2019-11-14T09:06:46-06:00 2018-12-31 232108173 RKL LLP 1330 BROADCASTING ROAD PO BOX 7008 WYOMISSING PA 196106008 990 2018-01-01 231356232 ODD FELLOWS HOME OF PENNSYLVANIA ODDF 7179443351 999 WEST HARRISBURG PIKE MIDDLETOWN PA 17057 LOUIS VOGEL III CEO/ADMINISTRATOR 7179443351 2019-11-13 1 STEPHANIE E KANE CPA P01275157 6103761595 2019-11-13 50.203.63.190 2019-11-13 13:29:54 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 C896C2A5E5324FCD432E946E3A9B0E6DA72A1E55 2018 2020-03-31 21:24:44Z THE MIDDLETOWN HOME LOUIS VOGEL III 999 WEST HARRISBURG PIKE MIDDLETOWN PA 17057 13874752 0 X WWW.MIDDLETOWNHOME.ORG X 1875 PA THE MIDDLETOWN HOME WILL SERVE OUR SURROUNDING COMMUNITIES BY PROVIDING THE HIGHEST PRACTICABLE QUALITY OF CARE BY A DEDICATED, REWARDED, AND CARING STAFF. OUR CONTINUING CARE RETIREMENT COMMUNITY IS COMMITTED TO THE ODD FELLOWS PRINCIPLE OF CARING FOR THE ELDERLY IN NEED, AGING IN PLACE, AND ASSURANCE OF CARE ALL PROVIDED WITHIN AN ENVIRONMENT THAT EMBODIES HOLISTIC WELLNESS AND THE VALUES OF LOVE, TRUTH, AND FAITH. 16 16 337 370 0 0 150263 146026 11664016 12054689 307383 230027 -14457 -34435 12107205 12396307 0 0 0 0 7853993 8108698 0 0 18482 4080073 4620962 11934066 12729660 173139 -333353 14240550 14930997 3384522 4896113 10856028 10034884 X THE MIDDLETOWN HOME WILL SERVE OUR SURROUNDING COMMUNITIES BY PROVIDING THE HIGHEST PRACTICABLE QUALITY OF CARE BY A DEDICATED, REWARDED, AND CARING STAFF. OUR CONTINUING CARE RETIREMENT COMMUNITY IS COMMITTED TO THE ODD FELLOWS PRINCIPLE OF CARING FOR THE ELDERLY IN NEED, AGING IN PLACE, AND ASSURANCE OF CARE ALL PROVIDED WITHIN AN ENVIRONMENT THAT EMBODIES HOLISTIC WELLNESS AND THE VALUES OF LOVE, TRUTH, AND FAITH. 0 0 10681938 12088227 DURING THE YEAR ENDED DECEMBER 31, 2018, THE ODD FELLOWS HOME OF PA PROVIDED 30,667 NURSING DAYS OF CARE, 18,128 PERSONAL DAYS OF CARE AND 4,481 INDEPENDENT LIVING DAYS OF CARE SERVICES TO ITS ELDERLY, FRAIL AND NEEDY RESIDENTS. 10681938 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 17 0 1 337 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X LU ANN ISHAQ 7179443351 999 WEST HARRISBURG PIKE MIDDLETOWN PA 17057 LEON S STAMM PRESIDENT 1.00 X X 2884 0 0 WILLIAM PURCELL 1ST VICE PRESIDENT 1.00 X X 582 0 0 TIMOTHY HAHN 2ND VICE PRESIDENT 1.00 X X 484 0 0 NEVIN W ADAMS SECRETARY / TREAS. 1.00 X X 2884 0 0 CHARLES DANIHEL DIRECTOR 1.00 X 396 0 0 DOUGLAS EABY DIRECTOR 1.00 X 440 0 0 KEITH P HARTMAN DIRECTOR 1.00 X 132 0 0 MAE HAUSSLER DIRECTOR 1.00 X 484 0 0 MARY LANDES DIRECTOR 1.00 X 440 0 0 PAUL MILLER DIRECTOR 1.00 X 484 0 0 RUSSELL PETTYJOHN DIRECTOR 1.00 X 308 0 0 NEIL B THOMAS DIRECTOR 1.00 X 528 0 0 THOMAS E WOODEN SR DIRECTOR 1.00 X 528 0 0 MARY C LEITZEL REBEKAH ASSEMBLY REP 1.00 X 176 0 0 LENA SHADE REBEKAH ASSEMBLY REP 1.00 X 308 0 0 WILLIAM S MOONEY GRAND ENCAMPMENT REP 1.00 X 320 0 0 LOUIS VOGEL III CEO / ADMINISTRATOR 40.00 X 165701 0 0 LU ANN ISHAQ DIRECTOR OF FINANCE 40.00 X 97422 0 0 274501 0 0 1 0 1 0 FLAGSHIP REHABILITATION 157 BALTIMORE ST SUITE 200 CUMBERLAND MD 21502 THERAPY SERVICE 821880 ECI CONSTRUCTION 124 WEST CHURCH ST DILLSBURG PA 17019 CONSTRUCTION 408750 HERSHEYCARE 475 WEST GOVERNOR ROAD 2 HERSHEY PA 17033 PHARMACY SERVICES 255574 BARRETT CONSULTING 9925 FIELDSTONE DRIVE HAGERSTOWN MD 21740 CONSULTING 200224 4 104709 41317 146026 RESIDENT SERVICE REVENUE 623000 9447134 9447134 OTHER RESIDENT SERVICE REVENUE 623000 2607555 2607555 12054689 143379 143379 5874 0 5874 5874 5874 1491246 1404598 86648 86648 86648 0 104709 73847 -73847 -73847 OTHER INCOME 900099 33538 33538 33538 12396307 12088227 0 162054 X 301163 244124 56771 268 6417368 5394197 1017137 6034 41644 17817 23811 16 850643 744784 105188 671 497880 422951 74548 381 12980 12980 45395 45395 1349700 1297266 52434 39847 39847 290498 198815 91683 159526 159526 485503 470841 14662 18113 3278 14835 7841 1420 6421 93364 90544 2820 680165 659624 20541 99166 99166 ANCILIARY SERVICES 725064 725064 FOOD AND DIETARY OTHER 411213 411213 ADMINISTRATION OTHER 191475 191475 FUNDRAISING EXPENSES 11112 11112 12729660 10681938 2029240 18482 1643 1968 170033 238748 1147204 1469640 45727 39496 169946 157587 21825477 12735015 8459204 9090462 3828317 3459140 418476 473956 14240550 14930997 1367675 1970944 323269 291466 44725 28688 1648853 2588462 0 16553 3384522 4896113 X 10437552 9665129 418476 369755 10856028 10034884 14240550 14930997 X -333353 -439067 -48724 X X 0 1 X 1 0 X 67303 72921 103612 150263 146026 540125 11531773 11422564 11910541 11664016 12054689 58583583 11599076 11495485 12014153 11814279 12200715 59123708 2800 451 3230 1700 2625 10806 0 2800 451 3230 1700 2625 10806 59112902 126440 128195 141621 140190 149253 685699 126440 128195 141621 140190 149253 685699 47366 53149 46079 44562 33538 224694 11772882 11676829 12201853 11999031 12383506 60034101 0.98470 0.98250 0.01140 0.01400 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2014 AMOUNT: $ 47,366. 2015 AMOUNT: $ 53,149. 2016 AMOUNT: $ 46,079. 2017 AMOUNT: $ 44,562. 2018 AMOUNT: $ 33,538. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 25000 25000 17149894 9572978 7576916 3987655 3162037 825618 662928 662928 9090462 DEFERRED COMPENSATION 16553 16553 X 11982366 -439067 25126 -413941 12396307 0 12396307 12803510 73850 73850 12729660 0 12729660 PART IV, LINE 2B: THE HOME MAINTAINS RESIDENT FUNDS FOR THOSE RESIDENTS WHO REQUEST THIS SERVICE. PART X, LINE 2: THE HOME RECOGNIZES PENALTIES AND INTEREST ACCRUED RELATED TO INCOME TAX LIABILITIES IN THE PROVISION (BENEFIT) FOR INCOME TAXES IN ITS STATEMENT OF ACTIVITIES. FOR THE YEAR ENDED DECEMBER 31, 2018, THERE WERE NO ACCRUALS FOR THE PAYMENT OF PENALTIES AND INTEREST. THE HOME FOLLOWS THE STNADARDS FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ACCORDING TO THE PRINCIPLES OF FASB ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, WHICH PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTABLE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE HOME, INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE HOME HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAVE BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE HOME IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL AUTHORITIES FOR YEARS ENDING PRIOR TO 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 73,847. CHANGE IN VALUE OF PERPETUAL TRUST -48,721. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 73,847. ROUNDING 3. FALL FESTIVAL 104709 104709 1559 17372 4992 49924 104709 104709 1559 17372 4992 49924 73847 -73847 X X 0 1 0 0 0 0 0 0 0 LOUIS VOGEL III CEO / ADMINISTRATOR 165701 0 0 0 0 0 0 0 0 0 165701 0 0 0 FORM 990, PART V, LINE 1C: THE ORGANIZATION DID NOT HAVE ANY INSTANCES WHERE BACKUP WITHHOLDING WAS REQUIRED; HOWEVER, IF THE SITUATION WOULD ARISE, THE ORGANIZAITON IS AWARE OF THE REPORTING REQUIREMENTS AND WOULD HANDLE THAT ACCORDINGLY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT ANNUALLY. THE REQUIREMENT TO DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS IS ALSO INCLUDED IN THE HANDBOOK WHICH EACH EMPLOYEE RECEIVES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR TOP OFFICAL: DETERMINATION OF COMPENSATION OF THE CEO INCLUDES A REVIEW BY THE BOARD OF DIRECTORS. COMPENSATION PROCESS FOR OFFICERS: DETERMINATION OF COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES INCLUDES A REVIEW BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE HOME MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AT ITS ADMINISTRATIVE OFFICES LOCATED AT 999 WEST HARRISBURG PIKE, MIDDLETOWN, PA 17057. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,297,266. MANAGEMENT AND GENERAL EXPENSES 52,434. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,349,700. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF PERPETUAL TRUST -48,721. ROUNDING -3. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE PROCESS FROM THE PRIOR YEAR.