2023-05-12T12:17:29-05:00 2022-06-30 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2021-07-01 300706945 LANDIS COMMUNITIES LAND 7175693271 1001 E OREGON ROAD LITITZ PA 17543 LARRY J ZOOK PRESIDENT/CEO 7175693271 2023-05-08 1 LARRY ZOOK 999009999 KERRI N BOGDA CPA P00760402 7177404863 X 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z LARRY J ZOOK 1001 E OREGON ROAD LITITZ PA 17543 5389501 0 X WWW.LANDISCOMMUNITIES.ORG X 2011 PA SUPPORTS RELATED NON-PROFIT ENTITIES BY PROVIDING MANAGEMENT AND OTHER SERVICES. 11 11 53 11 40630 2440 1203777 466180 4634121 4919881 0 0 14460 3440 5852358 5389501 25764 26344 0 0 4569744 4626890 0 0 339482 1231061 1422525 5826569 6075759 25789 -686258 2732817 3081350 584246 767871 2148571 2313479 X FOLLOWING GOD'S CALL TO CREATIVELY SERVE THE DIVERSE NEEDS AND INTERESTS OF OLDER ADULTS BY DEVELOPING OPPORTUNITIES AND COLLABORATIVE RELATIONSHIPS. 0 0 4471050 26344 4882691 LANDIS COMMUNITIES ("LC") IS A NOT-FOR-PROFIT CORPORATION ORGANIZED TO OPERATE FOR THE SUPPORT AND BENEFIT OF LANDIS HOMES RETIREMENT COMMUNITY ("LHRC"), WELSH MOUNTAIN HOME ("WMH"), LANDIS HOME AND COMMUNITY BASED SERVICES (HCBS), AND LANDIS QUALITY LIVING("LQL"). LC'S SUPPORT OF THE MISSION, OPERATIONS, AND RESIDENTS OF LHRC, WMH, HCBS, AND LQL HELPS TO SERVE OLDER ADULTS INCLUDING THE PROVISION OF HOUSING, THE PROVISION OF AFFORDABLE HOUSING, THE PROMOTION OF COMMUNITY AMONG THE RESIDENTS, AND THE PROVISION OF ACCESS TO HOME CARE SERVICES AND OTHER RETIREMENT COMMUNITY SERVICES AS ELECTED BY THE RESIDENTS. LC PLANS, DEVELOPS, AND ADMINISTERS AN ARRAY OF SERVICES CONSISTENT WITH LANDIS COMMUNITIES' MENNONITE/ANABAPTIST HERITAGE.LHRC IS A CONTINUING CARE RETIREMENT COMMUNITY SERVING THE AGING POPULATION BY PROVIDING HOUSING, HEALTH CARE AND RELATED SERVICES ON A 114 ACRE CAMPUS SURROUNDED BY PRESERVED FARMLAND. LHRC IS HOME TO ALMOST 900 PERSONS LIVING IN HYBRID HOMES, COTTAGES, APARTMENTS, SUITES, PERSONAL CARE, HEALTHCARE, AND HERITAGE SPECIAL CARE (PERSONS WITH MEMORY LOSS). LHRC PROVIDES CHARITY CARE TO RESIDENTS WHO MEET CERTAIN CRITERIA WITHOUT CHARGE OR AT AMOUNTS LESS THAN ESTABLISHED RATES. IN 2022, CHARITY CARE, WHICH REPRESENTS THE DIFFERENCE BETWEEN THE ESTIMATED COST OF PROVIDING CARE AND THE PAYMENTS RECEIVED FOR SERVICES RENDERED, TOTALED $3,481,000. WMH OPERATES A PERSONAL CARE HOME IN A CHRISTIAN ENVIRONMENT. WMH IS HOME TO 40 PERSONS AND HAS BEEN PROVIDING AFFORDABLE CARE TO THE AGING POPULATION FOR OVER 90 YEARS ON A 50 ACRE RURAL CAMPUS. WMH PROVIDES CHARITY CARE TO RESIDENTS WHO MEET CERTAIN CRITERIA WITHOUT CHARGE OR AT AMOUNTS LESS THAN ESTABLISHED RATES. IN 2022, CHARITY CARE, WHICH REPRESENTS THE DIFFERENCE BETWEEN THE ESTIMATED COST OF PROVIDING CARE AND THE PAYMENTS RECEIVED FOR SERVICES RENDERED, TOTALED $466,000.LANDIS HCBS PROVIDES VARIOUS HOME AND COMMUNITY BASED SERVICES TO BOTH THOSE LIVING ON THE LANDIS HOMES CAMPUS AND THOSE IN THE BROADER COMMUNITY. LANDIS HCBS SERVED 91 PERSONS ON A WEEKLY BASIS IN 2022 THROUGH AN ADULT DAY SERVICES CENTER LOCATED ON THE LANDIS HOMES CAMPUS. LANDIS AT HOME IS A HOME AND COMMUNITY BASED SERVICES PROGRAM, SERVING CLIENTS BOTH ON AND OFF THE LANDIS HOMES CAMPUS. LANDIS AT HOME DELIVERED ALMOST 33,000 HOURS OF SERVICE TO CLIENTS IN 2022. LANDIS HOMES HOSTS PATHWAYS INSTITUTE, WHICH IS A LEARNING OPPORTUNITY FOR OLDER ADULTS OFFERING CLASSES ON A WIDE RANGE OF TOPICS. PATHWAYS INSTITUTE IS OPEN TO PERSONS AGE 55+, BOTH RESIDENTS AND NON-RESIDENTS. LANDIS HOMES ALSO HOSTS A MEMORY SUPPORT AND A PARKINSON'S SUPPORT GROUP; BOTH PROGRAMS ARE OPEN TO THE PUBLIC COMMUNITY. VOLUNTEERS PROVIDE VARIOUS SERVICES FOR THE ORGANIZATION. THESE SERVICES ARE NOT RECOGNIZED AS CONTRIBUTIONS IN THE FINANCIAL STATEMENTS AS THE RECOGNITION CRITERIA UNDER THE AUTHORITATIVE ACCOUNTING GUIDANCE WERE NOT MET. LANDIS HCBS ALSO PROVIDES A CONTINUING-CARE-AT-HOME PROGRAM TO PERSONS WHO WISH TO ENROLL.LANDIS QUALITY LIVING (LQL) HAS BEEN FORMED AS THE LANDIS COMMUNITY ENTITY THAT WILL LEAD THE OFF CAMPUS EXPANSION OF AFFORDABLE SENIOR INDEPENDENT LIVING APARTMENT COMMUNITIES. WE ARE TARGETING RESIDENTS IN THE LOW TO MODERATE INCOME RANGE THROUGH HOUSING USING GOVERNMENT SUBSIDIES, INCLUDING LOW INCOME HOUSING TAX CREDITS, AND ALSO TARGETING MIDDLE INCOME RESIDENTS AND WORKING TO MAKE HOUSING AFFORDABLE TO THOSE AT THE LOWER END OF THE MIDDLE INCOME RANGE. 4471050 1 1 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 25 0 53 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X COREY HAMILTON CFO 7175693271 1001 EAST OREGON ROAD LITITZ PA 17543 ALLON LEFEVER CHAIR 1.00 1.00 X X 0 0 0 GLEN D MOFFETT TRUSTEE 1.00 1.00 X 0 0 0 DAVID HERNLEY TREASURER 1.00 1.00 X X 0 0 0 DANIEL D MAST SECRETARY 1.00 X X 0 0 0 JOHN W EBY TRUSTEE 1.00 1.00 X 0 0 0 JOHN P LINES TRUSTEE 1.00 X 0 0 0 WILLIAM S HARTMAN VICE CHAIR 1.00 1.00 X X 0 0 0 NELSON OKANYA TRUSTEE 1.00 X 0 0 0 HILDA SHIRK TRUSTEE 1.00 X 0 0 0 DANIEL WUBAH TRUSTEE 1.00 X 0 0 0 TINA CAMPBELL TRUSTEE 1.00 X 0 0 0 LARRY J ZOOK PRESIDENT/CEO 15.00 35.00 X 275404 0 42506 EVON BERGEY VP OF OPERATIONS/COO 15.00 35.00 X 212229 0 29871 COREY HAMILTON VP OF FINANCE/CFO 15.00 35.00 X 178444 0 16699 M DALE WEAVER VP OF TECHNOLOGY 25.00 25.00 X 166129 0 24924 SANDRA SMOKER DIRECOR, HUMAN RESOURCES 10.00 35.00 X 105608 0 10583 BETH TROUT VP OF ADVANCEMENT 35.00 15.00 X 129879 0 22217 EDWARD KAMINSKI DIRECTOR OF LANDIS QUALITY LIVING 1.00 45.00 X 129485 0 22055 ALLEN HEINLEY VP OF HUMAN RES. (RET. 1/7/22) 10.00 35.00 X 104305 0 15506 RICHELLE E KEGARISE CONTROLLER 40.00 0.00 X 109469 0 21341 1410952 0 205702 9 0 1 0 MASTERPIECE MARKETING PO BOX 5317 LANCASTER PA 17606 MARKETING 233014 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 ACCOUNTING 113019 ELA GROUP INC 743 S BROAD ST LITITZ PA 17543 ENGINEERING/LANDSCAPE ARCHITECTURE 103392 3 466180 466180 MANAGEMENT SERVICES 561000 4919881 4882691 37190 4919881 ADMIN FEES 900099 3440 3440 3440 5389501 4882691 40630 0 26344 26344 1031529 825223 206306 2804545 2059038 514760 230747 117516 86115 21528 9873 369082 269846 67462 31774 304218 228475 57118 18625 43932 43932 57472 57472 4566 4566 385615 308492 77123 106501 43079 63422 166111 120081 30017 16013 127688 102151 25537 170631 136505 34126 21761 16159 4040 1562 26381 20121 5030 1230 36312 29050 7262 43276 34621 8655 DUES AND SUBSCRIPTIONS 94044 77377 16278 389 RECRUITMENT 71786 57429 14357 PROMOTIONAL MATERIALS 27326 4741 1185 21400 HOSPITALITY 13021 10058 2514 449 26102 16145 2537 7420 6075759 4471050 1265227 339482 1089861 878792 93246 97839 2939 4451 142946 321670 386646 219695 95775 166951 30504 282275 67663 50805 1209883 1278567 2732817 3081350 550738 766870 33508 1001 584246 767871 X 1009350 837791 1139221 1475688 2148571 2313479 2732817 3081350 X -686258 851166 X 0 1 X 1 0 X X 4 LANDIS HOMES RETIREMENT COMMUNITY 232194364 10 1 0 0 WELSH MOUNTAIN HOME 232815761 10 1 0 0 LANDIS HCBS LLC 204435391 10 1 6174 0 LANDIS QUALITY LIVING 833598754 10 1 0 0 4 6174 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION C THE SUPPORTED ORGANIZATIONS, LANDIS HOMES RETIREMENT COMMUNITY, WELSH MOUNTAIN HOME, LANDIS HCBS, AND LANDIS QUALITY LIVING HAVE OVERLAPPING BOARD REPRESENTATION WITH LANDIS COMMUNITIES. WHILE THERE IS NOT A MAJORITY ON EACH ENTITY, THERE IS COMMON MANAGEMENT ON ALL FOUR ENTITIES. THE EXECUTIVE TEAM ALL RESIDE AS A GROUP WITHIN THE LANDIS COMMUNITIES ENTITY AND MANAGE THE SUPPORTED ORGANIZATIONS COLLECTIVELY. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 1500 0 0 0 0 1 3066 4566 0 PART II-B, LINE 1: ON OCCASION WE SEND LETTERS BY EMAIL TO OUR SENATORS AND CONGRESSMEN STATING OUR CONCERNS WITH REGARD TO ISSUES THAT IMPACT LONG-TERM CARE. ALSO, OCCASIONALLY, SOME GOVERNMENT REPRESENTATIVES COME ON CAMPUS AND SPEAK TO RESIDENTS AND MANAGEMENT. AT THESE TIMES WE ALSO EXPRESS OUR CONCERNS WITH REGARD TO LONG-TERM CARE. OUR COSTS INCURRED FOR THESE ACTIVITIES CONSIST MAINLY OF STAFF TIME INVOLVED AND AMOUNT TO APPROXIMATELY $1,500. THE ORGANIZATION PAYS DUES TO A STATE INDUSTRY ASSOCIATION - LEADINGAGE PA. A MINIMAL PORTION OF THE ORGANIZATION'S DUES IS USED FOR LOBBYING PURPOSES. 386646 219695 166951 166951 DUE FROM AFFILIATES 1273468 SPLIT-INTEREST AGREEMENTS 5099 1278567 DUE TO AFFILIATES 1001 1001 6240667 851166 851166 5389501 0 5389501 6075759 0 6075759 0 6075759 PART XI, LINE 2D - OTHER ADJUSTMENTS: TRANSFER FROM AFFILIATES 852,052. CHANGE IN VALUE, SPLIT INTEREST AGREEMENTS -886. 1 PARISH RESOURCE CENTER 2160 LINCOLN HWY EAST 18 LANCASTER PA 17602 232000688 501(C)(3) 6000 0 GENERAL OPERATIONS 1 PART I, LINE 2: THE ORGANIZATION ONLY PROVIDES GRANTS TO OTHER CHARITABLE ORGANIZATIONS AND MAKES CONCERTED EFFORTS TO ENSURE EVERY DONEE HAS A FEDERAL EXEMPTION ON FILE. FUNDS ARE NOT MONITORED SUBSEQUENT TO THE DONATION. X X X X 0 0 0 0 0 0 0 0 0 LARRY J ZOOK PRESIDENT/CEO 275404 0 0 0 0 0 17062 0 25444 0 317910 0 0 0 EVON BERGEY VP OF OPERATIONS/COO 212229 0 0 0 0 0 13214 0 16657 0 242100 0 0 0 COREY HAMILTON VP OF FINANCE/CFO 178444 0 0 0 0 0 0 0 16699 0 195143 0 0 0 M DALE WEAVER VP OF TECHNOLOGY 166129 0 0 0 0 0 0 0 24924 0 191053 0 0 0 BETH TROUT VP OF ADVANCEMENT 129879 0 0 0 0 0 8060 0 14157 0 152096 0 0 0 EDWARD KAMINSKI DIRECTOR OF LANDIS QUALITY LIVING 129485 0 0 0 0 0 8033 0 14022 0 151540 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE VP OF FINANCE AND THE PRESIDENT PERFORM AN INITIAL REVIEW OF THE RETURN. A DRAFT OF THE FEDERAL FORM 990 IS THEN PROVIDED TO THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. THE FINANCE AND AUDIT COMMITTEE OVERSEES THE FINANCIAL AFFAIRS OF THE ORGANIZATION AND REVIEWS THE FEDERAL FORM 990 FOR COMPLETENESS. UPON REVIEW, THE FINANCE AND AUDIT COMMITTEE WILL TAKE ACTION TO APPROVE THE RETURN. THIS INFORMATION IS REPORTED TO THE BOARD OF DIRECTORS IN THE MINUTES OF THE FINANCE AND AUDIT COMMITTEE. ADDITIONALLY, THE FEDERAL FORM 990 IS MADE AVAILABLE ELECTRONICALLY TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS PART OF OUR CODE OF CONDUCT THAT IS DISTRIBUTED TO BOTH THE BOARD OF DIRECTORS AND KEY EMPLOYEES. TRAINING IS PROVIDED ANNUALLY. BOARD DIRECTORS PROVIDE A WRITTEN AND SIGNED ATTESTATION REGARDING THE CODE OF CONDUCT AND A CONFLICT OF INTEREST DISCLOSURE CHECKLIST. THE FINANCE AND AUDIT COMMITTEE REVIEW A SUMMARY OF ALL CONFLICTS NOTED ON THE CONFLICT OF INTEREST DISCLOSURE FORMS COMPLETED BY BOARD MEMBERS. IT IS THEN PASSED TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR REVIEW. DURING THE COURSE OF THE YEAR, THE CONFLICT OF INTEREST POLICY IS MONITORED. AT THE BEGINNING OF EVERY MEETING THERE IS A CONFLICT OF INTEREST AGENDA ITEM - MEMBERS ARE REMINDED OF THE POLICY AND ASKED TO REVIEW THE AGENDA AND NOTE IF ANY DISCUSSION ITEM POSES A POTENTIAL CONFLICT FOR THEM. FAMILY AND BUSINESS RELATIONSHIPS ARE MENTIONED IN THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD HAS ADOPTED A COMPENSATION POLICY AS RECOMMENDED BY THE GOVERNANCE COMMITTEE. IN GENERAL, THE COMPENSATION FOR THE CEO IS DETERMINED ANNUALLY BY THE EXECUTIVE COMMITTEE BASED UPON ANNUAL REVIEW OF COMPARATIVE FINANCIAL INDICATORS AND MARKET TRENDS TO ENSURE SALARIES ARE WITHIN FAIR MARKET RANGE FOR THE INDUSTRY. COMPENSATION FOR KEY EMPLOYEES IS DETERMINED ANNUALLY BY THE CEO AND IS BASED UPON EXTERNAL FACTORS SUCH AS COMPARATIVE FINANCIAL DATA, MARKET TRENDS, AND COST OF LIVING TO ENSURE SALARIES ARE WITHIN FAIR MARKET RANGE FOR THE INDUSTRY. THIS COMPENSATION IS INCORPORATED INTO THE ANNUAL BUDGETING PROCESS AND APPROVED BY THE BOARD UPON ADOPTION OF THE BUDGET. BOARD LEVEL DISCUSSIONS ON COMPENSATION ARE RECORDED IN BOTH THE MINUTES OF THE EXECUTIVE COMMITTEE AND THE MINUTES OF THE BOARD MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER FROM AFFILIATES 852,052. CHANGE IN VALUE, SPLIT INTEREST AGREEMENTS -886. LANDIS HOMES RETIREMENT COMMUNITY 1001 E OREGON ROAD LITITZ PA 17543 232194364 CONTINUING CARE RETIREMENT COMMUNITY PA 501(C)(3) LINE 10 LANDIS COMMUNITIES 1 WELSH MOUNTAIN HOME 567 SPRINGVILLE ROAD NEW HOLLAND PA 17557 232815761 PERSONAL CARE FACILITY PA 501(C)(3) LINE 10 LANDIS QUALITY LIVING 1 LANDIS HCBS LLC 1001 E OREGON ROAD LITITZ PA 17543 204435391 HOME CARE SERVICES PA 501(C)(3) LINE 10 LANDIS COMMUNITIES 1 LANDIS QUALITY LIVING 1001 E OREGON ROAD LITITZ PA 17543 833598754 LOW-INCOME HOUSING PA 501(C)(3) LINE 10 LANDIS COMMUNITIES 1 MOUNTAIN VIEW TERRACE LP 567 SPRINGVILLE ROAD NEW HOLLAND PA 17557 371648979 MGT OF LOW-INOCME HOUSING COMMUNITY PA N/A 0 0 QUALITY LIVING CHOICES 1001 E OREGON ROAD LITIZ PA 17543 611683369 SENIOR HOUSING PA LANDIS COMMUNITIES C 52040 2571966 1.00000 1 WELSH MOUNTAIN HOME INC 567 SPRINGVILLE ROAD NEW HOLLAND PA 17557 453530937 MGT. OF LOW INCOME HOUSING COMMUNITY PA N/A C 0 0 0 0 1 1 0 0 0 0 0 1 1 0 0 1 0 0 1 1 LANDIS QUALITY LIVING D 1260877 COST LANDIS HOMES RETIREMENT COMMUNITY O 382106 COST LANDIS HOMES RETIREMENT COMMUNITY K 164161 COST LANDIS HOMES RETIREMENT COMMUNITY L 4396114 COST LANDIS HCBS LLC L 113377 COST LANDIS QUALITY LIVING L 212444 COST LANDIS HOMES RETIREMENT COMMUNITY S 852053 COST