LANDIS COMMUNITIES: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LANDIS COMMUNITIES (EIN 30-0706945)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-02-05
- IRS object ID
- 202540369349300704
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-05T07:20:31-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 FRUITVILLE PIKE SUITE 400 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300706945 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANDIS COMMUNITIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAND | BusinessNameControlTxt |
| Phone | 7175693271 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 E OREGON ROAD | AddressLine1Txt |
| City | LITITZ | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17543 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COREY HAMILTON | PersonNm |
| Person Title | VP OF FINANCE/CFO | PersonTitleTxt |
| Phone | 7175693271 | PhoneNum |
| Signature | 2025-01-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA CPA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
| Preparation | 2025-01-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LARRY J ZOOK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 E OREGON ROAD | AddressLine1Txt |
| City | LITITZ | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17543 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,580,744 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LANDISCOMMUNITIES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2011 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | SUPPORTS RELATED NON-PROFIT ENTITIES BY PROVIDING MANAGEMENT AND OTHER SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 50 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $62,547 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $277,181 | PYContributionsGrantsAmt |
| CY Contributions Grants | $56,676 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,613,587 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,429,530 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,247 | PYInvestmentIncomeAmt |
| CY Investment Income | -$4,209 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $8,855 | CYOtherRevenueAmt |
| PY Total Revenue | $5,900,015 | PYTotalRevenueAmt |
| CY Total Revenue | $6,490,852 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $41,694 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $36,040 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,912,087 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,278,462 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $415,749 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,307,292 | PYOtherExpensesAmt |
| CY Other Expenses | $1,225,256 | CYOtherExpensesAmt |
| PY Total Expenses | $6,261,073 | PYTotalExpensesAmt |
| CY Total Expenses | $6,539,758 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$361,058 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$48,906 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,317,216 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,799,661 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,999,464 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,274,493 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,317,752 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,525,168 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FOLLOWING GOD'S CALL TO CREATIVELY SERVE THE DIVERSE NEEDS AND INTERESTS OF OLDER ADULTS BY DEVELOPING OPPORTUNITIES AND COLLABORATIVE RELATIONSHIPS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,847,213 | ExpenseAmt |
| Grant | $36,040 | GrantAmt |
| Revenue | $6,366,983 | RevenueAmt |
| Desc | LANDIS COMMUNITIES ("LC") IS A NOT-FOR-PROFIT CORPORATION ORGANIZED TO OPERATE FOR THE SUPPORT AND BENEFIT OF LANDIS HOMES RETIREMENT COMMUNITY ("LHRC"), LANDIS HOME AND COMMUNITY BASED SERVICES (HCBS), AND LANDIS QUALITY LIVING ("LQL"). UNDERNEATH THE LQL UMBRELLA, LC SUPPORTS THE OPERATIONS OF LANDIS PLACE ON KING, STEEPLE VIEW LOFTS, AND WELSH MOUNTAIN HOME. LC'S SUPPORT OF THE MISSION, OPERATIONS, AND RESIDENTS OF LHRC, HCBS, AND LQL 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 ALMOST 900 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 2024, CHARITY CARE, WHICH REPRESENTS THE DIFFERENCE BETWEEN THE ESTIMATED COST OF PROVIDING CARE AND THE PAYMENTS RECEIVED FOR SERVICES RENDERED, TOTALED $3,756,333. WMH OPERATES A PERSONAL CARE HOME IN A CHRISTIAN ENVIRONMENT. WMH IS HOME TO 40 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 2024, CHARITY CARE, WHICH REPRESENTS THE DIFFERENCE BETWEEN THE ESTIMATED COST OF PROVIDING CARE AND THE PAYMENTS RECEIVED FOR SERVICES RENDERED, TOTALED $692,041.LANDIS HCBS PROVIDES VARIOUS HOME AND COMMUNITY-BASED SERVICES TO BOTH THOSE LIVING ON THE LANDIS HOMES CAMPUS AND THOSE IN THE BROADER COMMUNITY. LANDIS HCBS SERVED 122 PERSONS ON A WEEKLY BASIS IN 2024 THROUGH AN ADULT DAY SERVICES CENTER LOCATED ON THE LANDIS HOMES CAMPUS. LANDIS AT HOME IS A HOME AND COMMUNITY BASED SERVICES PROGRAM, SERVING CLIENTS BOTH ON AND OFF THE LANDIS HOMES CAMPUS. LANDIS AT HOME DELIVERED ALMOST 41,000 HOURS OF SERVICE TO CLIENTS IN 2024. LANDIS HOMES HOSTS PATHWAYS INSTITUTE, WHICH IS A LEARNING OPPORTUNITY FOR OLDER ADULTS OFFERING CLASSES ON A WIDE RANGE OF TOPICS. PATHWAYS INSTITUTE IS OPEN TO PERSONS AGE 55+, BOTH RESIDENTS AND NON-RESIDENTS. LANDIS HOMES ALSO HOSTS A MEMORY SUPPORT AND A PARKINSON'S SUPPORT GROUP; BOTH PROGRAMS ARE OPEN TO THE PUBLIC COMMUNITY. VOLUNTEERS PROVIDE VARIOUS SERVICES FOR THE ORGANIZATION. THESE SERVICES ARE NOT RECOGNIZED AS CONTRIBUTIONS IN THE FINANCIAL STATEMENTS AS THE RECOGNITION CRITERIA UNDER THE AUTHORITATIVE ACCOUNTING GUIDANCE WERE NOT MET. LANDIS HCBS ALSO PROVIDES A CONTINUING-CARE-AT-HOME PROGRAM TO PERSONS WHO WISH TO ENROLL.LANDIS QUALITY LIVING (LQL) HAS BEEN FORMED AS THE LANDIS COMMUNITY ENTITY TO PROVIDE AFFORDABLE, LOW-INCOME HOUSING AND OTHER AFFORDABLE HOUSING OPTIONS, WITHIN THE FINANCIAL REACH OF A SIGNIFICANT SEGMENT OF THE SURROUNDING COMMUNITY'S SENIOR ADULTS. INCLUDING RENTAL UNITS, TO MEET THE NEEDS OF OLDER ADULTS, TO PROMOTE COMMUNITY AMONG THE RESIDENTS, AND TO PROVIDE ACCESS TO HOME AND COMMUNITY-BASED SERVICES. TARGETED POPULATIONS MAY ALSO INCLUDE PERSONS WHO ARE HOMELESS, AT RISK FOR HOMELESSNESS OR THOSE WITH MENTAL, PHYSICAL, SENSORY OR DEVELOPMENT DISABILITIES WHO MAY BE UNDER AGE 55 IN ACCORD WITH FAIR HOUSING REGULATIONS. | Desc |
| Total Program Service Expenses | $4,847,213 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 30 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 50 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COREY HAMILTON CFO | PersonNm |
| Phone | 7175693271 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 EAST OREGON ROAD | AddressLine1Txt |
| City | LITITZ | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17543 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| WILLIAM S HARTMAN | ||||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN P LINES | ||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DANIEL D MAST | ||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID HERNLEY | ||||||||
| TREASURER | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JACKIE BURCH | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TINA CAMPBELL | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN W EBY | ||||||||
| TRUSTEE (UNTIL 12/23) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALLON LEFEVER | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GLEN D MOFFETT | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NELSON OKANYA | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HILDA SHIRK | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL WUBAH | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LARRY J ZOOK | ||||||||
| PRESIDENT/CEO | 15.00 | 35.00 | Yes (X) | $295,727 | $0 | $35,969 | ||
| EVON BERGEY | ||||||||
| VP OF OPERATIONS/COO | 15.00 | 35.00 | Yes (X) | $235,854 | $0 | $32,308 | ||
| COREY HAMILTON | ||||||||
| VP OF FINANCE/CFO | 15.00 | 35.00 | Yes (X) | $222,040 | $0 | $31,886 | ||
| LINDA K LOWNSBERRY | ||||||||
| VP OF HUMAN RESOURCES | 35.00 | 15.00 | $189,834 | $0 | $15,407 | Yes (X) | ||
| BETH TROUT | ||||||||
| VP OF ADVANCEMENT | 35.00 | 15.00 | $152,869 | $0 | $24,768 | Yes (X) | ||
| EDWARD KAMINSKI | ||||||||
| DIRECTOR OF LANDIS QUALITY LIVING | 1.00 | 44.00 | $146,152 | $0 | $23,969 | Yes (X) | ||
| RICHELLE E KEGARISE | ||||||||
| CONTROLLER | 40.00 | 0.00 | $124,957 | $0 | $22,646 | Yes (X) | ||
| SANDRA K SMOKER | ||||||||
| DIRECTOR OF HR | 40.00 | 0.00 | $108,479 | $0 | $23,611 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,475,912 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $210,564 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MASTERPIECE MARKETING | |||||
| PO BOX 5317 | LANCASTER | PA | 17606 | MARKETING | $218,583 |
| INTELLITEC SOLUTIONS | |||||
| 750 PRIDES XING STE 100 | NEWARK | DE | 19713 | SOFTWARE SERVICES | $103,289 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $56,676 | AllOtherContributionsAmt |
| Total Contributions | $56,676 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT SERVICES | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $6,429,530 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,366,983 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $62,547 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,429,530 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $85,683 | TotalRevenueColumnAmt |
| Exclusion | $85,683 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $89,892 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$89,892 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$89,892 | TotalRevenueColumnAmt |
| Exclusion | -$89,892 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MILEAGE | 900099 | $6,954 | $6,954 |
| MISCELLANEOUS INCOME | 900099 | $1,901 | $1,901 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,855 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,490,852 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,366,983 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $62,547 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,646 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,040 | TotalAmt |
| Program Services | $36,040 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $895,896 | TotalAmt |
| Program Services | $716,717 | ProgramServicesAmt |
| Management And General | $179,179 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,349,098 | TotalAmt |
| Program Services | $2,457,849 | ProgramServicesAmt |
| Management And General | $614,462 | ManagementAndGeneralAmt |
| Fundraising | $276,787 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,843 | TotalAmt |
| Program Services | $130,200 | ProgramServicesAmt |
| Management And General | $32,550 | ManagementAndGeneralAmt |
| Fundraising | $14,093 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $525,929 | TotalAmt |
| Program Services | $387,631 | ProgramServicesAmt |
| Management And General | $96,908 | ManagementAndGeneralAmt |
| Fundraising | $41,390 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $330,696 | TotalAmt |
| Program Services | $247,938 | ProgramServicesAmt |
| Management And General | $61,984 | ManagementAndGeneralAmt |
| Fundraising | $20,774 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,616 | TotalAmt |
| Management And General | $20,616 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,387 | TotalAmt |
| Management And General | $53,387 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,463 | TotalAmt |
| Management And General | $5,463 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,972 | TotalAmt |
| Program Services | $131,978 | ProgramServicesAmt |
| Management And General | $32,994 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,711 | TotalAmt |
| Program Services | $94,169 | ProgramServicesAmt |
| Management And General | $23,542 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,955 | TotalAmt |
| Program Services | $91,002 | ProgramServicesAmt |
| Management And General | $22,750 | ManagementAndGeneralAmt |
| Fundraising | $29,203 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,913 | TotalAmt |
| Program Services | $85,530 | ProgramServicesAmt |
| Management And General | $21,383 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,787 | TotalAmt |
| Program Services | $196,630 | ProgramServicesAmt |
| Management And General | $49,157 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,801 | TotalAmt |
| Program Services | $27,924 | ProgramServicesAmt |
| Management And General | $6,981 | ManagementAndGeneralAmt |
| Fundraising | $4,896 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,697 | TotalAmt |
| Program Services | $16,906 | ProgramServicesAmt |
| Management And General | $4,227 | ManagementAndGeneralAmt |
| Fundraising | $2,564 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,551 | TotalAmt |
| Program Services | $42,041 | ProgramServicesAmt |
| Management And General | $10,510 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $103,187 | $86,247 | $16,099 | $841 |
| RECRUITMENT | $64,485 | $51,588 | $12,897 | |
| OTHER EMPLOYEE EXPENSES | $29,630 | $19,781 | $4,946 | $4,903 |
| HOSPITALITY | $22,727 | $13,653 | $3,413 | $5,661 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,374 | TotalAmt |
| Program Services | $13,389 | ProgramServicesAmt |
| Management And General | $3,348 | ManagementAndGeneralAmt |
| Fundraising | $14,637 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,539,758 | TotalAmt |
| Program Services | $4,847,213 | ProgramServicesAmt |
| Management And General | $1,276,796 | ManagementAndGeneralAmt |
| Fundraising | $415,749 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $641,910 | BOYAmt |
| EOY | $2,140,456 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,065 | BOYAmt |
| EOY | $6,290 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,497 | BOYAmt |
| EOY | $3,001 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,440 | BOYAmt |
| EOY | $165,262 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $442,149 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $286,688 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,076 | BOYAmt |
| EOY | $155,461 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $855,943 | BOYAmt |
| EOY | $902,591 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,476,285 | BOYAmt |
| EOY | $3,426,600 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,317,216 | BOYAmt |
| EOY | $6,799,661 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,944,802 | BOYAmt |
| EOY | $2,309,069 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,662 | BOYAmt |
| EOY | $1,965,424 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,999,464 | BOYAmt |
| EOY | $4,274,493 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,199,918 | BOYAmt |
| EOY | $1,502,415 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,117,834 | BOYAmt |
| EOY | $1,022,753 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,317,752 | BOYAmt |
| EOY | $2,525,168 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,317,216 | BOYAmt |
| EOY | $6,799,661 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$48,906 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $256,322 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 4 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (4 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| LANDIS HOMES RETIREMENT COMMUNITY | ||||
| 232194364 | 10 | Yes (1) | $0 | $0 |
| WELSH MOUNTAIN HOME | ||||
| 232815761 | 10 | Yes (1) | $0 | $0 |
| LANDIS HCBS LLC | ||||
| 204435391 | 10 | Yes (1) | $0 | $0 |
| LANDIS QUALITY LIVING | ||||
| 833598754 | 10 | Yes (1) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 4 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | 0 | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, SECTION C | FormAndLineReferenceDesc |
| Explanation | THE SUPPORTED ORGANIZATIONS, LANDIS HOMES RETIREMENT COMMUNITY, WELSH MOUNTAIN HOME, LANDIS HCBS, AND LANDIS QUALITY LIVING HAVE OVERLAPPING BOARD REPRESENTATION WITH LANDIS COMMUNITIES. WHILE THERE IS NOT A MAJORITY ON EACH ENTITY, THERE IS COMMON MANAGEMENT ON ALL FOUR ENTITIES. THE EXECUTIVE TEAM ALL RESIDE AS A GROUP WITHIN THE LANDIS COMMUNITIES ENTITY AND MANAGE THE SUPPORTED ORGANIZATIONS COLLECTIVELY. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Mailings Members | $1,500 | MailingsMembersAmt |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $3,963 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $5,463 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | ON OCCASION WE SEND LETTERS BY EMAIL TO OUR SENATORS AND CONGRESSMEN STATING OUR CONCERNS WITH REGARD TO ISSUES THAT IMPACT LONG-TERM CARE. ALSO, OCCASIONALLY, SOME GOVERNMENT REPRESENTATIVES COME ON CAMPUS AND SPEAK TO RESIDENTS AND MANAGEMENT. AT THESE TIMES WE ALSO EXPRESS OUR CONCERNS WITH REGARD TO LONG-TERM CARE. OUR COSTS INCURRED FOR THESE ACTIVITIES CONSIST MAINLY OF STAFF TIME INVOLVED AND AMOUNT TO APPROXIMATELY $1,500. THE ORGANIZATION PAYS DUES TO A STATE INDUSTRY ASSOCIATION - LEADINGAGE PA. A MINIMAL PORTION OF THE ORGANIZATION'S DUES IS USED FOR LOBBYING PURPOSES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $442,149 | OtherCostOrOtherBasisAmt |
| Depreciation | $286,688 | DepreciationAmt |
| Book Value | $155,461 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $155,461 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AFFILIATES | $3,370,758 |
| SPLIT-INTEREST AGREEMENTS | $5,037 |
| CAPITALIZED COSTS | $50,805 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,426,600 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATES | $1,161,809 |
| REFUNDABLE ADVANCES - EMPLOYEE RETENTION CREDIT | $803,615 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,965,424 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $6,747,174 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $256,322 | OtherRevenueAmt |
| Revenue Not Reported | $256,322 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,490,852 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,490,852 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,539,758 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,539,758 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,539,758 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART XI, LINE 2D - OTHER ADJUSTMENTS: | FormAndLineReferenceDesc |
| Explanation | TRANSFER FROM AFFILIATES 256,000. CHANGE IN VALUE, SPLIT INTEREST AGREEMENTS 322. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARISH RESOURCE CENTER | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2160 LINCOLN HWY EAST 18 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 232000688 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $6,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | RESOURCE CENTER FOR CHAPLINS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION ONLY PROVIDES GRANTS TO OTHER CHARITABLE ORGANIZATIONS AND MAKES CONCERTED EFFORTS TO ENSURE EVERY DONEE HAS A FEDERAL EXEMPTION ON FILE. FUNDS ARE NOT MONITORED SUBSEQUENT TO THE DONATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LARRY J ZOOK | ||||||||||||||
| PRESIDENT/CEO | $295,727 | $0 | $0 | $0 | $0 | $0 | $18,191 | $0 | $17,778 | $0 | $331,696 | $0 | $0 | $0 |
| EVON BERGEY | ||||||||||||||
| VP OF OPERATIONS/COO | $235,854 | $0 | $0 | $0 | $0 | $0 | $14,649 | $0 | $17,659 | $0 | $268,162 | $0 | $0 | $0 |
| COREY HAMILTON | ||||||||||||||
| VP OF FINANCE/CFO | $222,040 | $0 | $0 | $0 | $0 | $0 | $13,747 | $0 | $18,139 | $0 | $253,926 | $0 | $0 | $0 |
| LINDA K LOWNSBERRY | ||||||||||||||
| VP OF HUMAN RESOURCES | $189,834 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $15,407 | $0 | $205,241 | $0 | $0 | $0 |
| BETH TROUT | ||||||||||||||
| VP OF ADVANCEMENT | $152,869 | $0 | $0 | $0 | $0 | $0 | $9,508 | $0 | $15,260 | $0 | $177,637 | $0 | $0 | $0 |
| EDWARD KAMINSKI | ||||||||||||||
| DIRECTOR OF LANDIS QUALITY LIVING | $146,152 | $0 | $0 | $0 | $0 | $0 | $9,092 | $0 | $14,877 | $0 | $170,121 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. 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. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE, SPLIT INTEREST AGREEMENTS 322. TRANSFERS 256,000. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| LANDIS HOMES RETIREMENT COMMUNITY | ||||||||||
| 1001 E OREGON ROAD | LITITZ | PA | 17543 | 232194364 | CONTINUING CARE RETIREMENT COMMUNITY | PA | 501(C)(3) | LINE 10 | LANDIS COMMUNITIES | Yes (1) |
| WELSH MOUNTAIN HOME | ||||||||||
| 567 SPRINGVILLE ROAD | NEW HOLLAND | PA | 17557 | 232815761 | PERSONAL CARE FACILITY | PA | 501(C)(3) | LINE 10 | LANDIS QUALITY LIVING | Yes (1) |
| LANDIS HCBS LLC | ||||||||||
| 1001 E OREGON ROAD | LITITZ | PA | 17543 | 204435391 | HOME CARE SERVICES | PA | 501(C)(3) | LINE 10 | LANDIS COMMUNITIES | Yes (1) |
| LANDIS QUALITY LIVING | ||||||||||
| 1001 E OREGON ROAD | LITITZ | PA | 17543 | 833598754 | LOW-INCOME HOUSING | PA | 501(C)(3) | LINE 10 | LANDIS COMMUNITIES | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUNTAIN VIEW TERRACE LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 567 SPRINGVILLE ROAD | AddressLine1Txt |
| City | NEW HOLLAND | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17557 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371648979 | EIN |
| Primary Activities | MGT OF LOW-INOCME HOUSING COMMUNITY | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| QUALITY LIVING CHOICES | |||||||||||||
| 1001 E OREGON ROAD | LITIZ | PA | 17543 | 611683369 | SENIOR HOUSING | PA | LANDIS COMMUNITIES | C | $35,350 | $1,944,255 | 1.00000 | Yes (1) | |
| WELSH MOUNTAIN HOME INC | |||||||||||||
| 567 SPRINGVILLE ROAD | NEW HOLLAND | PA | 17557 | 453530937 | MGT. OF LOW INCOME HOUSING COMMUNITY | PA | C | 0 | N/A | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| LANDIS QUALITY LIVING | ||
| D | $1,532,768 | COST |
| LANDIS HOMES RETIREMENT COMMUNITY | ||
| O | $429,332 | COST |
| LANDIS HOMES RETIREMENT COMMUNITY | ||
| K | $186,384 | COST |
| LANDIS HOMES RETIREMENT COMMUNITY | ||
| L | $5,680,820 | COST |
| LANDIS HCBS LLC | ||
| L | $116,720 | COST |
| LANDIS QUALITY LIVING | ||
| L | $404,868 | COST |
| LANDIS HOMES RETIREMENT COMMUNITY | ||
| D | $1,600,130 | COST |
| LANDIS HOMES RETIREMENT COMMUNITY | ||
| E | $1,120,025 | COST |
Comments