MESSIAH HOME: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MESSIAH HOME (EIN 23-1458000)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-11-16
- IRS object ID
- 202503209349301580
- Schema version
- 2024v5.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-16T15:27:15-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | 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 ADVISORY GROUP LP | 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 | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231458000 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MESSIAH HOME | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MESS | BusinessNameControlTxt |
| Phone | 7176974666 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MT ALLEN DRIVE | AddressLine1Txt |
| City | MECHANICSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17055 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JARROD LEO | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7176974666 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MESSIAH LIFEWAYS AT MESSIAH VILLAGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KARL J BRUMMER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MT ALLEN DRIVE | AddressLine1Txt |
| City | MECHANICSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17055 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $71,171,560 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MESSIAHVILLAGE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1896 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | MINISTRY THAT RESPONSIBLY ENHANCES THE LIVES OF OLDER ADULTS WITH CHRIST-LIKE LOVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 1 | VotingMembersIndependentCnt |
| Total Employee | 782 | TotalEmployeeCnt |
| Total Volunteers | 289 | TotalVolunteersCnt |
| Total Gross UBI | $5,909 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $3,667 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $817,221 | PYContributionsGrantsAmt |
| CY Contributions Grants | $579,713 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $46,823,729 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $48,825,229 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,130,451 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,288,838 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,217,138 | PYOtherRevenueAmt |
| CY Other Revenue | $6,490,713 | CYOtherRevenueAmt |
| PY Total Revenue | $54,988,539 | PYTotalRevenueAmt |
| CY Total Revenue | $59,184,493 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $20,791,208 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $21,777,882 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $32,644,940 | PYOtherExpensesAmt |
| CY Other Expenses | $34,598,066 | CYOtherExpensesAmt |
| PY Total Expenses | $53,436,148 | PYTotalExpensesAmt |
| CY Total Expenses | $56,375,948 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,552,391 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,808,545 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $184,487,943 | TotalAssetsBOYAmt |
| Total Assets EOY | $195,422,115 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $131,644,348 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $136,191,231 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $52,843,595 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $59,230,884 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ORGANIZATION'S MISSION IS TO BE "A MINISTRY THAT RESPONSIBLY ENHANCES THE LIVES OF OLDER ADULTS WITH CHRIST-LIKE LOVE." CONTINUED ON SCHEDULE "O".INTENTIONAL AND MEANINGFUL COMMUNITY LIFE IS CENTRAL TO ACHIEVING THE ORGANIZATION'S MISSION OF LIVING "LIFE.EMBRACED." WE BELIEVE LIFE CAN BE ENHANCED WHEN PERSONS HAVE OPPORTUNITIES TO PURSUE THEIR OWN GROWTH WITH AN INWARD JOURNEY OF THE BODY, MIND AND SOUL, HAVE OPPORTUNITIES TO JOURNEY OUTWARD AND CARE FOR AND SHARE THEIR HEARTS AND HANDS WITH OTHERS, AND HAVE OPPORTUNITIES TO JOYOUSLY JOURNEY TOGETHER WITH OTHERS AND BUILD RESPECTFUL, PARTICIPATORY RELATIONSHIPS.OUR DREAM IS TO INSPIRE EVERYONE 55 AND BETTER TO MORE FULLY EMBRACE LIFE; TO NOT FEAR GROWING OLDER, BUT TO RE-IMAGINE THE JOURNEY OF AGING AS A TIME OF PURPOSE, ZEST, AND FAITH-FILLED LIVING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $45,588,615 | ExpenseAmt |
| Revenue | $48,825,229 | RevenueAmt |
| Desc | MESSIAH VILLAGE IS A CONTINUING CARE RETIREMENT COMMUNITY SERVING THE AGING POPULATION BY PROVIDING HOUSING, HEALTHCARE, AND RELATED SERVICES ON AN 85-ACRE CAMPUS SERVING OVER 800 RESIDENTS. AVERAGE OCCUPANCY FOR FISCAL 2025 WAS AS FOLLOWS FOR THE YEAR: RESIDENTIAL LIVING 94%, PERSONAL CARE 88%, AND SKILLED NURSING 76%. MESSIAH VILLAGE PROVIDES CHARITY CARE AT AMOUNTS LESS THAN ESTABLISHED RATES TO RESIDENTS WHO MEET CERTAIN CRITERIA. IN 2025 CHARITY CARE, WHICH REPRESENTS THE DIFFERENCE BETWEEN THE ESTIMATED COST OF PROVIDING CARE AND THE PAYMENTS RECEIVED FOR SERVICES RENDERED, TOTALED $3,370,000. CONTINUED ON SCHEDULE O.VOLUNTEERS PROVIDE VARIOUS SERVICES FOR THE ORGANIZATION. THESE SERVICES ARE NOT RECOGNIZED AS CONTRIBUTIONS IN THE FINANCIAL STATEMENTS AS THE RECOGNITION CRITERIA UNDER THE AUTHORITATIVE ACCOUNTING GUIDANCE WERE NOT MET. 289 VOLUNTEERS CONTRIBUTED 15,738 HOURS IN FISCAL 2025. ADDITIONALLY, MESSIAH VILLAGE EXTENDS SERVICES TO THE COMMUNITY AT LARGE THROUGH ITS PATHWAYS INSTITUTE FOR LIFELONG LEARNING, AN EDUCATIONAL PROGRAM SERVING OVER 300 PARTICIPANTS. | Desc |
| Total Program Service Expenses | $45,588,615 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 0 | 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 | 82 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 782 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 1 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KARL J BRUMMER PRESIDENTCEO | PersonNm |
| Phone | 7176974666 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MT ALLEN DRIVE | AddressLine1Txt |
| City | MECHANICSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17055 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| KARL J BRUMMER | ||||||||
| PRESIDENT/CHAIR | 8.00 | 32.00 | Yes (X) | Yes (X) | $0 | $277,437 | $37,121 | |
| KIMBERLY VALVO | ||||||||
| CHIEF OPERATIONS OFFICER/V | 25.00 | 15.00 | Yes (X) | Yes (X) | $0 | $223,929 | $18,217 | |
| MITCHELL MARTIN | ||||||||
| ML BOARD REPRESENTATIVE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JARROD LEO | ||||||||
| CFO/TREASURER | 10.00 | 30.00 | Yes (X) | Yes (X) | $0 | $201,973 | $6,663 | |
| ALICIA TITUS | ||||||||
| CHIEF EXPERIENCE OFFICER | 15.00 | 25.00 | Yes (X) | $0 | $191,756 | $5,715 | ||
| CHRISTINA WEBER | ||||||||
| VP OF CSS AND HR | 15.00 | 25.00 | Yes (X) | $0 | $0 | $0 | ||
| KIMBERLY BUTLER | ||||||||
| NHA | 40.00 | 0.00 | $134,898 | $0 | $4,976 | Yes (X) | ||
| JESSICA MLADENOFF | ||||||||
| CLINICAL MANAGER | 40.00 | 0.00 | $116,303 | $0 | $21,678 | Yes (X) | ||
| MERIMA SALKIC | ||||||||
| NURSING CNA | 40.00 | 0.00 | $106,251 | $0 | $17,701 | Yes (X) | ||
| CINDY BAUBLITZ | ||||||||
| NURSING SUPERVISOR | 40.00 | 0.00 | $7,024 | $109,810 | $12,918 | Yes (X) | ||
| RUPAK GYAWALI | ||||||||
| NURSING RN | 40.00 | 0.00 | $101,138 | $0 | $3,398 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $465,614 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,004,905 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $128,387 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | 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 |
|---|---|---|---|---|---|
| CULINESSE LLC | |||||
| 250 WYANDOTTE STREET | BETHLEHEM | PA | 18015 | DINING SERVICES PROVIDER | $3,171,473 |
| BENCHMARK CONSTRUCTION CO INC | |||||
| 4121 OREGON PIKE | BROWNSTOWN | PA | 17508 | CONSTRUCTION | $1,839,113 |
| ADVANTAGECARE REHABILITATION INC | |||||
| 5035 CLAIRTON BLVD | PITTSBURGH | PA | 15236 | OUTSOURCED REHABLITATION | $1,766,038 |
| COR CONSTRUCTION SERVICES INC | |||||
| 5 BRENNEMAN CIRCLE | MECHANICSBURG | PA | 17050 | CONSTRUCTION | $852,417 |
| CURA HOSPITALITY LLC | |||||
| PO BOX 743676 | ATLANTA | GA | 30374 | DINING SERVICES PROVIDER | $659,523 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 30 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $48,184 | GovernmentGrantsAmt |
| All Other Contributions | $531,529 | AllOtherContributionsAmt |
| Total Contributions | $579,713 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NET RESIDENT SERVICE | 623000 | $48,813,578 | $48,813,578 |
| RENTAL INCOME - AFFILIATE | 531120 | $11,651 | $11,651 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $48,825,229 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,294,041 | TotalRevenueColumnAmt |
| Exclusion | $2,294,041 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $300,939 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $244,979 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $55,960 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,960 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $5,167 | UnrelatedBusinessRevenueAmt |
| Exclusion | $50,793 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,730,286 | SecuritiesAmt |
| Other | $6,599 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,714,222 | SecuritiesAmt |
| Other | $27,866 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,016,064 | SecuritiesAmt |
| Other | -$21,267 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $994,797 | TotalRevenueColumnAmt |
| Exclusion | $994,797 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| ERC CREDIT | 900099 | $5,249,095 | $5,249,095 |
| MEALS | 900099 | $613,934 | $613,934 |
| BARBER/BEAUTY | 812900 | $259,187 | $259,187 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $312,537 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $742 | UnrelatedBusinessRevenueAmt |
| Exclusion | $311,795 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,434,753 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $59,184,493 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $48,825,229 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $5,909 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,773,642 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,269,717 | TotalAmt |
| Program Services | $15,155,975 | ProgramServicesAmt |
| Management And General | $2,113,742 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,096 | TotalAmt |
| Program Services | $204,566 | ProgramServicesAmt |
| Management And General | $28,530 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,995,337 | TotalAmt |
| Program Services | $2,628,720 | ProgramServicesAmt |
| Management And General | $366,617 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,279,732 | TotalAmt |
| Program Services | $1,123,098 | ProgramServicesAmt |
| Management And General | $156,634 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,408,329 | TotalAmt |
| Management And General | $7,408,329 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,453 | TotalAmt |
| Management And General | $277,453 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,569,511 | TotalAmt |
| Program Services | $6,490,112 | ProgramServicesAmt |
| Management And General | $79,399 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $533 | TotalAmt |
| Program Services | $533 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $876,214 | TotalAmt |
| Program Services | $860,667 | ProgramServicesAmt |
| Management And General | $15,547 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $459,243 | TotalAmt |
| Program Services | $265,992 | ProgramServicesAmt |
| Management And General | $193,251 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,880,311 | TotalAmt |
| Program Services | $2,880,311 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,594 | TotalAmt |
| Program Services | $18,341 | ProgramServicesAmt |
| Management And General | $253 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,392 | TotalAmt |
| Program Services | $2,391 | ProgramServicesAmt |
| Management And General | $5,001 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,077,532 | TotalAmt |
| Program Services | $3,077,532 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,390,330 | TotalAmt |
| Program Services | $7,390,330 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,293 | TotalAmt |
| Program Services | $257,293 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEALS/FOOD | $2,276,861 | $2,268,212 | $8,649 |
| REPAIRS & MAINTENANCE | $1,454,355 | $1,453,185 | $1,170 |
| MEDICAL SUPPLIES | $654,478 | $648,910 | $5,568 |
| NURSING HOME ASSESSMENT | $288,538 | $288,538 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $701,099 | TotalAmt |
| Program Services | $573,909 | ProgramServicesAmt |
| Management And General | $127,190 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,375,948 | TotalAmt |
| Program Services | $45,588,615 | ProgramServicesAmt |
| Management And General | $10,787,333 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,307,480 | BOYAmt |
| EOY | $6,051,646 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,150,424 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $841,882 | BOYAmt |
| EOY | $1,686,307 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $471,626 | BOYAmt |
| EOY | $374,659 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $217,040,617 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $113,033,665 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,035,692 | BOYAmt |
| EOY | $104,006,952 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,172,308 | BOYAmt |
| EOY | $78,839,947 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,508,531 | BOYAmt |
| EOY | $4,462,604 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,487,943 | BOYAmt |
| EOY | $195,422,115 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,496,963 | BOYAmt |
| EOY | $4,075,112 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,684,489 | BOYAmt |
| EOY | $39,726,888 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,362,172 | BOYAmt |
| EOY | $73,451,840 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,948 | BOYAmt |
| EOY | $4,703 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,096,776 | BOYAmt |
| EOY | $18,932,688 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,644,348 | BOYAmt |
| EOY | $136,191,231 | 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 | $28,768,319 | BOYAmt |
| EOY | $33,466,607 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,075,276 | BOYAmt |
| EOY | $25,764,277 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,843,595 | BOYAmt |
| EOY | $59,230,884 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,487,943 | BOYAmt |
| EOY | $195,422,115 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,808,545 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,582,294 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,003,550 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $3,321,649 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,911,380 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,508,414 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $817,221 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $579,713 | CurrentTaxYearAmt |
| Total | $8,138,377 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,312,473 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,062,883 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,342,425 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $46,823,729 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,825,229 | CurrentTaxYearAmt |
| Total | $228,366,739 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,634,122 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,974,263 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,850,839 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,640,950 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,404,942 | CurrentTaxYearAmt |
| Total | $236,505,116 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,600 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,880 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,407 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,648 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,240 | CurrentTaxYearAmt |
| Total | $93,775 | 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 | $5,600 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,880 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,407 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,648 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,240 | CurrentTaxYearAmt |
| Total | $93,775 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $236,411,341 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,646,834 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,425,354 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,194,144 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,280,757 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,587,622 | CurrentTaxYearAmt |
| Total | $11,134,711 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,646,834 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,425,354 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,194,144 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,280,757 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,587,622 | CurrentTaxYearAmt |
| Total | $11,134,711 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $8,774 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,667 | CurrentTaxYearAmt |
| Total | $13,441 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $741,716 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $947,370 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,129,815 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,150,146 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,434,753 | CurrentTaxYearAmt |
| Total | $10,403,800 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,022,672 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,346,987 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,174,798 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,080,627 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,431,984 | CurrentTaxYearAmt |
| Total | $258,057,068 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.91610 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93870 | PublicSupportPY509Pct |
| Investment Income CY | 0.04310 | InvestmentIncomeCYPct |
| Investment Income PY | 0.04100 | 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 | BARBER-BEAUTY - 2020 AMOUNT: $ 144,171. 2021 AMOUNT: $ 202,802. 2022 AMOUNT: $ 231,888. 2023 AMOUNT: $ 242,000. 2024 AMOUNT: $ 259,187. DRY CLEANING REVENUE - 2021 AMOUNT: $ 10. FITNESS AND WELLNESS - 2020 AMOUNT: $ 4,818. 2021 AMOUNT: $ 52,204. 2022 AMOUNT: $ 101,300. 2023 AMOUNT: $ 133,289. 2024 AMOUNT: $ 126,835. INTERDEPARTMENT CHARGES - 2020 AMOUNT: $ 37,160. 2021 AMOUNT: $ 51,960. 2022 AMOUNT: $ 85,400. 2023 AMOUNT: $ 77,800. 2024 AMOUNT: $ 78,269. MEAL REVENUE - 2020 AMOUNT: $ 323,235. 2021 AMOUNT: $ 384,631. 2022 AMOUNT: $ 533,073. 2023 AMOUNT: $ 586,484. 2024 AMOUNT: $ 613,934. OTHER RESIDENT SERVICES - 2020 AMOUNT: $ 57,463. 2021 AMOUNT: $ 90,070. 2022 AMOUNT: $ 93,975. 2023 AMOUNT: $ 46,634. 2024 AMOUNT: $ 39,902. OTHER REVENUE - 2020 AMOUNT: $ 3,869. 2022 AMOUNT: $ 31,917. 2023 AMOUNT: $ 11,950. 2024 AMOUNT: $ 19,203. PASTORAL SERVICE REVENUE - 2020 AMOUNT: $ 89,205. 2021 AMOUNT: $ 84,764. 2022 AMOUNT: $ 5,213. PATHWAYS - 2020 AMOUNT: $ 77,757. 2021 AMOUNT: $ 73,311. 2022 AMOUNT: $ 34,856. 2023 AMOUNT: $ 36,004. 2024 AMOUNT: $ 39,449. TRANSPORTATION - 2020 AMOUNT: $ 4,038. 2021 AMOUNT: $ 7,618. 2022 AMOUNT: $ 12,193. 2023 AMOUNT: $ 15,985. 2024 AMOUNT: $ 8,879. ERC CREDIT - 2024 AMOUNT: $ 5,249,095. | 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 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 | $23,717,792 | BeginningYearBalanceAmt |
| Contributions | $338,819 | ContributionsAmt |
| Investment Earnings Or Losses | $3,169,051 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,501,160 | OtherExpendituresAmt |
| End Year Balance | $25,724,502 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,690,169 | BeginningYearBalanceAmt |
| Contributions | $600,959 | ContributionsAmt |
| Investment Earnings Or Losses | $2,880,324 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,453,660 | OtherExpendituresAmt |
| End Year Balance | $23,717,792 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,866,026 | BeginningYearBalanceAmt |
| Contributions | $1,028,718 | ContributionsAmt |
| Investment Earnings Or Losses | $2,258,485 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,463,060 | OtherExpendituresAmt |
| End Year Balance | $21,690,169 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,805,978 | BeginningYearBalanceAmt |
| Contributions | $225,467 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,843,379 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,322,040 | OtherExpendituresAmt |
| End Year Balance | $19,866,026 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,640,895 | BeginningYearBalanceAmt |
| Contributions | $1,225,654 | ContributionsAmt |
| Investment Earnings Or Losses | $5,042,409 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,102,980 | OtherExpendituresAmt |
| End Year Balance | $24,805,978 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.69400 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.30600 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,664,253 | OtherCostOrOtherBasisAmt |
| Book Value | $7,664,253 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $157,496,687 | OtherCostOrOtherBasisAmt |
| Depreciation | $77,814,047 | DepreciationAmt |
| Book Value | $79,682,640 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $41,017,408 | OtherCostOrOtherBasisAmt |
| Depreciation | $30,162,457 | DepreciationAmt |
| Book Value | $10,854,951 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,862,269 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,057,161 | DepreciationAmt |
| Book Value | $5,805,108 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $104,006,952 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE ENTRANCE FEES | $17,957,357 |
| SPLIT INTEREST OBLIGATIONS | $172,955 |
| DUE TO AFFILIATES | $802,376 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $18,932,688 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $62,730,763 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,582,294 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,281,003 | OtherRevenueAmt |
| Revenue Not Reported | $3,301,291 | RevenueNotReportedAmt |
| Revenue Subtotal | $59,429,472 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$244,979 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$244,979 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $59,184,493 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $56,343,474 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $244,979 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $244,979 | ExpensesNotReportedAmt |
| Expenses Subtotal | $56,098,495 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $277,453 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $277,453 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $56,375,948 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | MESSIAH LIFEWAYS AT MESSIAH VILLAGE MAINTAINS PERSONAL CARE ACCOUNTS FOR RESIDENTS WHO HAVE EXHAUSTED THEIR FUNDS AND ARE RECEIVING BENEVOLENT CARE OR ARE ON MEDICAL ASSISTANCE. MESSIAH LIFEWAYS AT MESSIAH VILLAGE DEPOSITS FUNDS RECEIVED FOR RESIDENTS' PERSONAL USE IN A COLLECTIVE PATIENT CHECKING ACCOUNT THAT IS KEPT SEPARATE FROM OUR FACILITY'S OPERATING ACCOUNTS AND THERE IS AN INDIVIDUAL ACCOUNTING OF EACH RESIDENT'S SHARE OF THE FUNDS AND INTEREST IN THE ACCOUNT. |
| PART V, LINE 4: | INVESTMENT RETURN ON THE PERMANENTLY RESTRICTED ENDOWMENT FUNDS ARE AVAILABLE FOR TRANSFER TO OPERATIONS TO HELP OFFSET THE COSTS OF BENEVOLENT CARE, LIFELONG LEARNING AND MUSIC THERAPY. THE INVESTMENT POLICY OF MESSIAH HOME ESTABLISHES THE METHOD FOR DETERMINING THE AMOUNT THAT CAN BE TRANSFERRED WHICH MUST BE APPROVED BY THE BOARD PRIOR TO THE BEGINNING OF THE YEAR. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT-INTEREST OBLIGATIONS -17,156. CHANGE IN FAIR VALUE OF DERIVATIVE FINANCIAL INSTRUMENT -1,005,614. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 32,340. INVESTMENT EXPENSES NETTED TO REVENUES ON THE FINANCIALS -277,453. LOSS ON EXTINGUISHMENT OF DEBT -13,120. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -244,979. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 244,979. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES NETTED TO REVENUES ON THE FINANCIALS 277,453. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KARL J BRUMMER | ||||||||||||||
| PRESIDENT/CHAIR | $0 | $277,437 | $0 | $0 | $0 | $0 | $0 | $5,351 | $0 | $31,770 | $0 | $314,558 | $0 | $0 |
| KIMBERLY VALVO | ||||||||||||||
| CHIEF OPERATIONS OFFICER/V | $0 | $223,929 | $0 | $0 | $0 | $0 | $0 | $6,756 | $0 | $11,461 | $0 | $242,146 | $0 | $0 |
| JARROD LEO | ||||||||||||||
| CFO/TREASURER | $0 | $201,973 | $0 | $0 | $0 | $0 | $0 | $6,057 | $0 | $606 | $0 | $208,636 | $0 | $0 |
| ALICIA TITUS | ||||||||||||||
| CHIEF EXPERIENCE OFFICER | $0 | $191,756 | $0 | $0 | $0 | $0 | $0 | $5,159 | $0 | $556 | $0 | $197,471 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE PRESIDENT'S COMPENSATION IS DETERMINED BY MESSIAH LIFEWAYS (RELATED ORGANIZATION) USING THE FOLLOWING METHOD: COMPENSATION SURVEY/STUDY, COMPENSATION COMMITTEE, BOARD/COMPENSATION COMMITTEE APPROVED. | ExplanationTxt |
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 |
|---|---|---|---|---|---|---|---|---|
| CUMBERLAND COUNTY MUNICIPAL AUTHORITY | ||||||||
| A | 236003119 | 230614NE5 | 2018-12-06 | $8,469,941 | SEE PART VI | 0 | 0 | 0 |
| WEST SHORE AREA AUTHORITY - SERIES A | ||||||||
| B | 232179305 | 95581QAL3 | 2015-05-01 | $25,999,920 | SEE PART VI | 0 | 0 | 0 |
| WEST SHORE AREA AUTHORITY - SERIES BC | ||||||||
| C | 232179305 | 000000000 | 2015-10-28 | $72,975,000 | SEE PART VI | 0 | 0 | 0 |
| CUMBERLAND COUNTY MUNICIPAL AUTHORITY | ||||||||
| D | 236003119 | 000000000 | 2024-12-11 | $13,453,000 | SEE PART VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt | Capitalized InterestCapitalizedInterestAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,865,000 | $8,543,567 | $750,496 | $367,927 | $7,378,680 | 2018 | Yes (1) | 0 | Yes (1) | Yes (1) | |||
| B | $8,785,000 | $26,227,482 | $1,939,240 | $519,998 | $17,617,292 | 2018 | Yes (1) | 0 | Yes (1) | Yes (1) | $6,028,255 | ||
| C | $23,272,435 | $72,975,000 | $262,733 | 2018 | 0 | 0 | Yes (1) | Yes (1) | $70,339,544 | $2,372,723 | |||
| D | $13,453,000 | $245,816 | $2,198,612 | Yes (1) | 0 | 0 | Yes (1) | $11,008,572 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | 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 | Engage Bond Counsel ContractsEngageBondCounselContractsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | |
| B | 0 | Yes (1) | Yes (1) | 0 | 0.00310 | 0.00310 | 0 | 0 | Yes (1) | Yes (1) | |
| C | 0 | Yes (1) | Yes (1) | 0 | 0.00370 | 0.00370 | 0 | 0 | Yes (1) | Yes (1) | |
| D | 0 | 0 | 0 | 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 | Business Name Line2HedgeProviderName/BusinessNameLine2Txt | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | |||||||||||||
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | ||||
| (no name) | |||||||||||||
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | ||||
| PNC BANK NATIONAL | |||||||||||||
| C | 0 | Yes (1) | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | ASSOCIATION | 5.000000000000 | 0 | 0 |
| (no name) | |||||||||||||
| D | 0 | 0 | Yes (1) | 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) |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: CUMBERLAND COUNTY MUNICIPAL AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 12/06/2023 ISSUER NAME: WEST SHORE AREA AUTHORITY - SERIES A DATE THE REBATE COMPUTATION WAS PERFORMED: 05/01/2025 |
| SCHEDULE K, PART I, BOND ISSUES: | (A) ISSUER NAME: CUMBERLAND COUNTY MUNICIPAL AUTHORITY (F) DESCRIPTION OF PURPOSE: REFINANCE SERIES A 2008 (ISSUE DATE 02/14/08) WHICH WAS FOR CCRC RENOVATION AND COTTAGE EXPANSION (A) ISSUER NAME: WEST SHORE AREA AUTHORITY (F) DESCRIPTION OF PURPOSE: REFINANCE SERIES B 2008 (ISSUE DATE 02/14/08) AND 2009 BANK QUALIFIED DEBT (ISSUED 09/02/09); CAPITAL RENOVATIONS (A) ISSUER NAME: WEST SHORE AREA AUTHORITY (F) DESCRIPTION OF PURPOSE: CONSTRUCTION OF PROJECT ENVISION AND PAYMENT OF PARTIAL COSTS OF ISSUANCE (A) ISSUER NAME: CUMBERLAND COUNTY MUNICIPAL AUTHORITY (F) DESCRIPTION OF PURPOSE: CONSTRUCTION/REPAIRS - FERNECREST SALES COTTAGE, MV HVAC, CUMBERLAND RL, AND PARTIAL REDEMPTION OF SERIES B 2015 BONDS |
| SCHEDULE K, PART II, LINE 3: | TOTAL PROCEEDS OF ISSUE FOR BONDS A & B REPORTED ON PART II, LINE 3 EXCEED THE ISSUE PRICE LISTED IN PART I DUE TO INVESTMENT EARNINGS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | ADVANTAGECARE REHABILITATION, INC. IS UNDER CONTRACT TO PERFORM ALL REHABILITATIVE SERVICES FOR RESIDENTS OF MESSIAH HOME AND IS UNDER THE SUPERVISION OF THE VP OF OPERATIONS. CURA HOSPITALITY LLC IS UNDER CONTRACT TO PERFORM ALL DINING SERVICES FOR MESSIAH HOME AND IS UNDER THE SUPERVISION OF THE VP OF OPERATIONS. THERE IS A MANAGEMENT AGREEMENT BETWEEN MESSIAH HOME AND ITS PARENT, MESSIAH LIFEWAYS, FOR CERTAIN MANAGEMENT FUNCTIONS, INCLUDING ACCOUNTING, HR, ADMINISTRATION, INFORMATION SERVICES, ETC. |
| FORM 990, PART VI, SECTION A, LINE 6 | MESSIAH LIFEWAYS ("ML") IS THE SOLE MEMBER OF MESSIAH HOME. |
| FORM 990, PART VI, SECTION A, LINE 7A | MESSIAH LIFEWAYS IS THE SOLE MEMBER OF MESSIAH HOME AND ELECTS THE BOARD OF DIRECTORS. THE CEO OF ML SERVES AS CHAIR OF THE BOARD AND THE CFO OF ML SERVES AS SECRETARY-TREASURER ACCORDING TO BY-LAWS. A VICE CHAIR IS ELECTED ANNUALLY FROM THE REMAINING BOARD MEMBERS WHICH CURRENTLY INCLUDE 1 INDEPENDENT MEMBER AND 1 ADDITIONAL OFFICER OF ML. |
| FORM 990, PART VI, SECTION A, LINE 7B | SOLE MEMBER, MESSIAH LIFEWAYS, MUST APPROVE CERTAIN TRANSACTIONS (IE BORROWING, BUDGETS, PURCHASES, FUNDRAISING, CHANGE IN OPERATIONS ETC), AMENDMENTS TO ARTICLES AND BYLAWS ETC. AS LISTED IN ARTICLE IV SECTION 4.2. |
| FORM 990, PART VI, SECTION B, LINE 11B | MANAGEMENT REVIEWED THE FORM 990 IN DETAIL. THE FORM 990 WAS THEN POSTED ON THE BOARD WEBSITE FOR MEMBER ACCESS AND REVIEW. DURING THEIR NOVEMBER MEETING OF THE FINANCE & SHARED SERVICES COMMITTEE OF THE MESSIAH LIFEWAYS BOARD, THE FORMS 990 OF MESSIAH LIFEWAYS AND EACH OF ITS CONTROLLED ENTITIES WERE REVIEWED BEFORE BEING FILED WITH THE IRS. THE REVIEW WAS LED BY THE CFO. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY BOARD MEMBERS AND EXECUTIVE TEAM AFFIRM IN WRITING THEIR AWARENESS AND COMPLIANCE WITH THE CODE OF ETHICS AND CONDUCT POLICY AND CONFLICT OF INTEREST POLICY. ALL ARE ASKED TO DISCLOSE ANY CONFLICTS OF INTEREST AND AGREE TO REFRAIN FROM PARTICIPATING IN ANY DELIBERATIONS, DECISIONS, OR VOTING RELATING TO THE MATTER. THE POLICY IS MONITORED BY MANAGEMENT OF MESSIAH LIFEWAYS. CORPORATE COMPLIANCE & RISK MANAGEMENT VERIFIES THAT ALL FORMS ARE COMPLETED AND SIGNED ANNUALLY. ANY VIOLATIONS OF THE POLICY WILL BE HANDLED AS DEEMED NECESSARY IN ACCORDANCE WITH THE POLICY. ANY MEMBER WHO INTENTIONALLY VIOLATES THE POLICY MAY BE REMOVED FROM THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE MESSIAH LIFEWAYS BOARD OF DIRECTORS HAS A "PRESIDENTIAL RELATIONS COMMITTEE" WHICH CONDUCTS AN ANNUAL REVIEW OF THE PRESIDENT. THIS COMMITTEE HAS THE SAME COMPOSITION AS THE EXECUTIVE COMMITTEE. IN ADDITION TO ESTABLISHING THIS COMMITTEE THE BOARD HAS ESTABLISHED A POLICY TO GUIDE THE WORK OF THE COMMITTEE. THE PURPOSE OF THE COMMITTEE IS TO CONDUCT THE ANNUAL PERFORMANCE EVALUATION OF THE PRESIDENT, REVIEW PAST GOALS AND ESTABLISH FUTURE GOALS, SHARE A SUMMARY OF THE EVALUATION WITH THE FULL BOARD, AND RECOMMEND TERMS OF COMPENSATION TO THE FULL BOARD. IN DETERMINING COMPENSATION, THE BOARD REVIEWS SALARY DATA FROM VARIOUS SOURCES SUCH AS TRADE ASSOCIATION AND HEALTHCARE ALLIANCES. THEIR REVIEW IS DOCUMENTED IN THE BOARD MINUTES. REGARDING OTHER OFFICERS OF THE ORGANIZATION, THE PRESIDENT CONDUCTS AN ANNUAL PERFORMANCE EVALUATION. IN DETERMINING THE OFFICERS' COMPENSATION, THE PRESIDENT REVIEWS SALARY DATA FROM APPROPRIATE TRADE ASSOCIATIONS AND ALLIANCES. THE BOARD OF DIRECTORS GIVES FINAL APPROVAL OF THE COMPENSATION OF THESE OFFICERS INDIRECTLY THROUGH REVIEW AND APPROVAL OF THE ANNUAL BUDGET. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE FOR INSPECTION UPON REQUEST. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE ON ITS WEBSITE (WWW.MESSIAHLIFEWAYS.ORG), AND UPON REQUEST. ADDITIONALLY THE FINANCIAL STATEMENTS ARE INCORPORATED INTO THE DISCLOSURE STATEMENT PREPARED FOR MESSIAH HOME AND MESSIAH FAMILY SERVICES, AS REQUIRED BY THE DEPARTMENT OF INSURANCE. MESSIAH ALSO POSTS THE AUDITED STATEMENTS OUT TO THE EMMA WEBSITE (WWW.EMMA.MSRB.ORG) |
| FORM 990, PART IX, LINE 11G | CONSULTING: PROGRAM SERVICE EXPENSES 129,667. MANAGEMENT AND GENERAL EXPENSES 17,399. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 147,066. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 62,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,000. MAINTENANCE AGREEMENTS: PROGRAM SERVICE EXPENSES 175,864. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 175,864. OUTSIDE LABOR: PROGRAM SERVICE EXPENSES 6,184,581. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,184,581. |
| FORM 990, PART XI, LINE 9: | CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 32,340. CHANGE IN FAIR VALUE OF DERIVATIVE FINANCIAL INSTRUMENT -1,005,614. CHANGE IN VALUE OF SPLIT-INTEREST OBLIGATIONS -17,156. LOSS ON EXTINGUISHMENT OF DEBT -13,120. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MESSIAH FAMILY SERVICES DBA MESSIAH LIFEWAYS AT MOUNT JOY COUNTRY HOMES | |||||||||||
| 100 MT ALLEN DRIVE | MECHANICSBURG | PA | 17055 | 231484171 | HOUSING FOR SENIOR ADULTS | PA | 501(C)(3) | LINE 10 | MESSIAH LIFEWAYS | 0 | |
| MESSIAH LIFEWAYS COMMUNITY SUPPORT SERVICES | |||||||||||
| 100 MT ALLEN DRIVE | MECHANICSBURG | PA | 17055 | 320375859 | SENIOR HEALTHCARE | PA | 501(C)(3) | LINE 10 | MESSIAH LIFEWAYS | 0 | |
| MESSIAH LIFEWAYS | |||||||||||
| 100 MT ALLEN DRIVE | MECHANICSBURG | PA | 17055 | 352443724 | SENIOR HEALTHCARE | PA | 501(C)(3) | LINE 12B, II | 0 | N/A | |
| 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 | Yes (1) | 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 | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |