2013-11-11T08:21:15-06:00 2013-06-30 232932984 PARENTEBEARD LLC 1650 MARKET STREET SUITE 4500 PHILADELPHIA PA 19103 990 2012-07-01 300706945 LANDIS COMMUNITIES LAND 7175693271 1001 EAST OREGON ROAD LITITZ PA 175439206 LARRY J ZOOK 7175693271 2013-11-08 1 JULIUS GREEN CPA P00350393 2159720701 2012 2016-02-24 21:20:13Z LARRY J ZOOK 1001 EAST OREGON ROAD LITITZ PA 175439206 2335767 0 X WWW.LANDISCOMMUNITIES.ORG X 2011 PA SUPPORTS RELATED NON-PROFIT ENTITIES THROUGH PROVIDING MANAGEMENT AND OTHER SERVICES. 8 8 18 8 0 0 0 0 0 2335767 0 0 0 0 0 2335767 0 2300 0 0 0 1788289 0 0 0 0 341499 0 2132088 0 203679 0 2817242 0 256812 0 2560430 X FOLLOWING GOD'S CALL TO CREATIVELY SERVE THE DIVERSE NEEDS AND INTERESTS OF OLDER ADULTS BY DEVELOPING OPPORTUNITIES AND COLLABORATIVE RELATIONSHIPS. 1 0 2300 2300 2335767 LANDIS COMMUNITIES 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"): TO SUPPORT THE MISSION, OPERATIONS, AND RESIDENTS OF LHRC AND WMH, TO SERVE OLDER ADULTS INCLUDING THE PROVISION OF HOUSING, TO PROMOTE COMMUNITY AMONG THE RESIDENTS, AND TO PROVIDE ACCESS HOME HEALTH SERVICES AND OTHER RETIREMENT COMMUNITY SERVICES AS ELECTED BY THE RESIDENTS. THE ORGANIZATION WILL PLAN AND DEVELOP, AND ADMINISTER 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 744 PERSONS LIVING IN COTTAGES, APARTMENTS, SUITES, PERSONAL CARE, HEALTHCARE, AND HERITAGE SPECIAL CARE (PERSONS WITH MEMORY LOSS). LHRC PROVIDES CHARITY CARE TO RESIDENTS WHO MET CERTAIN CRITERIA WITHOUT CHARGE OR AT AMOUNTS LESS THAN ESTABLISHED RATES. IN 2013 CHARITY CARE, WHICH REPRESENTS THE DIFFERENCE BETWEEN THE ESTIMATED COST OF PROVIDING CARE AND THE PAYMENTS RECEIVED FOR SERVICES RENDERED TOTALED $865,000. LHRC SERVED ANOTHER 88 PERSONS ON A WEEKLY BASIS IN 2013 THROUGH TWO ADULT DAY SERVICE CENTERS LOCATED ON THE CAMPUS. WMH OPERATES A PERSONAL CARE HOME IN A CHRISTIAN ENVIRONMENT. WMH IS HOME TO 46 PERSONS AND HAS BEEN PROVIDING AFFORDABLE CARE TO THE AGING POPULATION FOR 89 YEARS ON A 50 ACRE RURAL CAMPUS. WMH PROVIDES CHARITY CARE TO RESIDENTS WHO MET CERTAIN CRITERIA WITHOUT CHARGE OR AT AMOUNTS LESS THAN ESTABLISHED RATES. IN 2013 CHARITY CARE, WHICH REPRESENTS THE DIFFERENCE BETWEEN THE ESTIMATED COST OF PROVIDING CARE AND THE PAYMENTS RECEIVED FOR SERVICES RENDERED TOTALED $158,000. 2300 1 0 0 0 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 0 0 0 1 5 0 1 18 1 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 1 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X LARRY J ZOOK 7175693271 1001 EAST OREGON ROAD LITITZ PA 17543 JOHN W EBY 1.00 1.00 X X 0 0 0 GLEN MOFFETT 1.00 1.00 X X 0 0 0 R CLAIR SAUDER 1.00 1.00 X X 0 0 0 SUSAN E GODSHALL 1.00 X X 0 0 0 CONNIE STAUFFER 1.00 X 0 0 0 LOIS GOOD 1.00 X 0 0 0 JOHN P LINES 1.00 X 0 0 0 WILLIAM S HARTMAN 1.00 X 0 0 0 LARRY J ZOOK 10.00 40.00 X 92314 105000 35091 CAROLYN N BURKE 7.00 41.00 X 61450 65173 11942 EVA J BERING 1.00 47.00 X 67208 74592 18198 ALLEN HEINLY 2.00 43.00 X 57917 64355 29088 278889 309120 94319 0 0 1 0 0 MANAGEMENT SERVICES 561000 2335767 2335767 2335767 2335767 2335767 0 0 2300 2300 373895 373895 1080496 1080496 69569 69569 153608 153608 110721 110721 15585 15585 33000 33000 60606 60606 6127 6127 21316 21316 42076 42076 94158 94158 9787 9787 16092 16092 11227 11227 19690 19690 DUES, SUBSCRIPTIONS & L 9813 9813 HOSPITALITY 2002 2002 OTHER EMPLOYEE EXPENSES 20 20 2132088 2300 2129788 0 412852 640 57102 11227 0 45875 0 2357875 0 2817242 241418 0 15394 0 256812 X 2560430 0 2560430 0 2817242 X 203679 2356751 X X 0 1 X 1 0 X X X 0 0 0 LANDIS HOMES RETIREMENT COMMUNITY 232194364 9 1 1 1 0 WELSH MOUNTAIN HOME 232815761 9 1 1 1 0 2 0 53394 11227 42167 3708 3708 45875 DUE FROM AFFILIATES 1124 INVESTMENT IN WELSH MOUNTAIN 2356751 2357875 DUE TO AFFILIATES 15394 15394 X 4692518 2356751 2356751 2335767 0 2335767 2132088 0 2132088 0 2132088 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 2013. PART XI, LINE 2D - OTHER ADJUSTMENTS: CONTRIBUTION OF NET ASSETS OF WELSH MOUNTAIN HOME 2,356,751. X X X 0 0 0 0 0 0 0 0 0 LARRY J ZOOK 92314 105000 0 0 0 0 7985 7800 9653 9653 109952 122453 0 0 EVA J BERING 67208 74592 0 0 0 0 5803 5541 3427 3427 76438 83560 0 0 ALLEN HEINLY 57917 64355 0 0 0 0 5001 4781 9653 9653 72571 78789 0 0 NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 THE ORGANIZATION BEGAN OPERATIONS AS A SUPPORTING ORGANIZATION TO ITS AFFILIATED NON-PROFIT ENTITIES. SERVICES PROVIDED INCLUDE MANAGEMENT, ACCOUNTING, AND OTHER ESSENTIAL ADMINISTRATIVE FUNCTIONS TO ITS RELATED ENTITIES. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED TO INCLUDE THE AFFILIATION WITH WELSH MOUTAIN HOME. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CONTRIBUTION OF NET ASSETS FROM WELSH MOUNTAIN HOME 2,356,751. AUDIT OVERSIGHT: FORM 990, PAGE 12, PART XII THE FILING ORGANIZATION IS A SUPPORTING ORGANIZATION FOR A GROUP OF NON-PROFIT ENTITIES. ALL AUDIT AND FINANCIAL RELATED WORK IS COMPLETED ON A CONSOLIDATED BASIS AND IS OVERSEEN BY THE FILING ORGANIZATION'S BOARD OF DIRECTORS. OFFICER COMPENSATION: FORM 990, PAGE 7, PART VII, COLUMNS D AND E DURING THE CURRENT YEAR, THERE HAVE BEEN STRUCTURAL CHANGES TO THE GROUP OF RELATED ENTITIES WHICH INCLUDE LANDIS HOMES AND ITS PARENT, LANDIS COMMUNITIES. LANDIS COMMUNITIES TOOK OVER MANAGEMENT AND ADMINISTRATIVE RESPONSBILITIES FROM LANDIS HOMES. CONSEQUENTLY, OFFICERS WERE PAID BY BOTH LANDIS HOMES AND LANDIS COMMUNITIES AND COMPENSATION WAS REPORTED IN BOTH COLUMNS D AND E FOR THE TME PERIOD REPRESENTED ON PART VII. 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