explanation3THE WRITTEN CONFLICT OF INTEREST POLICY IS REVIEWED BY THE CORPORATE COMPLIANCE OFFICERS ON AN ANNUAL BASIS.
IRS990ScheduleO/GeneralExplanation/Explanation4COMPENSATION OF MANAGEMENT AND KEY EMPLOYEES IS DETERMINED BY A COMPENSATION COMMITTEE AND/OR SENIOR MANAGEMENT, INCLUDING THE HUMAN RESOURCES DEPARTMENT.

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$11,354,429
Liabilities
$1,576,364
Net assets
$9,778,065
Revenue
$4,037,569
Expenses
$4,612,909
Net income
-$575,340
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.8$12.0$3.78$5.84$6.54$0.70
2023Detailed filing. Detailed filing data is available for this year.$16.4$11.9$4.48$5.85$6.77$0.92
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.4$11.9$5.40$5.57$6.33$0.76
2021Detailed filing. Detailed filing data is available for this year.$18.0$11.8$6.16$5.96$6.09$0.13
2020Detailed filing. Detailed filing data is available for this year.$18.1$12.0$6.06$5.33$5.58$0.24
2019Detailed filing. Detailed filing data is available for this year.$18.0$11.7$6.30$4.97$6.21$1.23
2018Detailed filing. Detailed filing data is available for this year.$20.2$12.7$7.53$4.62$5.34$0.72
2017Detailed filing. Detailed filing data is available for this year.$14.8$6.50$8.25$4.45$4.61$0.16
2016Detailed filing. Detailed filing data is available for this year.$11.8$3.42$8.41$4.38$4.60$0.22
2015Detailed filing. Detailed filing data is available for this year.$12.2$3.56$8.64$4.01$4.61$0.60
2014Detailed filing. Detailed filing data is available for this year.$11.0$1.77$9.24$4.15$4.69$0.54
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$1.58$9.78$4.04$4.61$0.58
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.7$1.39$10.4$4.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.0$1.23$10.8$5.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.7$0.74$12.0$3.95