2024-11-14T13:45:53-06:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2023-07-01 352443724 MESSIAH LIFEWAYS MESS 7176974666 100 MT ALLEN DRIVE MECHANICSBURG PA 17055 JARROD LEO CFO 7176974666 2024-11-14 1 1 KERRI N BOGDA CPA P00760402 7177404863 2024-11-14 2023 2024-10-15 13:58:12Z KARL J BRUMMER 100 MT ALLEN DRIVE MECHANICSBURG PA 17055 6479172 0 X WWW.MESSIAHLIFEWAYS.ORG X 2012 PA MINISTRY THAT RESPONSIBLY ENHANCES THE LIVES OF OLDER ADULTS WITH CHRIST-LIKE LOVE. 14 14 37 15 12000 9174 30 0 5922000 6348000 0 0 141125 131172 6063155 6479172 15000 16500 0 0 3090556 3304060 0 0 220903 3130355 4560318 6235911 7880878 -172756 -1401706 4050065 3125103 1079743 1533847 2970322 1591256 X THE ORGANIZATION'S MISSION IS TO BE A MINISTRY THAT RESPONSIBLY ENHANCES THE LIVES OF OLDER ADULTS WITH CHRIST-LIKE LOVE.CONTINUED ON SCHEDULE "O".INTENTIONAL AND MEANINGFUL COMMUNITY LIFE IS CENTRAL TO ACHIEVING THE ORGANIZATION'S MISSION OF LIVING "LIFE.EMBRACED". WE BELIEVE LIFE CAN BE ENHANCED WHEN PERSONS HAVE OPPORTUNITIES TO PURSUE THEIR OWN GROWTH WITH AN INWARD JOURNEY OF THE BODY, MIND AND SOUL, HAVE OPPORTUNITIES TO JOURNEY OUTWARD AND CARE FOR AND SHARE THEIR HEARTS AND HANDS WITH OTHERS, AND HAVE OPPORTUNITIES TO JOYOUSLY JOURNEY TOGETHER WITH OTHERS AND BUILD RESPECTFUL, PARTICIPATORY RELATIONSHIPS.OUR DREAM IS TO INSPIRE EVERYONE 55 AND BETTER TO MORE FULLY EMBRACE LIFE; TO NOT FEAR GROWING OLDER, BUT TO RE-IMAGINE THE JOURNEY OF AGING AS A TIME OF PURPOSE, ZEST, AND FAITH-FILLED LIVING. 0 0 4401908 16500 6346000 FOR THE FISCAL YEAR ENDING JUNE 30, 2024, MESSIAH LIFEWAYS AND CONTROLLED ENTITIES ("MESSIAH LIFEWAYS") CONTINUED TO BE HEAVILY IMPACTED BY THE HEALTHCARE/LONG-TERM CARE WORKFORCE CHALLENGES. DESPITE THESE OBSTACLES, WE ACHIEVED SEVERAL NOTABLE ACCOMPLISHMENTS.MESSIAH LIFEWAYS WAS RECOGNIZED BY THE INSTITUTE OF HEALTHCARE IMPROVEMENT (IHI) AS AN AGE-FRIENDLY HEALTH SYSTEMAN ACCOLADE ESTEEMED BY THE DEPARTMENT OF HEALTH. IHI RECOGNIZES CLINICAL CARE SETTINGS THAT ARE WORKING TOWARD RELIABLE PRACTICE OF EVIDENCE-BASED INTERVENTIONS FOR ALL OLDER ADULTS IN THEIR CARE KNOWN AS THE 4MS: WHAT MATTERS, MEDICATIONS, MENTATION, AND MOBILITY. CONTINUED ON SCHEDULE O.MESSIAH LIFEWAYS AT MESSIAH VILLAGE RECEIVED $164,273 WITHOUT DONOR RESTRICTIONS AND $607,391 WITH DONOR RESTRICTIONS FOR A TOTAL OF $771,664. INCLUDED IN THE TOTAL WAS $623,697 GIVEN IN SUPPORT OF BENEVOLENT CARE FOR RESIDENTS WHO HAVE OUTLIVED THEIR RESOURCES, THROUGH NO FAULT OF THEIR OWN. $513,403 WAS DESIGNATED TO THE ENDOWMENT FUND FOR BENEVOLENT CARE AND $110,294 WAS DESIGNATED TO MEET CURRENT-YEAR EXPENSES RELATED TO BENEVOLENT CARE.WITH THE HELP OF MARKETING EFFORTS, RESIDENTIAL LIVING ADDED 51 MOVE-INS. A LARGE AMOUNT OF TIME AND EFFORT WAS PUT INTO STRATEGIC HIRING AND PROMOTIONS, AND THE HUMAN RESOURCES OFFICE MADE 404 HIRES. THESE NEW HIRES INCLUDED ONBOARDING 100 DINING TEAM MEMBERS WHO WERE PREVIOUSLY HIRED UNDER AN EXTERNAL DINING VENDOR IN THE LAST FISCAL YEAR. OUR EFFORTS ALSO CONTINUE TO FILL THE GAP OF OPEN CLINICAL POSITIONS. IN OCTOBER 2023, MESSIAH LIFEWAYS PURCHASED AN 85 ACRE FARM LOCATED IN NEW CUMBERLAND PA TO BUILD THE CAMPUS OF FERNECREST - A 62+ INDEPENDENT LIVING CAMPUS WITH FULL ACCESS TO THE CCRC SERVICES ON THE MESSIAH VILLAGE CAMPUS. THE PROPERTY IN NEW CUMBERLAND CONTINUES TO BE LEASED TO A LOCAL FARMER FOR CROPS UNTIL CONSTRUCTION COMMENCES. THIS LEASE WILL ACT AS A SOURCE OF REVENUE FOR MESSIAH LIFEWAYS WHILE PRESALES ARE UNDERWAY. MESSIAH LIFEWAYS MUST PRESELL 90 OF THE 131 LIVING UNITS TO RECEIVE PROPER FUNDING TO BEGIN CONSTRUCTION. THE NEW CAMPUS BOASTS 15 DIFFERENT FLOOR PLANS FROM APARTMENTS, TO DUPLEX, COURTYARD AND ESTATE HOMES. FOR ADDITIONAL PROGRAM SERVICE ACCOMPLISHMENTS OF CONTROLLED ENTITIES, PLEASE SEE THE 990 NARRATIVES FOR: MESSIAH HOME MESSIAH FAMILY SERVICES MESSIAH LIFEWAYS COMMUNITY SUPPORT SERVICESTO LEARN MORE, VISIT MESSIAHLIFEWAYS.ORG. 4401908 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 26 0 37 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 PA X X KARL J BRUMMER PRESIDENTCEO 7176974666 100 MT ALLEN DRIVE MECHANICSBURG PA 17055 DAVID WARREN CHAIR 1.00 0.00 X 0 0 0 KYLE PETTY VICE CHAIR 1.00 0.00 X 0 0 0 ANDREA BRITTON BOARD MEMBER 1.00 1.00 X 0 0 0 JENNIFER DOSE BOARD MEMBER 1.00 0.00 X 0 0 0 KEITH EBERSOLE BOARD MEMBER 1.00 0.00 X 0 0 0 RAEANN HAMON BOARD MEMBER 1.00 0.00 X 0 0 0 KIMBERLY HENDERSON BOARD MEMBER 1.00 0.00 X 0 0 0 GLEN HEISE BOARD MEMBER 1.00 0.00 X 0 0 0 MICHAEL HOFFNER BOARD MEMBER 1.00 0.00 X 0 0 0 MITCHELL MARTIN BOARD MEMBER 1.00 1.00 X 0 0 0 DELBERT TURMAN BOARD MEMBER 1.00 0.00 X 0 0 0 KATHLEEN STUEBING BOARD MEMBER 1.00 0.00 X 0 0 0 ETHAN ESHBACH BOARD MEMBER 1.00 1.00 X 0 0 0 JON STUCKEY BOARD MEMBER 1.00 0.00 X 0 0 0 TERRY FREED BOARD MEMBER (UNTIL 11/23) 1.00 0.00 X 0 0 0 KARL J BRUMMER PRESIDENT/CEO 30.00 10.00 X 248326 0 34327 JARROD LEO CHIEF FINANCIAL OFFICER 24.00 16.00 X 148524 0 4143 ALICIA TITUS CHIEF EXPERIENCE OFFICER 20.00 20.00 X 166591 0 4801 KIMBERLY VALVO CHIEF OPERATIONS OFFICER 10.00 30.00 X 165552 0 15114 CHRISTINA WEBER VP OF CSS AND HR (UNTIL 8/23) 15.00 15.00 X 95709 0 16620 824702 0 75005 4 0 1 0 SYNERGI PARTNERS INC PO BOX 5599 FLORENCE SC 29502 CONSULTING 822462 RGS ASSOCIATES 53 W JAMES STREET LANCASTER PA 17603 DESIGN SERVICES 290869 BENCHMARK CONSTRUCTION CO INC 4121 OREGON PIKE BROWNSTOWN PA 17508 CONSTRUCTION 244283 EKLEGO WORKFORCE SOLUTIONS 110 MARINA DR ROCHESTER NY 14626 RECRUITING/HIRING SERVICES 210020 WEBFX 1705 N FRONT ST HARRISBURG PA 17102 MARKETING 170194 9 PROFESSIONAL SERVICES 561000 6348000 6346000 2000 6348000 REPAIR & MAINTENANCE C 900099 118047 118047 CONSULTING SERVICES 561000 13125 10000 3125 131172 6479172 6346000 12000 121172 X 16500 16500 974831 974831 1729206 558456 1025652 145098 42450 12644 26112 3694 354809 176797 155950 22062 202764 111826 72710 18228 136765 136765 89250 89250 3542 3542 3613 3613 1654297 206685 1445112 2500 491191 490153 1038 45223 32750 4384 8089 1013305 1005999 112 7194 140832 140832 32328 673 31601 54 15833 3526 12240 67 364287 364287 RECRUITMENT 264048 260673 3375 DUES & SUBSCRIPTIONS 76139 1506 73667 966 MINOR EQUIPMENT 64541 64541 SPECIAL EVENTS 48554 43649 4905 116570 76412 33150 7008 7880878 4401908 3258067 220903 1170478 1071691 10537 651236 225159 87275 87275 0 0 2217814 1828253 4050065 3125103 872331 462501 175000 207412 896346 1079743 1533847 X 2954262 1575196 16060 16060 2970322 1591256 4050065 3125103 X -1401706 22640 X 0 1 X 1 0 X X 3 MESSIAH HOME DBA MESSIAH LIFEWAYS AT MESSIAH VILLAGE 231458000 10 1 0 0 MESSIAH FAMILY SERVICES DBA MOUNT JOY COUNTRY HOMES 231484171 10 1 0 0 MESSIAH LIFEWAYS COMMUNITY SUPPORT SERVICES 320375859 10 1 0 0 3 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 SECTION C, LINE 1: WHILE IT IS NOT A MAJORITY OF THE ORGANIZATION'S DIRECTORS, THERE ARE A NUMBER OF DIRECTORS OF MESSIAH LIFEWAYS (ML) THAT ARE ALSO DIRECTORS OF SUPPORTED ORGANIZATIONS. ALL OF MESSIAH LIFEWAYS COMMUNITY SUPPORT SERVICES BOARD DIRECTORS ARE EITHER DIRECTORS OR OFFICERS OF ML. ALL OF MESSIAH HOME (D/B/A MESSIAH LIFEWAYS AT MESSIAH VILLAGE) BOARD DIRECTORS ARE EITHER DIRECTORS OR OFFICERS OF ML. ALL OF THE MESSIAH FAMILY SERVICES (D/B/A MESSIAH LIFEWAYS AT MOUNT JOY COUNTRY HOMES) BOARD DIRECTORS ARE EITHER DIRECTORS OR OFFICERS OF ML. THROUGH THESE RELATIONSHIPS, CONTROL AND MANAGEMENT OF THE SUPPORTING ORGANIZATION IS VESTED IN THE SAME PERSONS WHO MANAGE AND CONTROL THE SUPPORTED ORGANIZATIONS. SECTION A, LINE 6: MESSIAH LIFEWAYS PROVIDED GENERAL CONTRIBUTION TO PAXTON MINISTRIES DURING THE YEAR TO SUPPORT THE RESIDENTS OF PAXTON PLACE, A LOW-INCOME SENIOR HOUSING BUILDING IN HARRISBURG. 0 0 0 0 0 0 0 0 1 3542 3542 0 PART II-B, LINE 1: MESSIAH LIFEWAYS PAYS ANNUAL DUES TO LEADINGAGE PA AND LEADING AGE NATIONAL. OF THE TOTAL PAYMENT, AMOUNTS ATTRIBUTABLE TO LOBBYING EXPENSES ARE AS FOLLOWS: LEADING AGE PA: $3,390 LEADING AGE NATIONAL: $152 87275 87275 0 0 DUE FROM AFFILIATES 1778253 OTHER ASSETS 50000 1828253 DUE TO AFFILIATES 896346 896346 6380152 19027 19027 6361125 118047 118047 6479172 7759218 -118047 -118047 7877265 3613 3613 7880878 PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES NETTED AGAINST REVENUE ON F/S -3,613. TRANSFER FROM AFFILIATES 22,640. PART XI, LINE 4B - OTHER ADJUSTMENTS: REPAIR & MAINTENANCE CREDIT NETTED AGAINST EXPENSES ON F/S 118,047. PART XII, LINE 2D - OTHER ADJUSTMENTS: REPAIR & MAINTENANCE CREDIT NETTED AGAINST EXPENSES ON F/S -118,047. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES NETTED AGAINST REVENUE ON F/S 3,613. 1 PAXTON MINISTRIES 2001 PAXTON STREET HARRISBURG PA 17111 232179648 501(C)(3) 16500 0 N/A N/A UNRESTRICTED CONTRIBUTION TO THE CHARITABLE ORGANIZATION. 1 0 PART I, LINE 2: MESSIAH LIFEWAYS IS FAMILIAR WITH THE OPERATIONS OF THE RECIPIENT, AND DONATED TO THEM WITHOUT RESTRICTION ON THE USE OF THE FUNDS. X X X 0 0 0 0 0 0 0 0 0 KARL J BRUMMER PRESIDENT/CEO 248326 0 0 0 0 0 4709 0 29618 0 282653 0 0 0 KIMBERLY VALVO CHIEF OPERATIONS OFFICER 165552 0 0 0 0 0 4201 0 10913 0 180666 0 0 0 ALICIA TITUS CHIEF EXPERIENCE OFFICER 166591 0 0 0 0 0 4192 0 609 0 171392 0 0 0 JARROD LEO CHIEF FINANCIAL OFFICER 148524 0 0 0 0 0 3734 0 409 0 152667 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A AT LEAST 51% OF THE DIRECTORS OF THE CORPORATION ARE TO BE MEMBERS OF THE BRETHREN IN CHRIST CHURCH WHO SHALL BE APPROVED BY THE GENERAL ASSEMBLY BOARD OF THE BRETHREN IN CHRIST CHURCH. FORM 990, PART VI, SECTION A, LINE 7B THE GENERAL ASSEMBLY BOARD OF THE BRETHREN IN CHRIST CHURCH HAS THE RIGHT TO CONFIRM OR DENY ONLY THE 51% OF THE BRETHREN IN CHRIST DIRECTORS APPROVED BY THE GENERAL ASSEMBLY BOARD AND APPROVES ALL AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWED THE FORM 990 IN DETAIL. THE FORM 990 WAS THEN POSTED ON THE BOARD WEBSITE FOR MEMBER ACCESS AND REVIEW. DURING THEIR NOVEMBER MEETING OF THE FINANCE & SHARED SERVICES COMMITTEE OF THE MESSIAH LIFEWAYS BOARD, THE FORMS 990 OF MESSIAH LIFEWAYS AND EACH OF ITS CONTROLLED ENTITIES WERE REVIEWED BEFORE BEING FILED WITH THE IRS. THE REVIEW WAS LED BY THE CFO. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY BOARD MEMBERS AND EXECUTIVE TEAM AFFIRM IN WRITING THEIR AWARENESS AND COMPLIANCE WITH THE CODE OF ETHICS AND CONDUCT POLICY AND CONFLICT OF INTEREST POLICY. ALL ARE ASKED TO DISCLOSE ANY CONFLICTS OF INTEREST AND AGREE TO REFRAIN FROM PARTICIPATING IN ANY DELIBERATIONS, DECISIONS, OR VOTING RELATING TO THE MATTER. THE POLICY IS MONITORED BY MANAGEMENT OF MESSIAH LIFEWAYS. CORPORATE COMPLIANCE & RISK MANAGEMENT VERIFIES THAT ALL FORMS ARE COMPLETED AND SIGNED ANNUALLY. ANY VIOLATIONS OF THE POLICY WILL BE HANDLED AS DEEMED NECESSARY IN ACCORDANCE WITH THE POLICY. ANY MEMBER WHO INTENTIONALLY VIOLATES THE POLICY MAY BE REMOVED FROM THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS HAS A "PRESIDENTIAL RELATIONS COMMITTEE" WHICH CONDUCTS AN ANNUAL REVIEW OF THE PRESIDENT. THIS COMMITTEE HAS THE SAME COMPOSITION AS THE EXECUTIVE COMMITTEE. IN ADDITION TO ESTABLISHING THIS COMMITTEE THE BOARD HAS ESTABLISHED A POLICY TO GUIDE THE WORK OF THE COMMITTEE. THE PURPOSE OF THE COMMITTEE IS TO CONDUCT THE ANNUAL PERFORMANCE EVALUATION OF THE PRESIDENT, REVIEW PAST GOALS AND ESTABLISH FUTURE GOALS, SHARE A SUMMARY OF THE EVALUATION WITH THE FULL BOARD, AND RECOMMEND TERMS OF COMPENSATION TO THE FULL BOARD. IN DETERMINING COMPENSATION, THE BOARD REVIEWS SALARY DATA FROM VARIOUS SOURCES SUCH AS TRADE ASSOCIATION AND HEALTHCARE ALLIANCES. THEIR REVIEW IS DOCUMENTED IN THE BOARD MINUTES. REGARDING OTHER OFFICERS OF THE ORGANIZATION, THE PRESIDENT CONDUCTS AN ANNUAL PERFORMANCE EVALUATION. IN DETERMINING THE OFFICERS' COMPENSATION, THE PRESIDENT REVIEWS SALARY DATA FROM APPROPRIATE TRADE ASSOCIATIONS AND ALLIANCES. THE BOARD OF DIRECTORS GIVES FINAL APPROVAL OF THE COMPENSATION OF THESE OFFICERS INDIRECTLY THROUGH REVIEW AND APPROVAL OF THE ANNUAL BUDGET. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE FOR INSPECTION UPON REQUEST. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE ON ITS WEBSITE (WWW.MESSIAHLIFEWAYS.ORG), AND UPON REQUEST. ADDITIONALLY THE FINANCIAL STATEMENTS ARE INCORPORATED INTO THE DISCLOSURE STATEMENT PREPARED FOR MESSIAH HOME AND MESSIAH FAMILY SERVICES, AS REQUIRED BY THE DEPARTMENT OF INSURANCE. MESSIAH ALSO POSTS THE AUDITED STATEMENTS OUT TO THE EMMA WEBSITE (WWW.EMMA.MSRB.ORG). FORM 990, PART VI, LINE 1: OFFICERS OF THE BOARD OF DIRECTORS (CHAIR, VICE CHAIR) AND UP TO THREE MEMBERS AT LARGE MAKE UP THE EXECUTIVE COMMITTEE. IN ADDITION TO OTHER DUTIES ASSIGNED TO IT BY THE CHAIR OR THE BOARD OF DIRECTORS, IT WILL: (1) GOVERN THE ACTIVITIES AND RESPONSIBILITIES OF THE CORPORATION WHEN THE BOARD OF DIRECTORS IS NOT AVAILABLE FOR MEETING OR BETWEEN MEETINGS OF THE BOARD OF DIRECTORS. (2) PROVIDE CONTINUITY IN GOVERNMENT OF THE CORPORATION. FORM 990, PART IX, LINE 11G OUTSIDE LABOR: PROGRAM SERVICE EXPENSES 134,586. MANAGEMENT AND GENERAL EXPENSES 3,224. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 137,810. CONSULTING FEES: PROGRAM SERVICE EXPENSES 55,079. MANAGEMENT AND GENERAL EXPENSES 1,441,888. FUNDRAISING EXPENSES 2,500. TOTAL EXPENSES 1,499,467. AUTHORITY TRUSTEE FEES: PROGRAM SERVICE EXPENSES 17,020. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,020. FORM 990, PART XI, LINE 9: TRANSFER FROM AFFILIATES 22,640. MESSIAH HOME DBA MESSIAH LIFEWAYS AT MESSIAH VILLAGE 100 MT ALLEN DRIVE MECHANICSBURG PA 17055 231458000 SENIOR HEALTHCARE PA 501(C)(3) LINE 10 MESSIAH LIFEWAYS 1 MESSIAH FAMILY SERVICES DBA MESSIAH LIFEWAYS AT MOUNT JOY COUNTRY HOMES 100 MT ALLEN DRIVE MECHANICSBURG PA 17055 231484171 HOUSING FOR SENIOR ADULTS PA 501(C)(3) LINE 10 MESSIAH LIFEWAYS 1 MESSIAH LIFEWAYS COMMUNITY SUPPORT SERVICES 100 MT ALLEN DRIVE MECHANICSBURG PA 17055 320375859 SENIOR HEALTHCARE PA 501(C)(3) LINE 10 MESSIAH LIFEWAYS 1 0 0 0 1 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 MESSIAH HOME DBA MESSIAH LIFEWAYS AT MESSIAH VILLAGE D 272663 CASH MESSIAH LIFEWAYS COMMUNITY SUPPORT SERVICES D 1168271 CASH MESSIAH HOME DBA MESSIAH LIFEWAYS AT MESSIAH VILLAGE K 140832 CASH MESSIAH FAMILY SERVICES DBA MESSIAH LIFEWAYS AT MOUNT JOY COUNTRY HOMES L 180000 COST MESSIAH HOME DBA MESSIAH LIFEWAYS AT MESSIAH VILLAGE L 6150091 COST MESSIAH LIFEWAYS COMMUNITY SUPPORT SERVICES L 224400 COST MESSIAH HOME DBA MESSIAH LIFEWAYS AT MESSIAH VILLAGE O 314009 EST. HOURS PER ORGANIZATION MESSIAH LIFEWAYS COMMUNITY SUPPORT SERVICES O 71839 EST. HOURS PER ORGANIZATION MESSIAH FAMILY SERVICES DBA MESSIAH LIFEWAYS AT MOUNT JOY COUNTRY HOMES O 37283 EST. HOURS PER ORGANIZATION