2020-06-02T13:07:06-05:00 2019-06-30 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2018-07-01 231433891 SOUDERTON MENNONITE HOMES SOUD 2157239881 207 WEST SUMMIT STREET SOUDERTON PA 18964 STEVEN D MYERS CHIEF FINANCIAL & TECH OFFICER 2157239881 2020-05-28 1 KERRI N BOGDA CPA P00760402 7177404863 73.101.37.214 2020-05-28 09:30:23 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 F58787FA80410BAE38B710EAF9FCC5760AD3BCDF 2018 2020-11-06 18:47:13Z EDWARD D BRUBAKER 207 WEST SUMMIT STREET SOUDERTON PA 18964 26030784 0 X WWW.LIVINGBRANCHES.ORG X 1916 PA HOUSING, NURSING, REHABILITATION AND OTHER RELATED SERVICES FOR THE ELDERLY. 11 11 373 225 0 0 571462 710681 19523265 20369269 1316251 1110344 479367 470091 21890345 22660385 497157 687373 0 0 10226707 10487309 0 0 0 8695245 9633742 19419109 20808424 2471236 1851961 56348117 59598985 15890854 16700244 40457263 42898741 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 16865930 687373 20369269 SOUDERTON MENNONITE HOMES OPERATES AND MAINTAINS HOUSING FOR SENIOR ADULTS AND PROVIDES, ON A NONPROFIT BASIS, HOUSING FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THE SPIRITUAL, PHYSICAL, EMOTIONAL, SOCIAL, AND PSYCHOLOGICAL NEEDS OF AGING. SOUDERTON MENNONITE HOMES CONTRIBUTES TO RESIDENTS' HEALTH, SECURITY, HAPPINESS, AND USEFULNESS IN LONGER LIVING AND ENGAGES THEM IN PROGRAMS DESIGNED TO PROMOTE AND ENCOURAGE THEIR WELLBEING.THE ORGANIZATION ACCOMPLISHES THIS PURPOSE BY PROVIDING HOUSING, NURSING, REHABILITATION, AND OTHER RELATED SERVICES TO COMMUNITY MEMBERS THROUGH THE OPERATION OF A 71-BED SKILLED NURSING FACILITY, A 22-BED PERSONAL CARE FACILITY FOR PERSONS WITH DEMENTIA (PARK VIEW), AN 87-UNIT PERSONAL CARE FACILITY, AS WELL AS A 196-UNIT RESIDENTIAL LIVING UNIT CONTAINING APARTMENTS, COTTAGES, AND VILLAS. DURING THE REPORT PERIOD 59,534 DAYS OF MEDICAL CARE WERE PROVIDED COVERING 411 PEOPLE. OF THAT GROUP, 50 PEOPLE RECEIVED FINANCIAL ASSISTANCE FROM EITHER MEDICAID OR FACILITY-FUNDED BENEVOLENT CARE. THE TOTAL COST OF UNFUNDED AND BENEVOLENT CARE WAS $1,654,707; 286 RESIDENTS WERE PROVIDED CARE IN THE RESIDENTIAL LIVING UNIT DURING THE 12-MONTH PERIOD. 16865930 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 12 0 373 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 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 J TODD ALDERFER MD DIRECTOR 0.10 0.50 X 0 0 0 KENNETH R BURKHOLDER DIRECTOR 0.10 0.50 X 0 0 0 KENNETH J CLEMMER CHAIR 0.10 0.50 X X 0 0 0 BRYAN K HUNSBERGER DIRECTOR 0.10 0.60 X 0 0 0 L BRENT KOLB TREASURER 0.10 0.60 X X 0 0 0 SYLVIA F SHELLY DIRECTOR 0.10 0.50 X 0 0 0 JOHN W DUERKSEN VICE CHAIR 0.10 0.50 X X 0 0 0 ANGELA S HACKMAN SECRETARY 0.10 0.60 X 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 WENDELL J WEAVER DIRECTOR 0.10 0.50 X 0 0 0 EDWARD D BRUBAKER PRESIDENT & CEO 5.00 35.00 X 0 322019 44936 STEVEN D MYERS CHIEF FINANCIAL & TECH OFFICER 5.00 35.00 X 0 191814 31958 MONIQUE COLE EXEC. DIRECTOR - SMH & WLS 30.00 10.00 X 0 157630 17295 0 671463 94189 0 0 1 0 SELECT REHABILITATION LLC PO BOX 71985 CHICAGO IL 60694 THERAPY 621017 BERGEY'S ELECTRIC INC 2880 PENN AVENUE HATFIELD PA 19440 ELECTRICAL REPAIRS 227996 INTEGRATED SECURITY SYSTEMS INC 325 GODSHALL DRIVE HARLEYSVILLE PA 19438 RESIDENT SAFETY SYS. 221078 GENERAL HEALTHCARE RESOURCES INC 2250 HICKORY ROAD SUITE 113 LANSDALE PA 19446 CONTRACTED NURSING 176319 C&S LAWN AND LANDSCAPE INC 562 MELVIN ROAD TELFORD PA 18969 LANDSCAPING 146403 6 15171 661596 33914 710681 NET RESIDENT SERVICE REVENUE 623000 18093911 18093911 AMORTIZATION OF ENTRANCE FEES 623000 2275358 2275358 20369269 773002 773002 47812 119781 -71969 -71969 -71969 3422483 3077211 7930 345272 -7930 337342 337342 0 15171 53 -53 -53 183911 165424 18487 18487 CAFE INCOME 722210 376719 376719 MEALS 900099 112271 112271 TRANSPORTATION INCOME 900099 21624 21624 13012 13012 523626 22660385 20369269 0 1580435 687373 687373 8299969 7580021 719948 385698 363360 22338 1192199 1081476 110723 609443 556318 53125 1159182 6820 1152362 20904 20904 235176 235176 532 532 138622 138622 1717507 1400276 317231 464441 3505 460936 736138 510669 225469 355381 12258 343123 986673 986143 530 12001 10743 1258 14274 5403 8871 2044259 2044259 113321 113321 FOOD COSTS 737355 737355 MEDICAL SUPPLIES 424338 424338 REPAIRS & MAINTENANCE 131591 131591 LICENSES AND FEES 120677 120677 221370 90024 131346 20808424 16865930 3942494 0 1055 1055 1861667 2021152 1200234 1678454 99417 96280 63867053 37180673 24392080 26686380 28670938 28992938 122726 122726 56348117 59598985 1198257 1142650 8132267 9420212 6560330 6137382 15890854 16700244 X 40372790 42814268 0 84473 84473 40457263 42898741 56348117 59598985 1851961 589517 0 X 0 1 X 1 0 X 323347 411235 487850 571462 711307 2505201 17451632 17939769 18348655 19523265 20369269 93632590 511644 532484 534551 550802 561080 2690561 18286623 18883488 19371056 20645529 21641656 98828352 0 0 0 98828352 377303 521541 5175157 550802 820814 7445617 377303 521541 5175157 550802 820814 7445617 154625 137005 207165 152067 146457 797319 18818551 19542034 24753378 21348398 22608927 107071288 0.92300 0.92450 0.06950 0.06820 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: GUEST MEALS - 2014 AMOUNT: $ 129,094. 2015 AMOUNT: $ 117,444. 2016 AMOUNT: $ 135,397. 2017 AMOUNT: $ 123,828. 2018 AMOUNT: $ 112,271. OTHER ANCILLARY SERVICES - 2014 AMOUNT: $ 3,959. 2015 AMOUNT: $ 1,452. 2016 AMOUNT: $ 1,740. 2017 AMOUNT: $ 4,178. 2018 AMOUNT: $ 9,065. TRANSPORTATION - 2014 AMOUNT: $ 19,517. 2015 AMOUNT: $ 17,255. 2016 AMOUNT: $ 27,513. 2017 AMOUNT: $ 22,338. 2018 AMOUNT: $ 21,624. MISCELLANEOUS INCOME - 2015 AMOUNT: $ 635. 2016 AMOUNT: $ 21,235. BEAUTY SHOP INCOME - 2014 AMOUNT: $ 2,055. 2015 AMOUNT: $ 219. 2016 AMOUNT: $ -1,285. 2017 AMOUNT: $ -490. 2018 AMOUNT: $ 969. BAD DEBT RECOVERY - 2016 AMOUNT: $ 22,565. LATE CHARGES - 2017 AMOUNT: $ 2,213. 2018 AMOUNT: $ 2,528. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 532 532 0 PART II-B, LINE 1: THE ORGANIZATION PAYS DUES TO LEADINGAGE PA. A PORTION OF THESE DUES IS ALLOCATED TO LOBBYING EXPENSES. 1926276 1926276 46444051 26756510 19687541 14341136 10424163 3916973 1155590 1155590 26686380 REFUNDABLE FEES AND DEPOSITS 6137382 6137382 22483005 589517 -825995 -236478 22719483 -59098 -59098 22660385 20041527 59098 59098 19982429 825995 825995 20808424 PART XI, LINE 2D - OTHER ADJUSTMENTS: TRANSFERS TO AFFILIATES -687,373. INVESTMENT FEES -138,622. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -119,781. LOSS ON SALE ON FIXED ASSETS -7,930. CATERING INCOME NET WITH EXPENSES 68,613. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 119,781. LOSS ON SALE OF FIXED ASSETS 7,930. CATERING INCOME NET WITH EXPENSES -68,613. PART XII, LINE 4B - OTHER ADJUSTMENTS: TRANSFERS TO AFFILIATES 687,373. INVESTMENT FEES 138,622. ROCK-A-THON 15171 15171 53 15171 15171 53 53 -53 1 LIVING BRANCHES FOUNDATION 275 DOCK DRIVE LANSDALE PA 19446 912113430 501(C)(3) 687373 TO SUPPORT AFFILIATED ENTITIES. 1 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 276944 0 45075 0 0 0 19000 0 25936 0 366955 0 0 STEVEN D MYERS CHIEF FINANCIAL & TECH OFFICER 0 173739 0 18075 0 0 0 13786 0 18172 0 223772 0 0 MONIQUE COLE EXEC. DIRECTOR - SMH & WLS 0 145455 0 12175 0 0 0 0 0 17295 0 174925 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. WILLARD C BERGEY FORMER BOARD MEMBER AND OFFICER OF BERGEY'S ELECTRIC 340335 BERGEY'S ELECTRIC PERFORMS SERVICES FOR SOUDERTON MENNONITE HOMES. TRANSACTIONS WITH BERGEY'S ELECTRIC ARE AT ARM'S LENGTH. 0 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, 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 0 1 0 0 0 0 1 0 0 1 1 1 0 0 0 0