2019-11-14T16:23:20-06:00 2019-06-30 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2018-07-01 352443724 MESSIAH LIFEWAYS MESS 7176974666 100 MT ALLEN DRIVE MECHANICSBURG PA 17055 TRACY L BIESECKER CFO 7176974666 2019-11-12 1 KERRI N BOGDA CPA P00760402 7177404863 73.175.84.65 2019-11-12 22:59:38 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 DE17CE2927617F2361F49D5621C531FD5B4B384A 2018 2020-03-31 21:24:44Z CURTIS D STUTZMAN 100 MT ALLEN DRIVE MECHANICSBURG PA 17055 6114858 0 X WWW.MESSIAHLIFEWAYS.ORG X 2012 PA MINISTRY THAT RESPONSIBLY ENHANCES THE LIVES OF OLDER ADULTS WITH CHRIST-LIKE LOVE. 14 14 65 14 0 0 0 3670 5593500 6110400 0 0 3679 788 5597179 6114858 5200 7500 0 0 3455001 3821815 0 0 15802 1793220 1927591 5253421 5756906 343758 357952 2014390 2337075 549821 514554 1464569 1822521 X THE ORGANIZATION'S MISSION IS TO BE A MINISTRY THAT RESPONSIBLY ENHANCES THE LIVES OF OLDER ADULTS WITH CHRIST-LIKE LOVE.CONTINUED ON SCHEDULE "O".INTENTIONAL AND MEANINGFUL COMMUNITY LIFE IS CENTRAL TO ACHIEVING THE ORGANIZATION'S MISSION OF LIVING "LIFE.EMBRACED". WE BELIEVE LIFE CAN BE ENHANCED WHEN PERSONS HAVE OPPORTUNITIES TO PURSUE THEIR OWN GROWTH WITH AN INWARD JOURNEY OF THE BODY, MIND AND SOUL, HAVE OPPORTUNITIES TO JOURNEY OUTWARD AND CARE FOR AND SHARE THEIR HEARTS AND HANDS WITH OTHERS, AND HAVE OPPORTUNITIES TO JOYOUSLY JOURNEY TOGETHER WITH OTHERS AND BUILD RESPECTFUL, PARTICIPATORY RELATIONSHIPS.OUR DREAM IS TO INSPIRE EVERYONE 55 AND BETTER TO MORE FULLY EMBRACE LIFE; TO NOT FEAR GROWING OLDER, BUT TO RE-IMAGINE THE JOURNEY OF AGING AS A TIME OF PURPOSE, ZEST, AND FAITH-FILLED LIVING. 0 0 5088478 7500 6110400 THE FISCAL YEAR ENDING JUNE 30, 2019 WAS ONE OF STEADY GROWTH AND PERFORMANCE THROUGHOUT THE ORGANIZATION. SOME NOTABLE ACCOMPLISHMENTS OF MESSIAH LIFEWAYS ARE AS FOLLOWS:MESSIAH LIFEWAYS, THROUGH ITS SUBSIDIARY MESSIAH HOME D/B/A MESSIAH LIFEWAYS AT MESSIAH VILLAGE ("MESSIAH VILLAGE"), WAS FULL OF ACCOMPLISHMENT AND POSITIVE GAINS. THE WELCOME CENTERS (ADMISSIONS) CONTINUED TO WORK HARD TO FILL UP THE NEWLY CONSTRUCTED RESIDENTIAL LIVING (RL) APARTMENTS IN VILLAGE SQUARE, PLUS MADE A STRONG PUSH TO FILL EXISTING APARTMENTS IN THE VILLAGE COMMONS, EXISTING ENHANCED LIVING (EL) APARTMENTS, AND THE NEWEST NEIGHBORHOOD IN EL - HOPEWELL. CONTINUED ON SCHEDULE O. MESSIAH LIFEWAYS, THROUGH ITS SUBSIDIARY MESSIAH LIFEWAYS COMMUNITY SUPPORT SERVICES (MLCSS), CONTINUES TO PROVIDE A NUMBER OF IMPORTANT SERVICES TO THE CAPITAL REGION OFFERING MORE CHOICE FOR THE GROWING NEED AND DESIRE TO AGE IN PLACE AND STAY ACTIVE IN THE COMMUNITY. THESE SERVICES INCLUDE: MESSIAH LIFEWAYS ADULT DAY WITH LOCATIONS IN MECHANICSBURG AND CARLISLE, MESSIAH LIFEWAYS AT HOME, AND MECHANICSBURG PLACE: A SENIOR CENTER AND MORE. WE CONTINUE TO FOCUS ON GROWING COMMUNITY SUPPORT SERVICES AND SERVING MORE PEOPLE IN THE COMMUNITY, ESPECIALLY THOSE WITH LIMITED RESOURCES.MESSIAH LIFEWAYS COACHING PROVIDED ITS FREE COACHING HELPLINE TO 159 INDIVIDUALS IN THE GREATER COMMUNITY AND PERFORMED 37 COMPLIMENTARY DISCOVERY COACHING SESSIONS. NEARLY 200 INDIVIDUALS ATTENDED COACHING WORKSHOPS THIS YEAR. THE SPEAKERS BUREAU PROVIDED 12 DIFFERENT PRESENTATIONS AT LOCAL CHURCHES AND CIVIC ORGANIZATIONS WITH 209 INDIVIDUALS IN ATTENDANCE. THE "COACH'S CORNER: CHANGING THE CONVERSATION ABOUT AGING" PODCAST GAINED AN ADDITIONAL 1473 LISTENS. THE PODCAST PROVIDES EDUCATION TO THE PUBLIC ON VARIOUS AGING TOPICS RANGING FROM CAREGIVER WELLNESS, DEMENTIA, LOCAL RESOURCES AND ENGAGEMENT OPPORTUNITIES FOR OLDER ADULTS. IN THE SPRING OF 2019, MESSIAH LIFEWAYS COMMITTED TO FOCUSING MORE TIME, EFFORT AND RESOURCES TOWARD MEASURING AND IMPLEMENTING SOCIAL ACCOUNTABILITY AND COMMUNITY BENEFIT EFFORTS FOR THE ORGANIZATION AS A WHOLE. ADDITIONALLY, THE PLANNING AND PRELIMINARY STAGES OF A SENIOR LIVING COMMUNITY NEEDS ASSESSMENT BEGAN IN JUNE 2019. PRIMARY AND SECONDARY CONSUMER DATA ALONG WITH STAKEHOLDER AND CONSUMER FOCUS GROUPS ARE IN PROCESS TO CREATE A FINAL REPORT AND STRATEGIC PLANNING FOR THE UPCOMING YEAR. THERE HAS BEEN GREAT COMMUNITY INTEREST AND PARTICIPATION IN THIS PROCESS.THE TOTAL NUMBER OF UNIQUE PERSONS SERVED THROUGH ALL SERVICE LINES AND ENTITIES OF MESSIAH LIFEWAYS EQUALED 2,730.FINALLY, MESSIAH VILLAGE WAS RECOGNIZED BY HARRISBURG MAGAZINE AS "SIMPLY THE BEST" SENIOR LIVING COMMUNITY IN THE REGION FOR 2019. TO LEARN MORE, VISIT MESSIAHLIFEWAYS.ORG. 5088478 1 0 0 1 0 0 0 0 0 0 1 0 0 1 0 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 27 0 65 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 PA X X TRACY L BIESECKER CFO 7176974666 100 MT ALLEN DRIVE MECHANICSBURG PA 17055 MONA ENGLE CHAIR 1.00 X X 0 0 0 STEVEN FAHNESTOCK VICE CHAIR 1.00 X X 0 0 0 GWEN LEE BOARD MEMBER 1.00 2.00 X 0 0 0 GLENN HEISEY BOARD MEMBER 1.00 X 0 0 0 DELBERT TURMAN BOARD MEMBER 1.00 X 0 0 0 AMY SPEECE UNTIL 1018 BOARD MEMBER 1.00 X 0 0 0 JESSE WEIGEL BOARD MEMBER 1.00 1.00 X 0 0 0 KEITH EBERSOLE BOARD MEMBER 1.00 1.00 X 0 0 0 RAEANN HAMON BOARD MEMBER 1.00 X 0 0 0 GLEN HEISE BOARD MEMBER 1.00 X 0 0 0 MITCHELL MARTIN BOARD MEMBER 1.00 X 0 0 0 KATHLEEN STUEBING BOARD MEMBER 1.00 X 0 0 0 JENNIFER DOSE BOARD MEMBER 1.00 X 0 0 0 NATALIE EINSIG BOARD MEMBER 1.00 X 0 0 0 WES CARR BOARD MEMBER 1.00 X 0 0 0 CURTIS D STUTZMAN PRESIDENT 20.00 20.00 X 201202 0 29631 TRACY L BIESECKER CHIEF FINANCIAL OFFICER 28.00 12.00 X 141341 0 8787 KARL J BRUMMER SENIOR VP OF STRATEGIC INT 14.00 26.00 X 147018 0 33567 KELLI J MILLS VP OF OPERATIONS 20.00 20.00 X 126689 0 2286 ALICIA TITUS AS OF 1018 VP OF MISSION ADVANCEMENT 15.00 25.00 X 17773 0 31 GREG WITTERS SR. DIRECTOR OF STRATEGIC PROJECTS 40.00 X 100470 0 35219 SHARON B ENGLE FORMER VP OF GIFT DEVELOPMENT 6.00 34.00 X 120325 0 19874 854818 0 129395 6 1 1 0 BAKER TILLY VIRCHOW KRAUSE LLP PO BOX 78975 MILWAUKEE WI 532788975 ACCOUNTING/AUDITING/CONSULTING 125867 TARGET MEDIA INC 4750 LINDLE ROAD HARRISBURG PA 17111 MARKETING 119745 GRAPHICS UNIVERSAL PO BOX 610 GREENCASTLE PA 17225 MARKETING 103878 3 3670 3670 PROFESSIONAL SERVICES 561000 6110400 6110400 6110400 COACHING REVENUE 900099 530 530 AWARDS DINNER REVENUE 900099 258 258 788 6114858 6110400 0 788 7500 7500 793151 793151 2247669 2247669 117465 117465 421094 421094 242436 242436 54597 54597 65050 65050 1157 1157 1784 1784 203236 104868 98368 305617 305617 74593 28685 45908 493493 493493 374211 374211 23569 21548 2021 29995 29995 DUES & SUBSCRIPTIONS 74684 74684 RECRUITMENT 74379 74379 STAFF DVT/TRAINING 58456 58456 FOOD/MEALS 29373 29373 63397 44155 3440 15802 5756906 5088478 652626 15802 1171352 1352017 29632 16352 265807 230442 19898 0 19898 547599 718366 2014390 2337075 549821 514554 549821 514554 X 1464569 1820480 2041 1464569 1822521 2014390 2337075 357952 0 X 0 1 X 1 0 X X 3 MESSIAH HOME DBA MESSIAH LIFEWAYS AT MESSIAH VILLAGE 231458000 10 1 0 0 MESSIAH FAMILY SERVICES DBA MOUNT JOY COUNTRY HOMES 231484171 10 1 0 0 MESSIAH LIFEWAYS COMMUNITY SUPPORT SERVICES 320375859 10 1 0 0 3 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SECTION C, LINE 1: WHILE IT IS NOT A MAJORITY OF THE ORGANIZATION'S DIRECTORS, THERE ARE A NUMBER OF DIRECTORS OF MESSIAH LIFEWAYS (ML) THAT ARE ALSO DIRECTORS OF SUPPORTED ORGANIZATIONS. ALL OF MESSIAH LIFEWAYS COMMUNITY SUPPORT SERVICES BOARD DIRECTORS ARE EITHER DIRECTORS OR OFFICERS OF ML. ALL OF MESSIAH HOME (D/B/A MESSIAH LIFEWAYS AT MESSIAH VILLAGE) BOARD DIRECTORS ARE EITHER DIRECTORS OR OFFICERS OF ML. ALL OF THE MESSIAH FAMILY SERVICES (D/B/A MESSIAH LIFEWAYS AT MOUNT JOY COUNTRY HOMES) BOARD DIRECTORS ARE EITHER DIRECTORS OR OFFICERS OF ML. THROUGH THESE RELATIONSHIPS, CONTROL AND MANAGEMENT OF THE SUPPORTING ORGANIZATION IS VESTED IN THE SAME PERSONS WHO MANAGE AND CONTROL THE SUPPORTED ORGANIZATIONS. 0 0 0 0 0 0 0 0 1 1157 1157 0 PART II-B, LINE 1: MESSIAH LIFEWAYS PAYS ANNUAL DUES TO LEADINGAGE PA AND LEADING AGE NATIONAL. OF THE TOTAL PAYMENT, AMOUNTS ATTRIBUTABLE TO LOBBYING EXPENSES ARE AS FOLLOWS: LEADING AGE PA: $887. LEADING AGE NATIONAL: $270. 19898 19898 19898 DUE FROM AFFILIATES 718366 718366 6113074 -1784 -1784 6114858 0 6114858 5755122 0 5755122 1784 1784 5756906 PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES NETTED ON F/S -1,784. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES NETTED ON F/S 1,784. 1 UPPER ALLEN TOWNSHIP FIRE DEPARTMENT 104 GETTYSBURG PIKE MECHANICSBURG PA 17055 237315164 501(C)(3) 7500 UNRESTRICTED CONTRIBUTION TO THE CHARITABLE ORGANIZATION. 1 0 PART I, LINE 2: MESSIAH LIFEWAYS IS FAMILIAR WITH THE OPERATIONS OF THE RECIPIENT, AND DONATED TO THEM WITHOUT RESTRICTION ON THE USE OF THE FUNDS. X X X 1 0 0 0 0 0 0 0 0 CURTIS D STUTZMAN PRESIDENT 201202 0 0 0 0 0 8250 0 21381 0 230833 0 0 0 TRACY L BIESECKER CHIEF FINANCIAL OFFICER 141341 0 0 0 0 0 8154 0 633 0 150128 0 0 0 KARL J BRUMMER SENIOR VP OF STRATEGIC INT 147018 0 0 0 0 0 8250 0 25317 0 180585 0 0 0 SHARON B ENGLE FORMER VP OF GIFT DEVELOPMENT 120325 0 0 0 0 0 4211 0 15663 0 140199 0 0 0 PART I, LINE 4A SHARON B. ENGLE, VP OF GIFT DEVELOPMENT, TERMINATED 05/31/18. HER ENTIRE SEVERANCE OF $49,951.20 WAS EXPENSED IN FISCAL 2018. HOWEVER, $42,266.40 WAS PAID TO HER IN FISCAL 2019. FORM 990, PART VI, SECTION A, LINE 7A THE GENERAL CONFERENCE OF THE BRETHREN IN CHRIST CHURCH CONFIRMS ALL MEMBERS OF THE BOARD OF DIRECTORS, OF WHICH 51% SHALL BE MEMBERS OF THE BRETHREN IN CHRIST CHURCH. FORM 990, PART VI, SECTION A, LINE 7B THE GENERAL CONFERENCE OF THE BRETHREN IN CHRIST CHURCH HAS THE RIGHT TO CONFIRM OR DENY A BOARD APPOINTMENT AND APPROVES ALL AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWED THE FORM 990 IN DETAIL. THE FORM 990 WAS THEN POSTED ON THE BOARD WEBSITE FOR MEMBER ACCESS AND REVIEW. DURING THEIR NOVEMBER MEETING OF THE FINANCE & SHARED SERVICES COMMITTEE OF THE MESSIAH LIFEWAYS BOARD, THE FORMS 990 OF MESSIAH LIFEWAYS AND EACH OF ITS CONTROLLED ENTITIES WERE REVIEWED BEFORE BEING FILED WITH THE IRS. THE REVIEW WAS LED BY THE CFO. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY BOARD MEMBERS AND EXECUTIVE TEAM AFFIRM IN WRITING THEIR AWARENESS AND COMPLIANCE WITH THE CODE OF ETHICS AND CONDUCT POLICY AND CONFLICT OF INTEREST POLICY. ALL ARE ASKED TO DISCLOSE ANY CONFLICTS OF INTEREST AND AGREE TO REFRAIN FROM PARTICIPATING IN ANY DELIBERATIONS, DECISIONS, OR VOTING RELATING TO THE MATTER. THE POLICY IS MONITORED BY MANAGEMENT OF MESSIAH LIFEWAYS. CORPORATE COMPLIANCE & RISK MANAGEMENT VERIFIES THAT ALL FORMS ARE COMPLETED AND SIGNED ANNUALLY. ANY VIOLATIONS OF THE POLICY WILL BE HANDLED AS DEEMED NECESSARY IN ACCORDANCE WITH THE POLICY. ANY MEMBER WHO INTENTIONALLY VIOLATES THE POLICY MAY BE REMOVED FROM THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS HAS A "PRESIDENTIAL RELATIONS COMMITTEE" WHICH CONDUCTS AN ANNUAL REVIEW OF THE PRESIDENT. THIS COMMITTEE HAS THE SAME COMPOSITION AS THE EXECUTIVE COMMITTEE. IN ADDITION TO ESTABLISHING THIS COMMITTEE THE BOARD HAS ESTABLISHED A POLICY TO GUIDE THE WORK OF THE COMMITTEE. THE PURPOSE OF THE COMMITTEE IS TO CONDUCT THE ANNUAL PERFORMANCE EVALUATION OF THE PRESIDENT, REVIEW PAST GOALS AND ESTABLISH FUTURE GOALS, SHARE A SUMMARY OF THE EVALUATION WITH THE FULL BOARD, AND RECOMMEND TERMS OF COMPENSATION TO THE FULL BOARD. IN DETERMINING COMPENSATION, THE BOARD REVIEWS SALARY DATA FROM VARIOUS SOURCES SUCH AS TRADE ASSOCIATION AND HEALTHCARE ALLIANCES. THEIR REVIEW IS DOCUMENTED IN THE BOARD MINUTES. REGARDING OTHER OFFICERS OF THE ORGANIZATION, THE PRESIDENT CONDUCTS AN ANNUAL PERFORMANCE EVALUATION. IN DETERMINING THE OFFICERS' COMPENSATION, THE PRESIDENT REVIEWS SALARY DATA FROM APPROPRIATE TRADE ASSOCIATIONS AND ALLIANCES. THE BOARD OF DIRECTORS GIVES FINAL APPROVAL OF THE COMPENSATION OF THESE OFFICERS INDIRECTLY THROUGH REVIEW AND APPROVAL OF THE ANNUAL BUDGET. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE FOR INSPECTION UPON REQUEST. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE ON ITS WEBSITE (WWW.MESSIAHLIFEWAYS.ORG), AND UPON REQUEST. ADDITIONALLY THE FINANCIAL STATEMENTS ARE INCORPORATED INTO THE DISCLOSURE STATEMENT PREPARED FOR MESSIAH HOME AND MESSIAH FAMILY SERVICES, AS REQUIRED BY THE DEPARTMENT OF INSURANCE. MESSIAH ALSO POSTS THE AUDITED STATEMENTS OUT TO THE EMMA WEBSITE (WWW.EMMA.MSRB.ORG). FORM 990, PART VI LINE 1: OFFICERS OF THE BOARD OF DIRECTORS (CHAIR, VICE CHAIR) AND UP TO THREE MEMBERS AT LARGE MAKE UP THE EXECUTIVE COMMITTEE. IN ADDITION TO OTHER DUTIES ASSIGNED TO IT BY THE CHAIR OR THE BOARD OF DIRECTORS, IT WILL: (1) GOVERN THE ACTIVITIES AND RESPONSIBILITIES OF THE CORPORATION WHEN THE BOARD OF DIRECTORS IS NOT AVAILABLE FOR MEETING OR BETWEEN MEETINGS OF THE BOARD OF DIRECTORS. (2) PROVIDE CONTINUITY IN GOVERNMENT OF THE CORPORATION. MESSIAH HOME DBA MESSIAH LIFEWAYS AT MESSIAH VILLAGE 100 MT ALLEN DRIVE MECHANICSBURG PA 17055 231458000 SENIOR HEALTHCARE PA 501(C)(3) LINE 10 MESSIAH LIFEWAYS 1 MESSIAH FAMILY SERVICES DBA MESSIAH LIFEWAYS AT MOUNT JOY COUNTRY HOMES 100 MT ALLEN DRIVE MECHANICSBURG PA 17055 231484171 HOUSING FOR SENIOR ADULTS PA 501(C)(3) LINE 10 MESSIAH LIFEWAYS 1 MESSIAH LIFEWAYS COMMUNITY SUPPORT SERVICES 100 MT ALLEN DRIVE MECHANICSBURG PA 17055 320375859 SENIOR HEALTHCARE PA 501(C)(3) LINE 10 MESSIAH LIFEWAYS 1 0 0 0 1 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 MESSIAH HOME DBA MESSIAH LIFEWAYS AT MESSIAH VILLAGE D 467162 CASH MESSIAH LIFEWAYS COMMUNITY SUPPORT SERVICES D 223778 CASH MESSIAH HOME DBA MESSIAH LIFEWAYS AT MESSIAH VILLAGE K 135048 CASH MESSIAH HOME DBA MESSIAH LIFEWAYS AT MESSIAH VILLAGE L 5633808 COST MESSIAH FAMILY SERVICES DBA MOUNT JOY COUNTRY HOMES L 189396 COST MESSIAH LIFEWAYS COMMUNITY SUPPORT SERVICES L 287196 COST MESSIAH HOME DBA MESSIAH LIFEWAYS AT MESSIAH VILLAGE O 483705 EST. HOURS PER ORGANIZATION MESSIAH LIFEWAYS COMMUNITY SUPPORT SERVICES O 88905 EST. HOURS PER ORGANIZATION MESSIAH FAMILY SERVICES DBA MESSIAH LIFEWAYS AT MOUNT JOY COUNTRY HOMES O 73252 EST. HOURS PER ORGANIZATION