2020-06-02T13:06:44-05:00 2019-06-30 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2018-07-01 231429826 HATFIELD MENNONITE HOME INC HATF 2155652416 ROUTE 309 HATFIELD PA 19440 STEVEN D MYERS CHIEF FINANCIAL & TECH OFFICER 2155652416 2020-05-28 1 KERRI N BOGDA CPA P00760402 7177404863 73.101.37.214 2020-05-28 10:25:01 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 F58787FA80410BAE38B710EAF9FCC5760AD3BCDF 2018 2021-01-29 14:40:06Z EDWARD D BRUBAKER ROUTE 309 HATFIELD PA 19440 20480963 0 X WWW.LIVINGBRANCHES.ORG X 1942 PA HEALTH CARE AND HOUSING FOR THE ELDERLY 11 11 412 139 0 0 500466 536052 16915450 17544309 574517 518814 501983 508777 18492416 19107952 34169 11320 0 0 10466482 10677217 0 0 0 6294963 6575362 16795614 17263899 1696802 1844053 24928601 30101100 1331628 4246562 23596973 25854538 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 14190701 11320 17544309 HATFIELD MENNONITE HOME 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. HATFIELD MENNONITE HOME 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 72-BED SKILLED NURSING FACILITY (DOCK TERRACE), A 55-UNIT PERSONAL CARE FACILITY (THE WILLOWS OF LIVING BRANCHES), A 47-UNIT PERSONAL CARE FACILITY (OAKWOOD COURT), AND A 26-BED PERSONAL CARE FACILITY FOR PERSONS WITH DEMENTIA (HARMONY HOUSE). DURING THE REPORT PERIOD 68,255 DAYS OF MEDICAL CARE WERE PROVIDED COVERING 368 PEOPLE. OF THAT GROUP; 53 PEOPLE RECEIVED FINANCIAL ASSISTANCE FROM EITHER MEDICAID OR FACILITY FUNDED BENEVOLENT CARE. THE TOTAL COST OF UNFUNDED AND BENEVOLENT CARE WAS $1,720,952. THE FACILITIES PROVIDE BENEVOLENT CARE TO RESIDENTS WHO CAN NO LONGER AFFORD THE FULL COST OF THEIR CARE.THE ORGANIZATION ALSO SERVES THE BROADER COMMUNITY IN PROVIDING EDUCATIONAL AND SERVICE OPPORTUNITIES FOR LOCAL SCHOOLS. THE FACILITY SERVES AS A CLINICAL TRAINING SITE FOR A LOCAL COLLEGE NURSING PROGRAM AND A TRAINING SITE FOR THE PUBLIC VOCATIONAL SCHOOL HEALTHCARE PROGRAM AS A PUBLIC SERVICE. 14190701 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 10 0 412 1 0 0 0 0 0 0 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 D MYERS CHIEF FINANCIAL 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 JOHN W DUERKSEN VICE CHAIR 0.10 0.60 X X 0 0 0 SYLVIA F SHELLY DIRECTOR 0.10 0.50 X 0 0 0 ANGELA S HACKMAN SECRETARY 0.10 0.50 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 NANCY DONNELLY EXECUTIVE DIRECTOR-DW 15.00 25.00 X 0 165293 21084 MONIQUE COLE EXECUTIVE DIRECTOR-SMH & WLS 5.00 35.00 X 0 157630 17295 0 836756 115273 0 0 1 0 SELECT REHABILITATION LLC PO BOX 71985 CHICAGO IL 60694 THERAPY 623744 BERGEY'S ELECTRIC INC 2880 PENN STREET HATFIELD PA 194402348 ELECTRICAL REPAIRS 451510 UNIDINE LIFESTYLES PO BOX 102289 ATLANTA GA 303682289 DINING SERVICES 277730 3 536052 536052 ROOM, BOARD & ENTRANCE FEES 623000 17544309 17544309 17544309 369832 369832 9050 0 9050 9050 9050 1464896 1311362 4552 153534 -4552 148982 148982 130520 57097 73423 73423 EMPLOYEE & GUEST MEALS 900099 347379 347379 SECURITY AND MAINTENANCE 900099 23671 23671 LATE FEES 900099 19779 19779 35475 35475 426304 19107952 17544309 0 1027591 11320 11320 8439099 7393239 1045860 380604 359132 21472 1229413 1060252 169161 628101 551229 76872 969535 8433 961102 34224 34224 44818 44818 664 664 61609 61609 1518004 1308936 209068 66871 66871 575717 483195 92522 130872 23287 107585 1054455 1054455 27469 27469 23847 6461 17386 11156 11156 803335 803335 97066 97066 DIETARY EXPENSE 507837 507837 NURSING HOME ASSESSMENT 171199 171199 BED DAYS TERRACE 125165 125165 BAD DEBT EXPENSE 101911 101911 249608 187535 62073 17263899 14190701 3073198 0 1052 2987 698183 712877 892267 1006399 89050 107616 31674280 16391820 10397949 15282460 12850100 12988761 24928601 30101100 1301645 1772063 15068 17264 2443570 14915 13665 1331628 4246562 X 23596973 25854538 23596973 25854538 24928601 30101100 1844053 413512 0 X 0 1 X 1 0 X 350792 415743 517160 500466 536052 2320213 15137039 15847046 15983571 16915450 17544309 81427415 529242 481294 477321 490002 375446 2353305 16017073 16744083 16978052 17905918 18455807 86100933 0 0 0 86100933 227049 245834 281845 341482 378882 1475092 227049 245834 281845 341482 378882 1475092 41399 66287 87541 63951 50858 310036 16285521 17056204 17347438 18311351 18885547 87886061 0.97970 0.98080 0.01680 0.01550 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2014 AMOUNT: $ 831. 2015 AMOUNT: $ 1,252. 2017 AMOUNT: $ 1,402. 2018 AMOUNT: $ 423. LAUNDRY INCOME - 2014 AMOUNT: $ 10,608. 2015 AMOUNT: $ 8,464. 2016 AMOUNT: $ 9,768. 2017 AMOUNT: $ 10,096. 2018 AMOUNT: $ 7,770. CHILDCARE INCOME - 2014 AMOUNT: $ 29,960. 2015 AMOUNT: $ 34,191. 2016 AMOUNT: $ 29,348. 2017 AMOUNT: $ 27,918. 2018 AMOUNT: $ 18,994. TELE-ALARM INCOME - 2015 AMOUNT: $ 22,380. 2016 AMOUNT: $ 22,090. 2017 AMOUNT: $ 24,535. 2018 AMOUNT: $ 23,671. REIMBURSEMENTS - 2016 AMOUNT: $ 26,335. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 664 664 0 PART II-B, LINE 1: THE ORGANIZATION PAYS DUES TO LEADING AGE AND LEADING AGE PA, ORGANIZATIONS WHICH ADVOCATE FOR SENIOR CITIZENS. A PORTION OF DUES PAID ARE ALLOCATED TO LOBBYING EXPENSES. 354371 354371 22705475 13149899 9555576 6390534 3241921 3148613 2223900 2223900 15282460 REFUNDABLE FEES AND DEPOSITS 13665 13665 19421140 413512 -72643 340869 19080271 27681 27681 19107952 17163575 -27681 -27681 17191256 72643 72643 17263899 PART XI, LINE 2D - OTHER ADJUSTMENTS: GRANTS TO OTHER ORGANIZATIONS AND INDIVIDUALS -11,320. INVESTMENT FEES -61,323. PART XI, LINE 4B - OTHER ADJUSTMENTS: NET RECLASS FROM EXPENSES 89,330. COST OF GOODS SOLD NETTED WITH GROSS RECEIPTS -57,097. LOSS ON DISPOSAL OF ASSETS -4,552. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED WITH GROSS RECEIPTS 57,097. NET RECLASS TO REVENUE -89,330. LOSS ON DISPOSAL OF ASSETS 4,552. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS TO OTHER ORGANIZATIONS AND INDIVIDUALS 11,320. INVESTMENT FEES 61,323. 1 LIVING BRANCHES FOUNDATION 275 DOCK DRIVE LANSDALE PA 19446 912113430 501(C)(3) 11320 CHARITABLE OPERATIONS 1 PART I, LINE 2: THE ORGANIZATION ONLY PROVIDES GRANTS AND ASSISTANCE TO RELATED TAX-EXEMPT ORGANIZATIONS. ALL FINANCIAL TRANSACTIONS ARE CENTRALIZED AND EXISTING INTERNAL CONTROLS ASSURE THAT ALL FUND TRANSFERS ARE PROPERLY UTILIZED. 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 NANCY DONNELLY EXECUTIVE DIRECTOR-DW 0 150018 0 15275 0 0 0 11305 0 9779 0 186377 0 0 MONIQUE COLE EXECUTIVE 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. A SOUDERTON INDUSTRIAL DEVELOPMENT AUTHORITY 232240107 2018-08-29 2506452 CONSTRUCTION PROJECTS 0 0 0 A 2506452 62882 2443570 0 0 0 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 1 0 0 0 0 0 0 0 A 0 SCHEDULE K, PART III, LINE 9: THE ORGANIZATION IS CONSCIENTIOUS IN ITS HANDLING OF THE BOND ISSUE PROCEEDS AND FOLLOWS ALL SAFE HARBOR REGULATIONS. THE ORGANIZATION UNDERSTANDS THE WRITTEN BOND PROCEDURE REQUIREMENTS AND IS IN THE PROCESS OF ESTABLISHING WRITTEN POLICIES THAT REFLECT THEIR ADHERENCE TO IRS RULES. WILLARD C BERGEY FORMER BOARD MEMBER AND OFFICER OF BERGEY'S ELECTRIC 451510 BERGEY'S ELECTRIC PERFORMS SERVICES FOR HATFIELD MENNONITE HOME, INC. 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 2A 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. HATFIELD MENNONITE HOME, INC. 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 DOCK ACRES INC 275 DOCK DRIVE LANSDALE PA 19446 232233514 HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LIVING BRANCHES 0 SOUDERTON MENNONITE HOMES 207 WEST SUMMIT STREET SOUDERTON PA 18964 231433891 HEALTH CARE & 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 0 1 0 0 0 0