2026-04-28T09:15:09-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-07-01 231429826 HATFIELD MENNONITE HOME INC HATF 2155652416 ROUTE 309 HATFIELD PA 19440 STEVEN D MYERS CHIEF FINANCIAL & TECH OFFICER 2155652416 2026-04-27 1 1 KERRI N BOGDA CPA P00760402 7177404863 2026-04-24 2024 2025-03-06 01:10:19Z EDWARD D BRUBAKER ROUTE 309 HATFIELD PA 19440 28462952 0 X WWW.LIVINGBRANCHES.ORG X 1942 PA HEALTH CARE AND HOUSING FOR THE ELDERLY 11 11 508 53 0 0 598165 496864 19905693 23997321 2002 811974 996006 1052682 21501866 26358841 5675 2348 0 0 13553488 15069734 0 0 0 9410064 10350579 22969227 25422661 -1467361 936180 42631958 45881909 16857698 18822979 25774260 27058930 X 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. 0 0 21269070 2348 23997321 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. 21269070 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 18 0 508 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 1 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X STEVEN D MYERS CHIEF FINANCIAL 2153684438 242 WEST RELIANCE ROAD SOUDERTON PA 18964 JOHN W DUERKSEN CHAIR 0.10 0.60 X X 0 0 0 JOSHUA J MEYER VICE CHAIR 0.10 0.50 X 0 0 0 L BRENT KOLB TREASURER 0.10 0.50 X X 0 0 0 WENDELL J WEAVER SECRETARY 0.10 0.60 X 0 0 0 J TODD ALDERFER MD DIRECTOR 0.10 0.50 X 0 0 0 LUKE J BERGEY DIRECTOR 0.10 0.50 X 0 0 0 ZACHARIAH C DERSTINE DIRECTOR 0.10 0.50 X 0 0 0 J OLIVER GINGRICH ESQ DIRECTOR 0.10 0.50 X 0 0 0 BRYAN K HUNSBERGER DIRECTOR 0.10 0.60 X 0 0 0 AMY KOLB DIRECTOR 0.10 0.50 X 0 0 0 JANE L RUTH DIRECTOR 0.10 0.60 X 0 0 0 EDWARD D BRUBAKER PRESIDENT & CEO 5.00 35.00 X 0 379488 50582 STEVEN D MYERS CHIEF FINANCIAL & TECH OFF 5.00 35.00 X 0 236268 33751 MONIQUE COLE EXECUTIVE DIRECTOR-SMH & W 5.00 35.00 X 0 197526 29936 LORI SELL REGISTERED NURSE 40.00 X 0 198144 15758 NAOMI HAWKINS ASSIST. DIR. - HEALTH CARE 40.00 X 0 104069 26569 TAYLOR MIRARCHI REGISTERED NURSE 40.00 X 0 135544 20598 KELLY COHEN RN SUPERVISOR 40.00 X 0 106403 3611 0 1357442 180805 0 0 1 0 BENCHMARK CONSTRUCTION COMPANY INC PO BOX 806 BROWNSTOWN PA 17508 CONSTRUCTION 3662205 UNIDINE LIFESTYLES PO BOX 102289 ATLANTA GA 303682289 DINING SERVICES 1539276 SELECT REHABILITATION LLC PO BOX 71985 CHICAGO IL 60694 THERAPY 620888 RLPS ARCHITECTS 250 VALLEYBROOK DRIVE LANCASTER PA 17601 ARCHITECT 235745 ENAMORED CLEANING 721 SKIPPACK PIKE SUITE 122 BLUE BELL PA 19422 CLEANING SERVICES 170654 8 496864 496864 ROOM, BOARD & ENTRANCE FEES 623000 23997321 23997321 23997321 479398 479398 8800 0 8800 8800 8800 2318674 1986098 332576 332576 332576 118974 118013 961 961 EMPLOYEE & GUEST MEALS 900099 930933 930933 CHILDCARE INCOME 624410 33900 33900 TRANSPORTATION 480000 29519 29519 48569 48569 1042921 26358841 23997321 0 1864656 2348 2348 12124336 10810069 1314267 479542 464930 14612 1571185 1358326 212859 894671 797391 97280 1445764 1445764 79909 79909 74136 74136 1787 1787 98694 98694 1925637 1613302 312335 106920 106920 677550 538606 138944 178911 42855 136056 953405 953405 12313 12313 24625 24625 589310 589310 1920515 1920515 105804 105804 DIETARY EXPENSE 1394517 1394517 MEDICAL SUPPLIES 325408 325408 NURSING HOME ASSESSMENT 196544 196544 BED DAYS TERRACE 80756 80756 158074 62671 95403 25422661 21269070 4153591 0 763 763 358632 955121 784192 101817 85727 54081794 22590048 31528883 31491746 9221750 12439198 823624 721651 42631958 45881909 2821370 1860428 13191791 16239838 844537 722713 16857698 18822979 X 25774260 27058930 25774260 27058930 42631958 45881909 936180 348490 0 X 0 1 X 1 0 X 960148 1331627 2318547 598165 496864 5705351 16010529 17953931 17513112 19905693 23997321 95380586 728720 807945 891914 949679 980106 4358364 17699397 20093503 20723573 21453537 25474291 105444301 0 0 0 105444301 369845 369146 372867 444394 488198 2044450 369845 369146 372867 444394 488198 2044450 41713 65347 39253 62146 62815 271274 18110955 20527996 21135693 21960077 26025304 107760025 0.97850 0.97810 0.01900 0.01920 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1787 1787 0 PART II-B, LINE 1: 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. 354371 354371 44195493 17565496 26629997 9452951 5024552 4428399 78979 78979 31491746 DUE TO AFFILIATES 721652 REFUNDABLE FEES AND DEPOSITS 1061 722713 26720608 348490 -104736 243754 26476854 -118013 -118013 26358841 25435938 118013 118013 25317925 104736 104736 25422661 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. 1 1 0 PART I, LINE 2: 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. 0 0 0 0 0 0 0 0 0 EDWARD D BRUBAKER PRESIDENT & CEO 0 319599 0 59889 0 0 0 23199 0 27383 0 430070 0 0 STEVEN D MYERS CHIEF FINANCIAL & TECH OFF 0 211014 0 25254 0 0 0 18177 0 15574 0 270019 0 0 MONIQUE COLE EXECUTIVE DIRECTOR-SMH & W 0 176823 0 20703 0 0 0 15734 0 14202 0 227462 0 0 LORI SELL REGISTERED NURSE 0 195530 0 2614 0 0 0 15758 0 0 0 213902 0 0 TAYLOR MIRARCHI REGISTERED NURSE 0 133652 0 1892 0 0 0 10234 0 10364 0 156142 0 0 PART I, LINE 3 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. A NATIONAL FINANCE AUTHORITY SERIES B 521304598 2023-01-09 14272821 CONSTRUCTION PROJECTS 0 1 0 B NATIONAL FINANCE AUTHORITY SERIES A 521304598 2023-01-09 2487566 REFINANCING OF PRIOR DEBT 0 1 0 A 14272821 341763 11206779 2724279 0 0 1 1 B 2487566 2487566 2023 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 1 1 FULTON BANK 14.000000000000 0 0 0 0 0 B 0 0 0 1 1 1 FULTON BANK 14.000000000000 0 0 0 0 0 A 1 B 1 SCHEDULE K, PART III, LINE 9: 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. 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. 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 LIVING BRANCHES 0 SOUDERTON MENNONITE HOMES 207 WEST SUMMIT STREET SOUDERTON PA 18964 231433891 HEALTH CARE & HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LIVING BRANCHES 0 DOCK MANOR INC 275 DOCK DRIVE LANSDALE PA 19446 232136450 LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LIVING BRANCHES 0 DOCK VILLAGE INC 275 DOCK DRIVE LANSDALE PA 19446 232136449 LOW INCOME HOUSING TO QUALIFIED FAMILIES & INDIVIDUALS PA 501(C)(3) LINE 10 LIVING BRANCHES 0 LIVING BRANCHES FOUNDATION 275 DOCK DRIVE LANSDALE PA 19446 912113430 FUNDRAISING & SUPPORTING ORGANIZATION PA 501(C)(3) LINE 12A, I LIVING BRANCHES 0 0 1 1 0 1 0 0 0 0 1 0 0 1 0 1 0 0 0 0