2025-05-13T08:15:46+00:00 2024-06-30 390859910 Baker Tilly Advisory Group LP 1570 Fruitville Pike Suite 400 Lancaster PA 17601 990 2023-07-01 231409664 THE BRETHREN HOME COMMUNITY BRET 7176242161 2990 CARLISLE PIKE NEW OXFORD PA 17350 Scott Sowers CHIEF FINANCIAL OFFICER 2025-05-13 true Kerri N Bogda CPA P00760402 7177404863 2025-05-13 2023 2025-03-06 01:10:19Z CROSS KEYS VILLAGE - TBHC Beverly I Asper 2990 CARLISLE PIKE NEW OXFORD PA 17350 52235554 false X WWW.CROSSKEYSVILLAGE.ORG X 1987 PA THE BRETHREN HOME COMMUNITY PROVIDES HEALTH CARE AND RESIDENTIAL HOUSING TO SENIOR CITIZENS. 5 5 608 441 0 0 1961142 686001 44755551 45954337 1104598 1149804 262285 302065 48083576 48092207 0 0 24101282 24230243 0 0 24355500 24935943 48456782 49166186 -373206 -1073979 192442428 193757345 104131978 102261281 88310450 91496064 X THE BRETHREN HOME COMMUNITY'S MISSION IS TO BE A BRETHREN MINISTRY DEDICATED TO ENRICHING THE LIVES OF OLDER ADULTS WITH A VISION TO BE A LEADING INNOVATOR OFFERING OLDER ADULTS A LIFE INFUSED WITH QUALITY AND PURPOSE. false false 18294186 0 20067976 Residential living - provide comprehensive, independent living services for older adults. Opportunities provided to engage residents in physical, social, mental, educational, cultural, and spiritual activities promoting overall wellness. Total census days for this program during the fiscal year 2024 were 300,088. 12575580 0 13794898 Nursing - provide quality nursing care in a health care center setting. Perform continual assessment of programs and services. Total census days for this program during the fiscal year 2024 were 32,759. 10064155 0 11039967 Personal care - provide intermediate level of care when individuals need help with some activities of daily living, but do not require 24-hour skilled nursing. These programs provided 43,736 census days of service during the fiscal year 2024. 958555 0 1051496 The community maintains records to identify and monitor the level of charity care it provides. The estimated costs of providing charity care are based upon the direct and indirect costs identified with the specific charity care services provided. The community provides charity care, subsidies, and other support of those in need. Uncompensated care totaled $5,883,252 including services to medical assistance beneficiaries whose costs exceeded reimbursement. 958555 1051496 41892476 true true false true false false false true true true false true false true false false true false false false false false false false false false false false true true false false false false false false false false false false false false false false false true false false false true 116 0 608 true false false false false false false false false false false false false X 5 5 false false false false true true true true true false false true true true true true true true true false PA X JEFFREY M EVANS PRESIDENT 7176242161 2990 CARLISLE PIKE NEW OXFORD PA 17350 DONNA J LEREW SECRETARY 1.0 1.0 X X 0 0 0 JAMES R REPLOGLE CHAIR (UNTIL 9/21/23) 1.0 1.0 X X 0 0 0 JENNIFER W BOWES VICE CHAIR 1.0 1.0 X X 0 0 0 Mary P Saunders CHAIR 1.0 1.0 X X 0 0 0 DIANNE HOLLINGER DIRECTOR 1.0 1.0 X 0 0 0 JAMES W BALTHASER DIRECTOR 1.0 1.0 X 0 0 0 JEFFREY M EVANS PRESIDENT 39.0 1.0 X 362037 0 35942 SCOTT A SOWERS CHIEF FINANCIAL OFFICER 39.0 1.0 X 226700 0 39553 JOY BODNAR CHIEF OPERATING OFFICER 40.0 0.0 X 220638 0 20051 ADAM KRUZIC DIRECTOR OF FINANCE 40.0 0.0 X 117493 0 15538 DEBORAH D HOCKENBERRY RNAC 40.0 0.0 X 118976 0 22922 JAY ROHRBACH VP FACILITIES & CONSTRUCTION MANAGEMENT 40.0 0.0 X 122850 0 34631 KELLEY MITCHELL VP OF HUMAN RESOURCES 40.0 0.0 X 211414 0 20787 OLIVER HAZAN VP OF MARKETING 40.0 0.0 X 139444 0 16528 1519552 0 205952 13 false true false JS CONSTRUCTION INC 515 PENN ST HANOVER PA 17331 CONSTRUCTION SERVICES 3623805 UNIDINE CORPORATION 1000 WAHINGTON ST STE 510 BOSTON MA 02118 FOOD AND CONSULTING SERVICES 2441559 BENCHMARK THERAPIES INC PO BOX 870 HUNTINGDON PA 16652 THERAPY SERVICES 1295316 Perkins Eastman Architect DPC 115 FIFTH AVE NEW YORK NY 10003 ARCHITECT 1170650 Amerigas Healthcare Staffing Inc 12558 COLLECTIONS CENTRE DRIVE CHICAGO IL 60693 MEDICAL STAFFING SERVICES 600068 22 686001 686001 RESIDENT & PATIENT SERVICE REV. 623000 45954337 45954337 0 0 0 0 45954337 994356 994356 408039 298795 109244 0 109244 109244 4000000 3549548 295004 450452 -295004 155448 155448 BEAUTY/BARBER SHOP 623000 152850 152850 OTHER INCOME 900099 37327 37327 SPECIAL FUNCTIONS INCOME 900099 2369 2369 275 0 0 275 192821 48092207 45954337 0 1451869 933698 933698 17838770 14843552 2995218 743281 613435 129846 3379307 2922496 456811 1335187 1074099 261088 37268 37268 54939 54939 3067 3067 54638 54638 4548146 4365744 182402 0 88584 88584 1695446 1601158 94288 2907231 2876558 30673 130304 114272 16032 1224460 1224460 9467673 9467673 529876 529876 FOOD 1584748 1574944 9804 REPAIRS & MAINTENANCE 1199101 310940 888161 MEDICAL SUPPLIES 486808 486808 UNCOLLECTIBLE EXPENSES 164262 164262 759392 416337 343055 0 49166186 41892476 7273710 0 3163 3163 2612098 2282049 2777041 3351295 0 0 0 0 1025304 1109835 260869457 138459798 123417617 122409659 28255416 26897424 264783 264783 33892811 37291834 194195 147303 192442428 193757345 4653945 4818298 71542963 71807082 26922372 24625727 76299 74760 0 0 936399 935414 104131978 102261281 X 72534009 74287293 15776441 17208771 88310450 91496064 192442428 193757345 X -1073979 830270 3429323 X false true X true false X 3047359 3855286 2646455 1961142 686001 12196243 44717863 41677545 41920988 44755551 45954337 219026284 148260 108123 141884 142777 155218 696262 0 0 47913482 45640954 44709327 46859470 46795556 231918789 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 231918789 1573625 1090686 907607 1024756 1402395 5999069 0 1573625 1090686 907607 1024756 1402395 5999069 0 0 112235 75761 30591 37602 256189 49487107 46843875 45692695 47914817 48235553 238174047 0.9737 0.9721 0.03 0.03 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - , COLUMN B - 112235.0, COLUMN C - 75761.0, COLUMN D - 30591.0, COLUMN E - 37602.0, COLUMN F - 256189.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 3067 3067 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY THE BRETHREN HOME COMMUNITY PAYS DUES TO THE ORGANIZATIONS LEADINGAGE AND LEADINGAGE PA. A PORTION OF THE DUES PAID TO THESE ORGANIZATIONS IS ALLOCABLE TO LOBBYING EXPENSES. THE TOTAL AMOUNT OF DUES PAID BY THE BRETHREN HOME COMMUNITY THAT IS ALLOCABLE TO LOBBYING IS $3,067. false true X 24485015 88699 2039118 307049 26305783 22307147 67820 3373063 1263015 24485015 28476636 10121 -5768721 410889 22307147 22237837 38639 6600021 399861 28476636 22030495 156285 489735 438678 22237837 0.6988 0.2321 0.0691 false true true 6999764 6999764 203716653 110263693 93452960 18489550 13994921 4494629 31663490 14201184 17462306 122409659 INTEREST IN NET ASSETS OF THE BRETHREN HOME FOUNDATION 37291834 F 37291834 SECURITY DEPOSITS 9169 REFUNDABLE ENTRANCE FEES 926245 935414 52650595 830270 3429323 4259593 48391002 -298795 -298795 48092207 49464981 298795 298795 49166186 0 0 49166186 Schedule D, Part IV, Line 2b Explanation of escrow agreement THE BRETHREN HOME COMMUNITY HOLDS RESIDENT FUNDS IN A CUSTODIAL ACCOUNT. RESIDENTS MAY CHOOSE TO DEPOSIT FUNDS IN THE "RESIDENT'S BANK". FUNDS ARE MAINTAINED IN A SEPARATE ACCOUNT EARNING INTEREST IF THE BALANCE IS AT LEAST $50. STATEMENTS ARE PROVIDED ON A MONTHLY BASIS. ANY BALANCE REMAINING AT DEATH OR DISCHARGE IS RETURNED WITHIN 30 DAYS. Schedule D, Part V, Line 4 Intended uses of endowment funds THE ENDOWMENT FUNDS ARE USED TO BENEFIT RESIDENTS OF THE BRETHREN HOME COMMUNITY THROUGH CHARITY CARE, MAINTENANCE OF THE NICARRY MEETING HOUSE AND WELLNESS CENTER, AND ASSISTANCE TOWARD HOUSING COSTS OF RETIRED MINISTERS AND OTHER CHURCH WORKERS. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT - 30301 CHANGE IN NET ASSETS OF AFFILIATE - 3399022 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements RENTAL EXPENSES - -298795 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 RENTAL EXPENSES - 298795 false false false false false false false true false JEFFREY M EVANS PRESIDENT 310967 0 51070 0 0 0 16314 0 19628 0 397979 0 0 0 SCOTT A SOWERS CHIEF FINANCIAL OFFICER 206790 0 19910 0 0 0 9069 0 30484 0 266253 0 0 0 JOY BODNAR CHIEF OPERATING OFFICER 210081 0 10557 0 0 0 9255 0 10796 0 240689 0 0 0 KELLEY MITCHELL VP OF HUMAN RESOURCES 192526 0 18888 0 0 0 9533 0 11254 0 232201 0 0 0 OLIVER HAZAN VP OF MARKETING 132689 0 6755 0 0 0 5848 0 10680 0 155972 0 0 0 JAY ROHRBACH VP FACILITIES & CONSTRUCTION MANAGEMENT 122780 0 70 0 0 0 6143 0 28488 0 157481 0 0 0 Schedule J, Part I, Line 7 Non-fixed payments BONUSES WERE BASED ON OVERALL PERFORMANCE. THE CEO BONUS IS REVIEWED AND APPROVED BY THE BOARD. A ADAMS COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY (S 232988777 2015-11-12 32705000 REFINANCE EXISTING TAX-EXEMPT BONDS false false false B ADAMS COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY (S 232988777 2015-11-12 9800000 PAY OFF LINE OF CREDIT AND CONSTRUCTION OF MEMORY CARE SUPPORT FACILITY AND PURCHASE OF EQUIPMENT false false false C ADAMS COUNTY GENERAL AUTHORITY 813735002 2016-09-08 10000000 ISSUE C: CONSTRUCTION OF MEMORY CARE SUPPORT FACILITY AND PURCHASE OF EQUIPMENT false false false A 23985000 32705000 32705000 2015 true false true true B 1692100 9800000 91945 296350 7300353 2203297 2016 false false true true C 2094200 10000000 19792 36648 9943560 2016 false false true true A false false true true false 0.0 0.0 0.0 false false true B false false true true false 0.0 0.0 0.0 false false true C false false true true false 0.0 0.0 0.0 false false true A false false true false true true WELLS FARGO BANK 9.0 false false false false true B false false true false true true FULTON BANK 4.0 false false false false true C false false true false true false false false true A true B true C true Form 990, Part III, Line 4d Description of other program services (Expenses $ 958,555 including grants of $ 0)(Revenue $ 1,051,496) The community maintains records to identify and monitor the level of charity care it provides. The estimated costs of providing charity care are based upon the direct and indirect costs identified with the specific charity care services provided. The community provides charity care, subsidies, and other support of those in need. Uncompensated care totaled $5,883,252 including services to medical assistance beneficiaries whose costs exceeded reimbursement. Form 990, Part VI, Line 6 Classes of members or stockholders THE BRETHREN HOME FOUNDATION SERVES AS THE MEMBER OF THE BRETHREN HOME COMMUNITY. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE BRETHREN HOME FOUNDATION IS THE CONTROLLING CORPORATION AND SERVES AS THE "MEMBER" OF THE BRETHREN HOME COMMUNITY. THE BOARD OF DIRECTORS OF THE BRETHREN HOME FOUNDATION ELECTS ALL OF THE BOARD MEMBERS OF THE BRETHREN HOME COMMUNITY. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE BOARD OF DIRECTORS OF THE CONTROLLING CORPORATION, THE BRETHREN HOME FOUNDATION, IS REQUIRED TO APPROVE AMENDMENTS TO ARTICLES OF INCORPORATION AND CHANGES TO BYLAWS OF THE BRETHREN HOME COMMUNITY. THE FOUNDATION'S BOARD OF DIRECTORS ALSO MANAGES ALL ASPECTS OF THE CORPORATION'S INVESTMENT PORTFOLIO. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS REVIEWED BY THE DIRECTOR OF FINANCE AND CFO BEFORE IT IS SHARED WITH THE PRESIDENT/CEO. THE FINAL VERSION OF THE FORM 990 WILL THEN BE DISTRIBUTED TO EACH BOARD MEMBER FOR REVIEW AND COMMENT PRIOR TO FILING WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy THE ORGANIZATION HAS A BOARD CONFLICT OF INTEREST POLICY WHICH REQUIRES ANNUAL DISCLOSURE AND CERTIFICATION BY BOARD MEMBERS OF COMPLIANCE WITH THE POLICY. IN ADDITION, ALL EMPLOYEES RECEIVE ANNUAL CORPORATE COMPLIANCE TRAINING WHICH INCLUDES THE CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO CERTIFY THEY ARE IN COMPLIANCE WITH THE CORPORATE COMPLIANCE PLAN. THE COMPLIANCE PLAN COVERS EMPLOYEES, VENDORS, CONTRACTORS, VOLUNTEERS, DIRECTORS, AND OFFICERS. ANY POTENTIAL CONFLICT OF INTEREST ISSUES WHICH MAY ARISE ARE REVIEWED BY THE CORPORATE COMPLIANCE LIAISON OR COMPLIANCE OFFICE, AND APPROPRIATE SAFEGUARDS ARE PUT IN PLACE. THE PROCESS IS MONITORED BY THE CORPORATE COMPLIANCE LIAISON OR COMPLIANCE OFFICE. Form 990, Part VI, Line 15a Process to establish compensation of top management official SALARY FOR THE CEO IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF DIRECTORS' EXECUTIVE COMMITTEE WITH COMPARISONS MADE TO AN ANNUAL SALARY SURVEY OF SIMILAR NON-PROFIT ORGANIZATIONS IN PENNSYLVANIA TO ENSURE THAT SALARIES ARE IN LINE WITH THE FAIR MARKET VALUE FOR THE INDUSTRY. THE DECISION IS DOCUMENTED IN THE EXECUTIVE COMMITTEE MINUTES. A SIMILAR PROCESS IS USED FOR OTHER KEY EMPLOYEES WITH THE REVIEW BEING DONE BY THE VICE PRESIDENT OF HUMAN RESOURCES IN CONSULTATION WITH THE CEO AND VICE PRESIDENT OF FINANCE. Form 990, Part VI, Line 19 Required documents available to the public THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue COLLECTION FEES - Total Revenue: 275, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 275; Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN INTEREST OF NET ASSETS OF AFFILIATES - 3399022; CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT - 30301; THE BRETHREN HOME FOUNDATION 2990 CARLISLE PIKE NEW OXFORD PA 17350 232454835 FUNDRAISING ACTIVITIES PA 501(c)(3) 7 na false false false true false false false false false false false false false true true true false true false false