2020-05-15T08:46:21-05:00 2019-06-30 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2018-07-01 300706945 LANDIS COMMUNITIES LAND 7175693271 1001 E OREGON ROAD LITITZ PA 17543 LARRY J ZOOK PRESIDENT/CEO 7175693271 2020-05-11 1 KERRI N BOGDA CPA P00760402 7177404863 174.55.78.125 2020-05-11 15:27:53 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 AF78FC311707138AE8A35EE5AF434BBB9CACA7EB 2018 2020-11-19 02:30:22Z LARRY J ZOOK 1001 E OREGON ROAD LITITZ PA 17543 3731857 0 X WWW.LANDISCOMMUNITIES.ORG X 2011 PA SUPPORTS RELATED NON-PROFIT ENTITIES BY PROVIDING MANAGEMENT AND OTHER SERVICES. 10 10 39 10 32489 0 10991 16305 3963656 3715552 0 -516 0 0 3974647 3731341 26094 19135 0 0 3243874 3280589 0 0 222831 779362 1030750 4049330 4330474 -74683 -599133 3996846 3878973 526725 477488 3470121 3401485 X FOLLOWING GOD'S CALL TO CREATIVELY SERVE THE DIVERSE NEEDS AND INTERESTS OF OLDER ADULTS BY DEVELOPING OPPORTUNITIES AND COLLABORATIVE RELATIONSHIPS. 0 0 3147066 19135 3683063 LANDIS COMMUNITIES ("LC") IS A NOT-FOR-PROFIT CORPORATION ORGANIZED TO OPERATE FOR THE SUPPORT AND BENEFIT OF LANDIS HOMES RETIREMENT COMMUNITY ("LHRC"), WELSH MOUNTAIN HOME ("WMH") AND LANDIS HCBS. LC'S SUPPORT OF THE MISSION, OPERATIONS, AND RESIDENTS OF LHRC, WMH AND LANDIS HCBS HELPS TO SERVE OLDER ADULTS INCLUDING THE PROVISION OF HOUSING, THE PROVISION OF AFFORDABLE HOUSING, THE PROMOTION OF COMMUNITY AMONG THE RESIDENTS, AND THE PROVISION OF ACCESS TO HOME CARE SERVICES AND OTHER RETIREMENT COMMUNITY SERVICES AS ELECTED BY THE RESIDENTS. LC PLANS, DEVELOPS, AND ADMINISTERS AN ARRAY OF SERVICES CONSISTENT WITH LANDIS COMMUNITIES' MENNONITE/ANABAPTIST HERITAGE.LHRC IS A CONTINUING CARE RETIREMENT COMMUNITY SERVING THE AGING POPULATION BY PROVIDING HOUSING, HEALTH CARE AND RELATED SERVICES ON A 114 ACRE CAMPUS SURROUNDED BY PRESERVED FARMLAND. LHRC IS HOME TO ALMOST 900 PERSONS LIVING IN HYBRID HOMES, COTTAGES, APARTMENTS, SUITES, PERSONAL CARE, HEALTHCARE, AND HERITAGE SPECIAL CARE (PERSONS WITH MEMORY LOSS). LHRC PROVIDES CHARITY CARE TO RESIDENTS WHO MEET CERTAIN CRITERIA WITHOUT CHARGE OR AT AMOUNTS LESS THAN ESTABLISHED RATES. IN 2019, CHARITY CARE, WHICH REPRESENTS THE DIFFERENCE BETWEEN THE ESTIMATED COST OF PROVIDING CARE AND THE PAYMENTS RECEIVED FOR SERVICES RENDERED, TOTALED $3,316,000. WMH OPERATES A PERSONAL CARE HOME IN A CHRISTIAN ENVIRONMENT. WMH IS HOME TO 49 PERSONS AND HAS BEEN PROVIDING AFFORDABLE CARE TO THE AGING POPULATION FOR OVER 90 YEARS ON A 50 ACRE RURAL CAMPUS. WMH PROVIDES CHARITY CARE TO RESIDENTS WHO MEET CERTAIN CRITERIA WITHOUT CHARGE OR AT AMOUNTS LESS THAN ESTABLISHED RATES. IN 2019, CHARITY CARE, WHICH REPRESENTS THE DIFFERENCE BETWEEN THE ESTIMATED COST OF PROVIDING CARE AND THE PAYMENTS RECEIVED FOR SERVICES RENDERED, TOTALED $378,000.LANDIS HCBS PROVIDES VARIOUS HOME AND COMMUNITY BASED SERVICES TO BOTH THOSE LIVING ON THE LANDIS HOMES CAMPUS AND THOSE IN THE BROADER COMMUNITY. LANDIS HCBS SERVED 220 PERSONS ON A WEEKLY BASIS IN 2019 THROUGH TWO ADULT DAY SERVICES CENTERS LOCATED ON THE LANDIS HOMES CAMPUS. LANDIS AT HOME IS A HOME AND COMMUNITY BASED SERVICES PROGRAM, SERVING CLIENTS BOTH ON AND OFF THE LANDIS HOMES CAMPUS. VISITS FOR 2018 TOTALED 30,784. LANDIS HOMES HOSTS PATHWAYS INSTITUTE, WHICH IS A LEARNING OPPORTUNITY FOR OLDER ADULTS OFFERING CLASSES ON A WIDE RANGE OF TOPICS. PATHWAYS INSTITUTE IS OPEN TO OLDER ADULTS, BOTH RESIDENTS AND NON-RESIDENTS. LANDIS HOMES ALSO HOSTS A MEMORY SUPPORT AND A PARKINSON'S SUPPORT GROUP; BOTH PROGRAMS ARE OPEN TO THE PUBLIC COMMUNITY. VOLUNTEERS PROVIDE VARIOUS SERVICES FOR THE ORGANIZATION. THESE SERVICES ARE NOT RECOGNIZED AS CONTRIBUTIONS IN THE FINANCIAL STATEMENTS AS THE RECOGNITION CRITERIA UNDER THE AUTHORITATIVE ACCOUNTING GUIDANCE WERE NOT MET. LANDIS HCBS ALSO PROVIDES A CONTINUING-CARE-AT HOME PROGRAM TO PERSONS WHO WISH TO ENROLL. 3147066 1 1 0 1 0 0 0 0 0 0 1 1 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 15 0 39 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X LARRY J ZOOK PRESIDENTCEO 7175693271 1001 EAST OREGON ROAD LITITZ PA 17543 JOHN W EBY TRUSTEE 1.00 2.00 X 0 0 0 GLEN D MOFFETT VICE CHAIR 1.00 1.00 X X 0 0 0 CONNIE F STAUFFER SECRETARY 1.00 X X 0 0 0 JOHN P LINES TRUSTEE 1.00 X 0 0 0 WILLIAM S HARTMAN TRUSTEE 1.00 X 0 0 0 DENNIS CLEMMER TRUSTEE 1.00 X 0 0 0 ED KAMINSKI TRUSTEE 1.00 X 0 0 0 ALLON LEFEVER CHAIR 1.00 X X 0 0 0 DANIEL D MAST TRUSTEE 1.00 X 0 0 0 DAVID HERNLEY TREASURER 1.00 1.00 X X 0 0 0 LARRY J ZOOK PRESIDENT/CEO 15.00 35.00 X 251617 0 38552 ERIC BENDER VP OF FINANCE/CFO 15.00 35.00 X 173986 0 33589 ALLEN HEINLY VP OF HUMAN RESOURCES 2.00 43.00 X 142810 0 25673 EVON BERGEY VP COMMUNITY INITIATIVES 40.00 X 184949 0 22205 BETH TROUT VP ADVANCEMENT 40.00 X 113362 0 25197 EVA J BERING FORMER VP OF OPERATIONS (UNTIL 3/18) 0.00 0.00 X 251222 0 17478 1117946 0 162694 6 1 1 0 0 16305 16305 MANAGEMENT SERVICES 561000 3715552 3683063 32489 3715552 516 -516 -516 -516 3731341 3683063 32489 -516 19135 19135 805469 644375 161094 1845557 1345550 336388 163619 100509 80407 20102 341565 237725 59432 44408 187489 149991 37498 126077 126077 50069 50069 1223 1223 225644 180515 45129 24313 19450 4863 98258 71375 17844 9039 91471 73177 18294 141994 113595 28399 45478 34206 8551 2721 28842 22524 5630 688 28726 22981 5745 36390 29112 7278 DUES AND SUBSCRIPTIONS 89027 70002 18724 301 MISCELLANEOUS EXPENSES 17894 14315 3579 HOSPITALITY 17803 13852 3463 488 OTHER EMPLOYEE EXPENSES 6231 4744 1186 301 1310 35 9 1266 4330474 3147066 960577 222831 1537058 1097293 15856 2205 14064 27750 211132 147342 73117 63790 331184 2356751 2356751 3996846 3878973 330197 445933 196528 31555 526725 477488 X 3470121 3401485 3470121 3401485 3996846 3878973 X -599133 530497 X 0 1 X 1 0 X X 3 LANDIS HOMES RETIREMENT COMMUNITY 232194364 10 1 0 0 WELSH MOUNTAIN HOME 232815761 10 1 0 0 LANDIS HCBS LLC 204435391 10 1 0 0 3 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION C THE SUPPORTED ORGANIZATIONS, LANDIS HOMES RETIREMENT COMMUNITY, WELSH MOUNTAIN HOME, AND LANDIS HCBS, HAVE OVERLAPPING BOARD REPRESENTATION WITH LANDIS COMMUNITIES. WHILE THERE IS NOT A MAJORITY ON EACH ENTITY, THERE IS COMMON MANAGEMENT ON ALL THREE ENTITIES. THE EXECUTIVE TEAM ALL RESIDE AS A GROUP WITHIN THE LANDIS COMMUNITIES ENTITY AND MANAGE THE SUPPORTED ORGANIZATIONS COLLECTIVELY. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1223 1223 0 PART II-B, LINE 1: THE ORGANIZATION PAYS DUES TO A STATE INDUSTRY ASSOCIATION - LEADINGAGE PA. A MINIMAL PORTION OF THE ORGANIZATION'S DUES ARE USED FOR LOBBYING PURPOSES. 211132 147342 63790 63790 DUE FROM AFFILIATE 331184 C 331184 INVESTMENT IN WELSH MOUNTAIN HOME 2356751 C 2356751 DUE TO AFFILIATES 31555 31555 3731341 0 3731341 0 3731341 4330474 0 4330474 0 4330474 1 LANCASTER MENNONITE HISTORICAL SOCIETY 2215 MILLSTREAM ROAD LANCASTER PA 17602 236050885 501(C)(3) 5000 PROGRAM SUPPORT PARISH RESOURCE CENTER 2160 LINCOLN HWY EAST 18 LANCASTER PA 17602 232000688 501(C)(3) 6000 PROGRAM SUPPORT 2 0 PART I, LINE 2: THE ORGANIZATION ONLY PROVIDES GRANTS TO OTHER CHARITABLE ORGANIZATIONS AND MAKES CONCERTED EFFORTS TO ENSURE EVERY DONEE HAS A FEDERAL EXEMPTION ON FILE. FUNDS ARE NOT MONITORED SUBSEQUENT TO THE DONATION. X X X X 1 0 0 0 0 0 0 0 0 LARRY J ZOOK PRESIDENT/CEO 251617 0 0 0 0 0 15582 0 22970 0 290169 0 0 0 ERIC BENDER VP OF FINANCE/CFO 173986 0 0 0 0 0 10609 0 22980 0 207575 0 0 0 ALLEN HEINLY VP OF HUMAN RESOURCES 142810 0 0 0 0 0 8954 0 16719 0 168483 0 0 0 EVON BERGEY VP COMMUNITY INITIATIVES 184949 0 0 0 0 0 5874 0 16331 0 207154 0 0 0 EVA J BERING FORMER VP OF OPERATIONS (UNTIL 3/18) 71222 0 0 0 180000 0 15113 0 2365 0 268700 0 0 0 PART I, LINE 4A EVA BERING, THE FORMER VP OF OPERATIONS, RECEIVED A SEVERANCE PAYMENT DURING THE YEAR IN THE AMOUNT OF $180,000. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS OF THE ORGANIZATION WERE AMENDED DURING THE YEAR TO NAME LANDIS HCBS LLC AS A SUPPORTED ENTITY. FORM 990, PART VI, SECTION B, LINE 11B THE VP OF FINANCE AND THE PRESIDENT PERFORM AN INITIAL REVIEW OF THE RETURN. A DRAFT OF THE FEDERAL FORM 990 IS THEN PROVIDED TO THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. THE FINANCE AND AUDIT COMMITTEE OVERSEES THE FINANCIAL AFFAIRS OF THE ORGANIZATION AND REVIEWS THE FEDERAL FORM 990 FOR COMPLETENESS. UPON REVIEW, THE FINANCE AND AUDIT COMMITTEE WILL TAKE ACTION TO APPROVE THE RETURN. THIS INFORMATION IS REPORTED TO THE BOARD OF DIRECTORS IN THE MINUTES OF THE FINANCE AND AUDIT COMMITTEE. ADDITIONALLY, THE FEDERAL FORM 990 IS MADE AVAILABLE ELECTRONICALLY TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS PART OF OUR CODE OF CONDUCT THAT IS DISTRIBUTED TO BOTH THE BOARD OF DIRECTORS AND KEY EMPLOYEES. TRAINING IS PROVIDED ANNUALLY. ANNUALLY BOARD DIRECTORS PROVIDE A WRITTEN AND SIGNED ATTESTATION REGARDING THE CODE OF CONDUCT AND A CONFLICT OF INTEREST DISCLOSURE CHECKLIST. THE FINANCE AND AUDIT COMMITTEE REVIEW A SUMMARY OF ALL CONFLICTS NOTED ON THE CONFLICT OF INTEREST DISCLOSURE FORMS COMPLETED BY BOARD MEMBERS. IT IS THEN PASSED TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR REVIEW. DURING THE COURSE OF THE YEAR, THE CONFLICT OF INTEREST POLICY IS MONITORED. AT THE BEGINNING OF EVERY MEETING THERE IS A CONFLICT OF INTEREST AGENDA ITEM - MEMBERS ARE REMINDED OF THE POLICY AND ASKED TO REVIEW THE AGENDA AND NOTE IF ANY DISCUSSION ITEM POSES A POTENTIAL CONFLICT FOR THEM. FAMILY AND BUSINESS RELATIONSHIPS ARE MENTIONED IN THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD HAS ADOPTED A COMPENSATION POLICY AS RECOMMENDED BY THE GOVERNANCE COMMITTEE. IN GENERAL, THE COMPENSATION FOR THE CEO IS DETERMINED ANNUALLY BY THE EXECUTIVE COMMITTEE BASED UPON ANNUAL REVIEW OF COMPARATIVE FINANCIAL INDICATORS AND MARKET TRENDS TO ENSURE SALARIES ARE WITHIN FAIR MARKET RANGE FOR THE INDUSTRY. COMPENSATION FOR KEY EMPLOYEES IS DETERMINED ANNUALLY BY THE CEO AND IS BASED UPON EXTERNAL FACTORS SUCH AS COMPARATIVE FINANCIAL DATA, MARKET TRENDS, AND COST OF LIVING TO ENSURE SALARIES ARE WITHIN FAIR MARKET RANGE FOR THE INDUSTRY. THIS COMPENSATION IS INCORPORATED INTO THE ANNUAL BUDGETING PROCESS AND APPROVED BY THE BOARD UPON ADOPTION OF THE BUDGET. BOARD LEVEL DISCUSSIONS ON COMPENSATION ARE RECORDED IN BOTH THE MINUTES OF THE EXECUTIVE COMMITTEE AND THE MINUTES OF THE BOARD MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: EQUITY TRANSFERS 530,497. LANDIS HOMES RETIREMENT COMMUNITY 1001 E OREGON ROAD LITITZ PA 17543 232194364 CONTINUING CARE RETIREMENT COMMUNITY PA 501(C)(3) LINE 10 LANDIS COMMUNITIES 1 WELSH MOUNTAIN HOME 567 SPRINGVILLE ROAD NEW HOLLAND PA 17557 232815761 PERSONAL CARE FACILITY PA 501(C)(3) LINE 10 LANDIS COMMUNITIES 1 LANDIS HCBS LLC 1001 E OREGON ROAD LITITZ PA 17543 204435391 HOME CARE SERVICES PA 501(C)(3) LINE 10 LANDIS COMMUNITIES 1 LANDIS QUALITY LIVING 1001 E OREGON ROAD LITITZ PA 17543 833598754 LOW-INCOME HOUSING PA 501(C)(3) LINE 10 LANDIS COMMUNITIES 1 MOUNTAIN VIEW TERRACE LP 567 SPRINGVILLE ROAD NEW HOLLAND PA 17557 371648979 MGT OF LOW-INOCME HOUSING COMMUNITY PA N/A QUALITY LIVING CHOICES 1001 E OREGON ROAD LITIZ PA 17543 611683369 SENIOR HOUSING PA LANDIS COMMUNITIES C 52916 175313 1.00000 1 WELSH MOUNTAIN HOME INC 567 SPRINGVILLE ROAD NEW HOLLAND PA 17557 453530937 MGT. OF LOW INCOME HOUSING COMMUNITY PA N/A C 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 1 0 0 0 1 LANDIS HOMES RETIREMENT COMMUNITY O 373136 COST LANDIS HOMES RETIREMENT COMMUNITY K 141477 COST LANDIS HOMES RETIREMENT COMMUNITY L 3448456 COST WELSH MOUNTAIN HOME L 180337 COST LANDIS HCBS LLC L 54270 COST LANDIS HOMES RETIREMENT COMMUNITY S 530497 COST