2025-05-14T07:00:52-05:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2023-07-01 231433891 SOUDERTON MENNONITE HOMES SOUD 2157239881 207 WEST SUMMIT STREET SOUDERTON PA 18964 STEVEN D MYERS CHIEF FINANCIAL & TECH OFFICER 2157239881 2025-04-15 1 0 KERRI N BOGDA CPA P00760402 7177404863 2025-04-15 2023 2025-03-06 01:10:19Z EDWARD D BRUBAKER 207 WEST SUMMIT STREET SOUDERTON PA 18964 28150718 0 X WWW.LIVINGBRANCHES.ORG X 1916 PA HOUSING, NURSING, REHABILITATION AND OTHER RELATED SERVICES FOR THE ELDERLY. 11 10 378 125 0 0 1181812 1108398 22803247 24925777 886264 967834 327065 432498 25198388 27434507 541827 564022 0 0 12295581 13411246 0 0 0 11192911 11281767 24030319 25257035 1168069 2177472 65011963 73576666 16324278 21246305 48687685 52330361 X TOGETHER WE EMPOWER OLDER ADULTS AND FAMILIES TO LEAD LIVES OF PURPOSE AND JOY, GUIDED BY THE MENNONITE TRADITION OF CARE AND SERVICE TO OTHERS. 0 0 20818511 564022 24925777 THROUGH NON-PROFIT HOUSING AND RELATED SERVICES FOR SENIOR ADULTS, SOUDERTON MENNONITE HOMES MEETS THE PHYSICAL, EMOTIONAL, MENTAL, SOCIAL, AND SPIRITUAL NEEDS OF ITS RESIDENTS. SOUDERTON MENNONITE HOMES HELPS RESIDENTS FIND PURPOSE AND JOY BY CONTRIBUTING TO THEIR HEALTH, SECURITY, AND HAPPINESS THROUGH PROGRAMS DESIGNED TO FOSTER HOLISTIC WELL-BEING.RESIDENTS AT SOUDERTON MENNONITE HOMES RECEIVE HOUSING, NURSING, REHABILITATION, LIFE ENRICHMENT, AND OTHER RELATED SERVICES IN ITS 71-BED SKILLED NURSING COMMUNITY; 21-BED PERSONAL CARE COMMUNITY FOR THOSE LIVING WITH DEMENTIA (PARK VIEW); 75-UNIT PERSONAL CARE COMMUNITY; AND 197-UNIT RESIDENTIAL LIVING COMMUNITY WITH APARTMENTS, COTTAGES, AND VILLAS. CONTINUED ON SCHEDULE O.DURING THE FISCAL YEAR ENDING JUNE 30, 2024, 361 RESIDENTS RECEIVED A COMBINED TOTAL OF 58,428 DAYS OF MEDICAL CARE. FIFTY OF THOSE INDIVIDUALS RECEIVED FINANCIAL ASSISTANCE FROM MEDICAID OR FACILITY-FUNDED BENEVOLENT CARE, WHICH PROVIDES AID IF A RESIDENT'S RESOURCES ARE NOT SUFFICIENT TO COVER THE FULL COST OF THEIR CARE DESPITE THEIR PRUDENT FINANCIAL STEWARDSHIP. THE TOTAL COST OF UNFUNDED AND BENEVOLENT CARE WAS $2,609,635. DURING THE SAME 12-MONTH REPORTING PERIOD, 271 RESIDENTS RECEIVED SERVICES IN THE RESIDENTIAL LIVING COMMUNITY.THE ORGANIZATION SERVES THE BROADER COMMUNITY BY PROVIDING EDUCATIONAL AND SERVICE OPPORTUNITIES FOR LOCAL STUDENTS. SOUDERTON MENNONITE HOMES IS A CLINICAL TRAINING SITE FOR A LOCAL COLLEGE NURSING PROGRAM AND FOR THE PUBLIC VOCATIONAL SCHOOL'S HEALTH CARE PROGRAM. 20818511 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 7 0 378 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 1 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X STEVEN MYERS CHIEF FINANCIAL TEC 2153684438 242 WEST RELIANCE ROAD SOUDERTON PA 18964 JOHN W DUERKSEN CHAIR 0.10 0.60 X X 0 0 0 JOSHUA J MEYER VICE CHAIR 0.10 0.50 X X 0 0 0 L BRENT KOLB TREASURER 0.10 0.50 X X 0 0 0 WENDELL J WEAVER SECRETARY 0.10 0.60 X X 0 0 0 J TODD ALDERFER MD DIRECTOR 0.10 0.50 X 0 0 0 LUKE J BERGEY DIRECTOR 0.10 0.50 X 0 0 0 ZACHARIAH C DERSTINE DIRECTOR 0.10 0.50 X 0 0 0 J OLIVER GINGRICH ESQ DIRECTOR 0.10 0.50 X 0 0 0 BRYAN K HUNSBERGER DIRECTOR 0.10 0.60 X 0 0 0 AMY KOLB DIRECTOR 0.10 0.50 X 0 0 0 JANE L RUTH DIRECTOR 0.10 0.60 X 0 0 0 EDWARD D BRUBAKER PRESIDENT & CEO 5.00 35.00 X 0 384294 51052 STEVEN D MYERS CHIEF FINANCIAL & TECH OFF 5.00 35.00 X 0 243409 33206 MONIQUE COLE EXECUTIVE DIRECTOR - SMH & 30.00 10.00 X 0 193206 29181 NICOLE O'TOOLE REGISTERED NURSE 40.00 X 0 140499 10826 DAVID MOORE DIRECTOR OF ENVIRONMENTAL 40.00 X 0 112546 19592 ELAINE SEEBARAN REGISTERED NURSE 40.00 X 0 115887 7569 JILL ARROYO DIRECTOR - HEALTH CARE SER 40.00 X 0 106304 26866 THEODORE GODY SENIOR DIRECTOR OF DINING 40.00 X 0 105317 18073 0 1401462 196365 0 0 1 0 BENCHMARK CONSTRUCTION COMPANY PO BOX 806 BROWNSTOWN PA 17508 CONSTRUCTION 3847060 PRIME TIME HEALTHCARE LLC PO BOX 3544 OMAHA NE 681030544 CONTRACT NURSING 920728 SELECT REHABILITATION LLC PO BOX 71985 CHICAGO IL 60694 THERAPY 712199 RLPS ARCHITECTS 250 VALLEYBROOK DRIVE LANCASTER PA 17601 ARCHITECT SERVICES 458697 FUSION MEDICAL STAFFING LLC PO BOX 82674 LINCOLN NE 685012674 CONTRACT NURSING 211459 13 1107398 1000 1108398 NET RESIDENT SERVICE REVENUE 623000 22987059 22987059 AMORTIZATION OF ENTRANCE FEES 623000 1918831 1918831 PA NURSING HOME ASSESSMENT 623000 19887 19887 24925777 925167 925167 196953 154510 42443 42443 42443 403131 45290 315174 357841 -315174 42667 42667 183999 201237 -17238 -17238 CAFE INCOME 900099 290438 290438 MEALS 900099 87581 87581 BEAUTY/BARBER SHOP 900099 28781 28781 493 493 407293 27434507 24925777 0 1400332 X 564022 564022 10789183 9309581 1479602 411943 386623 25320 1413609 1179394 234215 796511 687073 109438 1414048 1414048 55466 55466 72425 72425 1276 1276 156341 156341 2850867 2517980 332887 147093 285 146808 630237 494951 135286 176416 24010 152406 1362753 1362753 22337 22247 90 31270 31270 2466945 2466945 93892 93892 CAFE FOOD EXPENSE 839719 839719 MEDICAL SUPPLIES 597349 597349 PA NURSING HOME ASSESSM 195916 195916 DUES AND SUBSCRIPTIONS 82024 136 81888 85393 75635 9758 25257035 20818511 4438524 0 1055 1055 1681425 1096703 1168083 1051235 109471 116321 88886683 48910008 27510838 39976675 34384575 31211951 122726 122726 33790 0 65011963 73576666 1319825 5347854 9031777 9585211 50000 50000 5922676 6263240 16324278 21246305 X 48687685 52330361 48687685 52330361 65011963 73576666 2177472 1465204 0 X 0 1 X 1 0 X 1084389 1467513 1060071 1179812 1108398 5900183 20926760 19668447 21487177 22803247 24925777 109811408 510513 217198 254666 320334 290438 1593149 22521662 21353158 22801914 24303393 26324613 117304740 0 0 0 117304740 872231 982386 936601 973464 1122120 4886802 872231 982386 936601 973464 1122120 4886802 99234 33039 49433 77811 116855 376372 23493127 22368583 23787948 25354668 27563588 122567914 0.95710 0.95760 0.03990 0.03900 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: GUEST MEALS - 2019 AMOUNT: $ 67,311. 2020 AMOUNT: $ 13,074. 2021 AMOUNT: $ 33,279. 2022 AMOUNT: $ 56,820. 2023 AMOUNT: $ 87,581. OTHER ANCILLARY SERVICES - 2019 AMOUNT: $ 6,502. 2020 AMOUNT: $ 1,298. 2021 AMOUNT: $ 112. 2022 AMOUNT: $ 2,995. 2023 AMOUNT: $ 493. TRANSPORTATION - 2019 AMOUNT: $ 25,365. 2023 AMOUNT: $ 0. BEAUTY SHOP INCOME - 2019 AMOUNT: $ 56. 2020 AMOUNT: $ 18,667. 2021 AMOUNT: $ 10,042. 2022 AMOUNT: $ 17,996. 2023 AMOUNT: $ 28,781. LATE CHARGES - 2023 AMOUNT: $ 0. NURSING SURVEY - 2021 AMOUNT: $ 6,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1276 1276 0 PART II-B, LINE 1: THE ORGANIZATION PAYS DUES TO LEADINGAGE PA. A PORTION OF THESE DUES IS ALLOCATED TO LOBBYING EXPENSES. 3426819 3426819 51928789 34952767 16976022 16719511 13957241 2762270 16811564 16811564 39976675 REFUNDABLE FEES AND DEPOSITS 6249745 DUE TO AFFILIATES 13495 6263240 28333858 1465204 -720363 744841 27589017 -154510 -154510 27434507 24691182 154510 154510 24536672 720363 720363 25257035 PART XI, LINE 2D - OTHER ADJUSTMENTS: TRANSFERS TO AFFILIATES -564,022. INVESTMENT FEES -156,341. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -154,510. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 154,510. PART XII, LINE 4B - OTHER ADJUSTMENTS: TRANSFERS TO AFFILIATES 564,022. INVESTMENT FEES 156,341. 1 LIVING BRANCHES FOUNDATION 275 DOCK DRIVE LANSDALE PA 19446 912113430 501(C)(3) 564022 0 TO SUPPORT AFFILIATED ENTITIES. 1 0 PART I, LINE 2: THE ORGANIZATION PROVIDES GRANTS AND ASSISTANCE TO RELATED TAX-EXEMPT ORGANIZATIONS. ALL ACCOUNTING FUNCTIONS ARE CENTRALLY BASED SO THERE IS NO MONITORING OF INTERCOMPANY FUNDS ON A SEPARATE ENTITY BASIS. 0 0 0 0 0 0 0 0 0 EDWARD D BRUBAKER PRESIDENT & CEO 0 332817 0 51477 0 0 0 23100 0 27952 0 435346 0 0 STEVEN D MYERS CHIEF FINANCIAL & TECH OFF 0 221107 0 22302 0 0 0 17801 0 15405 0 276615 0 0 MONIQUE COLE EXECUTIVE DIRECTOR - SMH & 0 175731 0 17475 0 0 0 14537 0 14644 0 222387 0 0 NICOLE O'TOOLE REGISTERED NURSE 0 138726 0 1773 0 0 0 10826 0 0 0 151325 0 0 PART I, LINE 3 OFFICERS AND KEY EMPLOYEES ARE PAID BY A RELATED ORGANIZATION. COMPENSATION IS DETERMINED BY A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEYS OR STUDIES, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. A NATIONAL FINANCE AUTHORITY 521304598 2023-05-31 20000000 CAPITAL EXPENDITURES AT SOUDERTON CAMPUS 0 1 0 A 20000000 327744 319268 19352988 0 0 0 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 1 1 FULTON BANK 15.000000000000 0 0 0 0 0 A 1 WENDELL WEAVER BOARD SECRETARY 141823 SEE PART V 0 SCHEDULE L, PART IV: WENDELL WEAVER, BOARD SECRETARY, IS THE OWNER OF ALDERFER GLASS. ALDERFER GLASS PROVIDES GOODS & SERVICE IN THE GLASS BUSINESS FOR SOUDERTON MENNONITE HOMES. ALL TRANSACTIONS ARE AT ARM'S LENGTH. FORM 990, PART VI, SECTION A, LINE 2 BRENT AND AMY KOLB HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 LIVING BRANCHES, A RELATED TAX-EXEMPT ORGANIZATION, PROVIDES MANAGEMENT SERVICES TO THIS ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS LIVING BRANCHES, A RELATED TAX-EXEMPT ENTITY. FORM 990, PART VI, SECTION A, LINE 7A LIVING BRANCHES, AS THE SOLE MEMBER, HAS THE RIGHT TO APPOINT AND REMOVE THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B LIVING BRANCHES, AS THE SOLE MEMBER, HAS THE RIGHT TO AMEND THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER UPON COMPLETION BY THE TAX PREPARERS. THE 990 IS THEN PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. A COPY OF THE RETURN IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C LIVING BRANCHES, THE PARENT ORGANIZATION, HAS A WRITTEN CONFLICT OF INTEREST POLICY BY WHICH ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES OF ITS AFFILIATES MUST ABIDE. THE CONFLICT OF INTEREST POLICY IS REVIEWED AND SIGNED ANNUALLY BY ALL BOARD MEMBERS AND OFFICERS. THE BOARD CHAIRMAN REVIEWS THE SIGNED STATEMENTS AND OVERSEES THE PROCEDURES FOR ENSURING ANY POTENTIAL CONFLICTS ARE RESOLVED ACCORDING TO THE WRITTEN POLICY. ANY INTERESTED PARTY TO A CONFLICT WILL REMOVE HIM OR HERSELF FROM ANY DISCUSSIONS AND/OR DECISIONS BASED ON THE CONFLICT. THE CONFLICT POLICY SPECIFICALLY STATES THAT FAMILY AND OR BUSINESS RELATIONSHIPS WITH OTHER BOARD MEMBERS MAY CONSTITUTE A POTENTIAL OR ACTUAL CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED THERAPY SERVICES: PROGRAM SERVICE EXPENSES 832,900. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 832,900. CONTRACTED REPAIR AND MAINTENANCE: PROGRAM SERVICE EXPENSES 60,576. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,576. CONSULTANT FEES: PROGRAM SERVICE EXPENSES 7,180. MANAGEMENT AND GENERAL EXPENSES 23,492. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,672. TRANSPORTATION SERVICES: PROGRAM SERVICE EXPENSES 2,541. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,541. MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 1,284,573. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,284,573. COPIER CONTRACT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 36,059. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 36,059. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 330,210. MANAGEMENT AND GENERAL EXPENSES 351. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 330,561. ADMINISTRATIVE FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 251,363. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 251,363. RECRUITMENT FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 21,622. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,622. FORM 990, PAGE 5, PART V, LINE 2 THE FILING ENTITY IS AN AFFILIATE IN A GROUP OF WHICH LIVING BRANCHES (EIN 23-2125481) IS CONSIDERED A COMMON PAY AGENT FOR W-2 REPORTING. LIVING BRANCHES REPORTS ALL EMPLOYEES ON ITS FORM W-3, HOWEVER, EACH AFFILIATE HAS EMPLOYEES ALLOCATED TO THAT ENTITY. PER IRS INSTRUCTIONS, EMPLOYEES LISTED ON PART V, LINE 2A ARE THOSE WHO HAVE BEEN DEEMED TO BE EMPLOYEES OF THIS ORGANIZATION. SOUDERTON MENNONITE HOMES DOES NOT, HOWEVER, REPORT THESE EMPLOYEES ON A SEPARATE W-3 UNDER ITS OWN EIN. LIVING BRANCHES 242 WEST RELIANCE ROAD SOUDERTON PA 18964 232125481 MANAGEMENT SERVICES FOR RELATED TAX-EXEMPT ORGANIZATIONS PA 501(C)(3) LINE 10 N/A 0 HATFIELD MENNONITE HOME INC ROUTE 309 HATFIELD PA 19440 231429826 HEALTH CARE & HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LIVING BRANCHES 0 DOCK ACRES INC 275 DOCK DRIVE LANSDALE PA 19446 232233514 HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LIVING BRANCHES 0 DOCK MANOR INC 275 DOCK DRIVE LANSDALE PA 19446 232136450 LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LIVING BRANCHES 0 DOCK VILLAGE INC 275 DOCK DRIVE LANSDALE PA 19446 232136449 LOW INCOME HOUSING TO QUALIFIED FAMILIES & INDIVIDUALS PA 501(C)(3) LINE 10 LIVING BRANCHES 0 LIVING BRANCHES FOUNDATION 275 DOCK DRIVE LANSDALE PA 19446 912113430 FUNDRAISING & SUPPORTING ORGANIZATION PA 501(C)(3) LINE 12A, I LIVING BRANCHES 0 0 1 1 1 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0