2026-08-17T14:05:59-05:00 2025-09-30 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2024-10-01 060987394 UNITED METHODIST HOMES INC UNIT 2039448285 580 LONG HILL AVENUE SHELTON CT 06484 DAVID M LAWLOR CHIEF FINANCIAL OFFICER 2039448285 2026-08-12 1 1 GARRETT M HIGGINS P00543209 9143818900 2026-08-11 2024 2025-03-06 01:10:19Z JON-PAUL VENOIT 580 LONG HILL AVENUE SHELTON CT 06484 4164706 0 X WWW.MASONICARE.ORG X 1965 CT TO PROVIDE A CONTINUUM OF SERVICES THAT SUPPORTS HEALTH, INDEPENDENCE, AND DIGNITY. 26 26 18 27 0 0 23308 799643 2523334 2146774 962672 1155970 46679 62319 3555993 4164706 0 0 0 0 2400172 1007916 0 0 52380 919268 2415287 3319440 3423203 236553 741503 22096674 23072875 480909 715607 21615765 22357268 X 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. 0 0 1853673 0 2146774 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. 1853673 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 15 0 18 1 0 0 0 0 0 0 0 0 0 0 0 0 X 26 26 0 1 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X ZVONIMIR JUKIC VP OF FINANCEASST TREASURER 2039448276 580 LONG HILL AVE SHELTON CT 06484 CHRISTOPHER J EARLE CHAIRMAN 2.00 19.00 X X 0 0 0 BRUCE R BELLMORE VICE CHAIR 2.00 18.00 X X 0 0 0 ALISON E KRIS RN PHD VICE CHAIR 2.00 0.00 X X 0 0 0 WILLIAM BRENNAN SECRETARY 2.00 0.00 X X 0 0 0 BONNIE S MCWAIN SECRETARY 2.00 18.00 X X 0 0 0 NEWTON BUCKNER TREASURER 2.00 19.00 X X 0 0 0 DONALD ESPACH TREASURER 2.00 0.00 X X 0 0 0 SHANE DUFRESNE DIRECTOR 2.00 18.00 X 0 0 0 ROBERT J FURCE DIRECTOR 2.00 20.00 X 0 0 0 MAUREEN GORMAN DIRECTOR 2.00 0.00 X 0 0 0 JUDY GULISH DIRECTOR 2.00 0.00 X 0 0 0 KEVIN J HECHT DIRECTOR 2.00 18.00 X 0 0 0 F MATTHEW HEINRICH JR DIRECTOR (EFFECTIVE 04/01/25) 2.00 19.00 X 0 0 0 SHELBY P JACKSON DIRECTOR 2.00 18.00 X 0 0 0 NANCY JOHMANN DIRECTOR 2.00 0.00 X 0 0 0 RINALDO MAGLIANO JR DIRECTOR 2.00 18.00 X 0 0 0 LAURA S MICHNOWSKI DIRECTOR 2.00 18.00 X 0 0 0 THEODORE J NELSON DIRECTOR 2.00 18.00 X 0 0 0 JAY S NICKSE DIRECTOR 2.00 21.00 X 0 0 0 MATTHEW L O'CONNOR PHD DIRECTOR 2.00 18.00 X 0 0 0 EDWARD C PAGE DIRECTOR (THRU 03/31/25) 2.00 18.00 X 0 0 0 JAMES RYAN DIRECTOR 2.00 0.00 X 0 0 0 MARTIN SCHWAGER DIRECTOR 2.00 0.00 X 0 0 0 THADDEUS STEWART DIRECTOR 2.00 18.00 X 0 0 0 JAMES F TOMCHIK DIRECTOR 2.00 0.00 X 0 0 0 MARK D WINNE DIRECTOR 2.00 18.00 X 0 0 0 DR DANIEL WOLLMAN DIRECTOR 2.00 0.00 X 0 0 0 DAVID M LAWLOR CFO ASSISTANT TREASURER (EFFECTIVE 01/01/25) 40.00 9.00 X 796666 0 32904 ZVONIMIR JUKIC VICE PRESIDENT OF FINANCE 40.00 7.00 X 181733 0 13508 JON-PAUL VENOIT PRESIDENT & CEO, ASSISTANT SECRETARY 1.00 49.00 X 0 769803 86091 RHONDA STASULLI DIRECTOR OF CAMPUS SALES FOR WESLEY VILLAGE 40.00 0.00 X 123165 0 10540 1101564 769803 143043 3 0 1 0 0 750000 49643 799643 MANAGEMENT FEES 561000 2146774 2146774 2146774 1155970 1155970 OTHER INCOME 900099 62319 62319 62319 4164706 2146774 0 1218289 708140 286820 421320 82528 7587 39733 35208 30655 12263 16830 1562 126990 48135 73062 5793 59603 22300 34628 2675 475004 475004 25392 25392 78520 78520 140368 4958 134815 595 456327 410485 45842 123533 34462 84976 4095 72378 17654 54719 5 1627 609 945 73 1062 397 617 48 31665 31032 633 51833 19393 30114 2326 OTHER EXPENSES 957578 957578 3423203 1853673 1517150 52380 541318 520812 31199 49609 1918043 0 14449623 15605593 74408 229192 1608952 1109183 529376 499769 4552707 6167900 22096674 23072875 480909 715607 480909 715607 X 21615765 22357268 21615765 22357268 22096674 23072875 741503 0 X 0 1 X 1 0 X 3883725 6707004 20210 23308 799643 11433890 2539089 2746714 2687009 2523334 2146774 12642920 6422814 9453718 2707219 2546642 2946417 24076810 0 0 0 24076810 859879 928669 1000485 962672 1155970 4907675 859879 928669 1000485 962672 1155970 4907675 73597 197467 544913 46679 62319 924975 7356290 10579854 4252617 3555993 4164706 29909460 0.80500 0.81200 0.16410 0.15500 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: REIMBURSEMENTS/OTHER - 2020 AMOUNT: $ 73,597. 2021 AMOUNT: $ 197,467. 2022 AMOUNT: $ 544,913. 2023 AMOUNT: $ 46,679. 2024 AMOUNT: $ 62,319. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 179490 179490 708608 511541 197067 493683 474326 19357 227171 123316 103855 499769 DUE FROM AFFILIATES 6167900 6167900 X PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH CERTAIN PROVISIONS OF FASB ASC 740, WHICH PROVIDES A FRAMEWORK FOR HOW COMPANIES SHOULD RECOGNIZE, MEASURE, PRESENT AND DISCLOSE UNCERTAIN TAX POSITIONS IN THEIR CONSOLIDATED FINANCIAL STATEMENTS. UNDER FASB ASC 740, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE ORGANIZATION DID NOT RECORD ANY UNRECOGNIZED TAX BENEFITS FOR THE YEARS ENDED SEPTEMBER 30, 2025 AND 2024. THE ORGANIZATION ANTICIPATES THAT IT WILL NOT HAVE A CHANGE IN UNRECOGNIZED TAX BENEFITS DURING THE NEXT TWELVE MONTHS THAT WOULD HAVE A MATERIAL IMPACT ON THE CONSOLIDATED FINANCIAL STATEMENTS. ALL U.S. FEDERAL TAX YEARS FROM FISCAL 2022 ONWARDS ARE ELIGIBLE FOR EXAMINATION BY THE IRS. X X X 0 0 0 0 0 0 0 0 0 JON-PAUL VENOIT PRESIDENT & CEO, ASSISTANT SECRETARY 0 682194 0 40000 0 47609 0 43404 0 42687 0 855894 0 0 DAVID M LAWLOR CFO ASSISTANT TREASURER (EFFECTIVE 01/01/25) 796666 0 0 0 0 0 31800 0 1104 0 829570 0 0 0 ZVONIMIR JUKIC VICE PRESIDENT OF FINANCE 181733 0 0 0 0 0 6224 0 7284 0 195241 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT OF THE FACILITY IS PERFORMED BY MASONICARE CORPORATION ("MC"), A RELATED PARTY. THE FACILITY IS UNDER THE DIRECT OPERATIONAL AND MANAGEMENT CONTROL OF MASONICARE CORPORATION. THE ORGANIZATION HAD $475,004 IN MC MANAGEMENT FEES DURING FY25. PLEASE REFER TO PART VII AND SCHEDULE J FOR INDIVIDUALS WHO ARE COMPENSATED BY THE MANGEMENT COMPANY. FORM 990, PART VI, SECTION A, LINE 4 THE BOARD OF DIRECTORS AMENDED THE BY-LAWS IN DECEMBER 2024. THE CHANGES TO THE BY-LAWS INCLUDE THE ADDITION OF A SOLE MEMBER AND AN UPDATE TO THE MINIMUM AND MAXIMUM NUMBER OF TRUSTEES THAT SERVE ON THE ORGANIZATION'S GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S SOLE MEMBER IS MASONICARE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE CORPORATE MEMBER, MASONICARE CORPORATION HAS THE ABILITY TO ADD AND REMOVE BOARD MEMBERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE CORPORATE MEMBERS, MASONICARE HAS THE ABILITY TO APROVE ALL AMENDMENTS TO THE GOVERNING DOCUMENTS OF THE ORGANIZATION, AS WELL AS MAKE GOVERNANCE DECISIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY OUR INDEPENDENT ACCOUNTANTS IN COORDINATION WITH THE ANNUAL AUDIT. THE FINANCE COMMITTEE REVIEWS THE FORM 990 AND PROVIDES COMMENT PRIOR TO ELECTRONIC FILING. FORM 990, PART VI, SECTION B, LINE 12C 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 MASONICARE 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 B, LINE 15 COMPENSATION OF THE ORGANIZATION'S PRESIDENT/CEO AND VICE PRESIDENT OF FINANCE IS DETERMINED BY THE ORGANIZATION'S BOARD OF DIRECTORS, THROUGH A DETAILED REVIEW USING COMPARABILITY DATA, INCLUDING THE FORM 990S FROM SIMILAR NONPROFIT ORGANIZATIONS, AND BOARD APPROVAL. CONTEMPORANEOUS DOCUMENTATION OF THE DELIBERATIONS AND DECISION MAKING IS MAINTAINED BY THE ORGANIZATION. THE PROCESS WAS LAST CONDUCTED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. MASONICARE CORPORATION PO BOX 70 WALLINGFORD CO 06492 061435919 PARENT HOLDING AND SUPPORT ORGANIZATION CT 501(C)(3) LINE 12C, III-FI N/A 0 MASONIC CHARITY FOUNDATION OF CT PO BOX 70 WALLINGFORD CT 06492 061435920 PROVIDE PLANNED GIVING AND DEVELOPMENT CT 501(C)(3) LINE 7 MASONICARE CORPORATION 1 MASONICARE HEALTH CENTER INC PO BOX 70 WALLINGFORD CT 06492 060655131 PROVIDE MEDICAL SERVICES TO ELDERLY CT 501(C)(3) LINE 10 MASONICARE CORPORATION 1 MASONICARE AT ASHLAR VILLAGE INC PO BOX 70 WALLINGFORD CT 06492 061050830 CCRC AND ASSISTED LIVING COMMUNITY CT 501(C)(3) LINE 10 MASONICARE CORPORATION 1 MASONICARE AT CHESTER VILLAGE INC PO BOX 70 WALLINGFORD CT 06492 822936624 CONTINUING CARE RETIREMENT COMMUNITY CT 501(C)(3) LINE 10 MASONICARE CORPORATION 1 MASONICARE HOME HEALTH AND HOSPICE INC PO BOX 70 WALLINGFORD CT 06492 061101924 PROVIDE HOME HEALTH/HOSPICE SERVICES CT 501(C)(3) LINE 10 MASONICARE CORPORATION 1 MASONICARE AT HOME INC PO BOX 70 WALLINGFORD CT 06492 202377783 PROVIDE HOME SERVICES TO THE ELDERLY CT 501(C)(8) & (C)(10) LINE 10 MASONICARE CORPORATION 1 KEYSTONE INDEMNITY COMPANY LTD 126 COLLEGE STREET SUITE 400 BURLINGTON VT 05401 030371612 PROVIDE INSURANCE SERVICES TO MASONICARE CT 501(C)(3) LINE 12C, III-FI MASONICARE CORPORATION 1 MASONICARE AT ROCKY HILL INC PO BOX 70 WALLINGFORD CT 06492 331887016 ASSISTED LIVING COMMUNITY CT 501(C)(3) LINE 10 MASONICARE CORPORATION 1 MASONICARE AT MYSTIC INC PO BOX 70 WALLINGFORD CT 06492 464656008 MANAGE SENIOR LIVING FACILITY CT 501(C)(3) LINE 12A, I MASONICARE AT ASHLAR VILLAGE 1 BISHOP WICKE HEALTH AND REHABILITATION INC PO BOX 70 WALLINGFORD CT 06492 066077232 SKILLED NURSING FACILITY CT 501(C)(3) LINE 10 MASONICARE CORPORATION 1 WESLEY HEIGHTS INC PO BOX 70 WALLINGFORD CT 06492 060606530 SENIOR RETIREMENT HOUSING CT 501(C)(3) LINE 10 MASONICARE CORPORATION 1 CROSBY COMMONS INC PO BOX 70 WALLINGFORD CT 06492 061505334 ASSISTED LIVING SERVICES CT 501(C)(3) LINE 10 MASONICARE CORPORATION 1 MIDDLEWOODS OF NEWINGTON INC PO BOX 70 WALLINGFORD CT 06492 743080603 ASSISTED LIVING SERVICES CT 501(C)(3) LINE 10 MASONICARE CORPORATION 1 CARELINK CORPORATION PO BOX 70 WALLINGFORD CT 06492 061501849 ASSISTED LIVING SERVICES CT 501(C)(3) LINE 10 MASONICARE CORPORATION 1 WESLEYAN FOUNDATION FOR HEALTH AND AGING INC PO BOX 70 WALLINGFORD CT 06492 060606530 RAISE AND DISTRIBUTE FUNDS TO AFFILIATES CT 501(C)(3) LINE 12B, II UNITED METHODIST HOMES INC 0 AF & AM OF CT GRAND LODGE 69 MASONIC AVENUE WALLINGFORD CT 06492 060243277 MASONIC FRATERNAL ORGANIZATION CT 501(C)(10) N/A 0 SENIOR LIVING BY MASONICARE LLC PO BOX 70 WALLINGFORD CT 06492 364784728 PROVIDE SERVICES TO THE ELDERLY CT MASONICARE AT MYSTIC RELATED 0 0 THE LONG HILL COMPANY 22 MASONIC AVENUE WALLINGFORD CT 06492 061534724 SERVICE MANAGEMENT CT UNITED METHODIST HOMES INC S 7874835 9936208 1.00000 1 1 1 1 1 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 BISHOP WICKE HEALTH AND REHABILITATION L 517012 COST BISHOP WICKE HEALTH AND REHABILITATION Q 9058963 COST CARELINK CORPORATION Q 4549689 COST CROSBY COMMONS INC L 1052892 COST CROSBY COMMONS INC Q 1448598 COST MIDDLEWOODS OF NEWINGTON L 142200 COST THE LONG HILL COMPANY A 1155970 COST THE LONG HILL COMPANY Q 1788067 COST WESLEY HEIGHTS INC K 54300 COST WESLEY HEIGHTS INC L 257920 COST WESLEY HEIGHTS INC Q 2254723 COST PART V, LINE 1A UMH RECEIVED INTEREST INCOME, A SPECIFIED PAYMENT, FROM ITS CONTROLLED TAXABLE SUBSIDIARY. THIS PAYMENT WAS MADE UNDER A CONTRACT IN FORCE AS OF AUGUST 16, 2006, AT ARM'S-LENGTH, MEETING THE FAIR-MARKET VALUE STANDARDS.