Nonprofit · EIN 06-0606530
WESLEYAN FOUNDATION FOR HEALTH AND AGING INC
Tax-exempt · SHELTON, CT 06484
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $2,421,397 | $790,378 | $1,631,019 | $42,685,139 | $6,960,495 | $35,724,644 |
| September 30, 2024 | 990 | $1,714,199 | $54,378 | $1,659,821 | $38,676,555 | $6,968,925 | $31,707,630 |
| September 30, 2023 | 990 | $3,335,574 | $39,085 | $3,296,489 | $31,573,028 | $7,635,875 | $23,937,153 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $47,815
- Program service revenue
- $0
- Investment income
- $2,373,582
- Net gain from sales of assets
- $1,139,135
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $750,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $17,900
- Program services (functional)
- $751,206
- Management and general (functional)
- $39,172
Balance sheet and other
- Total assets, start of year
- $38,676,555
- Total assets, end of year
- $42,685,139
- Total liabilities, end of year
- $6,960,495
- Net assets, end of year
- $35,724,644
- Publicly traded securities
- $28,403,752
- Net assets without donor restrictions
- $32,833,148
- Net assets with donor restrictions
- $2,891,496
- Gross receipts
- $3,869,553
- Employees
- 0
- Volunteers
- 16
- Year formed
- 1999
- State of legal domicile
- CT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JON-PAUL VENOIT | PRESIDENT & CEO, ASSISTANT SECRETARY Officer | 1 | $0 | $769,803 | $86,091 |
| DAVID M LAWLOR CFO ASSISTANT | TREASURER (EFFECTIVE 01/01/25) Officer | 1 | $0 | $796,666 | $32,904 |
| ZVONIMIR JUKIC | VICE PRESIDENT OF FINANCE Officer | 1 | $0 | $181,733 | $13,508 |
| VICTORIA DOMPIERRE | SECRETARY Officer | 0.5 | $0 | $60,534 | $2,993 |
| MARTIN SCHWAGER | DIRECTOR/CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JOHN D AMBLER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| CHAD CARTIER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ANTHONY D'SOUZA | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| MAUREEN GORMAN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| TIM HARE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| NANCY JOHMANN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ROBERT MILLER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| DENISE MORTATI | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JAY S NICKSE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JOHN O'DONNELL | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRED ORTOLI | DIRECTOR Trustee or director | 2 | $0 |
| JASON PERILLO | DIRECTOR Trustee or director | 2 | $0 |
| WILLIAM PURCELL | DIRECTOR Trustee or director | 2 | $0 |
| DANIELLE SWIFT | DIRECTOR Trustee or director | 2 | $0 |
| JAMES F TOMCHIK | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended September 30, 2024: 19 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVID M LAWLOR | PRESIDENT/TREASURER Trustee or director, Officer | 1 | $0 | $541,566 | $32,280 |
| ZVONIMIR JUKIC | VICE PRESIDENT OF FINANCE Officer | 1 | $0 | $205,207 | $13,206 |
| VICTORIA DOMPIERRE | SECRETARY Officer | 0.5 | $0 | $65,609 | $3,167 |
| MARTIN SCHWAGER | DIRECTOR/CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JOHN D AMBLER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| CHAD CARTIER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JOHN O'DONNELL | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ANTHONY D'SOUZA | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| MAUREEN GORMAN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| TIM HARE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| NANCY JOHMANN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ROBERT MILLER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| DENISE MORTATI | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JAY S NICKSE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| FRED ORTOLI | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JASON PERILLO | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| WILLIAM PURCELL | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| DANIELLE SWIFT | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JAMES F TOMCHIK | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 21 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVID M LAWLOR | PRESIDENT/TREASURER Trustee or director, Officer | 1 | $0 | $550,483 | $29,546 |
| ZVONIMIR JUKIC | VICE PRESIDENT OF FINANCE Officer | 1 | $0 | $197,758 | $12,749 |
| VICTORIA DOMPIERRE | SECRETARY Officer | 0.5 | $0 | $73,936 | $3,440 |
| MARTIN SCHWAGER | DIRECTOR / CHAIRMAN Trustee or director | 2 | $0 | $0 | $0 |
| JOHN D AMBLER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| CHAD CARTIER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JOHN O'DONNELL | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ANTHONY D'SOUZA | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| MAUREEN GORMAN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| NANCY JOHMANN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ROB LESKO | DIRECTOR THRU Trustee or director | 2 | $0 | $0 | $0 |
| ROBERT MILLER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| DENISE MORTATI | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JAY S NICKSE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| FRED ORTOLI | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| DONNA A PARISI | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JASON PERILLO | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| WILLIAM PURCELL | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JAMES RYAN | DIRECTOR THRU Trustee or director | 2 | $0 | $0 | $0 |
| DANIELLE SWIFT | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JAMES F TOMCHIK | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 580 LONG HILL AVE, SHELTON, CT 06484-4803
- Principal officer (990 for 2024)
- JON-PAUL VENOIT, 580 LONG HILL AVENUE, SHELTON, CT 06484
- Signed the 990
- DAVID M LAWLOR, CHIEF FINANCIAL OFFICER
- Phone
- (203) 944-8285
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
Mission
TO RAISE FUND, HOLD INVESTMENT ASSETS, AND DISTRIBUTE FUNDS TO AFFILIATES TO SUPPORT THE GENERAL OPERATION OF "UMH AND ITS AFFLIATES.
Program accomplishments
- TO RAISE AND DISTRIBUTE FUNDS TO AFFILIATES THAT CARE FOR SENIORS.Expenses $751,206 · grants $750,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 06-0606530
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1941
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P75Z)
- Assets (IRS master file)
- $42,685,139
- Income (IRS master file)
- $3,869,553
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $2,421,397 | $790,378 | $42,685,139 | XML |
| 990 | September 2024 | $1,714,199 | $54,378 | $38,676,555 | XML |
| 990 | September 2023 | $3,335,574 | $39,085 | $31,573,028 | XML |
| 990 | September 2022 | $2,639,642 | $41,095 | $21,078,771 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-0606530).
Questions about WESLEYAN FOUNDATION FOR HEALTH AND AGING INC
- What is the EIN of WESLEYAN FOUNDATION FOR HEALTH AND AGING INC?
- The employer identification number (EIN) of WESLEYAN FOUNDATION FOR HEALTH AND AGING INC is 06-0606530.
- Is WESLEYAN FOUNDATION FOR HEALTH AND AGING INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1941.
- Are donations to WESLEYAN FOUNDATION FOR HEALTH AND AGING INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does WESLEYAN FOUNDATION FOR HEALTH AND AGING INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WESLEYAN FOUNDATION FOR HEALTH AND AGING INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WESLEYAN FOUNDATION FOR HEALTH AND AGING INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of WESLEYAN FOUNDATION FOR HEALTH AND AGING INC?
- The 990 for the year ended September 30, 2025 names JON-PAUL VENOIT.
- Who are the officers and directors of WESLEYAN FOUNDATION FOR HEALTH AND AGING INC?
- The 990 for the year ended September 30, 2025 lists 20 people; 0 received compensation from the organization.
- How much revenue does WESLEYAN FOUNDATION FOR HEALTH AND AGING INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $2,421,397, expenses of $790,378 and total assets of $42,685,139 at year end.
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