2018-11-14T07:55:39-06:00 2018-06-30 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 1650 MARKET STREET SUITE 4500 PHILADELPHIA PA 191037341 990 2017-07-01 352443724 MESSIAH LIFEWAYS MESS 7176974666 100 MT ALLEN DRIVE MECHANICSBURG PA 17055 TRACY L BIESECKER CHIEF FINANCIAL OFFICER 7176974666 2018-11-13 1 JULIUS C GREEN CPA P00350393 2159720701 96.89.178.154 2018-11-13 07:58:20 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 DE17CE2927617F2361F49D5621C531FD5B4B384A 2017 2019-02-21 02:37:17Z CURTIS D STUTZMAN 100 MT ALLEN DRIVE MECHANICSBURG PA 17055 5597179 0 X WWW.MESSIAHLIFEWAYS.ORG X 2012 PA MINISTRY THAT RESPONSIBLY ENHANCES THE LIVES OF OLDER ADULTS WITH CHRIST-LIKE LOVE. 14 14 56 14 0 0 9790 0 5059008 5593500 0 0 2947 3679 5071745 5597179 5000 5200 0 0 3099654 3455001 0 0 12084 1610340 1793220 4714994 5253421 356751 343758 1652632 2014390 531821 549821 1120811 1464569 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 4560055 5200 5593500 THE YEAR ENDING JUNE 30, 2018 WAS ONE OF POSITIVE GROWTH AND NEW ACCOMPLISHMENTS. SOME NOTABLE ACCOMPLISHMENTS OF MESSIAH LIFEWAYS ARE AS FOLLOWS:MESSIAH LIFEWAYS COACHING PROVIDED A FREE COACH HELPLINE TO INDIVIDUALS IN THE GREATER COMMUNITY 156 TIMES AND MET FOR COMPLIMENTARY DISCOVERY COACHING VISITS 45 TIMES. MORE THAN 130 INDIVIDUALS ATTENDED COACHING WORKSHOPS THIS YEAR. THE COACH ALSO SPOKE TO MORE THAN 350 INDIVIDUALS THROUGH PRESENTATIONS AT CHURCHES AND LOCAL CIVIC ORGANIZATIONS. THIS YEAR THE "COACH'S CORNER - CHANGING THE CONVERSATION ABOUT AGING" PODCAST WAS LAUNCHED TO EDUCATE THE PUBLIC ON VARIOUS AGING TOPICS. THE PODCAST HAD 675 LISTENS. CONTINUED ON SCHEDULE "O".MESSIAH LIFEWAYS, THROUGH ITS SUBSIDIARY MESSIAH LIFEWAYS COMMUNITY SUPPORT SERVICES, PROVIDES A NUMBER OF IMPORTANT SERVICES TO THE CAPITAL REGION INCLUDING: MESSIAH LIFEWAYS ADULT DAY WITH LOCATIONS IN MECHANICSBURG AND CARLISLE, MESSIAH LIFEWAYS AT HOME, MECHANICSBURG PLACE: A SENIOR CENTER AND MORE, AND MESSIAH LIFEWAYS CONNECTIONS.THIS YEAR MESSIAH LIFEWAYS COMMUNITY SUPPORT SERVICES SAW GROWTH IN ITS SENIOR CENTER IN CUMBERLAND COUNTY - MECHANICSBURG PLACE. IN TOTAL, MORE THAN 1,500 OLDER ADULTS WERE SERVED THROUGH THE SENIOR CENTER. MECHANICSBURG PLACE IS PROGRAM OF MESSIAH LIFEWAYS AND IS SUPPORTED, IN PART, BY A GRANT FROM THE CUMBERLAND COUNTY OFFICE OF AGING AND COMMUNITY SERVICES, THE PENNSYLVANIA DEPARTMENT OF AGING, AND THE US DEPARTMENT OF HEALTH AND HUMAN SERVICES ADMINISTRATION ON AGING. MESSIAH LIFEWAYS, THROUGH ITS SUBSIDIARY MESSIAH HOME D/B/A MESSIAH LIFEWAYS AT MESSIAH VILLAGE ("MESSIAH VILLAGE") COMPLETED THE CONSTRUCTION OF PHASE 1 OF "PROJECT ENVISION: A 20-YEAR PLAN FOR A MISSION-DRIVEN MESSIAH VILLAGE." RIBBON-CUTTING AND GRAND OPENING CELEBRATIONS WERE HELD FOR VILLAGE SQUARE WITH HUNDREDS OF NEIGHBORS AND FRIENDS TAKING TOURS. THE GRAND OPENING FESTIVITIES WERE HIGHLIGHTED IN THE SENTINEL, THE PATRIOT NEWS/PENNLIVE, CENTRAL PENN BUSINESS JOURNAL, AND ON ABC27 NEWS.THE NEW CENTER FOR VITALITY & WELLNESS HAS ATTRACTED RECORD NUMBERS OF NEW MEMBERS WHO ARE TAKING PART IN GROUP FITNESS CLASSES AND ENJOYING THE WARM, SALTWATER POOL. THE PATHWAYS INSTITUTE FOR LIFELONG LEARNING ALSO ENJOYED RECORD NUMBERS OF REGISTRATIONS AFTER VILLAGE SQUARE OPENED. THE CONVENIENT LOCATION OF THEIR OFFICES AND THE BEAUTIFUL HOSTETTER ENRICHMENT CENTER HAVE ADDED CONVENIENCE AND COMFORT TO AN ALREADY BLOSSOMING LIFELONG LEARNING PROGRAM.AGAIN IN AUGUST 2018, MESSIAH VILLAGE WAS RECOGNIZED BY HARRISBURG MAGAZINE AS "SIMPLY THE BEST" LONG-TERM CARE FACILITY, ASSISTED LIVING FACILITY AND RETIREMENT FACILITY/INDEPENDENT LIVING IN THE REGION. A BEST OF AWARD WAS ALSO RECEIVED FROM SUSQUEHANNA STYLE MAGAZINE.TO LEARN MORE, VISIT MESSIAHLIFEWAYS.ORG. 4560055 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 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 29 0 1 56 1 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 GLENN HEISEY CHAIR 1.00 X X 0 0 0 MONA ENGLE VICE CHAIR 1.00 X X 0 0 0 JON C STUCKEY BOARD MEMBER 1.00 X 0 0 0 CARL D BERT BOARD MEMBER 1.00 X 0 0 0 GWEN LEE BOARD MEMBER 1.00 X 0 0 0 STEVEN FAHNESTOCK BOARD MEMBER 1.00 X 0 0 0 DELBERT TURMAN BOARD MEMBER 1.00 X 0 0 0 AMY SPEECE BOARD MEMBER 1.00 X 0 0 0 JESSE WEIGEL BOARD MEMBER 1.00 X 0 0 0 KEITH EBERSOLE BOARD MEMBER 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 CURTIS D STUTZMAN PRESIDENT 20.00 20.00 X 187945 0 25854 TRACY L BIESECKERAS OF 1217 CHIEF FINANCIAL OFFICER 28.00 12.00 X 2692 0 0 KARL J BRUMMER SENIOR VP OF STRATEGIC INTEGRATION 14.00 26.00 X 137212 0 28493 KELLI J MILLS VP OF OPERATIONS 20.00 20.00 X 104509 0 4739 CAROLYN N JACOBS UNTIL 0318 CHIEF FINANCIAL OFFICER 17.00 23.00 X 147108 0 14365 SHARON B ENGLE UNTIL 0518 VP OF GIFT DEVELOPMENT 6.00 34.00 X 95162 0 24105 KRISTEN M HEISEY UNTIL 0618 VP STRATEGIC DEV. & MARKETING 7.00 33.00 X 134354 0 28822 808982 0 126378 5 0 1 0 TARGET MEDIA INC 4750 LINDLE ROAD HARRISBURG PA 17111 MARKETING 128715 BAKER TILLY VIRCHOW KRAUSE LLP PO BOX 78975 MILWAUKEE WI 532788975 ACCOUNTING/AUDITING/CONSULTING 110054 2 PROFESSIONAL SERVICES 561000 5593500 5593500 5593500 AWARDS DINNER REVENUE 900099 2880 2880 COACHING REVENUE 900099 799 799 3679 5597179 5593500 0 3679 5200 5200 1132830 1132830 1737564 1737564 78506 78506 283096 283096 223005 223005 94777 94777 66029 66029 1219 1219 6803 6803 236740 143696 93044 299851 299851 88544 42805 45739 553244 553244 135768 135768 13145 11678 1467 17175 17175 RECRUITMENT 84895 84895 DUES & SUBSCRIPTIONS 68798 68798 FOOD/MEALS 41484 41484 SPECIAL EVENTS 18909 6825 12084 65839 62284 3555 5253421 4560055 681282 12084 852262 1171352 24069 29632 293432 265807 482869 547599 1652632 2014390 531821 549821 531821 549821 X 1117621 1464569 3190 0 1120811 1464569 1652632 2014390 343758 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. HALF 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 1219 1219 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: $869. LEADING AGE NATIONAL: $350. 0 DUE FROM AFFILIATES 547599 547599 X 5590376 -6803 -6803 5597179 0 5597179 5246618 0 5246618 6803 6803 5253421 PART X, LINE 2: THE CORPORATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2018 AND 2017. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES NETTED ON F/S -6,803. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES NETTED ON F/S 6,803. 1 UPPER ALLEN TOWNSHIP FIRE DEPARTMENT 104 GETTYSBURG PIKE MECHANICSBURG PA 17055 237315164 501(C)(3) 5200 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 187945 0 0 0 0 0 5760 0 20094 0 213799 0 0 0 KARL J BRUMMER SENIOR VP OF STRATEGIC INTEGRATION 137212 0 0 0 0 0 4228 0 24265 0 165705 0 0 0 CAROLYN N JACOBS UNTIL 0318 CHIEF FINANCIAL OFFICER 147108 0 0 0 0 0 4461 0 9904 0 161473 0 0 0 KRISTEN M HEISEY UNTIL 0618 VP STRATEGIC DEV. & MARKETING 134354 0 0 0 0 0 4133 0 24689 0 163176 0 0 0 PART I, LINE 4A SHARON B. ENGLE, VP OF GIFT DEVELOPMENT, RECEIVED SEVERANCE PAYMENTS IN THE AMOUNT OF $7,684.80 DURING THE FISCAL YEAR ENDING JUNE 30, 2018. 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 CAPITAL AREA HEALTH ASSOCIATES 100 MT ALLEN DRIVE MECHANICSBURG PA 17055 202199588 SENIOR HEALTHCARE PA 501(C)(3) LINE 12A, I MESSIAH HOME DBA MESSIAH LIFEWAYS AT MESSIAH VILLAGE 0 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 434373 CASH MESSIAH LIFEWAYS COMMUNITY SUPPORT SERVICES D 90636 CASH MESSIAH HOME DBA MESSIAH LIFEWAYS AT MESSIAH VILLAGE K 135768 CASH MESSIAH HOME DBA MESSIAH LIFEWAYS AT MESSIAH VILLAGE L 5202000 COST MESSIAH FAMILY SERVICES DBA MOUNT JOY COUNTRY HOMES L 167796 COST MESSIAH LIFEWAYS COMMUNITY SUPPORT SERVICES L 223704 COST MESSIAH HOME DBA MESSIAH LIFEWAYS AT MESSIAH VILLAGE O 477130 EST. HOURS PER ORGANIZATION MESSIAH LIFEWAYS COMMUNITY SUPPORT SERVICES O 85027 EST. HOURS PER ORGANIZATION MESSIAH FAMILY SERVICES DBA MESSIAH LIFEWAYS AT MOUNT JOY COUNTRY HOMES O 73658 EST. HOURS PER ORGANIZATION