2014-11-11T07:48:30-06:00 2014-06-30 232932984 PARENTEBEARD LLC 1650 MARKET STREET SUITE 4500 PHILADELPHIA PA 19103 990 2013-07-01 300706945 LANDIS COMMUNITIES LAND 7175693271 1001 E OREGON ROAD LITITZ PA 17543 LARRY J ZOOK PRESIDENT/CEO 7175693271 2014-11-03 1 JULIUS GREEN CPA JD P00350393 2159720701 2013 2015-11-30 17:44:51Z LARRY J ZOOK 1001 E OREGON ROAD LITITZ PA 17543 3070978 0 X WWW.LANDISCOMMUNITIES.ORG X 2011 PA SUPPORTS RELATED NON-PROFIT ENTITIES BY PROVIDING MANAGEMENT AND OTHER SERVICES. 9 9 30 9 0 0 0 5433 2335767 3065545 0 0 0 0 2335767 3070978 2300 11275 0 0 1788289 2359228 0 0 0 341499 512084 2132088 2882587 203679 188391 2817242 3078439 256812 329618 2560430 2748821 X FOLLOWING GOD'S CALL TO CREATIVELY SERVE THE DIVERSE NEEDS AND INTERESTS OF OLDER ADULTS BY DEVELOPING OPPORTUNITIES AND COLLABORATIVE RELATIONSHIPS. 0 0 11275 11275 3065545 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 THROUGH THE PROVISION OF HOUSING, THE PROMOTION OF COMMUNITY AMONG THE RESIDENTS, AND ACCESS HOME HEALTH 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 766 PERSONS LIVING IN 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 2014, CHARITY CARE, WHICH REPRESENTS THE DIFFERENCE BETWEEN THE ESTIMATED COST OF PROVIDING CARE AND THE PAYMENTS RECEIVED FOR SERVICES RENDERED, TOTALED $2,977,000. LHRC SERVED ANOTHER 49 PERSONS ON A WEEKLY BASIS IN 2014 THROUGH TWO ADULT DAY SERVICE CENTERS LOCATED ON THE CAMPUS. WMH OPERATES A PERSONAL CARE HOME IN A CHRISTIAN ENVIRONMENT. WMH IS HOME TO 47 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 2014, CHARITY CARE, WHICH REPRESENTS THE DIFFERENCE BETWEEN THE ESTIMATED COST OF PROVIDING CARE AND THE PAYMENTS RECEIVED FOR SERVICES RENDERED, TOTALED $284,000. 11275 1 1 0 1 0 0 0 0 0 0 1 0 0 1 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 0 0 0 1 11 0 1 30 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 1 1 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 1.00 X X 0 0 0 GLEN MOFFETT VICE CHAIR 1.00 1.00 X X 0 0 0 R CLAIR SAUDER TREASURER 1.00 1.00 X X 0 0 0 SUSAN E GODSHALL SECRETARY 1.00 X X 0 0 0 CONNIE STAUFFER TRUSTEE 1.00 X 0 0 0 LOIS GOOD TRUSTEE 1.00 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 LARRY J ZOOK PRESIDENT/CEO 10.00 40.00 X 196782 0 37083 CAROLYN N BURKE VP OF FINANCE 7.00 41.00 X 138489 0 18282 ANDREW MAINES EXECUTIVE DIR., WELSH MTN 1.00 40.00 X 0 0 11144 EVA J BERING VP OF OPERATIONS 1.00 47.00 X 146479 0 19158 ALLEN HEINLY VP OF HUMAN RESOURCES 2.00 43.00 X 123576 0 31159 605326 0 116826 4 0 1 0 0 5433 5433 MANAGEMENT SERVICES 561000 3065545 3065545 3065545 3070978 3065545 0 0 11275 11275 407523 407523 1524738 1524738 87437 87437 204108 204108 135422 135422 3782 3782 46940 46940 1349 1349 65256 65256 10686 10686 55139 55139 35187 35187 129320 129320 21784 21784 20930 20930 18930 18930 19562 19562 DUES, SUBSCRIP. & LIC. 38583 38583 OTHER EMPLOYEE EXPENSES 30067 30067 HOSPITALITY 13562 13562 RECRUITMENT 1007 1007 2882587 11275 2871312 0 75 412852 668439 640 758 82573 30157 45875 52416 2357875 2356751 2817242 3078439 241418 292155 15394 37463 256812 329618 X 2560430 2748821 2560430 2748821 2817242 3078439 188391 0 X 0 1 X 1 0 X X X 0 0 0 LANDIS HOMES RETIREMENT COMMUNITY 232194364 9 1 0 WELSH MOUNTAIN HOME 232815761 9 1 0 2 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1349 1349 0 PART II-B, LINE 1: THE ORGANIZATION PAYS DUES TO NATIONAL (LEADINGAGE) AND STATE (LEADINGAGE PA) ASSOCIATIONS OF HOMES AND SERVICES FOR THE AGING. A PORTION OF THE ORGANIZATIONS' DUES ARE USED FOR LOBBYING PURPOSES. 82573 30157 52416 52416 INVESTMENT IN WELSH MOUNTAIN 2356751 2356751 DUE TO AFFILIATES 37463 37463 X 3070978 0 3070978 0 3070978 2882587 0 2882587 0 2882587 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 2014 OR 2013. X X X 0 0 0 0 0 0 0 0 0 LARRY J ZOOK PRESIDENT/CEO 196782 0 0 0 0 0 16266 0 20817 0 233865 0 0 0 CAROLYN N BURKE VP OF FINANCE 138489 0 0 0 0 0 11148 0 7134 0 156771 0 0 0 EVA J BERING VP OF OPERATIONS 146479 0 0 0 0 0 11911 0 7247 0 165637 0 0 0 ALLEN HEINLY VP OF HUMAN RESOURCES 123576 0 0 0 0 0 10342 0 20817 0 154735 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS ENTERED INTO A RELATIONSHIP WITH THE LANCASTER MENNONITE CONFERENCE OF MENNONITE CHURCH USA ("LMC"). UNDER THIS AGREEMENT LMC SHALL APPOINT ALL BOARD MEMBERS. THE BOARD MAKE-UP IS REQUIRED TO BE COMPRISED OF A MAJORITY WHO ARE MEMBERS OF THE LANCASTER MENNONITE CONFERENCE CONGREGATIONS AND TWO-THIRDS WHO ARE MEMBERS OF AN ANABAPTIST CONGREGATION. AT LEAST ONE DIRECTOR OR OFFICER OF THE ORGANIZATION SHALL ALSO SERVE ON THE BOARD OF DIRECTORS OF EACH AFFILIATE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B THE PRESIDENT OF THE ORGANIZATION MUST BE APPROVED BY THE CONFERENCE EXECUTIVE COUNCIL OF LANCASTER MENNONITE CONFERENCE OF MENNONITE CHURCH USA. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT OF THE FEDERAL FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING. THE BOARD OF DIRECTORS OVERSEES THE FINANCIAL AFFAIRS OF THE ORGANIZATION AND THE GROUP SCHEDULES A MEETING TO REVIEW THE FEDERAL FORM 990. UPON REVIEW, THE BOARD WILL TAKE ACTION TO APPROVE THE TAX RETURN. 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 THE BOARD OF DIRECTORS PROVIDES A WRITTEN AND SIGNED ATTESTATION REGARDING THE CODE OF CONDUCT. ANNUALLY THE BOARD OF DIRECTORS COMPLETES AND SIGNS A CONFLICT OF INTEREST DISCLOSURE CHECKLIST. THE GOVERNANCE COMMITTEE OF THE BOARD FIRST REVIEWS THE SIGNED DISCLOSURES AND ANY POTENTIAL CONFLICTS. 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. 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. 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