2011-05-11T14:40:57-05:00 2010-06-30 ParenteBeard LLC 1650 Market Street Suite 4500 Philadelphia PA 19103 990 2009-07-01 232125481 LIVING BRANCHES LIVI 2153684438 275 DOCK DRIVE LANSDALE PA 19446 Edward D Brubaker 2153684438 2011-05-10 1 Julius Green CPA 2159720701 2009 2016-02-24 21:20:13Z Edward D Brubaker 275 DOCK DRIVE LANSDALE PA 19446 3106071 0 X WWW.livingbranches.org X 1979 PA PROVIDE MANAGEMENT SERVICES TO RELATED ENTITIES PROVIDING HOUSING & HEALTH CARE FOR THE ELDERLY 15 13 511 15 0 0 1025 1800 1385989 1773360 5953 94541 295681 273947 1688648 2143648 12151 10303 0 1015706 1391575 0 45407 594412 541350 1622269 1943228 66379 200420 3060553 3547361 616561 765522 2443992 2781839 Living Branches is a not-for-profit system of retirement living communities dedicated to providing quality, life-enriching services on three campuses in southeastern Pennsylvania. 0 0 1615353 10303 1773360 Establish, operate and maintain housing and health care facilities for the elderly, retired, handicapped, and low income families and individuals. To provide elderly persons, on a nonprofit basis, with housing facilities and services specially designed to meet the spiritual, physical, emotional, social, and psychological needs of the aging, and contribute to their health, security, happiness and usefulness in longer living; and to engage in programs, designed to promote and encourage the development and improvement of facilities for housing of retired, aging, handicapped and disadvantaged persons.Living Branches provides management services for its related tax-exempt organizations which provide housing for elderly persons and low income families. 1615353 1 0 0 0 0 0 0 0 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 0 0 1 22 0 1 511 1 0 0 0 0 0 0 0 0 0 15 13 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 0 1 1 0 PA X Steven D Myers 2153684438 275 DOCK DRIVE LANSDALE PA 19446 K LEON MOYER 1.00 X X 0 0 0 JAMES L RITTENHOUSE 1.00 X X 0 0 0 CHARLOTTE A HUNSBERGER 1.00 X X 0 0 0 H WILLIAM LONGACRE 1.00 X X 0 0 0 J TODD ALDERFER MD 1.00 X 0 0 0 WILLARD C BERGEY 1.00 X 0 0 0 PASTOR MIRIAM F BOOK 1.00 X 0 0 0 KENNETH R BURKHOLDER 1.00 X 0 0 0 KENNETH J CLEMMER 1.00 X 0 0 0 P SCOTT HECKLER 1.00 X 0 0 0 BRYAN K HUNSBERGER 1.00 X 0 0 0 L BRENT KOLB 1.00 X 0 0 0 VERNON H KRATZ MD 1.00 X 0 0 0 SYLVIA F SHELLY 1.00 X 0 0 0 WENDELL J WEAVER 1.00 X 0 0 0 EDWARD D BRUBAKER 40.00 X 205134 0 21401 Steven D Myers 40.00 X 124312 0 14964 Brent Nafziger 40.00 X 104640 0 5350 Russell Mast 40.00 X 101025 0 11748 535111 0 53463 4 0 1 0 0 1800 1800 Management Fees 541900 1678749 1678749 administrative fee 541900 45600 45600 VEHICLE EXP REIMBursem 900099 29629 29629 TRANSPORTATION INCOME 480000 17827 17827 activity income 900099 795 795 760 760 1773360 80722 80722 976242 962423 13819 13819 13819 TV, Internet & Phone 517000 244297 244297 Renovations 900099 10345 10345 Insurance Refund 900099 10109 10109 9196 9196 273947 2143648 1773360 0 368488 10303 10303 365811 270700 95111 815164 739086 38898 37180 49371 46902 2469 86034 76618 4033 5383 75195 68733 3618 2844 22942 22942 13270 13270 80136 10427 69709 13222 11437 1785 79549 74696 4853 33530 29003 4527 74846 68779 6067 26028 26028 24071 20821 3250 131697 125112 6585 371 321 50 Repairs & Maintenance 14575 12607 1968 DUES & SUBSCRIPTIONS 12042 10416 1626 MISCELLANEOUS EXPENSE 11224 9709 1515 Employee Recognition 3847 3655 192 1943228 1615353 282468 45407 550 550 600038 758452 22259 40780 92062 160705 1321662 985191 318691 336471 1863118 2086568 163835 163835 3060553 3547361 290390 480522 326171 285000 616561 765522 X 2443992 2781839 2443992 2781839 3060553 3547361 X 0 1 1 X 0 X 25 1025 1050 1025 1800 4925 1649082 1604838 1687636 1548208 1773360 8263124 1649107 1605863 1688686 1549233 1775160 8268049 0 0 0 8268049 68007 94820 102768 85002 80722 431319 68007 94820 102768 85002 80722 431319 10918 13063 253425 273947 551353 1717114 1711601 1804517 1887660 2129829 9250721 0.89380 0.95070 0.04660 0.04450 X Schedule A, Part II, Line 12, Explanation of Other Income: Miscellaneous income TV, Internet & Phone Insurance Claim Renovations 1093143 790022 303121 228519 195169 33350 336471 refundable fees and deposits 285000 285000 2143648 1943228 200420 137427 137427 337847 2281075 137427 137427 2143648 0 2143648 1943228 0 1943228 0 1943228 Part X: Description of Uncertain Tax Positions Under FIN 48: 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 has been met. Management determined that there were no tax uncertainties that met the recognition threshold in 2010. 1 Community Home Services Inc 781 ROUTE 113 Souderton PA 18964 232794438 501(c)(3) 10000 CHARITABLE OPERATIONS 1 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: THE ORGANIZATION ONLY PROVIDES GRANTS AND ASSISTANCE TO OTHER TAX-EXEMPT ORGANIZATIONS. X X X 0 0 0 0 0 0 0 1 0 EDWARD D BRUBAKER 170134 0 35000 0 0 0 14579 0 6822 0 226535 0 0 0 Part I, Line 7 The incentive pay is determined by the Executive Committee of the board based on the organization's ability to meet its broad set of goals including resident satisfaction, occupancy and financial condition. Form 990, Part VI, Section A, line 7a At least 25 percent of the directors of Living Branches, but no less than two of the directors, shall be approved by the Franconia Mennonite Conference of the Mennonite Church USA. Form 990, Part VI, Section B, line 11 The 990 is reviewed by the Chief Executive Officer and Chief Financial Officer upon completion by the tax preparers. The 990 is then presented to the Executive Committee of the Board of Directors. A copy of the return is provided to all board members prior to filing. Form 990, Part VI, Section B, line 12c The conflict of interest policy is reviewed and signed annually by all board members and officers. The Board chairman reviews the signed statements and handles any potential conflicts. Form 990, Part VI, Section B, line 15 An independent consulting firm was retained in the summer of 2009 to do a market study and make recommendations for the President/CEO and Executive Leadership Team members' compensation. The market study results were reviewed by the Executive Committee of the Board of Directors who proposed compensation that was approved by the Board of Directors. The positions that were studied and implemented were President/CEO, Executive Director(s), Chief Financial and Information Technology Officer, Chief Human Resources Officer, Chief Marketing and Public Relations Officer and Chief Special Projects and Integration Officer. Form 990, Part VI, Section C, line 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONLFICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, LINE 14 DOCUMENT RETENTION AND DESTRUCTION POLICY THE ORGANIZATION DOES NOT CURRENTLY HAVE A FORMAL, WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY IN PLACE. HOWEVER, THEY ARE CONSIDERING ADOPTING SUCH A POLICY IN THE FUTURE. HATFIELD MENNONITE HOME INC ROUTE 309 HATFIELD PA 19440 231429826 HEALTH CARE & HOUSING FOR THE ELDERLY PA 501(c)(3) Line 9 N/A DOCK ACRES INC 275 DOCK DRIVE LANSDALE PA 19446 232233514 HOUSING FOR THE ELDERLY PA 501(c)(3) Line 9 N/A SOUDERTON MENNONITE HOMES 207 WEST SUMMIT STREET SOUDERTON PA 18964 231433891 HEALTH CARE & HOUSING FOR THE ELDERLY PA 501(c)(3) Line 9 N/A DOCK MANOR INC 275 DOCK DRIVE LANSDALE PA 19446 232136450 LOW INCOME HOUSING FOR THE ELDERLY PA 501(c)(3) Line 9 N/A DOCK VILLAGE INC 100 COMMUNITY DRIVE LANSDALE PA 19446 232136449 LOW INCOME HOUSING TO QUALIFIED FAMILIES & INDIVIDUALS PA 501(c)(3) Line 9 N/A DOCK WOODS COMMUNITY FOUNDATION INC 275 DOCK DRIVE LANSDALE PA 19446 232637481 FUNDRAISING & SUPPORTING ORGANIZATION PA 501(c)(3) Line 11a, I N/A LIVING BRANCHES FOUNDATION 275 DOCK DRIVE lANSDAlE PA 19446 912113430 FUNDRAISING & SUPPORTING ORGANIZATION PA 501(c)(3) Line 11a, I N/A 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 DOCK MANOR INC K 69911 HATFIELD MENNONITE HOME INC K 868642 DOCK ACRES INC K 435070 DOCK VILLAGE INC K 70727 SOUDERTON MENNONITE HOMES K 279999 Dock ACRES INC J 47502