2025-09-26T00:27:16-05:00 2024-12-31 232108173 RKL LLP 102 PICKERING WAY STE 300 EXTON PA 19341 990 2024-01-01 236276101 MENNO-HAVEN INC MENN 7172621000 2011 SCOTLAND AVENUE CHAMBERSBURG PA 17201 RYAN FRITZ CFO 7172621000 2025-09-24 1 0 STEPHANIE E KANE CPA P01275157 4848742200 2025-09-24 2024 2025-03-06 01:10:19Z TIFFANY RIFE 2011 SCOTLAND AVENUE CHAMBERSBURG PA 17201 69261711 0 X WWW.MENNOHAVEN.ORG X 1964 PA OUR MISSION IS TO BE AN INNOVATIVE ORGANIZATION THAT NURTURES THE HUMAN SPIRIT, IS PASSIONATE ABOUT SERVICE, AND DEMONSTRATES GOD'S LOVE, ONE PERSON AT A TIME. 10 9 865 266 185501 0 1952189 1927178 55373638 59150351 2685206 3024940 1797527 1812079 61808560 65914548 24774 0 0 0 30948091 34253578 0 0 153921 37924957 37771520 68897822 72025098 -7089262 -6110550 211148938 208051715 185995489 185963558 25153449 22088157 X OUR MISSION IS TO BE AN INNOVATIVE ORGANIZATION THAT NURTURES THE HUMAN SPIRIT, IS PASSIONATE ABOUT SERVICE, AND DEMONSTRATES GOD'S LOVE, ONE PERSON AT A TIME. 0 0 26343619 25943748 MENNO HAVEN INC. OPERATES TWO LIFE PLAN COMMUNITIES IN CHAMBERSBURG, PA. THE BROOKVIEW CAMPUS HOUSES THE MENNO HAVEN REHABILITATION CENTER, A 44-BED, EXCLUSIVELY SHORT-TERM REHABILITATION CENTER. IT IS A MEDICARE LICENSED SKILLED NURSING FACILITY THAT PROVIDES STATE-OF-THE-ART REHABILITATION. IN ADDITION, THE BROOKVIEW COMMUNITY ALSO HAS A 56-BED BROOKVIEW HEALTH CARE CENTER. THE CHAMBERS POINTE CAMPUS OPERATES THE 60-BED CHAMBERS POINTE HEALTH CARE CENTER. EACH OF THESE FACILITIES OFFERS ROOM AND BOARD, NURSING CARE, MEDICAL AND REHABILITATION SERVICES, SOCIAL SERVICES, AND ACTIVITY PROGRAMS 14099876 13885853 MENNO HAVEN INC. OPERATES TWO LIFE PLAN COMMUNITIES IN CHAMBERSBURG, PA. EACH CAMPUS OPERATES LICENSED PERSONAL CARE AND RESIDENTIAL LIVING FACILITIES. THE BROOKVIEW CAMPUS OPERATES THE VILLAGE SQUARE PERSONAL CARE, WHICH HAS 105 UNITS IN SERVICE, AND PROVIDES ROOM AND BOARD, LIMITED NURSING CARE, AND MEDICAL AND REHABILITATION SERVICES ALONE WITH SOCIAL, WELLNESS, AND ACTIVITY PROGRAMS. THE CHAMBERS POINTE CAMPUS OPERATES TWO PERSONAL CARE FACILITIES. THE MANOR PERSONAL CARE, WHICH HAS 73 UNITS IN SERVICE, PROVIDES ROOM AND BOARD, LIMITED NURSING CARE, AND MEDICAL AND REHABILITATION SERVICES ALONG WITH SOCIAL, WELLNESS, AND ACTIVITY PROGRAMS. ADDITIONALLY, MENNO HAVEN'S TWO 12-BED MEMORY CARE HOMES OPERATE AT THE PERSONAL CARE LEVEL OF CARE IN THE HOUSEHOLD MODEL 17947996 17675562 MENNO HAVEN INC. OPERATES TWO LIFE PLAN COMMUNITIES IN CHAMBERSBURG, PA. EACH CAMPUS OPERATES A VARIETY OF INDEPENDENT LIVING ("IL") UNITS FOR INDIVIDUALS AND COUPLES WHO WISH TO MAINTAIN MORE INDEPENDENCE BUT DESIRE ACCESS TO THE FOLLOWING CONTINUING CARE SERVICES: EMERGENCY NURSE CALL, WELLNESS CHECKS, WELLNESS PROGRAMS, CULINARY SERVICES, GROUNDS, MAINTENANCE, AND TRANSPORTATION SERVICES AS WELL AS ACCESS TO THE OTHER LEVELS OF SERVICES PROVIDED AT MENNO HAVEN. THE BROOKVIEW CAMPUS HAS 85 IL VILLAS, 202 IL COTTAGES, AND 53 IL APARTMENTS. THE CHAMBERS POINTE CAMPUS HAS 112 IL COTTAGES AND 45 IL APARTMENTS. 3296241 3246207 MENNO HAVEN, INC. OPERATES HOME AND COMMUNITY BASED SERVICES, WHEREBY THE ORGANIZATION PROVIDES HOME CARE SERVICES TO INDEPENDENT LIVING RESIDENTS AND THOSE SENIORS WHO ARE LOCAL TO THE COMMUNITY WHERE THEY CAN ACCESS THE SERVICES 3296241 3246207 61687732 1 1 0 1 0 0 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 57 0 1 865 1 1 1 0 0 0 0 0 0 1 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA MD X RYAN FRITZ CFO 7172621002 300 RIDGEVIEW LAN CHAMBERSBURG PA 17201 SUZANNE TRINH CHAIR 1.41 0.00 X X 0 0 0 MATTHEW NOLT VICE-CHAIR 0.81 0.00 X X 0 0 0 CAROLYN GEORGE ASST. SECRETARY/TREASURER 1.15 0.00 X X 0 0 0 CHARLENE GINRICH SECRETARY 0.80 0.00 X X 0 0 0 PATRICK O'DONNELL TREASURER 1.08 0.00 X X 0 0 0 LYNN MACBRIDE BOARD MEMBER 0.53 0.00 X 0 0 0 RONALD GIPE BOARD MEMBER 1.02 0.00 X 0 0 0 TODD PETERSON BOARD MEMBER 0.56 0.00 X 0 0 0 ANTHONY WILLIAMS BOARD MEMBER 0.76 0.00 X 0 0 0 PAULA WARNER RESIDENT BOARD MEMBER 0.69 0.00 X 0 0 0 TIFFANY RIFE CEO 40.00 0.00 X 286303 0 22718 CHARLES NELSON CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 195231 0 21047 ROGER BEINS COO 40.00 0.00 X 183473 0 28055 RYAN FRITZ CFO 40.00 0.00 X 203065 0 21615 DENISE INGRAM VICE PRESIDENT COMMUNITY LIVING 40.00 0.00 X 171247 0 15713 ROSALYN BURKE ADMINISTRATOR BVHC 40.00 0.00 X 142952 0 27223 JULIE MILLER REGISTERED NURSE 40.00 0.00 X 140187 0 8556 ANDREW DIEHL ADMINISTRATOR REHAB 40.00 0.00 X 135370 0 15052 JESSICA BOWLIN ADMINISTRATOR CPHC 40.00 0.00 X 136455 0 16189 CHRISTINA COOVER REGISTERED NURSE 40.00 0.00 X 124121 0 14852 1718404 0 191020 29 0 1 0 SELECT REHABILITATION LLC PO BOX 71985 CHICAGO IL 606941985 MEDICAL SERVICES 1199544 MYERS & SONS INC JOHN H PO BOX 782658 PHILADELPHIA PA 19178 CONSTRUCTION SERVICES 356474 WAYNESBORO CONSTRUCTION CO INC PO BOX 229 WAYNESBORO PA 17268 CONSTRUCTION SERVICES 326303 PROMINENT MEDICAL STAFFING INC 5435 JONESTOWN ROAD HARRISBURG PA 17112 STAFFING SERVICES 271029 WADELS CARPET 123 KAUFFMAN ROAD EAST CHAMBERSBURG PA 17202 CONSTRUCTION SERVICES 227811 7 1927178 40338 1927178 NURSING & PERSONAL CARE 623000 59150351 59131821 18530 59150351 1946257 1946257 213525 21544 191981 191981 191981 4347448 8932 3277697 0 1069751 8932 1078683 1078683 25853 0 25853 25853 47628 47922 -294 -294 MEALS 900099 1291285 1124314 166971 HAIR CARE 900099 159695 159695 MISCELLANEOUS INCOME 900099 143559 143559 1594539 65914548 60751370 185501 3050499 996072 996072 26065716 22459559 3546084 60073 554424 361579 189794 3051 4655356 3949904 704138 1314 1982010 1654485 322600 4925 4823 4823 227745 227745 3530788 2413184 1109227 8377 294115 150 292475 1490 1610145 1348731 250954 10460 1011044 1234 994866 14944 4758070 4758070 330369 307455 22516 398 50517 10305 40212 6113842 6113842 9921335 9921335 656420 57673 598747 MEDICAL EXPENSES 4844434 4681045 163389 MEALS AND ENTERTAINMENT 2738225 2738225 MISCELLANEOUS EXPENSE 1347125 814585 483651 48889 EMPLOYEE APPRECIATION 236152 236152 96371 96371 72025098 61687732 10183445 153921 3710 3611 2698287 1410817 340057 187738 2324476 2369356 270831 243826 1355629 1463840 254285118 114788836 142281593 139496282 58798023 48712277 3076332 14163968 211148938 208051715 5829172 5025800 48374766 51034227 121609090 119828078 733634 484962 1671500 1868500 7777327 7721991 185995489 185963558 X 17097582 12888929 8055867 9199228 25153449 22088157 211148938 208051715 X -6110550 2913576 131682 X 0 1 X 1 0 X 4273486 9972470 1419260 1952189 1927178 19544583 45113093 46499116 51754663 55373638 59131821 257872331 73481 73481 49386579 56471586 53173923 57325827 61132480 277490395 28782 18318 5000 18953 71053 0 28782 18318 5000 18953 71053 277419342 1219247 1549138 1674961 2182338 1946257 8571941 1219247 1549138 1674961 2182338 1946257 8571941 722183 999220 1050663 1561262 1594539 5927867 51328009 59019944 55899547 61069427 64673276 291990203 0.95010 0.95340 0.02940 0.02800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 620 620 0 PART II-B, LINE 1, LOBBYING ACTIVITIES: MENNO-HAVEN INC PAYS DUES TO LEADINGAGE AND LEADINGAGE PA WHICH ADVOCATE FOR NURSING HOMES AND OTHER CARE FACILITIES FOR THE AGED. SMALL PORTIONS OF THE DUES TO LEADINGAGE AND LEADINGAGE PA ARE USED FOR LOBBYING EXPENSES. 0 1 X 6983411 1139486 509300 7613597 6018421 1224290 259300 6983411 8426506 220958 -1629043 1000000 6018421 6459053 120731 2509863 663141 8426506 6979829 254382 560646 1335804 6459053 0.00000 0.40000 0.60000 1 0 4765900 4765900 168376003 68312501 100063502 53557288 28210282 25347006 27585927 18266053 9319874 139496282 ASSETS HELD UNDER BOND INDENTURE 7645323 PERPETUAL TRUSTS 3022081 BENEFICIAL INTEREST IN ANNUITIES 160462 CAPITAL CAMPAIGN FUNDS 449377 OTHER ASSETS 2886725 14163968 REFUNDABLE ENTRANCE FEES 7132645 RESIDENT AND EMPLOYEE FUNDS 479221 GIFT ANNUITIES 110125 7721991 X 68752422 2913576 160975 3074551 65677871 227745 8932 236677 65914548 71817714 20361 20361 71797353 227745 227745 72025098 PART IV, LINE 2B: THE ORGANIZATION IS THE REP PAYEE FOR TWO RESIDENTS WHOSE SOCIAL SECURITY FUNDS ARE DEPOSITED INTO THE ACCOUNT. THE ORGANIZATION ALSO HOLDS SMALL GUEST FUNDS, INTO WHICH FAMILIES CAN PUT SMALL ALLOWANCES TO BE HELD FOR FUTURE USE ONCE THE RESIDENT NEEDS MORE RESTRICTIVE LEVELS OF CARE. THE RESIDENTS THEN WITHDRAW THE FUNDS AS NEEDED. THERE ARE ALSO ESCROW ACCOUNT LIABILITIES THAT ARE DEPOSITS WHICH ARE RECEIVED ON INDEPENDENT LIVING CONTRACTS FOR RESIDENTS WHO HAVE NOT YET MOVED IN. PART V, LINE 4: ENDOWMENT FUNDS ARE MAINTAINED FOR THE BENEFIT OF OUR RESIDENTS PART X, LINE 2: THE CORPORATION FOLLOWS THE STANDARDS FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ACCORDING TO THE PRINCIPLES OF FASB ASC 740, INCOME TAXES, WHICH PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IT REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE CORPORATION, INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE CORPORATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE CORPORATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE DECEMBER 31, 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 21,544. GAMING EXPENSES 7,749. CHANGES IN PERPETUAL TRUSTS AND ANNUITIES 131,682. PART XI, LINE 4B - OTHER ADJUSTMENTS: GAIN ON SALE OF ASSET 8,932. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 21,544. GAMING EXPENSES 7,749. GAIN OF SALE OF ASSET -8,932. N/A 47628 32329 15593 1 0.60000 47628 32329 15593 47922 -294 PA 1 0 0 0 1.00000 0.00000 DIANA NAZARIO 115 N FAYETTE STREET SHIPPENSBURG PA 17257 0 DIANA NAZARIO DIANA NAZARIO, AS MANAGER OF THE SENIOR CENTER AT MENNO-HAVEN, WOULD HAVE MANAGEMENT OF GAMING ACTIVITIES AS PART OF HER JOB DUTIES. HER COMPENSATION ABOVE REFLECTS HER TOTAL COMPENSATION, NOT STRICTLY HER COMPENSATION AS GAMING MANAGER. X 0 SCHEDULE G, PART II, FUNDRAISING EVENTS NO EVENT GROSSED $5,000 OR MORE INDIVIDUALLY. X X X 0 0 0 0 0 0 0 1 0 TIFFANY RIFE CEO 238683 0 47000 0 620 0 13738 0 8980 0 309021 0 0 0 RYAN FRITZ CFO 187915 0 15000 0 150 0 6774 0 14841 0 224680 0 0 0 CHARLES NELSON CHIEF DEVELOPMENT OFFICER 178311 0 15250 0 1670 0 20864 0 183 0 216278 0 0 0 ROGER BEINS COO 167753 0 15000 0 720 0 8884 0 19171 0 211528 0 0 0 DENISE INGRAM VICE PRESIDENT COMMUNITY LIVING 146789 0 23813 0 645 0 6712 0 9001 0 186960 0 0 0 ROSALYN BURKE ADMINISTRATOR BVHC 137267 0 5000 0 685 0 7493 0 19730 0 170175 0 0 0 JESSICA BOWLIN ADMINISTRATOR CPHC 128704 0 7401 0 350 0 99 0 16090 0 152644 0 0 0 ANDREW DIEHL ADMINISTRATOR REHAB 129535 0 5000 0 835 0 6460 0 8592 0 150422 0 0 0 PART I, LINE 7: THE ORGANIZATION HAS AN INCENTIVE PLAN AVAILABLE FOR EXECUTIVE OVERALL PERFORMANCE ON SUPERVISED BUSINESS UNITS AND OVERALL PERFORMANCE OF ON OVERALL ORGANIZATIONAL BUDGET AND FINANCIAL PERFORMANCE AS APPROVED BY PERFORMANCE SCORE FOR THE YEAR. MANAGEMENT-LEVEL EMPLOYEES. INCENTIVES ARE BASED ON THE INDIVIDUAL'S GOALS. THE INCENTIVE PERCENTAGE OF BASE SALARY IS DECIDED BY THE CEO BASED THE BOARD. THE INCENTIVE IS THEN CALCULATED BASED ON THE INDIVIDUAL'S PERFORMENCE SCORE FOR THE YEAR. A FRANKLIN COUNTY INDUSTRIAL DEVELOPMENT 232261213 2018-09-01 102460808 REFUND PRIOR YEAR BONDS, CONSTRUCTION 0 0 0 B FRANKLIN COUNTY INDUSTRIAL DEVELOPMENT 232261213 2019-09-04 27462488 CONSTRUCTION, FUNISHING & EQUIPMENT 0 0 0 A 6430000 102460808 6156250 2830342 1644160 48402556 43427500 2020 1 0 1 1 B 810000 27462488 1475000 1516929 536742 23575274 358543 2021 0 0 1 1 A 0 1 1 1 0 0.00000 0.00000 0.00000 0 0 1 B 0 1 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 A 1 B 1 SUZANNE TRINH BOARD MEMBER OF MEN 261680 ZULLINGER-D 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: SUZANNE TRINH(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: BOARD MEMBER OF MENNO-HAVEN AND 100% OWNER OF ZULLINGER-DAVIS-TRINH, P.C.(C) AMOUNT OF TRANSACTION $ 261680(D) DESCRIPTION OF TRANSACTION: ZULLINGER-DAVIS-TRINH,P.C. WAS USED IN A REAL ESTATE TRANSACTION. ALL TRANSACTIONS ARE AT ARM'S LENGTH.(E) SHARING OF ORGANIZATION REVENUES? = NO X 3 37800 KELLY BLUE BOOK 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B INTERNAL FINANCE PERSONNEL PERFORM AN INITIAL REVIEW OF THE FORM 990. ONCE THE DRAFT IS SHARED WITH THE CEO, THE FORM IS PROVIDED TO THE FINANCE COMMITTEE FOR REVIEW. DURING A FINANCE COMMITTEE MEETING, MANAGEMENT RESPONDS TO ANY QUESTIONS FROM THE COMMITTEE. THE 990 DRAFT IS THEN MADE AVAILABLE TO THE FULL BOARD AS AN AGENDA ITEM DURING A FULL BOARD MEETING. NOTE THE BOARD REVIEWS THE FORM 990 RATHER THAN "APPROVES" IT AS THE FILING OF THE FORM 990 IS CONSIDERED A MANAGEMENT RESPONSIBILITY. THE FORM 990 IS THEN FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND CORPORATE OFFICERS ARE AMONG THOSE WHO SIGN AN ANNUAL CONFLICT OF INTEREST FORM. THE FORMS ARE REVIEWED BY THE SECRETARY OF THE BOARD AND ANY DISCLOSED CONFLICTS ARE DISCUSSED WITH THE EXECUTIVE COMMITTEE OR APPROPRIATE OFFICERS OF THE GOVERNING BODY. FAMILY AND BUSINESS RELATIONSHIPS ARE EXPRESSLY MENTIONED IN THE CONFLICT OF INTEREST POLICY AS SOURCES OF POTENTIAL CONFLICTS. IF A CONFLICT IS DISCLOSED, THE INTERESTED PARTY MAY NOT PARTICIPATE IN CONSIDERATION OR DISCUSSION OF THE PROPOSED TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CEO, EXECUTIVE DIRECTOR, AND TOP MANAGEMENT OFFICIALS IS DETERMINED BY A COMPENSATION SURVEY OR STUDY USING PRIMARILY THE LEADING AGE AGENCY WAGE SURVEY OF SIMILAR SIZE FACILITIES. LEADING AGE IS AN ASSOCIATION OF NONPROFIT SENIOR SERVICES IN THE STATE OF PENNSYLVANIA. THE EXECUTIVE COMMITTEE OF THE BOARD ALSO HAS THE LIBERTY TO UTILIZE OTHER SURVEYS OF SIMILAR OPERATIONS IF THEY CHOOSE TO DO SO. COMPENSATION RANGES FOR OTHER OFFICERS AND KEY EMPLOYEES ARE DETERMINED BY A COMPENSATION SURVEY USING THE LEADING AGE PARENT AGENCY WAGE SURVEY. DISCRETION AS TO WHERE THESE EMPLOYEES FALL IN THE APPROPRIATE RANGE IS DETERMINED BY THE EMPLOYEE'S EXPERIENCE AND KNOWLEDGE AND IS DETERMINED BY EACH EMPLOYEE'S SENIOR MANAGER. 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 AT ITS ADMINISTRATIVE OFFICES LOCATED AT 2011 SCOTLAND AVE, CHAMBERSBURG, PA 17201. FORM 990, PART XI, LINE 9: CHANGE IN BENEIFICIAL INTEREST ANNUITY 3,624. CHANGE IN VALUE OF PERPETUAL TRUSTS 128,058.