Wesleyan Foundation for Health and Aging Inc
Donations deductibleWesleyan Foundation for Health and Aging Inc's network
17 people8 organisationsi17 people and 8 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (17). Violet dotted lines (12) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
17 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 17 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Martin Schwager Chair | Director/Chairman | 2018 | 8 yrs |
| Anthony D'Souza | Director | 2022 | 4 yrs |
| Chad Cartier | Director | 2020 | 6 yrs |
| Danielle Swift | Director | 2020 | 6 yrs |
| David M Lawlor | President/Treasurer | 2018 | 8 yrs |
| Denise Mortati | Director | 2021 | 5 yrs |
| Fred Ortoli | Director | 2018 | 8 yrs |
| James F Tomchik | Director | 2018 | 8 yrs |
| Jason Perillo | Director | 2018 | 8 yrs |
| Jay S Nickse | Director | 2018 | 8 yrs |
| John D Ambler | Director | 2018 | 8 yrs |
| John O'Donnell | Director | 2018 | 8 yrs |
| Maureen Gorman | Director | 2018 | 8 yrs |
| Nancy Johmann | Director | 2018 | 8 yrs |
| Robert Miller | Director | 2018 | 8 yrs |
| TIM Hare | Director | 2024 | 2 yrs |
| William Purcell | Director | 2018 | 8 yrs |
Officers and senior leadership
2 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Victoria Dompierre | Company secretary | since 2018 |
| Zvonimir Jukic | Vice President of Finance | since 2018 |
Pay and hours
year to 30 September 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Martin Schwager | Director/Chairman | 2 | $0 | ||
| John D Ambler | Director | 2 | $0 | ||
| Chad Cartier | Director | 2 | $0 | ||
| Anthony D'souza | Director | 2 | $0 | ||
| Maureen Gorman | Director | 2 | $0 | ||
| Tim Hare | Director | 2 | $0 | ||
| Nancy Johmann | Director | 2 | $0 | ||
| Robert Miller | Director | 2 | $0 | ||
| Denise Mortati | Director | 2 | $0 | ||
| Jay S Nickse | Director | 2 | $0 | ||
| John O'donnell | Director | 2 | $0 | ||
| Fred Ortoli | Director | 2 | $0 | ||
| Jason Perillo | Director | 2 | $0 | ||
| William Purcell | Director | 2 | $0 | ||
| Danielle Swift | Director | 2 | $0 | ||
| James F Tomchik | Director | 2 | $0 | ||
| David M Lawlor CFO Assistant | Treasurer (Effective 01/01/25) | 1 | $0 | $797k | $33k |
| Zvonimir Jukic | Vice President of Finance | 1 | $0 | $182k | $14k |
| Jon-Paul Venoit | President & CEO, Assistant Secretary | 1 | $0 | $770k | $86k |
| Victoria Dompierre | Secretary | 0.5 | $0 | $61k | $3k |
About
- Legal name
- Wesleyan Foundation for Health and Aging Inc
- EIN
- 060606530
- Address
- 580 Long Hill Ave, Shelton, CT, 06484-4803
- State
- Connecticut
- Mission
- To raise fund, hold investment assets, and distribute funds to affiliates to support the general operation of "umh and its affliates. (as filed on the Form 990)
- Activity (NTEE)
- P75Z Human services
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Human Services
- Size band
- 8 (IRS master file code)
- Formed
- 1999
- Principal officer
- Jon-Paul Venoit (as named on the Form 990)
- IRS ruling date
- 1 June 1941
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2024
- IRS Publication 78
- SOUNK (contributions deductible)
Most connected
Related organisations (Schedule R)
RelatedPARENT HOLDING AND SUPPORT ORGANIZATIONMasonicare CorporationRelatedPROVIDE PLANNED GIVING AND DEVELOPMENTMasonic Charity Foundation of CtRelatedPROVIDE MEDICAL SERVICES TO ELDERLYMasonicare Health Center IncRelatedCCRC AND ASSISTED LIVING COMMUNITYMasonicare at Ashlar Village Inc
Longest observed on the filings
≥8years on the filingsMartin Schwager
≥8years on the filingsDavid M Lawlor
≥8years on the filingsFred Ortoli
≥8years on the filingsJames F Tomchik
Latest return
year to 30 September 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 September 2025. US dollars, as filed.- Total assets
- $42.7m
- Total liabilities
- $7m
- Net assets or fund balances
- $35.7m
- Contributions and grants received
- $48k
- Program service revenue
- $0
- Grants and similar paid out
- $750k
- Employees
- 0
- Volunteers
- 16
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $1.7m | $54k | $1.7m |
As filed on the IRS Form 990. US dollars.
Grants paid
1 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| United Methodist Homes Inc | General support | $750k |
State registration
1 entityiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.Wesleyan Foundation For Health And Aging, Inc. likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: Connecticut Secretary of the State, business registry and officers (data.ct.gov n7gp-d28j and ka36-64k6). Licence not stated. Data last fetched 18 October 2026.
- State
- Connecticut
- Entity type
- Special Chartered
- Status
- Active
- Formed
- 24 July 1874
- Registered agent
- Not stated