2025-09-03T07:55:48-05:00 2024-12-31 232108173 RKL LLP 102 PICKERING WAY STE 300 EXTON PA 19341 990 2024-01-01 231365176 UNITED ZION RETIREMENT COMMUNITY UNIT 7176262071 722 FURNACE HILLS PIKE LITITZ PA 17543 MARILYN SUE VERDEGEM CHIEF EXECUTIVE OFFICER 7176262071 2025-09-02 1 1 STEPHANIE E KANE CPA P01275157 4848742200 2025-09-02 2024 2025-03-06 01:10:19Z MARILYN SUE VERDEGEM 722 FURNACE HILLS PIKE LITITZ PA 17543 17364411 0 X WWW.UZRC.ORG X 1905 PA BASED ON CHRISTIAN PRINCIPLES, WE PROVIDE A COMMUNITY WHERE RESIDENTS THRIVE. 9 9 215 62 -11614 0 124895 163081 12681046 13433028 -792715 812128 2975030 92406 14988256 14500643 0 0 0 0 7557030 8263693 37500 0 154216 6098997 6080454 13693527 14344147 1294729 156496 39333748 46327276 24765529 30758656 14568219 15568620 X BASED ON CHRISTIAN PRINCIPLES, WE PROVIDE A COMMUNITY WHERE RESIDENTS THRIVE BY FOCUSING ON INDEPENDENCE, DIGNITY, AND PHYSICAL, EMOTIONAL, AND SPIRITUAL WELLNESS. 0 0 12943417 13433028 AT UNITED ZION RETIREMENT COMMUNITY, MAINTAINING AN INDIVIDUAL'S HIGHEST LEVEL OF INDEPENDENCE REMAINS OUR GOAL WHETHER SUPPORTING THEM IN INDEPENDENT LIVING COTTAGES OR APARTMENTS, IN PERSONAL CARE SUITES OR HEALTHCARE. EACH RESIDENCE HAS SOMETHING GREAT TO OFFER. ALL COTTAGES INCLUDE A FULL DAY-LIGHT BASEMENT ABLE TO BE CUSTOMIZED TO SPECIFIC LIFESTYLE NEEDS. ALL FIRST FLOOR APARTMENTS INCLUDE THEIR OWN OUTSIDE ENTRANCE AND PORCHES AND SELECTED APARTMENTS CAN BE PROVIDED WITH ADDITIONAL PERSONAL CARE SERVICES TO PREVENT A PRE-MATURE MOVE FROM THE APARTMENT TO RECEIVE ADDITIONAL SUPPORT. SEVERAL PLEASANT DINING VENUES, VARIED RECREATIONAL PROGRAMS, FREQUENT OFF-CAMPUS TRIPS AND DAILY SPIRITUAL PROGRAMS IN THE CHAPEL ENHANCE ONE'S LIFESTYLE, INDEPENDENCE AND CHOICE. HEALTHCARE ROOMS, DESIGNED BY AWARD WINNING ARCHITECTS, PROVIDE ENHANCED PRIVACY FOR BOTH PRIVATE AND SEMI-PRIVATE - SHARED BATH ACCOMMODATIONS AND FLAT SCREEN TELEVISIONS. EXPERIENCED PROFESSIONAL THERAPISTS PROVIDE REHABILITATION SERVICES. UNITED ZION RETIREMENT COMMUNITY'S MORE THAN 115 YEAR REPUTATION FOR PROVIDING THESE QUALITY SENIOR SERVICES HIGHLIGHTS UNITED ZION'S EXPERIENCE IN MEETING THE UNIQUE NEEDS AND PREFERENCES OF OLDER ADULTS. UNITED ZION RETIREMENT COMMUNITY PROVIDES CONTINUING CARE FOR RESIDENTS MEETING CERTAIN ELIGIBILITY CRITERIA UPON RESIDENCY. THIS ASSURES INDIVIDUALS SEEKING RESIDENCY THAT BENEVOLENT SUPPORT WILL BE AVAILABLE SHOULD THEY BE UNABLE TO PAY THE FULL COST OF THEIR FUTURE CARE. THE LEVEL OF THIS UNFUNDED CARE AMOUNTED TO APPROXIMATELY $1,801,000 IN 2024 INCLUDING COSTS RELATED TO THE MEDICAID PROGRAM. FOR 2024 IN HEALTH CARE, 32% OF THE 20,717 RESIDENT DAYS WERE PAID BY MEDICAL ASSISTANCE. IN PERSONAL CARE, 26% OF THE 9,331 DAYS WERE BENEVOLENT FUNDS. 12943417 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 28 0 1 215 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X MATTHEW MUSSER CHIEF FINANCIAL OFFICER 7176278403 722 FURNACE HILLS PIKE LITITZ PA 17543 JESSICA MUSSER PRESIDENT (UNTIL, 4/24) 1.00 X X 0 0 0 SHANNON SENSING PRESIDENT 1.00 X X 0 0 0 JOHN E FRY TREASURER 1.00 X X 0 0 0 EUNICE METZLER SECRETARY 1.00 X X 0 0 0 ROGER GERHART BOARD MEMBER 1.00 X 0 0 0 CLARENCE SPOHN BOARD MEMBER 1.00 X 0 0 0 SUSANA TERCERO BOARD MEMBER 1.00 X 0 0 0 DORCAS ZIMMERMAN VICE PRESIDENT 1.00 X X 0 0 0 WARREN HACKMAN BOARD MEMBER (FROM, 4/24) 1.00 X 0 0 0 BILL GEIB BOARD MEMBER (FROM, 4/24) 1.00 X 0 0 0 MARILYN SUE VERDEGEM CEO 40.00 X 169451 0 31245 MATTHEW MUSSER CHIEF FINANCIAL OFFICER 40.00 X 133660 0 31393 ELLEN HAUPT NURSING HOME ADMINISTRATOR 40.00 X 125903 0 11073 JANET HENRY-ISAAC DIRECTOR OF NURSING 40.00 X 114620 0 20326 543634 0 94037 5 0 1 0 PAUL RISK CONSTRUCTION 11 WEST STATE STREET QUARRYVILLE PA 17566 CONSTRUCTION 3630351 FOREFRONT HEALTHCARE PO BOX 33661 DETROIT MI 48232 DINING/FACILITY SERVICES 1001734 COVENANT ALLIANCE REHAB EAST LLC 28100 TORCH PARKWAY SUITE 600 WARRENVILLE IL 60555 THERAPY - PT, OT, ST 549724 SYNERGI PARTNERS INC PO BOX 5599 FLORENCE SC 29502 CONSULTING 331838 EH GOCHNAUER & SONS INC PO BOX 6278 LANCASTER PA 17607 MAINTENANCE 259755 11 163081 163081 RESIDENT REVENUE 623000 13403797 13403797 RESIDENT MEALS REVENUE 623000 29231 29231 13433028 771724 771724 523847 559412 -35565 -35565 -11614 -23951 2344760 2304356 40404 40404 40404 OTHER REVENUES 623000 125162 125162 MEALS REVENUE 623000 2809 2809 127971 14500643 13433028 -11614 916148 502726 193621 299070 10035 6095152 5800683 234057 60412 79180 69763 6956 2461 1101581 1038447 45230 17904 485054 431855 43926 9273 668610 668610 3223 803 2420 45675 45675 1221 1221 69428 69428 428613 290538 137350 725 154419 154419 317202 244646 52353 20203 352483 199207 152314 962 268743 272538 -6039 2244 20206 8395 11811 712297 631769 69937 10591 1299578 1172632 110251 16695 128128 114944 11450 1734 REPAIRS AND MAINTENANCE 732527 732527 THERAPY EXPENSES 467669 467669 MEDICAL SUPPLIES 217296 217296 TOOLS & EQUIPMENT 66317 66317 126819 96089 29753 977 14344147 12943417 1246514 154216 419393 918272 1624884 2628715 3632595 1170088 26827 33977 147685 150374 45276475 17303443 22140048 27973032 10651600 12727579 690716 725239 39333748 46327276 1687879 2630975 4450433 4234682 17629214 21851467 998003 2041532 24765529 30758656 X 12190026 12988249 2378193 2580371 14568219 15568620 39333748 46327276 X 156496 838142 5763 X X 0 1 X 1 0 X 1869252 527705 356507 124895 163081 3041440 9555376 10965812 11439785 12681046 13433028 58075047 24361 75123 67262 2997523 127971 3292240 11448989 11568640 11863554 15803464 13724080 64408727 300 10677 3598 5002 4908 24485 0 300 10677 3598 5002 4908 24485 64384242 579070 767259 781383 829589 1295571 4252872 579070 767259 781383 829589 1295571 4252872 12028059 12335899 12644937 16633053 15019651 68661599 0.93770 0.94260 0.06190 0.05700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1221 1221 0 PART II-B, LINE 1: UNITED ZION PAYS DUES TO LEADINGAGE AND LEADING AGE PA. A PORTION OF THE DUES PAID TO THOSE ORGANIZATIONS IS ALLOCABLE TO LOBBYING EXPENSES. THE TOTAL AMOUNT OF DUES PAID BY UNITED ZION THAT IS ALLOCABLE TO LOBBYING IS $1,221. 2128749 233844 44479 2318114 1983184 191989 46424 2128749 2567867 -462483 122200 1983184 2420498 236410 89041 2567867 2351389 158866 89757 2420498 0.00000 1.00000 0.00000 0 0 2111420 2111420 25289365 12243950 13045415 7608326 4037795 3570531 10267364 1021698 9245666 27973032 GIFT ANNUITIES 60379 REFUNDABLE ENTRANCE FEES 1981153 2041532 X 15842533 838142 565175 1403317 14439216 61427 61427 14500643 14842132 559412 559412 14282720 61427 61427 14344147 PART V, LINE 4: THE ENDOWMENT FUND IS HELD TO BENEFIT RESIDENTS WHO MAY NEED FINANCIAL SUPPORT. PART X, LINE 2: THE COMMUNITY FOLLOWS THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. THE PROVISION ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, AND DISCLOSURES. MANAGEMENT HAS DETERMINED THAT THESE PROVISIONS DO NOT HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE COMMUNITY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL AUTHORITIES FOR YEARS BEFORE 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 559,412. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 5,763. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 559,412. X X X 0 0 0 0 0 0 0 0 0 MARILYN SUE VERDEGEM CEO 169451 0 0 0 0 0 9170 0 22075 0 200696 0 0 0 MATTHEW MUSSER CHIEF FINANCIAL OFFICER 133660 0 0 0 0 0 0 0 31393 0 165053 0 0 0 A LANCASTER COUNTY HOSPITAL AUTHORITY 236648018 514045U92 2017-11-28 19550191 REFINANCE OF PRIOR BOND ISSUE AND CONSTRUCTION FINANCING 0 0 0 B LANCASTER COUNTY HOSPITAL AUTHORITY 236648018 514045U92 2024-07-02 23420000 FUNDING OF THE COMMUNITY'S CAPITAL EXPANSION PROJECTS 0 0 0 A 2321296 19550191 1294050 419652 391003 500000 8994409 7951077 1 0 1 1 B 23420000 55365 468400 4154172 18742063 0 0 0 1 A 0 1 1 1 0 0 0 1 B 0 1 1 1 0 0 0 1 A 0 0 1 0 0 0 0 0 1 B 0 0 1 0 0 0 0 0 1 A 1 B 1 GABRIEL MUSSER EMPLOYEE 15158 SON OF BOARD MEMBER 0 FORM 990, PART VI, SECTION A, LINE 7A BOARD MEMBERS ARE AFFIRMED AT THE GENERAL CONFERENCE OF THE UNITED ZION CHURCH. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC COPY OF THE FORM 990 IS SENT TO EACH VOTING BOARD MEMBER AND OFFICER IN ADVANCE OF A SCHEDULED BOARD MEETING. THE RETURN IS REVIEWED IN ADVANCE AND ANY QUESTIONS/COMMENTS/CONCERNS ARE BROUGHT TO THE MEETING. A VOTE TO ACCEPT THE REVIEWED REPORT IS THEN TAKEN AND DOCUMENTED IN THE MINUTES. THE REVIEW PROCESS IS COMPLETE BEFORE THE TRANSMITTAL OF THE RETURN TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES OF THE UNITED ZION RETIREMENT COMMUNITY RECEIVE A CORPORATE COMPLIANCE INTEGRITY PLAN. THE ORGANIZATION'S CORPORATE COMPLIANCE OFFICER MONITORS ALL POTENTIAL CONFLICTS AS HEAD OF THE CORPORATE COMPLIANCE COMMITTEE. NUMEROUS AUDITS AND CHECKS ARE PERFORMED TO ENSURE COMPLIANCE. THE CORPORATE COMPLIANCE OFFICER REPORTS DIRECTLY AND INDEPENDENTLY TO THE BOARD OF DIRECTORS. BOARD MEMBERS ALSO RECEIVE CORPORATE COMPLIANCE HANDBOOKS AND MONITOR COMPLIANCE AS A GROUP. AT THE BOARD LEVEL, POTENTIAL CONFLICTS ARE DISCUSSED IN BOARD MEETINGS AND DOCUMENTED IN MINUTES. IF A POTENTIAL CONFLICT IS IDENTIFIED, THE BOARD MEMBER OR OFFICER ABSTAINS FROM VOTES RELATED TO THE CONFLICT. THE CONFLICT OF INTEREST POLICIES ACKNOWLEDGE THAT RELATIVES MAY BE CONSIDERED INTERESTED PERSONS WITH REGARD TO POTENTIAL SITUATIONS IN WHICH CONFLICTS OF INTEREST MAY EXIST. FORM 990, PART VI, SECTION B, LINE 15 A PERFORMANCE ASSESSMENT IS COMPLETED ANNUALLY ON THE CEO BY THE BOARD OF DIRECTORS' EXECUTIVE COMMITTEE. THE COMMITTEE REVIEWS WAGE DATA FROM THE STATE TRADE ASSOCIATION, LEADINGAGE PA, TO CONFIRM THAT ANY COMPENSATION DECISIONS WILL BE WITHIN FAIR MARKET RANGE FOR THE INDUSTRY AND LOCATION. UPON COMPLETION OF THE REVIEW, THE BOARD APPROVES THE CEO'S COMPENSATION. UNITED ZION MAINTAINS A JOB DESCRIPTION FORM FOR EACH STAFF POSITION. COMPENSATION INCREASES ARE INCORPORATED INTO THE ANNUAL BUDGET, WHICH IS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION A, LINE 1: THE EXECUTIVE COMMITTEE HAS DECISION-MAKING AUTHORITY WHEN THE BOARD IS NOT IN SESSION. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 5,763. FORM 990 PART XII LINE 2C: THE ORGANIZATION HAS A FINANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. L F MILEY TRUST UWILL FOR UNITED ZION HOME BNY MELLON NA PO BOX 185 PITTSBURGH PA 152300185 236463223 INVESTMENTS PA BNY MELLON WEALTH MGT T 5763 87679 1.00000 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0