HATFIELD MENNONITE HOME: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HATFIELD MENNONITE HOME (EIN 23-1429826)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-28
- IRS object ID
- 202641189349301119
- Schema version
- 2024v5.5
- 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 K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-28T09:15:09-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | 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 | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231429826 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HATFIELD MENNONITE HOME INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HATF | BusinessNameControlTxt |
| Phone | 2155652416 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ROUTE 309 | AddressLine1Txt |
| City | HATFIELD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19440 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN D MYERS | PersonNm |
| Person Title | CHIEF FINANCIAL & TECH OFFICER | PersonTitleTxt |
| Phone | 2155652416 | PhoneNum |
| Signature | 2026-04-27 | 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 | 2026-04-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | EDWARD D BRUBAKER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ROUTE 309 | AddressLine1Txt |
| City | HATFIELD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19440 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $28,462,952 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LIVINGBRANCHES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1942 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | HEALTH CARE AND HOUSING FOR THE ELDERLY | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 508 | TotalEmployeeCnt |
| Total Volunteers | 53 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $598,165 | PYContributionsGrantsAmt |
| CY Contributions Grants | $496,864 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,905,693 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $23,997,321 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,002 | PYInvestmentIncomeAmt |
| CY Investment Income | $811,974 | CYInvestmentIncomeAmt |
| PY Other Revenue | $996,006 | PYOtherRevenueAmt |
| CY Other Revenue | $1,052,682 | CYOtherRevenueAmt |
| PY Total Revenue | $21,501,866 | PYTotalRevenueAmt |
| CY Total Revenue | $26,358,841 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,675 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,348 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,553,488 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,069,734 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,410,064 | PYOtherExpensesAmt |
| CY Other Expenses | $10,350,579 | CYOtherExpensesAmt |
| PY Total Expenses | $22,969,227 | PYTotalExpensesAmt |
| CY Total Expenses | $25,422,661 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,467,361 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $936,180 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $42,631,958 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,881,909 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,857,698 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,822,979 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $25,774,260 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,058,930 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TOGETHER WE EMPOWER OLDER ADULTS AND FAMILIES TO LEAD LIVES OF PURPOSE AND JOY, GUIDED BY THE MENNONITE TRADITION OF CARE AND SERVICE TO OTHERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $21,269,070 | ExpenseAmt |
| Grant | $2,348 | GrantAmt |
| Revenue | $23,997,321 | RevenueAmt |
| Desc | HATFIELD MENNONITE HOME PROVIDES NON-PROFIT HOUSING AND SERVICES DESIGNED TO MEET THE PHYSICAL, EMOTIONAL, MENTAL, SOCIAL, AND SPIRITUAL NEEDS OF THE SENIOR ADULTS IT SERVES. HATFIELD MENNONITE HOME HELPS SENIOR ADULTS FOSTER HEALTH, SECURITY, AND HAPPINESS, EMPOWERING THEM TO FIND PURPOSE AND JOY.THE ORGANIZATION ACCOMPLISHES THIS MISSION BY PROVIDING HOUSING, NURSING, REHABILITATION, LIFE ENRICHMENT, AND OTHER RELATED SERVICES TO ITS COMMUNITY MEMBERS. IT OPERATES A 57-BED SKILLED NURSING COMMUNITY (DOCK TERRACE), A 55-UNIT PERSONAL CARE COMMUNITY (THE WILLOWS OF LIVING BRANCHES), A 47-UNIT PERSONAL CARE COMMUNITY (OAKWOOD COURT) AND A 26-BED PERSONAL CARE COMMUNITY FOR INDIVIDUALS LIVING WITH DEMENTIA (SERENATA). FOR THE FISCAL YEAR ENDING JUNE 30, 2025, 338 INDIVIDUALS RECEIVED A COMBINED TOTAL OF 68,796 DAYS OF MEDICAL CARE. OF THAT GROUP, 46 RECEIVED FINANCIAL ASSISTANCE FROM MEDICAID OR COMMUNITY-FUNDED BENEVOLENT CARE, WHICH AIDS RESIDENTS WHOSE RESOURCES ARE NOT SUFFICIENT TO COVER THE FULL COST OF THEIR CARE DESPITE PRUDENT FINANCIAL STEWARDSHIP. THE TOTAL COST OF UNFUNDED AND BENEVOLENT CARE FOR FISCAL YEAR 2025 WAS $2,451,891.THE ORGANIZATION SERVES THE BROADER COMMUNITY BY PROVIDING EDUCATIONAL AND SERVICE OPPORTUNITIES FOR LOCAL STUDENTS. AS A PUBLIC SERVICE, HATFIELD MENNONITE HOME IS A CLINICAL TRAINING SITE FOR A LOCAL COLLEGE NURSING PROGRAM AND FOR THE PUBLIC VOCATIONAL SCHOOL'S HEALTH CARE PROGRAM. | Desc |
| Total Program Service Expenses | $21,269,070 | 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 | 0 | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 508 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | 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 | STEVEN D MYERS CHIEF FINANCIAL | PersonNm |
| Phone | 2153684438 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 242 WEST RELIANCE ROAD | AddressLine1Txt |
| City | SOUDERTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18964 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| JOHN W DUERKSEN | |||||||||
| CHAIR | 0.10 | 0.60 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOSHUA J MEYER | |||||||||
| VICE CHAIR | 0.10 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| L BRENT KOLB | |||||||||
| TREASURER | 0.10 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WENDELL J WEAVER | |||||||||
| SECRETARY | 0.10 | 0.60 | Yes (X) | $0 | $0 | $0 | |||
| J TODD ALDERFER MD | |||||||||
| DIRECTOR | 0.10 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| LUKE J BERGEY | |||||||||
| DIRECTOR | 0.10 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ZACHARIAH C DERSTINE | |||||||||
| DIRECTOR | 0.10 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| J OLIVER GINGRICH ESQ | |||||||||
| DIRECTOR | 0.10 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| BRYAN K HUNSBERGER | |||||||||
| DIRECTOR | 0.10 | 0.60 | Yes (X) | $0 | $0 | $0 | |||
| AMY KOLB | |||||||||
| DIRECTOR | 0.10 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JANE L RUTH | |||||||||
| DIRECTOR | 0.10 | 0.60 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD D BRUBAKER | |||||||||
| PRESIDENT & CEO | 5.00 | 35.00 | Yes (X) | $0 | $379,488 | $50,582 | |||
| STEVEN D MYERS | |||||||||
| CHIEF FINANCIAL & TECH OFF | 5.00 | 35.00 | Yes (X) | $0 | $236,268 | $33,751 | |||
| MONIQUE COLE | |||||||||
| EXECUTIVE DIRECTOR-SMH & W | 5.00 | 35.00 | $0 | $197,526 | $29,936 | Yes (X) | |||
| LORI SELL | |||||||||
| REGISTERED NURSE | 40.00 | $0 | $198,144 | $15,758 | Yes (X) | ||||
| NAOMI HAWKINS | |||||||||
| ASSIST. DIR. - HEALTH CARE | 40.00 | $0 | $104,069 | $26,569 | Yes (X) | ||||
| TAYLOR MIRARCHI | |||||||||
| REGISTERED NURSE | 40.00 | $0 | $135,544 | $20,598 | Yes (X) | ||||
| KELLY COHEN | |||||||||
| RN SUPERVISOR | 40.00 | $0 | $106,403 | $3,611 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,357,442 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $180,805 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BENCHMARK CONSTRUCTION COMPANY INC | |||||
| PO BOX 806 | BROWNSTOWN | PA | 17508 | CONSTRUCTION | $3,662,205 |
| UNIDINE LIFESTYLES | |||||
| PO BOX 102289 | ATLANTA | GA | 303682289 | DINING SERVICES | $1,539,276 |
| SELECT REHABILITATION LLC | |||||
| PO BOX 71985 | CHICAGO | IL | 60694 | THERAPY | $620,888 |
| RLPS ARCHITECTS | |||||
| 250 VALLEYBROOK DRIVE | LANCASTER | PA | 17601 | ARCHITECT | $235,745 |
| ENAMORED CLEANING | |||||
| 721 SKIPPACK PIKE SUITE 122 | BLUE BELL | PA | 19422 | CLEANING SERVICES | $170,654 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $496,864 | RelatedOrganizationsAmt |
| Total Contributions | $496,864 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROOM, BOARD & ENTRANCE FEES | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $23,997,321 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,997,321 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $23,997,321 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $479,398 | TotalRevenueColumnAmt |
| Exclusion | $479,398 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,800 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,800 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,800 | TotalRevenueColumnAmt |
| Exclusion | $8,800 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,318,674 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,986,098 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $332,576 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $332,576 | TotalRevenueColumnAmt |
| Exclusion | $332,576 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $118,974 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $118,013 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $961 | TotalRevenueColumnAmt |
| Exclusion | $961 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| EMPLOYEE & GUEST MEALS | 900099 | $930,933 | $930,933 |
| CHILDCARE INCOME | 624410 | $33,900 | $33,900 |
| TRANSPORTATION | 480000 | $29,519 | $29,519 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,569 | TotalRevenueColumnAmt |
| Exclusion | $48,569 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,042,921 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,358,841 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,997,321 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,864,656 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,348 | TotalAmt |
| Program Services | $2,348 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,124,336 | TotalAmt |
| Program Services | $10,810,069 | ProgramServicesAmt |
| Management And General | $1,314,267 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $479,542 | TotalAmt |
| Program Services | $464,930 | ProgramServicesAmt |
| Management And General | $14,612 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,571,185 | TotalAmt |
| Program Services | $1,358,326 | ProgramServicesAmt |
| Management And General | $212,859 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $894,671 | TotalAmt |
| Program Services | $797,391 | ProgramServicesAmt |
| Management And General | $97,280 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,445,764 | TotalAmt |
| Management And General | $1,445,764 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,909 | TotalAmt |
| Management And General | $79,909 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,136 | TotalAmt |
| Management And General | $74,136 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,787 | TotalAmt |
| Management And General | $1,787 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,694 | TotalAmt |
| Management And General | $98,694 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,925,637 | TotalAmt |
| Program Services | $1,613,302 | ProgramServicesAmt |
| Management And General | $312,335 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,920 | TotalAmt |
| Management And General | $106,920 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $677,550 | TotalAmt |
| Program Services | $538,606 | ProgramServicesAmt |
| Management And General | $138,944 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,911 | TotalAmt |
| Program Services | $42,855 | ProgramServicesAmt |
| Management And General | $136,056 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $953,405 | TotalAmt |
| Program Services | $953,405 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,313 | TotalAmt |
| Program Services | $12,313 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,625 | TotalAmt |
| Management And General | $24,625 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $589,310 | TotalAmt |
| Program Services | $589,310 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,920,515 | TotalAmt |
| Program Services | $1,920,515 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,804 | TotalAmt |
| Program Services | $105,804 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| DIETARY EXPENSE | $1,394,517 | $1,394,517 |
| MEDICAL SUPPLIES | $325,408 | $325,408 |
| NURSING HOME ASSESSMENT | $196,544 | $196,544 |
| BED DAYS TERRACE | $80,756 | $80,756 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,074 | TotalAmt |
| Program Services | $62,671 | ProgramServicesAmt |
| Management And General | $95,403 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,422,661 | TotalAmt |
| Program Services | $21,269,070 | ProgramServicesAmt |
| Management And General | $4,153,591 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $763 | BOYAmt |
| EOY | $763 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $358,632 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $955,121 | BOYAmt |
| EOY | $784,192 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,817 | BOYAmt |
| EOY | $85,727 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $54,081,794 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,590,048 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,528,883 | BOYAmt |
| EOY | $31,491,746 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,221,750 | BOYAmt |
| EOY | $12,439,198 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $823,624 | BOYAmt |
| EOY | $721,651 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,631,958 | BOYAmt |
| EOY | $45,881,909 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,821,370 | BOYAmt |
| EOY | $1,860,428 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,191,791 | BOYAmt |
| EOY | $16,239,838 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $844,537 | BOYAmt |
| EOY | $722,713 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,857,698 | BOYAmt |
| EOY | $18,822,979 | 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 | $25,774,260 | BOYAmt |
| EOY | $27,058,930 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,774,260 | BOYAmt |
| EOY | $27,058,930 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,631,958 | BOYAmt |
| EOY | $45,881,909 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $936,180 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $348,490 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $960,148 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,331,627 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,318,547 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $598,165 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $496,864 | CurrentTaxYearAmt |
| Total | $5,705,351 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,010,529 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,953,931 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,513,112 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,905,693 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,997,321 | CurrentTaxYearAmt |
| Total | $95,380,586 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $728,720 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $807,945 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $891,914 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $949,679 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $980,106 | CurrentTaxYearAmt |
| Total | $4,358,364 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,699,397 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,093,503 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,723,573 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,453,537 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,474,291 | CurrentTaxYearAmt |
| Total | $105,444,301 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $105,444,301 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $369,845 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $369,146 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $372,867 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $444,394 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $488,198 | CurrentTaxYearAmt |
| Total | $2,044,450 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $369,845 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $369,146 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $372,867 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $444,394 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $488,198 | CurrentTaxYearAmt |
| Total | $2,044,450 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,713 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,347 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,253 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,146 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,815 | CurrentTaxYearAmt |
| Total | $271,274 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,110,955 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,527,996 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,135,693 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,960,077 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,025,304 | CurrentTaxYearAmt |
| Total | $107,760,025 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97850 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97810 | PublicSupportPY509Pct |
| Investment Income CY | 0.01900 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01920 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME - 2020 AMOUNT: $ 225. 2021 AMOUNT: $ 909. 2022 AMOUNT: $ 136. 2023 AMOUNT: $ 22,054. 2024 AMOUNT: $ 28,855. LAUNDRY INCOME - 2020 AMOUNT: $ 7,632. 2021 AMOUNT: $ 7,048. 2022 AMOUNT: $ 7,336. 2023 AMOUNT: $ 7,760. CHILDCARE INCOME - 2020 AMOUNT: $ 32,475. 2021 AMOUNT: $ 33,675. 2022 AMOUNT: $ 31,075. 2023 AMOUNT: $ 31,407. 2024 AMOUNT: $ 33,900. SECURITY AND MAINTENANCE - 2020 AMOUNT: $ 1,381. 2021 AMOUNT: $ 23,715. 2022 AMOUNT: $ 706. 2023 AMOUNT: $ 925. 2024 AMOUNT: $ 60. | 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 | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| 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 | $1,787 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $1,787 | 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 | THE ORGANIZATION PAYS DUES TO LEADING AGE AND LEADING AGE PA, ORGANIZATIONS WHICH ADVOCATE FOR SENIOR CITIZENS. A PORTION OF DUES PAID IS ALLOCATED TO LOBBYING EXPENSES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $354,371 | OtherCostOrOtherBasisAmt |
| Book Value | $354,371 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $44,195,493 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,565,496 | DepreciationAmt |
| Book Value | $26,629,997 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,452,951 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,024,552 | DepreciationAmt |
| Book Value | $4,428,399 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $78,979 | OtherCostOrOtherBasisAmt |
| Book Value | $78,979 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $31,491,746 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATES | $721,652 |
| REFUNDABLE FEES AND DEPOSITS | $1,061 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $722,713 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $26,720,608 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $348,490 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$104,736 | OtherRevenueAmt |
| Revenue Not Reported | $243,754 | RevenueNotReportedAmt |
| Revenue Subtotal | $26,476,854 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$118,013 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$118,013 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $26,358,841 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $25,435,938 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $118,013 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $118,013 | ExpensesNotReportedAmt |
| Expenses Subtotal | $25,317,925 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $104,736 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $104,736 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $25,422,661 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | GRANTS TO OTHER ORGANIZATIONS AND INDIVIDUALS -6,042. INVESTMENT FEES -98,694. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -118,013. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 118,013. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS TO OTHER ORGANIZATIONS AND INDIVIDUALS 6,042. INVESTMENT FEES 98,694. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PROVIDES GRANTS AND ASSISTANCE TO RELATED TAX-EXEMPT ORGANIZATIONS. ALL FINANCIAL TRANSACTIONS ARE CENTRALIZED AND EXISTING INTERNAL CONTROLS ASSURE THAT ALL FUND TRANSFERS ARE PROPERLY UTILIZED. CONTRIBUTIONS TO OTHER ORGANIZATIONS ARE ONLY PROVIDED TO KNOWN NON-PROFITS. THE ORGANIZATION SUPPORTS LOCAL CHARITIES AND DOES NOT MONITOR THE FUNDS AFTER THEY ARE DISBURSED. NO CONTRIBUTIONS WERE MADE TO OTHER NON-PROFITS DURING THE FISCAL YEAR. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EDWARD D BRUBAKER | ||||||||||||||
| PRESIDENT & CEO | $0 | $319,599 | $0 | $59,889 | $0 | $0 | $0 | $23,199 | $0 | $27,383 | $0 | $430,070 | $0 | $0 |
| STEVEN D MYERS | ||||||||||||||
| CHIEF FINANCIAL & TECH OFF | $0 | $211,014 | $0 | $25,254 | $0 | $0 | $0 | $18,177 | $0 | $15,574 | $0 | $270,019 | $0 | $0 |
| MONIQUE COLE | ||||||||||||||
| EXECUTIVE DIRECTOR-SMH & W | $0 | $176,823 | $0 | $20,703 | $0 | $0 | $0 | $15,734 | $0 | $14,202 | $0 | $227,462 | $0 | $0 |
| LORI SELL | ||||||||||||||
| REGISTERED NURSE | $0 | $195,530 | $0 | $2,614 | $0 | $0 | $0 | $15,758 | $0 | $0 | $0 | $213,902 | $0 | $0 |
| TAYLOR MIRARCHI | ||||||||||||||
| REGISTERED NURSE | $0 | $133,652 | $0 | $1,892 | $0 | $0 | $0 | $10,234 | $0 | $10,364 | $0 | $156,142 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | OFFICERS AND KEY EMPLOYEES ARE PAID BY A RELATED ORGANIZATION. COMPENSATION IS DETERMINED BY A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEYS OR STUDIES, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| NATIONAL FINANCE AUTHORITY SERIES B | |||||||
| A | 521304598 | 2023-01-09 | $14,272,821 | CONSTRUCTION PROJECTS | 0 | Yes (1) | 0 |
| NATIONAL FINANCE AUTHORITY SERIES A | |||||||
| B | 521304598 | 2023-01-09 | $2,487,566 | REFINANCING OF PRIOR DEBT | 0 | Yes (1) | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | UnspentUnspentAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|
| A | $14,272,821 | $341,763 | $11,206,779 | $2,724,279 | 0 | 0 | Yes (1) | Yes (1) | |
| B | $2,487,566 | $2,487,566 | Yes (1) | 0 | Yes (1) | Yes (1) | 2023 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FULTON BANK | ||||||||||||
| A | 0 | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 14.000000000000 | 0 | 0 | 0 | 0 | 0 |
| FULTON BANK | ||||||||||||
| B | 0 | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 14.000000000000 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART III, LINE 9: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS CONSCIENTIOUS IN ITS HANDLING OF THE BOND ISSUE PROCEEDS AND FOLLOWS ALL SAFE HARBOR REGULATIONS. THE ORGANIZATION UNDERSTANDS THE WRITTEN BOND PROCEDURE REQUIREMENTS AND IS IN THE PROCESS OF ESTABLISHING WRITTEN POLICIES THAT REFLECT THEIR ADHERENCE TO IRS RULES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BRENT AND AMY KOLB HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 3 | LIVING BRANCHES, A RELATED TAX-EXEMPT ORGANIZATION, PROVIDES MANAGEMENT SERVICES TO THIS ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF THE ORGANIZATION IS LIVING BRANCHES, A RELATED TAX-EXEMPT ENTITY. |
| FORM 990, PART VI, SECTION A, LINE 7A | LIVING BRANCHES, AS THE SOLE MEMBER, HAS THE RIGHT TO APPOINT AND REMOVE THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | LIVING BRANCHES, AS THE SOLE MEMBER, HAS THE RIGHT TO AMEND THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 WILL BE 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 | LIVING BRANCHES, THE PARENT ORGANIZATION, HAS A WRITTEN CONFLICT OF INTEREST POLICY BY WHICH ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES OF ITS AFFILIATES MUST ABIDE. THE CONFLICT OF INTEREST POLICY IS REVIEWED AND SIGNED ANNUALLY BY ALL BOARD MEMBERS AND OFFICERS. THE BOARD CHAIRMAN REVIEWS THE SIGNED STATEMENTS AND OVERSEES THE PROCEDURES FOR ENSURING ANY POTENTIAL CONFLICTS ARE RESOLVED ACCORDING TO THE WRITTEN POLICY. ANY INTERESTED PARTY TO A CONFLICT WILL REMOVE HIM OR HERSELF FROM ANY DISCUSSIONS AND/OR DECISIONS BASED ON THE CONFLICT. THE CONFLICT POLICY SPECIFICALLY STATES THAT FAMILY AND/OR BUSINESS RELATIONSHIPS WITH OTHER BOARD MEMBERS MAY CONSTITUTE A POTENTIAL OR ACTUAL CONFLICT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PAGE 5, PART V, LINE 2A | THE FILING ENTITY IS AN AFFILIATE IN A GROUP OF WHICH LIVING BRANCHES (EIN 23-2125481) IS CONSIDERED A COMMON PAY AGENT FOR W-2 REPORTING. LIVING BRANCHES REPORTS ALL EMPLOYEES ON ITS FORM W-3, HOWEVER, EACH AFFILIATE HAS EMPLOYEES ALLOCATED TO THAT ENTITY. PER IRS INSTRUCTIONS, EMPLOYEES LISTED ON PART V, LINE 2A ARE THOSE WHO HAVE BEEN DEEMED TO BE EMPLOYEES OF THIS ORGANIZATION. HATFIELD MENNONITE HOME, INC. DOES NOT, HOWEVER, REPORT THESE EMPLOYEES ON A SEPARATE W-3 UNDER ITS OWN EIN. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LIVING BRANCHES | |||||||||||
| 242 WEST RELIANCE ROAD | SOUDERTON | PA | 18964 | 232125481 | MANAGEMENT SERVICES FOR RELATED TAX-EXEMPT ORGANIZATIONS | PA | 501(C)(3) | LINE 10 | N/A | 0 | |
| DOCK ACRES INC | |||||||||||
| 275 DOCK DRIVE | LANSDALE | PA | 19446 | 232233514 | HOUSING FOR THE ELDERLY | PA | 501(C)(3) | LINE 10 | 0 | LIVING BRANCHES | |
| SOUDERTON MENNONITE HOMES | |||||||||||
| 207 WEST SUMMIT STREET | SOUDERTON | PA | 18964 | 231433891 | HEALTH CARE & HOUSING FOR THE ELDERLY | PA | 501(C)(3) | LINE 10 | 0 | LIVING BRANCHES | |
| DOCK MANOR INC | |||||||||||
| 275 DOCK DRIVE | LANSDALE | PA | 19446 | 232136450 | LOW INCOME HOUSING FOR THE ELDERLY | PA | 501(C)(3) | LINE 10 | 0 | LIVING BRANCHES | |
| DOCK VILLAGE INC | |||||||||||
| 275 DOCK DRIVE | LANSDALE | PA | 19446 | 232136449 | LOW INCOME HOUSING TO QUALIFIED FAMILIES & INDIVIDUALS | PA | 501(C)(3) | LINE 10 | 0 | LIVING BRANCHES | |
| LIVING BRANCHES FOUNDATION | |||||||||||
| 275 DOCK DRIVE | LANSDALE | PA | 19446 | 912113430 | FUNDRAISING & SUPPORTING ORGANIZATION | PA | 501(C)(3) | LINE 12A, I | 0 | LIVING BRANCHES | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | 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 | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | 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 | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |