MESSIAH HOME: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MESSIAH HOME (EIN 23-1458000)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-11-14
- IRS object ID
- 201803189349301700
- Schema version
- 2017v2.3
- 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 D
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T07:55:11-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | 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 VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 4500 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037341 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | 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 | TRACY L BIESECKER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7176974666 | PhoneNum |
| Signature | 2018-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIUS C GREEN CPA | PreparerPersonNm |
| PTIN | P00350393 | PTIN |
| Phone | 2159720701 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.89.178.154 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-13 | IPDt |
| IP Tm | 08:09:10 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DE17CE2927617F2361F49D5621C531FD5B4B384A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | 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 | CURTIS D STUTZMAN | 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 | $61,941,096 | 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 | 645 | TotalEmployeeCnt |
| Total Volunteers | 463 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $699,584 | PYContributionsGrantsAmt |
| CY Contributions Grants | $405,977 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $36,635,378 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $40,019,775 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,173,986 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,012,621 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,051,210 | PYOtherRevenueAmt |
| CY Other Revenue | $1,199,630 | CYOtherRevenueAmt |
| PY Total Revenue | $39,560,158 | PYTotalRevenueAmt |
| CY Total Revenue | $48,638,003 | 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 | $18,871,212 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $18,859,751 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $20,371,982 | PYOtherExpensesAmt |
| CY Other Expenses | $27,815,677 | CYOtherExpensesAmt |
| PY Total Expenses | $39,243,194 | PYTotalExpensesAmt |
| CY Total Expenses | $46,675,428 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $316,964 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,962,575 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $178,140,651 | TotalAssetsBOYAmt |
| Total Assets EOY | $187,393,338 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $126,421,810 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $136,852,439 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $51,718,841 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $50,540,899 | 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 | $36,573,925 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $40,019,775 | RevenueAmt |
| Desc | THE YEAR ENDING JUNE 30, 2018 WAS FULL OF ACTIVITY AS THE WELCOME CENTERS WORK TO FILL UP NEWLY CONSTRUCTED APARTMENT RESIDENCES AND NEW PRIVATE NURSING ROOMS. WE CONTINUE TO ADJUST TO LIFE ON OUR CAMPUS NOW THAT CONSTRUCTION HAS ENDED AND THE BULLDOZERS ARE GONE. TOTAL DONATIONS RECEIVED DURING FY 06/30/18 IN SUPPORT OF PROJECT ENVISION ARE $2,196,407 WHICH IS COMPRISED OF PLEDGE PAYMENTS OF $400,279, UNRESTRICTED BEQUESTS OF $1,280,211 AND RESTRICTED CONTRIBUTIONS OF $515,917. THIS YEAR, CHARITY CARE WORTH OF $730,000 WAS PROVIDED IN ENHANCED LIVING, AND $3,126,000 WAS PROVIDED IN NURSING.ANOTHER ENTHUSIASTIC GROUP ON THE CAMPUS IS THE MESSIAH VILLAGE AUXILIARY. FOR MANY YEARS, THE AUXILIARY HAS GENEROUSLY SUPPORTED THE ENDOWMENT FUND BY DONATING TO ANNUAL APPEAL EFFORTS AND BY DONATING MONEY FROM THEIR GIFT SHOP AND COFFEE SHOP SALES, QUILT SALES, AND CLOTHING SALES TO SUPPORT BENEVOLENT CARE. BEHIND THE SCENES, AUXILIARY MEMBERS SERVE QUIETLY BUT CONFIDENTLY, KNOWING THAT THEIR EFFORTS MAKE A DIFFERENCE TO THIS COMMUNITY. VOLUNTEERS ALSO HAVE AN IMPORTANT ROLE IN ENHANCING LIFE ON THE MESSIAH VILLAGE CAMPUS. FROM TRANSPORTING RESIDENTS TO REHAB AND SALON APPOINTMENTS, TO PLANTING FLOWERS AND PET VISITS, VOLUNTEERS' GENEROSITY OF GIVING TIME AND TALENT IMPACT NEARLY EVERY ASPECT OF LIFE AT MESSIAH VILLAGE. THIS YEAR, 463 VOLUNTEERS GAVE 27,480 HOURS OF SERVICE TO MESSIAH VILLAGE. BASED ON THE BUREAU OF LABOR AND STATISTICS FIGURES, VOLUNTEERS PROVIDED $274,805 WORTH OF SERVICE. ONE OF THE MOST NOTABLE WAYS IN WHICH MESSIAH VILLAGE ENHANCES THE LIVES OF ITS RESIDENTS IN RESIDENTIAL LIVING IS THROUGH THE PATHWAYS INSTITUTE FOR LIFELONG LEARNING. THE PATHWAYS INSTITUTE PROVIDES RESIDENTS AND COMMUNITY MEMBERS WITH OPPORTUNITIES TO ENGAGE IN MENTAL, CULTURAL AND SPIRITUAL ACTIVITIES PROMOTING THEIR OVERALL WELLNESS. THE SPRING 2018 SEMESTER BROUGHT 46 COURSES WITH 341 TOTAL REGISTRANTS. BY JUNE 30, 2018, 65 TOTAL VILLAGE SQUARE APARTMENTS WERE OCCUPIED AND A TOTAL OF 74 APARTMENTS WERE RESERVED.AGAIN IN AUGUST 2018, MESSIAH VILLAGE WAS RECOGNIZED BY HARRISBURG MAGAZINE AS "SIMPLY THE BEST" LONG-TERM CARE FACILITY, ASSISTED LIVING FACILITY, AND RETIREMENT FACILITY/INDEPENDENT LIVING IN THE REGION. A BEST OF AWARD WAS ALSO RECEIVED FROM SUSQUEHANNA STYLE MAGAZINE. | Desc |
| Total Program Service Expenses | $36,573,925 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 144 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 645 | 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 |
| 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRACY L BIESECKER CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (6 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 |
|---|---|---|---|---|---|---|---|
| CURTIS D STUTZMAN | |||||||
| CHAIR/PRESIDENT | 12.00 | 28.00 | Yes (X) | Yes (X) | $0 | $187,945 | $25,854 |
| KELLI J MILLS | |||||||
| VICE CHAIR | 15.00 | 25.00 | Yes (X) | Yes (X) | $0 | $104,509 | $4,739 |
| TRACY L BIESECKER AS OF 1217 | |||||||
| SECRETARY/TREASURER/CFO | 10.00 | 30.00 | Yes (X) | Yes (X) | $0 | $2,692 | $0 |
| MONA ENGLE | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROLYN N JACOBS UNTIL 0318 | |||||||
| SECRETARY/TREASURER/CFO | 15.00 | 25.00 | Yes (X) | Yes (X) | $0 | $147,108 | $14,365 |
| KARL J BRUMMER | |||||||
| SENIOR VP OF STRATEGIC INTEGRATION | 14.00 | 26.00 | Yes (X) | $0 | $137,212 | $28,493 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $579,466 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $73,451 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | 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 |
|---|---|---|---|---|---|
| THE WHITING-TURNER CONTRACTING COMPANY | |||||
| PO BOX 17596 | BALTIMORE | MD | 21297 | GENERAL CONTRACTOR | $28,758,485 |
| CURA HOSPITALITY LLC | |||||
| PO BOX 743676 | ATLANTA | GA | 303743676 | DINING SERVICES PROVIDER | $3,900,204 |
| WOHLSEN CONSTRUCTION COMPANY | |||||
| PO BOX 4612 | LANCASTER | PA | 17604 | GENERAL CONTRACTOR | $3,874,192 |
| INTERIOR DESIGN ASSOCIATES INC | |||||
| 618 CHURCH ST STE 400 | NASHVILLE | TN | 37219 | FURNISHING | $2,026,354 |
| REHABCARE GROUP INC | |||||
| PO BOX 503534 | ST LOUIS | MO | 631503534 | THERAPY SERVICES | $1,088,309 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 18 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $405,977 | AllOtherContributionsAmt |
| Noncash Contributions | $25,301 | NoncashContributionsAmt |
| Total Contributions | $405,977 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NET RESIDENT SERVICE | 623000 | $39,811,899 | $39,811,899 |
| RENTAL INCOME - AFFILIATE | 531120 | $207,876 | $207,876 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $40,019,775 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,796,357 | TotalRevenueColumnAmt |
| Exclusion | $1,796,357 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $48,316 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $42,098 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,218 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,218 | TotalRevenueColumnAmt |
| Exclusion | $6,218 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,431,161 | SecuritiesAmt |
| Other | $46,098 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,222,018 | SecuritiesAmt |
| Other | $38,977 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,209,143 | SecuritiesAmt |
| Other | $7,121 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,216,264 | TotalRevenueColumnAmt |
| Exclusion | $5,216,264 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MEAL REVENUE | 722210 | $518,856 | $518,856 |
| BARBER-BEAUTY SHOP REVENUE | 812900 | $276,999 | $276,999 |
| PATHWAYS REVENUE | 900099 | $112,721 | $112,721 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $284,836 | TotalRevenueColumnAmt |
| Exclusion | $284,836 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,193,412 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,638,003 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,019,775 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,212,251 | 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 | $14,964,265 | TotalAmt |
| Program Services | $11,544,399 | ProgramServicesAmt |
| Management And General | $3,419,866 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,828 | TotalAmt |
| Program Services | $236,707 | ProgramServicesAmt |
| Management And General | $70,121 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,475,483 | TotalAmt |
| Program Services | $1,909,747 | ProgramServicesAmt |
| Management And General | $565,736 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,113,175 | TotalAmt |
| Program Services | $858,775 | ProgramServicesAmt |
| Management And General | $254,400 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,309,880 | TotalAmt |
| Management And General | $5,309,880 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,439 | TotalAmt |
| Management And General | $184,439 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,636,888 | TotalAmt |
| Program Services | $5,636,888 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,027 | TotalAmt |
| Management And General | $53,027 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,870 | TotalAmt |
| Program Services | $168,125 | ProgramServicesAmt |
| Management And General | $34,745 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,972 | TotalAmt |
| Program Services | $138,972 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,187,874 | TotalAmt |
| Program Services | $2,187,874 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,613 | TotalAmt |
| Program Services | $95,613 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,973 | TotalAmt |
| Program Services | $23,973 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,607,260 | TotalAmt |
| Program Services | $2,607,260 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,327,333 | TotalAmt |
| Program Services | $6,327,333 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $393,255 | TotalAmt |
| Program Services | $393,255 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| MEALS/FOOD | $1,589,429 | $1,589,429 |
| MEDICAL SUPPLIES | $1,200,172 | $1,200,172 |
| REPAIRS & MAINTENANCE | $519,740 | $519,740 |
| NURSING HOME ASSESSMENT | $440,830 | $440,830 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $904,122 | TotalAmt |
| Program Services | $694,833 | ProgramServicesAmt |
| Management And General | $209,289 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,675,428 | TotalAmt |
| Program Services | $36,573,925 | ProgramServicesAmt |
| Management And General | $10,101,503 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,683,585 | BOYAmt |
| EOY | $1,994,954 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $595,851 | BOYAmt |
| EOY | $4,049,152 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,479 | BOYAmt |
| EOY | $103,784 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,838,170 | BOYAmt |
| EOY | $4,618,851 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,961 | BOYAmt |
| EOY | $93,579 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $595,732 | BOYAmt |
| EOY | $741,949 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $189,607,034 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $70,097,408 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,885,941 | BOYAmt |
| EOY | $119,509,626 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,540,933 | BOYAmt |
| EOY | $51,767,013 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,584,999 | BOYAmt |
| EOY | $4,514,430 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,140,651 | BOYAmt |
| EOY | $187,393,338 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,874,620 | BOYAmt |
| EOY | $6,469,931 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,669,898 | BOYAmt |
| EOY | $27,735,618 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,786,480 | BOYAmt |
| EOY | $86,994,680 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,080 | BOYAmt |
| EOY | $14,918 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,070,732 | BOYAmt |
| EOY | $15,637,292 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,421,810 | BOYAmt |
| EOY | $136,852,439 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,438,051 | BOYAmt |
| EOY | $31,470,318 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,640,543 | BOYAmt |
| EOY | $6,232,488 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,640,247 | BOYAmt |
| EOY | $12,838,093 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,718,841 | BOYAmt |
| EOY | $50,540,899 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,140,651 | BOYAmt |
| EOY | $187,393,338 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,962,575 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,342,020 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $201,503 | 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 | $1,168,929 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $868,413 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $886,316 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $699,584 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $405,977 | CurrentTaxYearAmt |
| Total | $4,029,219 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,400,080 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,967,495 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,122,691 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,459,326 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,019,775 | CurrentTaxYearAmt |
| Total | $186,969,367 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,569,009 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,835,908 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,009,007 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,158,910 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,425,752 | CurrentTaxYearAmt |
| Total | $190,998,586 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $15,140 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $650 | CurrentTaxYearAmt |
| Total | $26,040 | 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 Minus3 Years | $15,140 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $650 | CurrentTaxYearAmt |
| Total | $26,040 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $190,972,546 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,319,012 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,719,736 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,298,156 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,264,289 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,844,673 | CurrentTaxYearAmt |
| Total | $9,445,866 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,319,012 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,719,736 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,298,156 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,264,289 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,844,673 | CurrentTaxYearAmt |
| Total | $9,445,866 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,065,272 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,049,987 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,111,830 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,049,104 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,193,412 | CurrentTaxYearAmt |
| Total | $5,469,605 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,953,293 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,605,631 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,418,993 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,472,303 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,463,837 | CurrentTaxYearAmt |
| Total | $205,914,057 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.92740 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93130 | PublicSupportPY509Pct |
| Investment Income CY | 0.04590 | InvestmentIncomeCYPct |
| Investment Income PY | 0.04330 | 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 | BAD DEBT RECOVERIES - 2016 AMOUNT: $ 11,543. BARBER-BEAUTY - 2013 AMOUNT: $ 212,673. 2014 AMOUNT: $ 247,828. 2015 AMOUNT: $ 257,538. 2016 AMOUNT: $ 262,733. 2017 AMOUNT: $ 276,999. FITNESS AND WELLNESS - 2016 AMOUNT: $ 54,490. 2017 AMOUNT: $ 77,951. AFFILIATE CHARGES/REIMBURSEMENTS - 2013 AMOUNT: $ 43,142. 2014 AMOUNT: $ 99,497. 2015 AMOUNT: $ 191,447. 2016 AMOUNT: $ 113,673. 2017 AMOUNT: $ 88,535. MEAL REVENUE - 2013 AMOUNT: $ 453,062. 2014 AMOUNT: $ 489,263. 2015 AMOUNT: $ 457,507. 2016 AMOUNT: $ 425,823. 2017 AMOUNT: $ 518,856. OTHER REVENUE - 2013 AMOUNT: $ 274,758. 2014 AMOUNT: $ 129,439. 2015 AMOUNT: $ 114,241. 2016 AMOUNT: $ 25,451. 2017 AMOUNT: $ 49,535. PATHWAYS - 2013 AMOUNT: $ 81,637. 2014 AMOUNT: $ 83,960. 2015 AMOUNT: $ 85,297. 2016 AMOUNT: $ 99,268. 2017 AMOUNT: $ 112,721. TRANSPORTATION - 2015 AMOUNT: $ 5,800. 2016 AMOUNT: $ 56,123. 2017 AMOUNT: $ 68,815. | ExplanationTxt |
Schedule B IRS990ScheduleB
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 | $18,207,301 | BeginningYearBalanceAmt |
| Contributions | $172,846 | ContributionsAmt |
| Investment Earnings Or Losses | $1,353,762 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $903,000 | OtherExpendituresAmt |
| End Year Balance | $18,830,909 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,657,154 | BeginningYearBalanceAmt |
| Contributions | $216,803 | ContributionsAmt |
| Investment Earnings Or Losses | $2,209,344 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $876,000 | OtherExpendituresAmt |
| End Year Balance | $18,207,301 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,441,856 | BeginningYearBalanceAmt |
| Contributions | $146,394 | ContributionsAmt |
| Investment Earnings Or Losses | -$44,096 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $887,000 | OtherExpendituresAmt |
| End Year Balance | $16,657,154 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,475,317 | BeginningYearBalanceAmt |
| Contributions | $167,068 | ContributionsAmt |
| Investment Earnings Or Losses | $686,159 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $886,688 | OtherExpendituresAmt |
| End Year Balance | $17,441,856 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,216,966 | BeginningYearBalanceAmt |
| Contributions | $313,858 | ContributionsAmt |
| Investment Earnings Or Losses | $2,691,669 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $747,176 | OtherExpendituresAmt |
| End Year Balance | $17,475,317 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.68180 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.31820 | 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 | $1,687,156 | OtherCostOrOtherBasisAmt |
| Book Value | $1,687,156 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $146,992,291 | OtherCostOrOtherBasisAmt |
| Depreciation | $43,754,786 | DepreciationAmt |
| Book Value | $103,237,505 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,252,571 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,240,229 | DepreciationAmt |
| Book Value | $11,012,342 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,675,016 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,102,393 | DepreciationAmt |
| Book Value | $3,572,623 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $119,509,626 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE ENTRANCE FEES | $15,204,347 |
| SPLIT INTEREST OBLIGATIONS | $432,945 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $15,637,292 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $45,355,145 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,342,020 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $17,064 | OtherRevenueAmt |
| Revenue Not Reported | -$3,324,956 | RevenueNotReportedAmt |
| Revenue Subtotal | $48,680,101 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$42,098 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$42,098 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $48,638,003 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $46,533,087 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $42,098 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $42,098 | ExpensesNotReportedAmt |
| Expenses Subtotal | $46,490,989 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $184,439 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $184,439 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $46,675,428 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | MESSIAH LIFEWAYS AT MESSIAH VILLAGE MAINTAINS TRUST FUND ACCOUNTS, PRIMARILY FOR RESIDENTS WHO HAVE EXHAUSTED THEIR FUNDS AND ARE BENEVOLENT OR ON MEDICAL ASSISTANCE. EACH RESIDENT HAS AN INDIVIDUAL BANK ACCOUNT IN HIS OR HER NAME AND ANY SOCIAL SECURITY OR PENSION MONEY THEY RECEIVE IS DEPOSITED INTO THAT ACCOUNT. FUNDS IN THE INDIVIDUAL RESIDENT ACCOUNTS ARE THEN SWEPT OR PULLED INTO A MESSIAH VILLAGE ACCOUNT AND THE APPROPRIATE FUNDS ARE APPLIED TO THE COST OF THE RESIDENTS' CARE. ANY REMAINING FUNDS ARE AVAILABLE FOR THE RESIDENTS' PERSONAL USE. THE VILLAGE ALSO MAINTAINS AN ESCROW ACCOUNT WHICH HOLDS FUNDS ON DEPOSIT FROM PROSPECTIVE RESIDENTS FOR RESIDENTIAL LIVING UNITS UNDER CONSTRUCTION. FUNDS ARE HELD IN THE ESCROW ACCOUNT UNTIL 50% OF ANTICIPATED ENTRANCE FEES ARE RECEIVED AND THE VILLAGE RECEIVES PERMISSION FROM THE DEPARTMENT OF INSURANCE TO TRANSFER THE FUNDS TO THE VILLAGE'S OPERATING ACCOUNT AND APPLY THEM TO THE RESIDENT'S ENTRANCE FEE. IF THE PROSPECTIVE RESIDENT CHANGES HIS OR HER MIND AND WANTS THE DEPOSIT BACK, THE FUNDS ARE RETURNED TO THEM. |
| PART V, LINE 4: | INVESTMENT RETURN ON THE PERMANENTLY RESTRICTED ENDOWMENT FUNDS ARE AVAILABLE FOR TRANSFER TO OPERATIONS TO HELP OFFSET CHARITY CARE. THE INVESTMENT POLICY OF MESSIAH VILLAGE 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 X, LINE 2: | THE CORPORATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING 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. MANAGEMENT DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2018 AND 2017. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT-INTEREST OBLIGATIONS -48,523. CHANGE IN FAIR VALUE OF DERIVATIVE FINANCIAL INSTRUMENT 1,104,519. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 2,640. INVESTMENT EXPENSES NETTED TO REVENUES ON THE FINANCIALS -184,439. EQUITY TRANSFER FROM AFFILIATE -857,133. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -42,098. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 42,098. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES NETTED TO REVENUES ON THE FINANCIALS 184,439. |
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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CURTIS D STUTZMAN | ||||||||||||||
| CHAIR/PRESIDENT | $0 | $187,945 | $0 | $0 | $0 | $0 | $0 | $5,760 | $0 | $20,094 | $0 | $213,799 | $0 | $0 |
| CAROLYN N JACOBS UNTIL 0318 | ||||||||||||||
| SECRETARY/TREASURER/CFO | $0 | $147,108 | $0 | $0 | $0 | $0 | $0 | $4,461 | $0 | $9,904 | $0 | $161,473 | $0 | $0 |
| KARL J BRUMMER | ||||||||||||||
| SENIOR VP OF STRATEGIC INTEGRATION | $0 | $137,212 | $0 | $0 | $0 | $0 | $0 | $4,228 | $0 | $24,265 | $0 | $165,705 | $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 (3 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 | 230614CX5 | 2008-02-14 | $10,005,536 | CCRC RENOVATION AND EXPANSION | 0 | 0 | 0 |
| WEST SHORE AREA AUTHORITY | ||||||||
| B | 232179305 | 95581QAL3 | 2015-05-01 | $25,999,920 | SEE PART VI | 0 | 0 | 0 |
| WEST SHORE AREA AUTHORITY | ||||||||
| C | 232179305 | 000000000 | 2015-10-28 | $72,975,000 | SEE PART VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,485,000 | $10,328,640 | $968,702 | $713,857 | $200,000 | $8,379,157 | $63,736 | $3,188 | 2010 | 0 | 0 | Yes (1) | Yes (1) |
| B | $2,155,000 | $26,025,385 | $1,911,906 | $519,998 | $6,028,255 | $17,565,072 | $155 | 2018 | Yes (1) | 0 | 0 | Yes (1) | |
| C | $13,700,000 | $70,043,392 | $2,372,723 | $262,733 | $67,407,936 | $2,931,608 | 2018 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 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 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00100 | 0.00000 | 0.00100 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.01550 | 0.00000 | 0.01550 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 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 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | ||||
| PNC BANK NATIONAL | |||||||||||||
| C | 0 | Yes (1) | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | ASSOCIATION | 8.000000000000 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: CUMBERLAND COUNTY MUNICIPAL AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 02/14/2018 |
| 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. TOTAL PROCEEDS OF ISSUE FOR BOND C REPORTED ON PART I DO NOT AGREE TO THE ISSUE PRICE LISTED IN PART II LINE 3. MESSIAH HOME IS DRAWING DOWN ON THIS BORROWING AS CONSTRUCTION PROGRESSES. THE ISSUE PRICE IN PART I IS THE TOTAL BOND ISSUANCE WHILE THE AMOUNT IN PART II LINE 3 IS THE AMOUNT OF PROCEEDS DRAWN DOWN AS OF 6/30/2018. |
| SCHEDULE K, PART I, COLUMN F, BOND B | PURPOSE OF BOND: REFINANCE SERIES B 2008 AND 2009 BANK QUALIFIED DEBT; CAPITAL RENOVATIONS THE REFUNDED BONDS WERE ISSUED FEBRUARY 14, 2008 AND SEPTEMBER 2, 2009. |
| SCHEDULE K, PART I, COLUMN F, BOND C | PURPOSE OF BOND: CONSTRUCTION OF PROJECT ENVISION AND PAYMENT OF PARTIAL COSTS OF ISSUANCE |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $25,301 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER IN COLUMN B REPRESENTS THE TOTAL NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | ADVANTAGE CARE 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 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 | MAINTENANCE AGREEMENTS: PROGRAM SERVICE EXPENSES 116,033. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 116,033. CONSULTING: PROGRAM SERVICE EXPENSES 47,381. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 47,381. OUTSIDE LABOR: PROGRAM SERVICE EXPENSES 5,423,478. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,423,478. MEDICAL DIRECTOR: PROGRAM SERVICE EXPENSES 49,996. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49,996. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT-INTEREST OBLIGATIONS -48,523. CHANGE IN FAIR VALUE OF DERIVATIVE FINANCIAL INSTRUMENT 1,104,519. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 2,640. EQUITY TRANSFER FROM AFFILIATE -857,133. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 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 | |
| CAPITAL AREA HEALTH ASSOCIATES | |||||||||||
| 100 MT ALLEN DRIVE | MECHANICSBURG | PA | 17055 | 202199588 | SENIOR HEALTHCARE | PA | 501(C)(3) | LINE 12A, I | MESSIAH HOME DBA MESSIAH LIFEWAYS AT MESSIAH VILLLAGE | Yes (1) | |
| 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 | Yes (1) | 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 |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPITAL AREA HEALTH ASSOCIATES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $857,133 | InvolvedAmt |
| Method Of Amount Determination | COST | MethodOfAmountDeterminationTxt |