MORAVIAN MANORS INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MORAVIAN MANORS INC (EIN 14-0810461)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-07
- IRS object ID
- 202222809349300002
- Schema version
- 2021v4.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule J
- Schedule K
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-07T06:16:36-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 140810461 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORAVIAN MANORS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORA | BusinessNameControlTxt |
| Phone | 7176260214 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 WEST LEMON STREET | AddressLine1Txt |
| City | LITITZ | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 175432311 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J DAVID SWARTLEY | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 7176260214 | PhoneNum |
| Signature | 2022-09-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | J | PersonFirstNm |
| Person Last | DAVID SWARTLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA CPA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | J DAVID SWARTLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 WEST LEMON STREET | AddressLine1Txt |
| City | LITITZ | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 175432311 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $39,690,667 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MORAVIANMANOR.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1975 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE SERVICES AND FACILITIES FOR THE AGING | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 341 | TotalEmployeeCnt |
| Total Volunteers | 107 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,822,832 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,373,753 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $24,442,251 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $24,999,971 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,058,163 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,527,071 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,364,526 | PYOtherRevenueAmt |
| CY Other Revenue | $420,651 | CYOtherRevenueAmt |
| PY Total Revenue | $29,687,772 | PYTotalRevenueAmt |
| CY Total Revenue | $32,321,446 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,429 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,800 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,065,814 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,524,313 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $116,094 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,604,201 | PYOtherExpensesAmt |
| CY Other Expenses | $14,608,192 | CYOtherExpensesAmt |
| PY Total Expenses | $27,678,444 | PYTotalExpensesAmt |
| CY Total Expenses | $27,143,305 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,009,328 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,178,141 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $167,896,910 | TotalAssetsBOYAmt |
| Total Assets EOY | $173,151,162 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $145,726,279 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $142,048,156 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,170,631 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $31,103,006 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE HIGH QUALITY SERVICES AND FACILITIES FOR THE AGING, BASED UPON CHRISTIAN VALUES, WHICH ENCOURAGE INDEPENDENCE, PRESERVE WELLNESS, AND PROMOTE HUMAN DIGNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $17,987,137 | ExpenseAmt |
| Grant | $10,800 | GrantAmt |
| Revenue | $18,435,812 | RevenueAmt |
| Desc | NURSING HOME AND BENEVOLENT CARE: OUR COMMUNITY INCLUDES NURSING CARE FOR THOSE RESIDENTS WHO ARE UNABLE TO HELP THEMSELVES. IN 2021 MORAVIAN MANOR COMMUNITIES (MMC) PROVIDED OVER 27,500 DAYS OF SKILLED NURSING CARE TO RESIDENTS WITH APPROXIMATELY 1,700 OF THOSE DAYS BEING MEDICARE A/MANAGED CARE COVERED DAYS WITH AN ADDITIONAL 9,500 COVERED MEDICAID DAYS. OVER $3.1 MILLION OF SUBSIDED CARE WAS PROVIDED TO RESIDENTS IN NURSING. WITHIN OUR PERSONAL CARE AREA OVER 13,400 DAYS OF CARE WAS PROVIDED ALONG WITH AN ADDITIONAL $400,000 OF BENEVOLENT CARE. AS MORAVIAN MANOR COMMUNITIES STRIVES TO ACCOMMODATE THE CHANGING LIFESTYLES, EXPECTATIONS AND NEED OF THE PEOPLE WE SERVE WE ARE REMINDED OF OUR MISSION AND COMMITMENT TO OUR RESIDENTS.MMC MAINTAINS RECORDS TO IDENTIFY THE COST OF PROVIDING BENEVOLENT CARE BASED UPON THE DIRECT AND INDIRECT COSTS IDENTIFIED WITH THE SPECIFIC BENEVOLENT CARE PROVIDED. THE COSTS ASSOCIATED WITH BENEVOLENT CARE ARE ESTIMATED BASED ON THE DIFFERENCE IN DAILY RESIDENT COST, AS CALCULATED IN THE ANNUAL COST REPORT, AND THE AMOUNT OF REIMBURSEMENT RECEIVED FOR BENEVOLENT CARE PROVIDED. THE LEVEL OF BENEVOLENT CARE PROVIDED AMOUNTED TO APPROXIMATELY $3,100,000 IN 2021 AND $3,700,000 IN 2020, INCLUDING COSTS RELATED TO THE MEDICAID PROGRAM. IN 2019, MMC CHANGED ITS BENEVOLENT CARE POLICY TO RELEASE FROM ITS RESIDENT ASSISTANCE FUNDS ALL OF THE BENEVOLENT CARE PROVIDED TO ITS PERSONAL CARE AND INDEPENDENT LIVING RESIDENTS AND 20 PERCENT OF BENEVOLENT COSTS PROVIDED TO ITS MEDICAID RESIDENTS. MMC UTILIZED $1,126,431 AND $1,003,446 DURING 2021 AND 2020, RESPECTIVELY, FROM ITS RESIDENT ASSISTANCE FUNDS TO SUPPORT THE BENEVOLENT CARE PROVIDED.OUR "COMMUNITY WITHIN A COMMUNITY" INVOLVEMENT INCLUDES VARIOUS PARTNERSHIPS WITH LOCAL BUSINESSES AND CIVIC ORGANIZATIONS AS WELL AS MANOR SPONSORED EVENTS. DUE TO COVID-19 AND CURRENT RESTRICTIONS IMPOSED PER CDC AND DOH GUIDELINES, THE ABILITY TO SPONSOR, ON-SITE, COMMUNITY EVENTS HAS BEEN LIMITED; HOWEVER, MORAVIAN MANOR COMMUNITIES SEEKS TO PROVIDE SPONSORSHIPS AGAIN AS SOON AS WE ARE ABLE. MMC WELCOMES PUBLIC USE OF OUR ON-SITE MEETING SPACES AT A MINIMAL CHARGE. WE CONTINUE TO MAINTAIN A STRONG CONNECTIVITY TO THE LITITZ REC CENTER AND PARTICIPATE IN INTERGENERATIONAL PROGRAMS WITH LINDEN HALL WHICH INCLUDE GROUP DISCUSSIONS THAT CONNECT STUDENTS TO CAREERS AND TOPICS IN WHICH THEY ARE INTERESTED. MORAVIAN MANOR COMMUNITY RESIDENTS ALSO ESTABLISHED A $250,000 ENDOWMENT FOR WARWICK HIGH SCHOOL STUDENT SCHOLARSHIPS IN 2021. WE CONTINUE TO SUPPORT OUR LOCAL FIRE DEPARTMENT AND WARWICK AMBULANCE ASSOCIATION THROUGH MONETARY DONATIONS AS WELL AS THE OTHER LOCAL ORGANIZATIONS SUCH AS THE LITITZ TREE HOUSE PROJECT. WE ARE FORTUNATE ENOUGH TO BE LOCATED IN THE BOROUGH OF LITITZ AND WILL CONTINUE TO SUPPORT OUR HOMETOWN THROUGH PAYMENT OF REAL ESTATE TAXES THAT SUPPORT SCHOOLS AND LOCAL GOVERNMENTS OF OVER $1.2 MILLION, MONETARY DONATIONS, AND COMMUNITY INVOLVEMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,573,755 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,637,955 | RevenueAmt |
| Desc | MEAL DISTRIBUTION PROGRAMS: MORAVIAN MANOR COMMUNITIES PROVIDES 3 MEALS DAILY WITH PERSONALIZED DIET PLANS FOR SKILLED NURSING, PERSONAL CARE AND ASSISTED LIVING RESIDENTS. IN ADDITION, MMC PROVIDES A $250 DECLINING MEAL BALANCE PLAN FOR THE GARDEN COURT APARTMENT RESIDENTS AND $100 DECLINING MEAL PLAN FOR THE WARWICK WOODLANDS AND FOUNDERS CAMPUS RESIDENTS (AS OF 2019) AS PART OF THEIR MONTHLY FEE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,830,652 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $3,926,204 | RevenueAmt |
| Desc | HOUSING PROGRAMS, GENERAL/OTHER: HOUSEKEEPING AND MAINTENANCE IS RESPONSIBLE FOR INFECTION CONTROL AND A CLEAN AND HEALTHY ENVIRONMENT FOR 115 APARTMENTS, 16 COTTAGES, 156 CARRIAGE HOMES, 12 TOWNHOUSES, A 59-BED PERSONAL CARE FACILITY, AND A 119-BED HEALTH CARE FACILITY. MAINTENANCE IS RESPONSIBLE FOR KEEPING THE FACILITY IN GOOD CONDITION (816,019 SQUARE FEET). | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $24,391,544 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 38 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 341 | 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 | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CYNTHIA MEIER VP OF FINANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7176260214 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 WEST LEMON STREET | AddressLine1Txt |
| City | LITITZ | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 175432311 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JOSEPH MCSPARRAN | |||||||
| CHAIRMAN (UNTIL MARCH '21) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICK JACKSON | |||||||
| CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MR J TIMOTHY ROLAND | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MR DANIEL B GARRETT | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| REV DAVID E BENNETT | |||||||
| PRES., EASTERN DIST (UNTIL AUG. '21) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK HIRSCHMAN | |||||||
| PRES., RES. ASSOC. (UNTIL AUG. '21) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DEEPA BALEPUR | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STACIE REIDENBAUGH | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BERNADETTE TAYLOR | |||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KAREN MAILEN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN BLACK | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GEOFF EDDOWES | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RICK RANKIN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BEN ATWATER | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN BOMBERGER | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PASTOR MANDY MASTROS | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| REV MELISSA JOHNSON | |||||||
| PRESIDENT, EASTERN DIST. | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT NEWELL | |||||||
| PRESIDENT, RESIDENTS' ASSOC. | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR JAMES DAVID SWARTLEY | |||||||
| PRESIDENT/CEO | 45.00 | Yes (X) | $200,050 | $0 | $19,537 | ||
| MRS CYNTHIA C MEIER | |||||||
| VP OF FINANCE | 45.00 | Yes (X) | $162,408 | $0 | $7,909 | ||
| LORI MATEYAK | |||||||
| DIRECTOR OF NURSING | 40.00 | $104,357 | $0 | $25,383 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $466,815 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $52,829 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | 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 |
|---|---|---|---|---|---|
| EG STOLTZFUS CONSTRUCTION | |||||
| 2127 NEW HOLLAND PIKE | LANCASTER | PA | 17601 | CONSTRUCTION | $7,167,092 |
| SODEXO | |||||
| PO BOX 533922 | ATLANTA | GA | 30353 | DIETARY MANAGEMENT | $1,449,991 |
| FLAGSHIP REHABILITATION | |||||
| 157 BALTIMORE STREET SUITE 200 | CUMBERLAND | MD | 21502 | THERAPY SERVICES | $642,909 |
| BOMBERGERS INC | |||||
| 556 FURNACE HILLS PIKE | LITITZ | PA | 17543 | MAINT SERVICES & REMODELING | $171,519 |
| STONY BRIDGE LANDSCAPING | |||||
| 1800 CORNWALL ROAD | LEBANON | PA | 17042 | LANDSCAPING SERVICES | $143,664 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $3,224,101 | GovernmentGrantsAmt |
| All Other Contributions | $1,149,652 | AllOtherContributionsAmt |
| Total Contributions | $4,373,753 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENT SVC REVENUE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $24,999,971 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,999,971 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $24,999,971 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $336,496 | TotalRevenueColumnAmt |
| Exclusion | $336,496 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $204 | TotalRevenueColumnAmt |
| Exclusion | $204 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $36,863 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $22,666 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $14,197 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,197 | TotalRevenueColumnAmt |
| Exclusion | $14,197 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,926,565 | SecuritiesAmt |
| Other | $1,605,705 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,902,175 | SecuritiesAmt |
| Other | $439,724 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,024,390 | SecuritiesAmt |
| Other | $1,165,981 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,190,371 | TotalRevenueColumnAmt |
| Exclusion | $2,190,371 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $6,440 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $4,656 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,784 | TotalRevenueColumnAmt |
| Exclusion | $1,784 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CATERING EVENTS | 623000 | $246,814 | $246,814 |
| RL UPGRADES/CLOSEOUTS | 623000 | $72,606 | $72,606 |
| BEAUTY/BARBER SHOP | 623000 | $42,924 | $42,924 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,326 | TotalRevenueColumnAmt |
| Exclusion | $42,326 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $404,670 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,321,446 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,999,971 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,947,722 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,800 | TotalAmt |
| Program Services | $10,800 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $389,904 | TotalAmt |
| Management And General | $367,945 | ManagementAndGeneralAmt |
| Fundraising | $21,959 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,273,377 | TotalAmt |
| Program Services | $8,742,360 | ProgramServicesAmt |
| Management And General | $465,213 | ManagementAndGeneralAmt |
| Fundraising | $65,804 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,655 | TotalAmt |
| Program Services | $135,358 | ProgramServicesAmt |
| Management And General | $833 | ManagementAndGeneralAmt |
| Fundraising | $464 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,022,219 | TotalAmt |
| Program Services | $1,902,958 | ProgramServicesAmt |
| Management And General | $107,058 | ManagementAndGeneralAmt |
| Fundraising | $12,203 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $702,158 | TotalAmt |
| Program Services | $638,007 | ProgramServicesAmt |
| Management And General | $57,205 | ManagementAndGeneralAmt |
| Fundraising | $6,946 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,331 | TotalAmt |
| Management And General | $66,331 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,842 | TotalAmt |
| Management And General | $53,842 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,558 | TotalAmt |
| Management And General | $2,558 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,560 | TotalAmt |
| Management And General | $112,560 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,686,780 | TotalAmt |
| Program Services | $2,573,860 | ProgramServicesAmt |
| Management And General | $112,920 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,408 | TotalAmt |
| Program Services | $147,244 | ProgramServicesAmt |
| Management And General | $101,164 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,624,083 | TotalAmt |
| Program Services | $1,489,187 | ProgramServicesAmt |
| Management And General | $134,365 | ManagementAndGeneralAmt |
| Fundraising | $531 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $502,527 | TotalAmt |
| Management And General | $502,527 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,884,553 | TotalAmt |
| Program Services | $3,536,027 | ProgramServicesAmt |
| Management And General | $348,526 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,965 | TotalAmt |
| Program Services | $32,965 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,592,841 | TotalAmt |
| Program Services | $4,501,685 | ProgramServicesAmt |
| Management And General | $91,156 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,487 | TotalAmt |
| Program Services | $10,487 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $573,503 | $573,503 | |
| EMPL. & PUBLIC RELATION | $76,957 | $4,147 | $72,810 |
| IN-SERVICE/EVENTS | $54,492 | $40,086 | $14,406 |
| INDEPEND. LIV. TURNOVER | $39,497 | $39,497 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,808 | TotalAmt |
| Program Services | $13,373 | ProgramServicesAmt |
| Management And General | $24,248 | ManagementAndGeneralAmt |
| Fundraising | $8,187 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,143,305 | TotalAmt |
| Program Services | $24,391,544 | ProgramServicesAmt |
| Management And General | $2,635,667 | ManagementAndGeneralAmt |
| Fundraising | $116,094 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,050 | BOYAmt |
| EOY | $1,050 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,410,086 | BOYAmt |
| EOY | $526,575 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,805 | BOYAmt |
| EOY | $69,805 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,078,967 | BOYAmt |
| EOY | $2,270,437 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $247,634 | BOYAmt |
| EOY | $311,736 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $597,930 | BOYAmt |
| EOY | $604,169 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $182,230,542 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $38,496,856 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,023,248 | BOYAmt |
| EOY | $143,733,686 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,155,344 | BOYAmt |
| EOY | $25,311,186 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
| EOY | $100,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,846 | BOYAmt |
| EOY | $222,518 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,896,910 | BOYAmt |
| EOY | $173,151,162 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,688,645 | BOYAmt |
| EOY | $3,280,363 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,253,905 | BOYAmt |
| EOY | $49,979,586 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,056,216 | BOYAmt |
| EOY | $64,020,652 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,999 | BOYAmt |
| EOY | $50,268 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,262,636 | BOYAmt |
| EOY | $2,515,497 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,827,125 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,609,753 | BOYAmt |
| EOY | $22,201,790 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,726,279 | BOYAmt |
| EOY | $142,048,156 | 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 | $14,299,095 | BOYAmt |
| EOY | $22,124,789 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,871,536 | BOYAmt |
| EOY | $8,978,217 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,170,631 | BOYAmt |
| EOY | $31,103,006 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,896,910 | BOYAmt |
| EOY | $173,151,162 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,178,141 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,431,689 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,322,545 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $959,275 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $683,568 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $911,623 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,822,832 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,373,753 | CurrentTaxYearAmt |
| Total | $8,751,051 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,118,631 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,605,801 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,506,175 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,442,251 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,999,971 | CurrentTaxYearAmt |
| Total | $117,672,829 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,317,864 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $527,330 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $603,628 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $298,956 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $297,677 | CurrentTaxYearAmt |
| Total | $3,045,455 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,395,770 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,816,699 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,021,426 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,564,039 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,671,401 | CurrentTaxYearAmt |
| Total | $129,469,335 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,990 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,668 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,243 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,400 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,027 | CurrentTaxYearAmt |
| Total | $185,328 | 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) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,990 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,668 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,243 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,400 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,027 | CurrentTaxYearAmt |
| Total | $185,328 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $129,284,007 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $326,760 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $309,446 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $470,628 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $415,102 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $373,563 | CurrentTaxYearAmt |
| Total | $1,895,499 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $326,760 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $309,446 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $470,628 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $415,102 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $373,563 | CurrentTaxYearAmt |
| Total | $1,895,499 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $47,582 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $53,630 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $356,983 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $972,666 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $113,433 | CurrentTaxYearAmt |
| Total | $1,544,294 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,770,112 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,179,775 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,849,037 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,951,807 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,158,397 | CurrentTaxYearAmt |
| Total | $132,909,128 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97270 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97230 | PublicSupportPY509Pct |
| Investment Income CY | 0.01430 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01450 | 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 | OTHER INCOME - 2017 AMOUNT: $ 47,582. 2018 AMOUNT: $ 53,630. 2019 AMOUNT: $ 41,669. 2020 AMOUNT: $ 19,963. 2021 AMOUNT: $ 38,384. RL UPGRADES - 2019 AMOUNT: $ 209,385. 2020 AMOUNT: $ 915,339. 2021 AMOUNT: $ 72,606. INSURANCE CLAIM - 2019 AMOUNT: $ 56,661. 2021 AMOUNT: $ 2,443. ESCROW - 2019 AMOUNT: $ 49,268. OTHER COVID-19 INCOME - 2020 AMOUNT: $ 37,364. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $2,558 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $2,558 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | MORAVIAN MANOR PAYS DUES TO LEADINGAGE PA AND LEADINGAGE NATIONAL. A PORTION OF THE DUES PAID TO THIS ORGANIZATION IS ALLOCABLE TO LOBBYING EXPENSES. THE TOTAL AMOUNT OF DUES PAID THAT ARE ALLOCABLE TO LOBBYING IS $2,558. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,164,015 | BeginningYearBalanceAmt |
| Contributions | $1,291,334 | ContributionsAmt |
| Investment Earnings Or Losses | $2,695,391 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $112,560 | OtherExpendituresAmt |
| End Year Balance | $15,038,180 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,514,419 | BeginningYearBalanceAmt |
| Contributions | $901,623 | ContributionsAmt |
| Investment Earnings Or Losses | $1,110,849 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $362,876 | OtherExpendituresAmt |
| End Year Balance | $11,164,015 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,832,444 | BeginningYearBalanceAmt |
| Contributions | $1,134,361 | ContributionsAmt |
| Investment Earnings Or Losses | $1,901,347 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $353,733 | OtherExpendituresAmt |
| End Year Balance | $9,514,419 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,372,746 | BeginningYearBalanceAmt |
| Contributions | $170,735 | ContributionsAmt |
| Investment Earnings Or Losses | -$456,212 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $254,825 | OtherExpendituresAmt |
| End Year Balance | $6,832,444 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,258,192 | BeginningYearBalanceAmt |
| Contributions | $205,368 | ContributionsAmt |
| Investment Earnings Or Losses | $1,231,907 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $322,721 | OtherExpendituresAmt |
| End Year Balance | $7,372,746 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.77350 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.10430 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12220 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,714,731 | OtherCostOrOtherBasisAmt |
| Book Value | $4,714,731 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $157,571,573 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,420,109 | DepreciationAmt |
| Book Value | $123,151,464 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,329,490 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,747,821 | DepreciationAmt |
| Book Value | $5,581,669 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,614,748 | OtherCostOrOtherBasisAmt |
| Depreciation | $328,926 | DepreciationAmt |
| Book Value | $10,285,822 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $143,733,686 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSITS | $1,672,607 |
| ANNUITIES PAYABLE | $32,121 |
| REFUNDABLE ENTRANCE FEES | $19,057,795 |
| DERIVATIVE FINANCIAL INSTRUMENTS | $1,439,267 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $22,201,790 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $35,993,902 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,431,689 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,213,445 | OtherRevenueAmt |
| Revenue Not Reported | $3,645,134 | RevenueNotReportedAmt |
| Revenue Subtotal | $32,348,768 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$27,322 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$27,322 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $32,321,446 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $27,061,527 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $30,782 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $30,782 | ExpensesNotReportedAmt |
| Expenses Subtotal | $27,030,745 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $112,560 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $112,560 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $27,143,305 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | RESIDENTS CAN DEPOSIT FUNDS INTO THE ORGANIZATION'S ACCOUNT SO THE RESIDENT CAN HAVE ACCESS TO THE MONEY WHEN FUNDS ARE NEEDED. WHEN THE RESIDENT DEPOSITS MONEY INTO THE ACCOUNT, HE OR SHE IS PROVIDED WITH A RECEIPT AND THE ORGANIZATION RECORDS THE DEPOSIT IN ITS ACCOUNTING SYSTEM. IF THE RESIDENT WITHDRAWS FUNDS, HE OR SHE NEEDS TO SIGN A FORM SHOWING THE AMOUNT AND DATE OF THE WITHDRAWAL FOR THE ORGANIZATION'S RECORDS. EACH RESIDENT IS PROVIDED WITH A QUARTERLY STATEMENT SHOWING THE BALANCE OF FUNDS IN HIS OR HER ACCOUNT. ADDITIONALLY, THE ORGANIZATION HAS SET UP A SEPARATE ACCOUNT TO TRACK AN ESCROW LIABILITY. |
| PART V, LINE 4: | THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRODUCE RESULTS THAT ALLOW THE MANOR TO FUND THE APPROPRIATE PROGRAMS WHILE ASSUMING A MODERATE LEVEL OF INVESTMENT RISK. ENDOWMENT FUNDS ARE USED FOR CAPITAL PROJECTS AND BENEVOLENT CARE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 5,560. EQUITY INCOME OF YOUR NEIGHBORHOOD CONNECTION, LLC 5,110. CHANGE IN FAIR VALUE OF SWAP 1,315,335. INVESTMENT FEES -112,560. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | GIFT SHOP EXPENSES -4,656. RENTAL EXPENSES -22,666. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF ANNUITIES PAYABLE 3,460. GIFT SHOP EXPENSES 4,656. RENTAL EXPENSES 22,666. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT FEES 112,560. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MR JAMES DAVID SWARTLEY | ||||||||||||||
| PRESIDENT/CEO | $200,050 | $0 | $0 | $0 | $0 | $0 | $9,060 | $0 | $10,477 | $0 | $219,587 | $0 | $0 | $0 |
| MRS CYNTHIA C MEIER | ||||||||||||||
| VP OF FINANCE | $162,408 | $0 | $0 | $0 | $0 | $0 | $7,308 | $0 | $601 | $0 | $170,317 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| NORTH LEBANON TOWNSHIP MUNICIPAL AUTHORITY | ||||||||
| A | 236000452 | NONEAVAIL | 2015-12-30 | $10,000,000 | FUNDING FOR WARWICK WOODLANDS PROJECT | 0 | 0 | 0 |
| NORTH LEBANON TOWNSHIP MUNICIPAL AUTHORITY | ||||||||
| B | 236000452 | NONEAVAIL | 2016-03-04 | $5,921,811 | REFINANCING FOR HEALTH CENTER EXPANSION AND RENOVATION | 0 | 0 | 0 |
| NORTH LEBANON TOWNSHIP MUNICIPAL AUTHORITY | ||||||||
| C | 236000452 | NONEAVAIL | 2016-03-04 | $4,440,116 | REFINANCING FOR HEALTH CENTER EXPANSION AND RENOVATION | 0 | 0 | 0 |
| NORTH LEBANON TOWNSHIP MUNICIPAL AUTHORITY | ||||||||
| D | 236000452 | NONEAVAIL | 2016-03-04 | $6,993,148 | REFINANCING FOR HEALTH CENTER EXPANSION AND RENOVATION | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,117,200 | $10,000,000 | $114,295 | $9,885,705 | 2017 | 0 | 0 | Yes (1) | Yes (1) | |
| B | $2,658,300 | $5,921,811 | $44,913 | 2016 | Yes (1) | 0 | Yes (1) | Yes (1) | $5,876,898 | |
| C | $2,009,100 | $4,440,116 | $33,918 | 2016 | Yes (1) | 0 | Yes (1) | Yes (1) | $4,406,198 | |
| D | $1,707,299 | $6,993,148 | $53,039 | 2016 | Yes (1) | 0 | Yes (1) | Yes (1) | $6,940,109 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| D | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||||||
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) | |||
| FULTON BANK NA | ||||||||||||
| B | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | 5.000000000000 | 0 | 0 |
| FULTON BANK NA | ||||||||||||
| C | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | 5.000000000000 | 0 | 0 |
| FULTON BANK NA | ||||||||||||
| D | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | 5.000000000000 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| NORTH LEBANON TOWNSHIP MUNICIPAL AUTHORITY | ||||||||
| A | 236000452 | NONEAVAIL | 2016-03-04 | $9,644,933 | WARWICK WOODLANDS EXPANSION AND RENOVATIONS | 0 | 0 | 0 |
| NORTH LEBANON TOWNSHIP MUNICIPAL AUTHORITY | ||||||||
| B | 236000452 | NONEAVAIL | 2017-12-27 | $10,000,000 | WARWICK WOODLANDS EXPANSION, PHASE 1B | 0 | 0 | 0 |
| LANCASTER COUNTY HOUSING AUTHORITY | ||||||||
| C | 236648018 | 51404PAKS | 2019-06-07 | $31,134,281 | WARWICK WOODLANDS EXPANSION, PHASE II, CARRIAGE HOMES | 0 | 0 | 0 |
| NORTH LEBANON TOWNSHIP MUNICIPAL AUTHORITY | ||||||||
| D | 236000452 | NONEAVAIL | 2021-12-21 | $10,000,000 | WARWICK WOODLANDS EXPANSION AND INFRASTRUCTURE IMPROVEMENTS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | In Reserve FundInReserveFundAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,134,361 | $9,644,933 | $83,159 | $9,561,774 | 2017 | 0 | 0 | Yes (1) | Yes (1) | ||
| B | $483,024 | $10,000,000 | $85,955 | $9,914,045 | 2018 | 0 | 0 | Yes (1) | Yes (1) | ||
| C | $13,829,281 | $31,134,281 | $622,685 | $28,875,096 | 2020 | 0 | 0 | Yes (1) | Yes (1) | $1,307,030 | |
| D | $10,000,000 | $94,644 | $8,577,293 | 2021 | 0 | 0 | Yes (1) | Yes (1) | $1,328,063 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) | |||
| D | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FULTON BANK NA | ||||||||||||
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 5.000000000000 | 0 | 0 | 0 | 0 | Yes (1) |
| FULTON BANK NA | ||||||||||||
| B | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 6.000000000000 | 0 | 0 | 0 | 0 | Yes (1) |
| (no name) | ||||||||||||
| C | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) | |||
| (no name) | ||||||||||||
| D | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE MORAVIAN CHURCH ELECTS 6 MEMBERS TO THE BOARD OF TRUSTEES AND THE PRESIDENT OF THE EASTERN DISTRICT SERVES ON THE BOARD. THE BOARD OF DIRECTORS ELECTS 6 TO 12 MEMBERS THROUGH A NOMINATING PROCESS. |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS MADE BY THE GOVERNING BODY TO MAKE BY-LAW REVISIONS ARE SUBJECT TO APPROVAL BY THE EXECUTIVE BOARD OF THE EASTERN DISTRICT OF THE MORAVIAN CHURCH, NORTHERN PROVINCE. ALL OTHER DECISIONS DO NOT REQUIRE APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE INITIAL REVIEW OF FORM 990 IS DONE BY THE MANOR'S VP OF FINANCE. ONCE THIS INITIAL REVIEW IS COMPLETE, THE MANOR'S FORM 990 IS THEN SENT TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW BEFORE THE RETURN IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES OF MORAVIAN MANOR REVIEW AND SIGN AN ANNUAL CONFLICT OF INTEREST AND DISCLOSURE STATEMENT. BOARD MEMBERS AND OFFICERS SHALL DISCLOSE THEIR INTEREST IN MATTERS THAT MAY OR WILL AFFECT THEM OR ANY PERSON CLOSELY ASSOCIATED WITH THEM EITHER DIRECTLY OR INDIRECTLY. THE TERM "CLOSELY ASSOCIATED" EXPRESSLY INCLUDES FAMILY AND BUSINESS RELATIONSHIPS. THE CORPORATE COMPLIANCE OFFICER REVIEWS THE STATEMENTS TO ASSURE THERE ARE NO CONFLICTS OF INTEREST. ANY CONFLICTS OF INTEREST THAT OCCUR ARE REVIEWED BY THE PRESIDENT AND THE BOARD CHAIR ASSUMING HE/SHE IS NOT THE PARTY INVOLVED. MORAVIAN MANOR BOARD MEMBERS SHALL NOT VOTE ON ANY RESOLUTION OR MOTION REGARDING MATTERS WHERE AN ACTUAL OR POTENTIAL FINANCIAL INTEREST OR CONFLICT OF INTEREST EXISTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | MORAVIAN MANORS USES ITS EXECUTIVE COMMITTEE AND A COMPENSATION SURVEY/STUDY TO DETERMINE THE COMPENSATION FOR ITS CEO. THE COMMITTEE USES THE SURVEY TO ENSURE THAT ANY SALARY INCREASES ARE WITHIN FAIR MARKET RANGE FOR THE INDUSTRY. THE FORMAL PROCEDURE IS AS FOLLOWS: THE EXECUTIVE COMMITTEE COMPLETES AN EVALUATION OF THE CEO WHICH IS A FORMAL DOCUMENT. THE ENTIRE BOARD IS THEN INVITED TO MAKE COMMENTS AND CONTACT ANY MEMBER OF THE EXECUTIVE COMMITTEE WITH ANY CONCERNS AND/OR COMMENTS REGARDING THE CEO'S ANNUAL EVALUATION. ONCE COMMENTS AND CONCERNS ARE COMPILED, THE EXECUTIVE COMMITTEE MEETS TO DISCUSS PERFORMANCE AND COMPENSATION. WAGE SURVEY DETAILS ARE REVIEWED AT THIS TIME FOR SIMILAR POSITIONS. ONCE COMPENSATION IS DECIDED UPON IT IS THE RESPONSIBILITY OF THE BOARD CHAIR TO MEET WITH THE CEO. THE BOARD CHAIR THEN GIVES A FORMAL LETTER TO THE CONTROLLER REGARDING PERCENTAGE INCREASE AND EFFECTIVE DATE FOR THE CEO RATE CHANGE. THE BOARD IS INFORMED OF THE RESULTS OF THE PERFORMANCE APPRAISAL AT THE NEXT SCHEDULED MEETING. THE EXECUTIVE COMMITTEE CHAIR KEEPS ALL DOCUMENTS REGARDING COMPENSATION. ALTHOUGH DETAILS ON THE EXECUTIVE COMMITTEE ARE NOT MADE PUBLIC TO THE BOARD, FINAL DECISIONS ARE SHARED WITH THE BOARD AND DOCUMENTED. THE CEO SETS THE SALARIES FOR KEY EMPLOYEES USING 990'S FROM OTHER ORGANIZATIONS AND THE LEADINGAGE PA WAGE SURVEY FOR COMPARISON. FAIR MARKET RANGE IS CONSIDERED WHEN MAKING ALL DECISIONS. |
| FORM 990, PART VI, SECTION C, LINE 18 | MORAVIAN MANOR'S ANNUAL FILING IS PUBLIC. THE FILING IS PICKED UP BY GUIDESTAR AND MADE AVAILABLE TO THE PUBLIC THROUGH ITS WEB SITE. THE FILING IS ALSO AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | A COPY OF THE FINANCIAL STATEMENTS MAY BE OBTAINED BY CONTACTING THE PA DEPARTMENT OF STATE. THE STATEMENTS, ALONG WITH THE REGISTRATION STATEMENT WITH WHICH THEY ARE FILED, ARE PUBLIC RECORDS. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 5,560. CHANGE IN VALUE OF ANNUITIES PAYABLE -3,460. CHANGE IN FAIR VALUE OF SWAP 1,315,335. EQUITY IN LOSS OF YOUR NEIGHBORHOOD CONNECTION, LLC 5,110. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GGDS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 LEMON STREET | AddressLine1Txt |
| City | LITITZ | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17543 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 813925437 | EIN |
| Primary Activities | REAL ESTATE HOLDINGS | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Total Income | $28,687 | TotalIncomeAmt |
| End Of Year Assets | $433,423 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORAVIAN MANORS INC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUR NEIGHBORHOOD CONNECTION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 706 ROTHSVILLE ROAD | AddressLine1Txt |
| City | LITITZ | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17543 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475266288 | EIN |
| Primary Activities | HOME HEALTH | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 10 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| 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 | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | 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 | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |