LIVING BRANCHES: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LIVING BRANCHES (EIN 23-2125481)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202411359349306051
- Schema version
- 2022v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T11:55:04-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | 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 US LLP | 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 | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232125481 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIVING BRANCHES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIVI | BusinessNameControlTxt |
| 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 |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN D MYERS | PersonNm |
| Person Title | CHIEF FINANCIAL & TECH OFFICER | PersonTitleTxt |
| Phone | 2153684438 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEVEN | PersonFirstNm |
| Person Last | MYERS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | 2024-05-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | 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 | 242 WEST RELIANCE ROAD | AddressLine1Txt |
| City | SOUDERTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18964 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,845,508 | 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 | 1979 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | MANAGEMENT SERVICES TO RELATED ENTITIES PROVIDING HOUSING & HEALTH CARE FOR THE ELDERLY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 106 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,542 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,914 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,993,921 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,069,479 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $92,540 | CYInvestmentIncomeAmt |
| PY Other Revenue | $386,312 | PYOtherRevenueAmt |
| CY Other Revenue | $377,306 | CYOtherRevenueAmt |
| PY Total Revenue | $3,389,775 | PYTotalRevenueAmt |
| CY Total Revenue | $3,542,239 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,485 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,525 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,229,943 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,248,898 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $18,679 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $21,120 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $69,290 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $991,513 | PYOtherExpensesAmt |
| CY Other Expenses | $1,012,206 | CYOtherExpensesAmt |
| PY Total Expenses | $3,250,620 | PYTotalExpensesAmt |
| CY Total Expenses | $3,292,749 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $139,155 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $249,490 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,563,216 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,568,777 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,557,461 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,939,487 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,005,755 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,629,290 | NetAssetsOrFundBalancesEOYAmt |
| 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 | $670,121 | ExpenseAmt |
| Grant | $10,525 | GrantAmt |
| Revenue | $3,069,479 | RevenueAmt |
| Desc | LIVING BRANCHES PROVIDES MANAGEMENT SERVICES FOR ITS RELATED TAX-EXEMPT ORGANIZATIONS THAT PROVIDE HOUSING AND HEALTH CARE FOR SENIOR ADULTS AND HOUSING FOR LOW-INCOME FAMILIES. ITS MANAGEMENT SERVICES INCLUDE PLANNING, ESTABLISHING, OPERATING, AND MAINTAINING THESE NON-PROFIT FACILITIES. THE ORGANIZATION CONTRIBUTES TO RESIDENTS' HEALTH, SECURITY, AND HAPPINESS BY OFFERING HOUSING, SERVICES, AND PROGRAMS DESIGNED TO PROMOTE PHYSICAL, EMOTIONAL, MENTAL, SOCIAL, AND SPIRITUAL HEALTH. | Desc |
| Total Program Service Expenses | $670,121 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | Yes (1) | 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 | 0 | TaxExemptBondsInd |
| 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 106 | 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 | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN D MYERS CHIEF FINANCIAL & TECH OFFICER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2155652416 | 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 (19 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) | 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) | 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 | 13.00 | 27.00 | Yes (X) | $369,133 | $0 | $48,534 | |||
| STEVEN D MYERS | |||||||||
| CHIEF FINANCIAL & TECH OFFICER | 13.00 | 27.00 | Yes (X) | $234,699 | $0 | $32,908 | |||
| MONIQUE COLE | |||||||||
| EXECUTIVE DIRECTOR - SMH & WLS | 5.00 | 35.00 | $176,562 | $0 | $28,295 | Yes (X) | |||
| ALEXANDRA METRICARTI | |||||||||
| CHIEF MARKETING OFFICER | 40.00 | 0.00 | $156,125 | $0 | $27,346 | Yes (X) | |||
| KRISTIN THIM | |||||||||
| CHIEF HUMAN RESOURCE OFFICER | 40.00 | 0.00 | $143,079 | $0 | $24,705 | Yes (X) | |||
| LORI BORGLUM | |||||||||
| DIR. OF RISK MGMT AND COMPLIANCE | 40.00 | 0.00 | $116,318 | $0 | $27,023 | Yes (X) | |||
| TODD DETWEILER | |||||||||
| DIRECTOR OF ENVIRONMENTAL SERVICES | 40.00 | 0.00 | $104,311 | $0 | $29,685 | Yes (X) | |||
| KEITH HEAVENER | |||||||||
| DIRECTOR - FUND DEVELOPMENT | 40.00 | 0.00 | $102,687 | $0 | $17,962 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,402,914 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $236,458 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | 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 |
|---|---|---|---|---|---|
| ADP LLC | |||||
| PO BOX 842875 | BOSTON | MA | 02284 | PAYROLL SERVICES | $160,541 |
| DAVID ZWALD | |||||
| 263 BOWLINE ROAD | SAVERNA PARK | MD | 21146 | CONTRACTED EXECUTIVE DIRECTOR | $159,447 |
| CORE BTS INC | |||||
| PO BOX 854419 | MINNEAPOLIS | MN | 55485 | COMPUTER SERVICES | $155,316 |
| BAKER TILLY US LLP | |||||
| PO BOX 78975 | MILWAUKEE | WI | 532788975 | ACCOUNTING SERVICES | $131,341 |
| RKL LLP | |||||
| 91 CUMBERLAND PKWY | MECHANICSBURG | PA | 17055 | ACCOUNTING SERVICES | $110,217 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $2,914 | RelatedOrganizationsAmt |
| Total Contributions | $2,914 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGEMENT FEES | 541900 | $2,984,543 | $2,984,543 |
| ADMINISTRATIVE FEES | 541900 | $74,400 | $74,400 |
| TRANSPORTATION | 480000 | $10,536 | $10,536 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,069,479 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $80,973 | TotalRevenueColumnAmt |
| Exclusion | $80,973 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $314,836 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $303,269 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,567 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,567 | TotalRevenueColumnAmt |
| Exclusion | $11,567 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| TV, INTERNET & PHONE | 517000 | $369,056 | $369,056 |
| WAITING LIST REMOVALS | 900099 | $8,250 | $8,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $377,306 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,542,239 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,069,479 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $469,846 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,525 | TotalAmt |
| Program Services | $10,525 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $930,819 | TotalAmt |
| Program Services | $217,098 | ProgramServicesAmt |
| Management And General | $713,721 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $992,730 | TotalAmt |
| Program Services | $54,414 | ProgramServicesAmt |
| Management And General | $938,316 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,988 | TotalAmt |
| Management And General | $31,988 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,228 | TotalAmt |
| Program Services | $19,936 | ProgramServicesAmt |
| Management And General | $163,292 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,133 | TotalAmt |
| Program Services | $14,211 | ProgramServicesAmt |
| Management And General | $95,922 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,407 | TotalAmt |
| Management And General | $19,407 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,633 | TotalAmt |
| Management And General | $27,633 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,120 | TotalAmt |
| Fundraising | $21,120 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,562 | TotalAmt |
| Management And General | $21,562 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,543 | TotalAmt |
| Program Services | $211,336 | ProgramServicesAmt |
| Management And General | $105,939 | ManagementAndGeneralAmt |
| Fundraising | $39,268 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,084 | TotalAmt |
| Management And General | $14,084 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,212 | TotalAmt |
| Program Services | $14,209 | ProgramServicesAmt |
| Management And General | $27,149 | ManagementAndGeneralAmt |
| Fundraising | $3,854 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,944 | TotalAmt |
| Management And General | $96,896 | ManagementAndGeneralAmt |
| Fundraising | $5,048 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,872 | TotalAmt |
| Program Services | $115,471 | ProgramServicesAmt |
| Management And General | $126,401 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,245 | TotalAmt |
| Program Services | $890 | ProgramServicesAmt |
| Management And General | $8,355 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,020 | TotalAmt |
| Program Services | $33 | ProgramServicesAmt |
| Management And General | $8,987 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,221 | TotalAmt |
| Program Services | $11,998 | ProgramServicesAmt |
| Management And General | $129,223 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,950 | TotalAmt |
| Management And General | $5,950 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Total | $18,513 | TotalAmt |
| Management And General | $18,513 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,292,749 | TotalAmt |
| Program Services | $670,121 | ProgramServicesAmt |
| Management And General | $2,553,338 | ManagementAndGeneralAmt |
| Fundraising | $69,290 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500 | BOYAmt |
| EOY | $500 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $448,734 | BOYAmt |
| EOY | $1,188,034 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $11,376 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $577,651 | BOYAmt |
| EOY | $684,383 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,024,259 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,330,226 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $587,112 | BOYAmt |
| EOY | $694,033 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,030,912 | BOYAmt |
| EOY | $15,266,739 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $233,498 | BOYAmt |
| EOY | $233,498 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$315,191 | BOYAmt |
| EOY | $490,214 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,563,216 | BOYAmt |
| EOY | $18,568,777 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,938,533 | BOYAmt |
| EOY | $2,228,320 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,000 | BOYAmt |
| EOY | $9,005,324 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $612,928 | BOYAmt |
| EOY | $1,705,843 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,557,461 | BOYAmt |
| EOY | $12,939,487 | 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 | $5,005,755 | BOYAmt |
| EOY | $5,629,290 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,005,755 | BOYAmt |
| EOY | $5,629,290 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,563,216 | BOYAmt |
| EOY | $18,568,777 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $249,490 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,461,797 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,087,752 | 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 | $6,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $8,550 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,542 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,914 | CurrentTaxYearAmt |
| Total | $27,006 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,753,611 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,766,457 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,734,263 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,993,921 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,069,479 | CurrentTaxYearAmt |
| Total | $14,317,731 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,759,611 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,766,457 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,742,813 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,003,463 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,072,393 | CurrentTaxYearAmt |
| Total | $14,344,737 | 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 | $14,344,737 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $274,554 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $196,153 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,737 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $80,973 | CurrentTaxYearAmt |
| Total | $557,417 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $274,554 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $196,153 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,737 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $80,973 | CurrentTaxYearAmt |
| Total | $557,417 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $352,212 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $361,468 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $390,942 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $386,312 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $377,306 | CurrentTaxYearAmt |
| Total | $1,868,240 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,386,377 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,324,078 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,139,492 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,389,775 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,530,672 | CurrentTaxYearAmt |
| Total | $16,770,394 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.85540 | PublicSupportCY509Pct |
| Public Support PY509 | 0.85780 | PublicSupportPY509Pct |
| Investment Income CY | 0.03320 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03010 | 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 - 2018 AMOUNT: $ 439. 2019 AMOUNT: $ 136. 2020 AMOUNT: $ 73. 2021 AMOUNT: $ 2,467. TV INTERNET PHONE - 2018 AMOUNT: $ 342,009. 2019 AMOUNT: $ 351,342. 2020 AMOUNT: $ 360,606. 2021 AMOUNT: $ 374,845. 2022 AMOUNT: $ 369,056. WAITING LIST REMOVAL FEES - 2018 AMOUNT: $ 7,750. 2019 AMOUNT: $ 7,600. 2020 AMOUNT: $ 5,750. 2021 AMOUNT: $ 9,000. 2022 AMOUNT: $ 8,250. PURCHASE DISCOUNTS - 2018 AMOUNT: $ 2,014. 2019 AMOUNT: $ 2,390. 2020 AMOUNT: $ 19,004. ACTIVITIES INCOME - 2020 AMOUNT: $ 4,925. FOOD SALES - 2020 AMOUNT: $ 584. | ExplanationTxt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,771,360 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,330,226 | DepreciationAmt |
| Book Value | $441,134 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $252,899 | OtherCostOrOtherBasisAmt |
| Book Value | $252,899 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $694,033 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE FEES AND DEPOSITS | $618,091 |
| DERIVATIVE FINANCIAL INSTRUMENTS | $1,087,752 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,705,843 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $7,848,014 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,461,797 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $2,843,978 | OtherRevenueAmt |
| Revenue Not Reported | $4,305,775 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,542,239 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,542,239 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,271,187 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,271,187 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $21,562 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $21,562 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,292,749 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT FEES -21,562. CHANGE IN FAIR VALUE OF DERIVATIVE FINANCIAL INSTRUMENTS -1,087,752. CHANGE IN VALUE OF BENEFICIAL INTEREST IN LBF 3,953,292. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT FEES 21,562. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MMS ADVANCEMENT ASSOCIATES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 922 NORTH 26TH STREET | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $21,120 | RetainedByContractorAmt |
| Net To Organization | -$21,120 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $21,120 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$21,120 | TotalNetToOrganizationAmt |
| Licensed States | PA | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUDERTON TELFORD ROTARY CLUB | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 135 | AddressLine1Txt |
| City | SOUDERTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18964 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 236393385 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $10,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | GENERAL OPERATIONS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION ONLY PROVIDES GRANTS TO OTHER CHARITABLE ORGANIZATIONS AND GETS BOARD APPROVAL BEFORING ISSUING FUNDS. FUNDS ARE NOT MONITORED SUBSEQUENT TO THE DONATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 | Yes (1) | 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 | $319,381 | $0 | $49,752 | $0 | $0 | $0 | $21,350 | $0 | $27,184 | $0 | $417,667 | $0 | $0 | $0 |
| STEVEN D MYERS | ||||||||||||||
| CHIEF FINANCIAL & TECH OFFICER | $213,140 | $0 | $21,559 | $0 | $0 | $0 | $17,757 | $0 | $15,151 | $0 | $267,607 | $0 | $0 | $0 |
| MONIQUE COLE | ||||||||||||||
| EXECUTIVE DIRECTOR - SMH & WLS | $159,735 | $0 | $16,827 | $0 | $0 | $0 | $13,881 | $0 | $14,414 | $0 | $204,857 | $0 | $0 | $0 |
| ALEXANDRA METRICARTI | ||||||||||||||
| CHIEF MARKETING OFFICER | $141,614 | $0 | $14,511 | $0 | $0 | $0 | $11,924 | $0 | $15,422 | $0 | $183,471 | $0 | $0 | $0 |
| KRISTIN THIM | ||||||||||||||
| CHIEF HUMAN RESOURCE OFFICER | $131,409 | $0 | $11,670 | $0 | $0 | $0 | $11,072 | $0 | $13,633 | $0 | $167,784 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 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 B, LINE 11B | 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 | LIVING BRANCHES HAS A WRITTEN CONFLICT OF INTEREST POLICY BY WHICH ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES 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 B, LINE 15 | LIVING BRANCHES IS A RESPECTED LEADER IN CONTINUING CARE, SERVING CULTURALLY AND ECONOMICALLY DIVERSE OLDER ADULTS AND FAMILIES. TO SUPPORT ACHIEVEMENT OF THE MISSION OF PROVIDING SERVICES TO OLDER ADULTS AND FAMILIES ACROSS A WIDE RANGE OF CIRCUMSTANCES AND TO GROW THE SERVICE PROGRAMS, THE BOARD OF DIRECTORS RECOGNIZES THE CRITICAL IMPORTANCE OF EMPLOYING HIGHLY QUALIFIED SENIOR STAFF TO LEAD AND DIRECT THE ORGANIZATION. IN ORDER TO ATTRACT AND RETAIN THE BEST LEADERSHIP TALENT ESSENTIAL TO FULFILLING THE MISSION AND ACHIEVING FINANCIAL PERFORMANCE NECESSARY TO SUSTAIN AND GROW THE ORGANIZATION, THE LIVING BRANCHES BOARD OF DIRECTORS ADOPTED A COMPENSATION PROGRAM FOR ITS SENIOR EXECUTIVE LEADERS. THE COMPENSATION PROGRAM IS DESIGNED TO: PROVIDE COMPETITIVE BENEFITS AND TOTAL CASH COMPENSATION COMPARED TO SIMILARLY SIZED AND SIMILARLY STRUCTURED CONTINUING CARE RETIREMENT COMMUNITIES; ALIGN EXPECTED EXECUTIVE STAFF PERFORMANCE WITH THE MISSION, STRATEGIC OBJECTIVES AND OPERATIONAL GOALS OF THE ORGANIZATION; MOTIVATE HIGH PERFORMANCE AND RECOGNIZE SHARED CONTRIBUTIONS IN A HIGHLY COMPETITIVE AND REGULATED ENVIRONMENT; RECOGNIZE AND INCENTIVIZE THE STABILITY OF THE EXECUTIVE LEADERSHIP TEAM. THE COMPENSATION PROGRAM IS INTENDED TO COMPLY WITH IRS REGULATIONS AND APPLIES SPECIFICALLY TO THE CHIEF EXECUTIVE OFFICER (CEO) WHO IS HIRED, DIRECTED AND EVALUATED BY THE BOARD OF DIRECTORS. OTHER COVERED SENIOR MANAGEMENT STAFF UNDER THE IRS GUIDELINES INCLUDE SENIOR MANAGEMENT PERSONS WHO REPORT DIRECTLY TO THE CEO AND MAY SUBSTANTIALLY INFLUENCE THE FINANCES OF THE ORGANIZATION. IN LIVING BRANCHES STRUCTURE, THIS INCLUDES THE POSITION OF CHIEF FINANCIAL & TECHNOLOGY OFFICER. THE COMPENSATION PLAN, WHILE FOCUSED ON THE CEO POSITION, PROVIDES GUIDANCE FOR THE CEO TO ESTABLISH THE COMPENSATION FOR OTHER EXECUTIVE LEADERS IN LIVING BRANCHES. COMPETITIVE WAGE INFORMATION FOR THE COMPENSATION PLAN IS SOURCED FROM CONTINUING CARE RETIREMENT COMMUNITY (CCRC) COMPENSATION SURVEYS, PRIMARILY THE CHIEF EXECUTIVES OF MULTI-FACILITY ORGANIZATIONS (CEMO) LEADERSHIP COMPENSATION SURVEY. IN ADDITION, THE LEADINGAGE SALARY AND BENEFITS REPORT AND THE LEADINGAGE PA REGIONAL SALARY SURVEY ARE REVIEWED. THE COVERED EXECUTIVE POSITIONS HAVE AN ESTABLISHED SALARY RANGE WITH A THRESHOLD, MIDPOINT AND MAXIMUM SALARY. THE RANGES ARE REVIEWED ANNUALLY WITH THE COMPARATIVE DATA SOURCES AND ARE ESTABLISHED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE TARGET (OR MIDPOINT) SALARY FOR A FULLY QUALIFIED LIVING BRANCHES EXECUTIVE IS GENERALLY AT THE 75TH PERCENTILE FOR SIMILARLY SIZED ORGANIZATIONS FROM THE COMPARATIVE DATA SOURCES. COMPENSATION INCREASES FOR THE COVERED POSITIONS ARE APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS UPON THE COMPLETION OF ANNUAL PERFORMANCE APPRAISALS AND IN ACCORDANCE WITH THE COMPENSATION PLAN. THE EXECUTIVE COMMITTEE DOCUMENTS ITS DISCUSSIONS AND CONCLUSIONS IN EXECUTIVE COMMITTEE MEETING MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS ARTICLES OF INCORPORATION, BYLAWS, CONLFICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 211,336. MANAGEMENT AND GENERAL EXPENSES 105,939. FUNDRAISING EXPENSES 39,268. TOTAL EXPENSES 356,543. |
| FORM 990, PART XI, LINE 9: | CHANGE IN FAIR VALUE OF DERVIATIVE FINANCIAL INSTRUMENTS -1,087,752. |
| FORM 990, PAGE 5, PART V, LINE 2 | THE FILING ENTITY IS THE PARENT IN A GROUP OF NON-PROFIT ENTITIES FOR WHICH IT 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. THE FOLLOWING AFFILIATES HAVE W-2 EMPLOYEES LISTED ON THEIR FORMS 990 THAT HAVE BEEN REPORTED ON THE FILING ORGANIZATION'S W-3: HATFIELD MENNONITE HOMES, INC. 23-1429826 SOUDERTON MENNONITE HOMES, INC. 23-1433891 DOCK MANOR, INC. 23-2136450 DOCK VILLAGE, INC. 23-2136449 DOCK ACRES, INC. 23-2233514 LIVING BRANCHES FOUNDATION, ANOTHER AFFILIATE, DOES NOT REPORT ANY EMPLOYEES ON ITS RETURN. |
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 | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| HATFIELD MENNONITE HOME INC | ||||||||||
| ROUTE 309 | HATFIELD | PA | 19440 | 231429826 | HEALTH CARE & HOUSING FOR THE ELDERLY | PA | 501(C)(3) | LINE 10 | LIVING BRANCHES | Yes (1) |
| DOCK ACRES INC | ||||||||||
| 275 DOCK DRIVE | LANSDALE | PA | 19446 | 232233514 | HOUSING FOR THE ELDERLY | PA | 501(C)(3) | LINE 10 | LIVING BRANCHES | Yes (1) |
| 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 | Yes (1) |
| DOCK MANOR INC | ||||||||||
| 275 DOCK DRIVE | LANSDALE | PA | 19446 | 232136450 | LOW INCOME HOUSING FOR THE ELDERLY | PA | 501(C)(3) | LINE 10 | LIVING BRANCHES | Yes (1) |
| 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 | Yes (1) |
| LIVING BRANCHES FOUNDATION | ||||||||||
| 275 DOCK DRIVE | LANSDALE | PA | 19446 | 912113430 | FUNDRAISING & SUPPORTING ORGANIZATION | PA | 501(C)(3) | LINE 12A, I | LIVING BRANCHES | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | 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 | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | 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 |
Transactions Related Org TransactionsRelatedOrgGrp (18 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| DOCK ACRES INC | ||
| L | $518,042 | COST |
| DOCK MANOR INC | ||
| L | $72,102 | COST |
| DOCK VILLAGE INC | ||
| L | $86,272 | COST |
| SOUDERTON MENNONITE HOMES | ||
| L | $1,315,777 | COST |
| HATFIELD MENNONITE HOME INC | ||
| L | $992,350 | COST |
| DOCK ACRES INC | ||
| O | $89,215 | COST |
| DOCK MANOR INC | ||
| O | $89,215 | COST |
| DOCK VILLAGE INC | ||
| O | $89,215 | COST |
| SOUDERTON MENNONITE HOMES | ||
| O | $89,215 | COST |
| HATFIELD MENNONITE HOME INC | ||
| O | $89,215 | COST |
| SOUDERTON MENNONITE HOMES | ||
| K | $109,020 | COST |
| HATFIELD MENNONITE HOME INC | ||
| D | $928,789 | COST |
| LIVING BRANCHES FOUNDATION | ||
| E | $365,764 | |
| DOCK VILLAGE INC | ||
| E | $55,909 | |
| DOCK MANOR INC | ||
| D | $976,458 | |
| DOCK ACRES INC | ||
| E | $2,611 | |
| HATFIELD MENNONITE HOME INC | ||
| E | $956,959 | |
| SOUDERTON MENNONITE HOMES | ||
| E | $33,790 | |