2025-11-16T15:27:15-06:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-07-01 352443724 MESSIAH LIFEWAYS MESS 7176974666 100 MT ALLEN DRIVE MECHANICSBURG PA 17055 JARROD LEO CFO 7176974666 2025-11-14 1 1 KERRI N BOGDA P00760402 7177404863 2025-11-14 2024 2025-03-06 01:10:19Z KARL J BRUMMER 100 MT ALLEN DRIVE MECHANICSBURG PA 17055 8428200 0 X WWW.MESSIAHLIFEWAYS.ORG X 2012 PA MINISTRY THAT RESPONSIBLY ENHANCES THE LIVES OF OLDER ADULTS WITH CHRIST-LIKE LOVE. 13 13 37 14 0 0 0 0 6348000 7630800 0 0 131172 797400 6479172 8428200 16500 16500 0 0 3304060 3152344 0 0 217363 4560318 3988409 7880878 7157253 -1401706 1270947 3125103 4444681 1533847 1572432 1591256 2872249 X 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. 0 0 4804761 16500 7630800 MESSIAH LIFEWAYS PROVIDES MANAGEMENT AND SUPPORT TO MESSIAH HOME, MESSIAH LIFEWAYS COMMUNITY SUPPORT SERVICES AND MESSIAH FAMILY SERVICES. THE ORGANIZATION CONTINUES TO ADVANCE A NUMBER OF SIGNIFICANT STRATEGIC INITIATIVES. PROGRESS CONTINUES TO BE MADE ON THE FERNECREST PROJECT, A NEW RESIDENTIAL LIVING PROJECT LOCATED 6 MILES FROM THE MESSIAH VILLAGE CAMPUS. 131 UNITS ARE ANTICIPATED TO BE CONSTRUCTED IN A FIRST PHASE OF DEVELOPMENT ON THE CAMPUS. A CEREMONIAL GROUNDBREAKING CELEBRATION WAS HELD IN NOVEMBER 2024. IN FEBRUARY 2024, THE ORGANIZATION BEGAN ACCEPTING DEPOSITS FOR FERNECREST APARTMENTS AND COTTAGES, AND AS OF JUNE 30, 2025, A TOTAL OF 50 UNITS WERE RESERVED. MANAGEMENT ANTICIPATES COMMENCING CONSTRUCTION OF THE PROJECT IN 2026, ONCE AN APPROPRIATE NUMBER OF NUMBER OF UNITS HAVE BEEN RESERVED. THE PA OFFICE OF BUDGET NAMED MESSIAH LIFEWAYS AS A RECIPIENT OF $1MILLION IN FUNDING THROUGH THE 2024 REDEVELOPMENT ASSISTANCE CAPITALPROGRAM (RACP). HALF OF THESE DOLLARS WERE ALLOCATED TO THE SITEPREPARATION AND CONSTRUCTION OF FERNECREST, MESSIAH LIFEWAYS' NEW 62+RESIDENTIAL LIVING COMMUNITY IN NEW CUMBERLAND, PA AND THE OTHER HALF IS SUPPORTING HVAC UPGRADES ON THE MESSIAH VILLAGE CAMPUS.FOR ADDITIONAL PROGRAM SERVICE ACCOMPLISHMENTS OF CONTROLLED ENTITIES,PLEASE SEE THE 990 NARRATIVES FOR: MESSIAH HOME MESSIAH FAMILY SERVICES MESSIAH LIFEWAYS COMMUNITY SUPPORT SERVICES TO LEARN MORE, VISIT MESSIAHLIFEWAYS.ORG 4804761 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 27 0 37 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 PA X X KARL J BRUMMER PRESIDENTCEO 7176974666 100 MT ALLEN DRIVE MECHANICSBURG PA 17055 DAVID WARREN CHAIR 1.00 X 0 0 0 KYLE PETTY VICE CHAIR 1.00 X 0 0 0 ANDREA BRITTON BOARD MEMBER 1.00 1.00 X 0 0 0 JENNIFER DOSE BOARD MEMBER 1.00 X 0 0 0 ETHAN ESHBACH BOARD MEMBER 1.00 1.00 X 0 0 0 RAEANN HAMON BOARD MEMBER 1.00 X 0 0 0 GLEN HEISE BOARD MEMBER 1.00 X 0 0 0 KIMBERLY HENDERSON BOARD MEMBER 1.00 X 0 0 0 MICHAEL HOFFNER BOARD MEMBER 1.00 X 0 0 0 DONNA MARTIN BOARD MEMBER 1.00 X 0 0 0 MITCHELL MARTIN BOARD MEMBER 1.00 1.00 X 0 0 0 JON STUCKEY BOARD MEMBER 1.00 X 0 0 0 DELBERT TURMAN BOARD MEMBER 1.00 X 0 0 0 KARL J BRUMMER PRESIDENT/CEO 30.00 10.00 X 277437 0 37121 JARROD LEO CHIEF FINANCIAL OFFICER 27.00 13.00 X 201973 0 6663 ALICIA TITUS CHIEF EXPERIENCE OFFICER (UNTIL 12/24) 20.00 20.00 X 191756 0 5715 KIMBERLY VALVO CHIEF OPERATIONS OFFICER 10.00 30.00 X 223929 0 18217 KEVIN CYSYK CHIEF EXPERIENCE OFFICER (AS OF 3/25) 25.00 15.00 X 0 0 0 CINDY BAUBLITZ CLINICAL INFO/COMPLIANCE MGR 40.00 X 109810 0 12848 1004905 0 80564 5 0 1 0 PRELUDE SYSTEMS INC 5095 RITTER ROAD MECHANICSBURG PA 17055 IT SERVICES 447281 SYNERGI PARTNERS INC PO BOX 5599 FLORENCE SC 29502 CONSULTING 376827 66DEGREES LLC PO BOX 778796 CHICAGO IL 606778796 IT SERVICES 208534 WEBFX 1705 N FRONT ST HARRISBURG PA 17102 MARKETING 198813 ANDSTADT PRINTING CORPORATION 3300 FARMTRAIL ROAD YORK PA 17406 MARKETING 175414 9 PROFESSIONAL SERVICES 561000 7630800 7630800 7630800 ERC CREDIT 900099 658543 658543 REPAIR & MAINTENANCE C 900099 138857 138857 797400 8428200 7630800 0 797400 X 16500 16500 1026192 1026192 1548146 407918 994818 145410 35327 9264 22739 3324 360899 172851 164067 23981 181780 105709 63070 13001 286371 286371 79045 79045 13985 13985 9421 9421 860664 638451 222213 767341 766323 1018 78938 65072 6941 6925 835398 825475 2709 7214 122508 122508 29468 1534 27093 841 17310 2678 13137 1495 372412 372412 RECRUITMENT 186204 186204 MINOR EQUIPMENT 118175 118175 DUES & SUBSCRIPTIONS 71164 4018 67146 FOOD/MEALS 51353 26263 21611 3479 88652 59722 18255 10675 7157253 4804761 2135129 217363 1071691 1958144 29728 225159 156073 87275 87275 0 0 1828253 2300736 3125103 4444681 462501 423676 175000 272940 896346 875816 1533847 1572432 X 1575196 2854728 16060 17521 1591256 2872249 3125103 4444681 X 1270947 10046 X 0 1 X 1 0 X X 3 MESSIAH HOME DBA MESSIAH LIFEWAYS AT MESSIAH VILLAGE 231458000 10 1 0 0 MESSIAH FAMILY SERVICES DBA MOUNT JOY COUNTRY HOMES 231484171 10 1 0 0 MESSIAH LIFEWAYS COMMUNITY SUPPORT SERVICES 320375859 10 1 0 0 3 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 SECTION C, LINE 1: WHILE IT IS NOT A MAJORITY OF THE ORGANIZATION'S DIRECTORS, THERE ARE A NUMBER OF DIRECTORS OF MESSIAH LIFEWAYS (ML) THAT ARE ALSO DIRECTORS OF SUPPORTED ORGANIZATIONS. ALL OF MESSIAH LIFEWAYS COMMUNITY SUPPORT SERVICES BOARD DIRECTORS ARE EITHER DIRECTORS OR OFFICERS OF ML. ALL OF MESSIAH HOME (D/B/A MESSIAH LIFEWAYS AT MESSIAH VILLAGE) BOARD DIRECTORS ARE EITHER DIRECTORS OR OFFICERS OF ML. ALL OF THE MESSIAH FAMILY SERVICES (D/B/A MESSIAH LIFEWAYS AT MOUNT JOY COUNTRY HOMES) BOARD DIRECTORS ARE EITHER DIRECTORS OR OFFICERS OF ML. THROUGH THESE RELATIONSHIPS, CONTROL AND MANAGEMENT OF THE SUPPORTING ORGANIZATION IS VESTED IN THE SAME PERSONS WHO MANAGE AND CONTROL THE SUPPORTED ORGANIZATIONS. SECTION A, LINE 6: MESSIAH LIFEWAYS PROVIDED GENERAL CONTRIBUTION TO PAXTON MINISTRIES DURING THE YEAR TO SUPPORT THE RESIDENTS OF PAXTON PLACE, A LOW-INCOME SENIOR HOUSING BUILDING IN HARRISBURG. 0 0 0 0 0 0 0 0 1 13895 13895 0 PART II-B, LINE 1: MESSIAH LIFEWAYS PAYS ANNUAL DUES TO THE DT FIRM, LEADINGAGE PA AND LEADING AGE NATIONAL. OF THE TOTAL PAYMENT, AMOUNTS ATTRIBUTABLE TO LOBBYING EXPENSES ARE AS FOLLOWS: THE DT FIRM: $9,900 LEADING AGE PA: $3,947 LEADING AGE NATIONAL: $138 87275 87275 0 0 DUE FROM AFFILIATES 2250736 OTHER ASSETS 50000 2300736 DUE TO AFFILIATES 875816 875816 8289968 625 625 8289343 138857 138857 8428200 7008975 -138857 -138857 7147832 9421 9421 7157253 PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES NETTED AGAINST REVENUE ON F/S -9,421. TRANSFER FROM AFFILIATES 10,046. PART XI, LINE 4B - OTHER ADJUSTMENTS: REPAIR & MAINTENANCE CREDIT NETTED AGAINST EXPENSES ON F/S 138,857. PART XII, LINE 2D - OTHER ADJUSTMENTS: REPAIR & MAINTENANCE CREDIT NETTED AGAINST EXPENSES ON F/S -138,857. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES NETTED AGAINST REVENUE ON F/S 9,421. 1 PAXTON MINISTRIES 2001 PAXTON STREET HARRISBURG PA 17111 232179648 501(C)(3) 16500 0 N/A N/A UNRESTRICTED CONTRIBUTION TO THE CHARITABLE ORGANIZATION. 1 0 PART I, LINE 2: MESSIAH LIFEWAYS IS FAMILIAR WITH THE OPERATIONS OF THE RECIPIENT, AND DONATED TO THEM WITHOUT RESTRICTION ON THE USE OF THE FUNDS. X X X 0 0 0 0 0 0 0 0 0 KARL J BRUMMER PRESIDENT/CEO 277437 0 0 0 0 0 5351 0 31770 0 314558 0 0 0 KIMBERLY VALVO CHIEF OPERATIONS OFFICER 223929 0 0 0 0 0 6756 0 11461 0 242146 0 0 0 JARROD LEO CHIEF FINANCIAL OFFICER 201973 0 0 0 0 0 6057 0 606 0 208636 0 0 0 ALICIA TITUS CHIEF EXPERIENCE OFFICER (UNTIL 12/2 191756 0 0 0 0 0 5159 0 556 0 197471 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A AT LEAST 51% OF THE DIRECTORS OF THE CORPORATION ARE TO BE MEMBERS OF THE BRETHREN IN CHRIST CHURCH WHO SHALL BE APPROVED BY THE GENERAL ASSEMBLY BOARD OF THE BRETHREN IN CHRIST CHURCH. FORM 990, PART VI, SECTION A, LINE 7B THE GENERAL ASSEMBLY BOARD OF THE BRETHREN IN CHRIST CHURCH HAS THE RIGHT TO CONFIRM OR DENY ONLY THE 51% OF THE BRETHREN IN CHRIST DIRECTORS APPROVED BY THE GENERAL ASSEMBLY BOARD AND APPROVES ALL AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS. 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 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 VI, LINE 1: OFFICERS OF THE BOARD OF DIRECTORS (CHAIR, VICE CHAIR) AND UP TO THREE MEMBERS AT LARGE MAKE UP THE EXECUTIVE COMMITTEE. IN ADDITION TO OTHER DUTIES ASSIGNED TO IT BY THE CHAIR OR THE BOARD OF DIRECTORS, IT WILL: (1) GOVERN THE ACTIVITIES AND RESPONSIBILITIES OF THE CORPORATION WHEN THE BOARD OF DIRECTORS IS NOT AVAILABLE FOR MEETING OR BETWEEN MEETINGS OF THE BOARD OF DIRECTORS. (2) PROVIDE CONTINUITY IN GOVERNMENT OF THE CORPORATION. FORM 990, PART IX, LINE 11G OUTSIDE LABOR: PROGRAM SERVICE EXPENSES 574,236. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 574,236. CONSULTING FEES: PROGRAM SERVICE EXPENSES 44,515. MANAGEMENT AND GENERAL EXPENSES 222,213. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 266,728. AUTHORITY TRUSTEE FEES: PROGRAM SERVICE EXPENSES 19,700. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,700. FORM 990, PART XI, LINE 9: TRANSFER FROM AFFILIATES 10,046. CENACLE CONSULTING LLC 100 MT ALLEN DRIVE MECHANICSBURG PA 17055 CONSULTING SERVICES PA 0 0 MESSIAH LIFEWAYS MESSIAH HOME DBA MESSIAH LIFEWAYS AT MESSIAH VILLAGE 100 MT ALLEN DRIVE MECHANICSBURG PA 17055 231458000 SENIOR HEALTHCARE PA 501(C)(3) LINE 10 MESSIAH LIFEWAYS 1 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 1 MESSIAH LIFEWAYS COMMUNITY SUPPORT SERVICES 100 MT ALLEN DRIVE MECHANICSBURG PA 17055 320375859 SENIOR HEALTHCARE PA 501(C)(3) LINE 10 MESSIAH LIFEWAYS 1 0 0 0 1 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 MESSIAH HOME DBA MESSIAH LIFEWAYS AT MESSIAH VILLAGE D 697358 CASH MESSIAH LIFEWAYS COMMUNITY SUPPORT SERVICES D 1524975 CASH MESSIAH HOME DBA MESSIAH LIFEWAYS AT MESSIAH VILLAGE K 122508 CASH MESSIAH FAMILY SERVICES DBA MESSIAH LIFEWAYS AT MOUNT JOY COUNTRY HOMES L 180000 COST MESSIAH HOME DBA MESSIAH LIFEWAYS AT MESSIAH VILLAGE L 6150091 COST MESSIAH LIFEWAYS COMMUNITY SUPPORT SERVICES L 224400 COST MESSIAH HOME DBA MESSIAH LIFEWAYS AT MESSIAH VILLAGE O 314009 EST. HOURS PER ORGANIZATION MESSIAH LIFEWAYS COMMUNITY SUPPORT SERVICES O 71839 EST. HOURS PER ORGANIZATION MESSIAH FAMILY SERVICES DBA MESSIAH LIFEWAYS AT MOUNT JOY COUNTRY HOMES O 37283 EST. HOURS PER ORGANIZATION