2018-03-14T08:23:10-05:00 2017-06-30 390859910 Baker Tilly Virchow Krause LLP 221 W Philadelphia Street Suite 200 York PA 17401 990 2016-07-01 300706945 Landis Communities LAND 7175693271 1001 E Oregon Road Lititz PA 17543 Larry J Zook President/CEO 7175693271 2018-03-12 1 Julius C Green CPA P00350393 7178467000 X 174.59.42.130 2018-03-12 10:13:58 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 41D52B76DFE0CA0C5E5ED141E25DBC48D8427C36 2016 2021-01-29 14:40:06Z Larry J Zook 1001 E Oregon Road Lititz PA 17543 3808995 0 X www.landiscommunities.org X 2011 PA SUPPORTS RELATED NON-PROFIT ENTITIES BY PROVIDING MANAGEMENT AND OTHER SERVICES. 11 11 34 11 0 0 12307 14630 3871457 3794365 0 -466 0 0 3883764 3808529 22107 19522 0 0 2752455 2980653 0 0 199755 666193 679638 3440755 3679813 443009 128716 3757604 4005290 341516 460486 3416088 3544804 X Following God's call to creatively serve the diverse needs and interests of older adults by developing opportunities and collaborative relationships. 0 0 2737166 19522 3794365 Landis Communities ("LC") is a not-for-profit corporation organized to operate for the support and benefit of Landis Homes Retirement Community ("LHRC") and Welsh Mountain Home ("WMH"). LC's support of the mission, operations, and residents of LHRC and WMH helps to serve older adults INCLUDING THE provision of housing, the provision of affordable housing, the promotion of community among the residents, and THE PROVISION OF access TO home care services and other retirement community services as elected by the residents. LC plans, develops, and administers an array of services consistent with Landis Communities' Mennonite/Anabaptist heritage.LHRC is a continuing care retirement community serving the aging population by providing housing, health care and related services on a 114 acre campus surrounded by preserved farmland. LHRC is home to 778 persons living in HYBRID HOMES, cottages, apartments, suites, personal care, healthcare, and heritage special care (persons with memory loss). LHRC provides charity care to residents who meet certain criteria without charge or at amounts less than established rates. In 2017, charity care, which represents the difference between the estimated cost of providing care and the payments received for services rendered, totaled $3,327,000. LHRC served another 243 persons on a weekly basis in 2017 through two adult day service centers located on the campus. WMH operates a personal care home in a Christian environment. WMH is home to 45 persons and has been providing affordable care to the aging population for 90 years on a 50 acre rural campus. WMH provides charity care to residents who meet certain criteria without charge or at amounts less than established rates. In 2017, charity care, which represents the difference between the estimated cost of providing care and the payments received for services rendered, totaled $327,000. 2737166 1 1 0 1 0 0 0 0 0 0 1 0 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 9 0 1 34 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X LARRY J ZOOK presidentceo 7175693271 1001 East Oregon Road Lititz PA 17543 John W Eby Chair 1.00 2.00 X X 0 0 0 Glen D Moffett Vice Chair 1.00 1.00 X X 0 0 0 R Clair Sauder Treasurer 1.00 X X 0 0 0 Connie F Stauffer SEcretary 1.00 X X 0 0 0 Lois Good Trustee 1.00 X 0 0 0 John P Lines Trustee 1.00 X 0 0 0 William s Hartman Trustee 1.00 X 0 0 0 DENNIS CLEMMER TRUSTee 1.00 X 0 0 0 ED KAMINSKI TRUStee 1.00 X 0 0 0 ALLON LEFEVER TRUStee 1.00 X 0 0 0 Daniel D Mast Trustee 1.00 X 0 0 0 Larry J Zook President/CEO 10.00 40.00 X 239187 0 34458 ERIC BENDER VP OF FINANCE/CFO 10.00 40.00 X 170603 0 22585 EVA J BERING VP OF OPERATIONS 1.00 47.00 X 178873 0 17819 Allen Heinly VP OF Human Resources 2.00 43.00 X 142318 0 28586 Evon Bergey VP Community Initiatives 40.00 X 115040 0 8646 Beth Trout VP Advancement 40.00 X 106055 0 19345 952076 0 131439 6 0 1 0 0 14630 14630 Management Services 561000 3794365 3794365 3794365 466 -466 -466 -466 3808529 3794365 0 -466 19522 19522 824792 659834 164958 1645038 1197919 299480 147639 95928 76742 19186 241745 161822 40456 39467 173150 138520 34630 15084 15084 47510 47510 886 886 97223 77778 19445 27445 21956 5489 72236 49979 12495 9762 62786 50229 12557 133008 106406 26602 38458 30610 7652 196 27876 21647 5412 817 23922 19138 4784 35349 28279 7070 Dues and Subscriptions 80941 64437 16109 395 Hospitality 13061 9892 2473 696 Other Employee Expenses 1970 1410 352 208 Recruitment 1308 1046 262 575 575 3679813 2737166 742892 199755 75 0 1313293 1550181 324 108 199405 101155 87103 98250 2356751 2356751 58 0 3757604 4005290 303840 313625 37676 146861 341516 460486 X 3416088 3544804 3416088 3544804 3757604 4005290 128716 0 X 0 1 X 1 0 X X 2 Landis Homes Retirement Community 232194364 10 1 0 0 Welsh Mountain Home 232815761 10 1 0 0 2 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Part IV, Section C The supported organizations, Landis Homes Retirement Community and Welsh Mountain Home, have overlapping board representation with Landis Communities. While there is not a majority on each entity, there is common management on all three entities. The executive team all reside as a group within the Landis Communities entity and manage the supported organizations collectively. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 886 886 0 Part II-B, Line 1: The Organization pays dues to a state industry association - LeadingAge PA. A minimal portion of the Organization's dues are used for lobbying purposes. 166934 101155 65779 32471 32471 98250 investment in welsh mountain home 2356751 C 2356751 Due to Affiliates 146861 146861 X 3808529 0 3808529 0 3808529 3679813 0 3679813 0 3679813 Part X, Line 2: The Corporation accounts for uncertainty in income taxes using 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 is met. Management has determined that there were no tax uncertainties that met the recognition threshold in 2017 or 2016. X X X X 0 0 0 0 0 0 0 0 0 Larry J Zook President/CEO 239187 0 0 0 0 0 14797 0 19661 0 273645 0 0 0 ERIC BENDER VP OF FINANCE/CFO 170603 0 0 0 0 0 2777 0 19808 0 193188 0 0 0 EVA J BERING VP OF OPERATIONS 178873 0 0 0 0 0 10879 0 6940 0 196692 0 0 0 Allen Heinly VP OF Human Resources 142318 0 0 0 0 0 8928 0 19658 0 170904 0 0 0 Form 990, Part VI, Section A, line 4 the bylaws were amended to reflect a decision to consider there to be no members of the organization. the bylaws also reflected that the board of directors will hereby now nominate its own slates for the organization's Board of Directors and the Board of Directors will not cede its decision-making powers to any other organization. Form 990, Part VI, Section A, line 4 the bylaws were amended to update the organization's mission to support its affiliated organizations, adding the verbiage, "the provision of affordable housing" as part of the supported organizations' activities. Form 990, Part VI, Section B, line 11b THE VP OF FINANCE AND THE PRESIDENT PERFORM AN INITIAL REVIEW OF THE RETURN. A draft of the Federal Form 990 is THEN provided to the finance and audit committee of the board of directors. The finance and audit committee oversees the financial affairs of the organization and reviews the Federal Form 990 for completeness. Upon review, the finance and audit committee will take action to approve the return. This information is reported to the board of directors in the minutes of the finance and audit committee. Additionally, the federal Form 990 is made available electronically to all board members for review prior to filing. Form 990, Part VI, Section B, line 12c The conflict of interest policy is part of our code of conduct that is distributed to both the Board of Directors and key employees. Training is provided annually. Annually Board Directors provide a written and signed attestation regarding the Code of Conduct and a Conflict of Interest Disclosure Checklist. the Finance and audit Committee review a summary of all conflicts noted on the Conflict of Interest Disclosure forms completed by Board members. It is then passed to the Executive Committee of the Board for review. During the course of the year, the conflict of interest policy is monitored. At the beginning of every meeting there is a conflict of interest agenda item - members are reminded of the policy and asked to review the agenda and note if any discussion item poses a potential conflict for them. FAMILY AND BUSINESS RELATIONSHIPS ARE MENTIONED IN THE CONFLICT OF INTEREST POLICY. Form 990, Part VI, Section B, line 15 The Board has adopted a compensation policy as recommended by the Governance Committee. In general, the compensation for the CEO is determined annually by the executive committee based upon annual review of comparative financial indicators and market trends to ensure salaries are within fair market range for the industry. Compensation for key employees is determined annually by the CEO and is based upon external factors such as comparative financial data, market trends, and cost of living to ensure salaries are within fair market range for the industry. This compensation is incorporated into the annual budgeting process and approved by the Board upon adoption of the budget. Board Level discussions on compensation are recorded in both the minutes of the executive committee and the minutes of the board meetings. Form 990, Part VI, Section C, line 19 The Organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Landis Homes Retirement Community 1001 E Oregon Road Litiz PA 17543 232194364 Continuing Care Retirement Community PA 501(c)(3) Line 10 Landis Communities 1 Welsh Mountain Home 567 Springville Road New Holland PA 17557 232815761 Personal Care Facility PA 501(c)(3) Line 10 Landis Communities 1 MOUNTAIN VIEW TERRACE LP 567 SPRINGVILLE ROAD NEW HOLLAND PA 17557 371648979 MGT OF LOW-INOCME HOUSING COMMUNITY PA N/A Quality Living Choices 1001 E Oregon Road Litiz PA 17543 611683369 Senior Housing PA Landis Communities C 12277 179233 1.00000 1 WELSH MOUNTAIN HOME INC 567 SPRINGVILLE ROAD NEW HOLLAND PA 17557 453530937 MGT. OF LOW INCOME HOUSING COMMUNITY PA N/A C 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 1 0 0 0 0 landis Homes Retirement Community O 528682 cost Landis Homes Retirement Community K 131968 cost Landis Homes Retirement Community L 3590595 cost Welsh Mountain Home L 203770 cost