LIVING BRANCHES: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LIVING BRANCHES (EIN 23-2125481)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-12
- IRS object ID
- 201411329349300511
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-05-12T07:55:23-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232932984 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARENTEBEARD LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 4500 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232125481 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIVING BRANCHES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LIVI | NameControl |
| Phone | 2153684438 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 DOCK DRIVE | AddressLine1 |
| City | LANSDALE | City |
| State | PA | State |
| ZIP Code | 19446 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVEN D MYERS | Name |
| Title | CHIEF FINANCIAL & TECH OFFICER | Title |
| Phone | 2153684438 | Phone |
| Date Signed | 2014-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIUS GREEN CPA | Name |
| PTIN | P00350393 | PTIN |
| Phone | 2159720701 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | EDWARD D BRUBAKER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 DOCK DRIVE | AddressLine1 |
| City | LANSDALE | City |
| State | PA | State |
| ZIP Code | 19446 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3118435 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LIVINGBRANCHES.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1979 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | MANAGEMENT SERVICES TO RELATED ENTITIES PROVIDING HOUSING & HEALTH CARE FOR THE ELDERLY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 46 | TotalNbrEmployees |
| Total Nbr Volunteers | 10 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1990772 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2087464 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 137420 | InvestmentIncomePriorYear |
| Investment Income Current Year | 122451 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 246769 | OtherRevenuePriorYear |
| Other Revenue Current Year | 272561 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2374961 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2482476 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1062 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1536108 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1604618 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 667854 | OtherExpensePriorYear |
| Other Expenses Current Year | 725602 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2205024 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2330220 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 169937 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 152256 | RevenuesLessExpensesCY |
| Total Assets BOY | 5578844 | TotalAssetsBOY |
| Total Assets EOY | 5051696 | TotalAssetsEOY |
| Total Liabilities BOY | 2325445 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1511100 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3253399 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3540596 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TOGETHER WE EMPOWER OLDER ADULTS AND FAMILIES TO LEAD LIVES OF PURPOSE AND JOY, GUIDED BY THE MENNONITE TRADITION OF CARE AND SERVICE TO OTHERS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2011186 | Expense |
| Grants | 0 | Grants |
| Revenue | 2087464 | Revenue |
| Description | ESTABLISH, OPERATE, AND MAINTAIN HOUSING AND HEALTH CARE FACILITIES FOR THE ELDERLY, RETIRED, HANDICAPPED, AND LOW INCOME FAMILIES AND INDIVIDUALS. TO PROVIDE ELDERLY PERSONS, ON A NONPROFIT BASIS, WITH HOUSING FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THE SPIRITUAL, PHYSICAL, EMOTIONAL, SOCIAL, AND PSYCHOLOGICAL NEEDS OF THE AGING, AND CONTRIBUTE TO THEIR HEALTH, SECURITY, HAPPINESS AND USEFULNESS IN LONGER LIVING; AND TO ENGAGE IN PROGRAMS, DESIGNED TO PROMOTE AND ENCOURAGE THE DEVELOPMENT AND IMPROVEMENT OF FACILITIES FOR HOUSING OF RETIRED, AGING, HANDICAPPED AND DISADVANTAGED PERSONS.LIVING BRANCHES PROVIDES MANAGEMENT SERVICES FOR ITS RELATED TAX-EXEMPT ORGANIZATIONS WHICH PROVIDE HOUSING FOR ELDERLY PERSONS AND LOW INCOME FAMILIES. | Description |
| Total Program Service Expense | 2011186 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 54 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 46 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN D MYERS CHIEF FINANCIAL & TECH OFFICER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2153684438 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 DOCK DRIVE | AddressLine1 |
| City | LANSDALE | City |
| State | PA | State |
| ZIP Code | 19446 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| KENNETH J CLEMMER | ||||||||
| VICE CHAIR | 0.10 | 0.70 | X | X | 0 | 0 | 0 | |
| JAMES L RITTENHOUSE | ||||||||
| TREASURER | 0.10 | 0.70 | X | X | 0 | 0 | 0 | |
| H WILLIAM LONGACRE | ||||||||
| CHAIR | 0.10 | 0.70 | X | X | 0 | 0 | 0 | |
| J TODD ALDERFER MD | ||||||||
| DIRECTOR | 0.10 | 0.70 | X | 0 | 0 | 0 | ||
| WILLARD C BERGEY | ||||||||
| DIRECTOR | 0.10 | 0.70 | X | 0 | 0 | 0 | ||
| JOHN W DUERKSEN | ||||||||
| DIRECTOR | 0.10 | 0.70 | X | 0 | 0 | 0 | ||
| KENNETH R BURKHOLDER | ||||||||
| SECRETARY | 0.10 | 0.70 | X | X | 0 | 0 | 0 | |
| KLAUDIA SMUCKER | ||||||||
| DIRECTOR | 0.10 | 0.70 | X | 0 | 0 | 0 | ||
| BRYAN K HUNSBERGER | ||||||||
| DIRECTOR | 0.10 | 0.70 | X | 0 | 0 | 0 | ||
| L BRENT KOLB | ||||||||
| DIRECTOR | 0.10 | 0.70 | X | 0 | 0 | 0 | ||
| VERNON H KRATZ MD | ||||||||
| DIRECTOR | 0.10 | 0.70 | X | 0 | 0 | 0 | ||
| SYLVIA F SHELLY | ||||||||
| DIRECTOR | 0.10 | 0.70 | X | 0 | 0 | 0 | ||
| EDWARD D BRUBAKER | ||||||||
| PRESIDENT & CEO | 13.00 | 27.00 | X | 219643 | 0 | 23175 | ||
| STEVEN D MYERS | ||||||||
| CHIEF FINANCIAL & TECH OFF | 13.00 | 27.00 | X | 144406 | 0 | 16577 | ||
| BRENT NAFZIGER | ||||||||
| EXECUTIVE DIRECTOR | 5.00 | 35.00 | 131255 | 0 | 16536 | X | ||
| NANCY DONNELLY | ||||||||
| EXECUTIVE DIRECTOR | 5.00 | 35.00 | 115783 | 0 | 1502 | X | ||
| KATHERINE SHOTT | ||||||||
| CHIEF HUMAN RESOURCE OFFIC | 40.00 | 0.00 | 103565 | 0 | 13872 | X | ||
| TODD DETWEILER | ||||||||
| DIR OF ENVIRONMENTAL SERV | 0.10 | 39.90 | 101372 | 0 | 7612 | X | ||
| BRUCE ALDER | ||||||||
| CHIEF RISK OFFICER | 40.00 | 0.00 | 101200 | 0 | 14285 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 917224 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 93559 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SYSCO | |||||
| 600 PACKER AVENUE | PHILADELPHIA | PA | 19148 | CATERING SVC. | 1035485 |
| H MININGER & SON INC | |||||
| 693 CLEMENS ROAD | TELFORD | PA | 18969 | CONTRACTOR SVC. | 805748 |
| CLARKE'S LANDSCAPING & LAWN INC | |||||
| 3151 FUNKS ROAD | HATFIELD | PA | 19440 | LAWNCARE SVC. | 323130 |
| GOOD INC | |||||
| 737 HAGEY CENTER DR UNIT D | SOUDERTON | PA | 18964 | PLUMBING SVC. | 312551 |
| NURSING CARE SERVICES INC | |||||
| 2031 N BROAD STREET SUITE 113 | LANSDALE | PA | 19446 | PERSONNEL SVC. | 277218 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MANAGEMENT FEES | 541900 | 1988979 | 1988979 |
| ADMINISTRATIVE FEES | 541900 | 72000 | 72000 |
| TRANSPORTATION FEES | 900099 | 26485 | 26485 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2087464 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 92195 | TotalRevenueColumn |
| Exclusion | $92,195 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 666215 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 635566 | Securities |
| Other | 393 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 30649 | Securities |
| Other | -393 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 30256 | TotalRevenueColumn |
| Exclusion | $30,256 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| TV, INTERNET & PHONE | 517000 | 264170 | $264,170 |
| WAITING LIST REMOVALS | 900099 | 6795 | $6,795 |
| PURCHASE DISCOUNTS | 900099 | 1596 | $1,596 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 272561 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2482476 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2087464 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $395,012 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 411970 | Total |
| Program Services | 304858 | ProgramServices |
| Management And General | 107112 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 862791 | Total |
| Program Services | 819651 | ProgramServices |
| Management And General | 43140 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67292 | Total |
| Program Services | 63927 | ProgramServices |
| Management And General | 3365 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 204539 | Total |
| Program Services | 194312 | ProgramServices |
| Management And General | 10227 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58026 | Total |
| Program Services | 55125 | ProgramServices |
| Management And General | 2901 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26520 | Total |
| Management And General | 26520 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51033 | Total |
| Management And General | 51033 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17080 | Total |
| Program Services | 14774 | ProgramServices |
| Management And General | 2306 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77729 | Total |
| Program Services | 47917 | ProgramServices |
| Management And General | 29812 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76863 | Total |
| Program Services | 66487 | ProgramServices |
| Management And General | 10376 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93456 | Total |
| Program Services | 87377 | ProgramServices |
| Management And General | 6079 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1355 | Total |
| Program Services | 1172 | ProgramServices |
| Management And General | 183 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79253 | Total |
| Program Services | 72592 | ProgramServices |
| Management And General | 6661 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32279 | Total |
| Program Services | 32279 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7939 | Total |
| Program Services | 6867 | ProgramServices |
| Management And General | 1072 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79701 | Total |
| Program Services | 75716 | ProgramServices |
| Management And General | 3985 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| EMPLOYEE ASSISTANCE | 50214 | 50214 | |
| EMPLOYEE RECOG./EDUC. | 38885 | 37217 | 1668 |
| TRAINING & DEVELOPMENT | 35805 | 30971 | 4834 |
| PUBLIC RELATIONS | 24822 | 21472 | 3350 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32668 | Total |
| Program Services | 28258 | ProgramServices |
| Management And General | 4410 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2330220 | Total |
| Program Services | 2011186 | ProgramServices |
| Management And General | 319034 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 300 | BOY |
| EOY | 549 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 914182 | BOY |
| EOY | 886654 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 171143 | BOY |
| EOY | 226902 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1488507 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1211264 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 474514 | BOY |
| EOY | 277243 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3854870 | BOY |
| EOY | 3456920 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 163835 | BOY |
| EOY | 163835 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 39593 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5578844 | BOY |
| EOY | 5051696 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1165215 | BOY |
| EOY | 1118272 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36819 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1123411 | BOY |
| EOY | 392828 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2325445 | BOY |
| EOY | 1511100 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3253399 | BOY |
| EOY | 3540596 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3253399 | BOY |
| EOY | 3540596 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5578844 | BOY |
| EOY | 5051696 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 152256 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 134941 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1025 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1800 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 740 | CurrentTaxYearMinus2Years |
| Total | 3565 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1548208 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1773360 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1959960 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1990772 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2087464 | CurrentTaxYear |
| Total | 9359764 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1549233 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1775160 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1960700 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1990772 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2087464 | CurrentTaxYear |
| Total | 9363329 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 9363329 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 85002 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 80722 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 78204 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 99682 | CurrentTaxYearMinus1Year |
| Current Tax Year | 92195 | CurrentTaxYear |
| Total | 435805 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 85002 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 80722 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 78204 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 99682 | CurrentTaxYearMinus1Year |
| Current Tax Year | 92195 | CurrentTaxYear |
| Total | 435805 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 253425 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 273947 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 259400 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 246768 | CurrentTaxYearMinus1Year |
| Current Tax Year | 272561 | CurrentTaxYear |
| Total | 1306101 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1887660 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2129829 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2298304 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2337222 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2452220 | CurrentTaxYear |
| Total | 11105235 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.84310 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.85720 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.03920 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.04270 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2008 AMOUNT: $ 17,698. 2009 AMOUNT: $ 9,196. 2010 AMOUNT: $ 3,351. 2011 AMOUNT: $ 820. TV INTERNET PHONE - 2008 AMOUNT: $ 235,727. 2009 AMOUNT: $ 244,297. 2010 AMOUNT: $ 250,749. 2011 AMOUNT: $ 241,262. 2012 AMOUNT: $ 264,170. INSURANCE CLAIM - 2009 AMOUNT: $ 10,109. RENOVATIONS - 2009 AMOUNT: $ 10,345. WAITING LIST REMOVAL FEES - 2010 AMOUNT: $ 4,000. 2011 AMOUNT: $ 4,686. 2012 AMOUNT: $ 6,795. REGISTRATION FEES - 2010 AMOUNT: $ 1,300. PURCHASE DISCOUNTS - 2012 AMOUNT: $ 1,596. | GeneralExplanation |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1479681 | OtherCostOrOtherBasis |
| Depreciation | 1211264 | Depreciation |
| Book Value | 268417 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8826 | OtherCostOrOtherBasis |
| Book Value | 8826 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 277243 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REFUNDABLE FEES AND DEPOSITS | Description |
| Amount | $392,828 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 392828 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 2617810 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 134941 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 134941 | RevenueNotRptdF990 |
| Revenue Subtotal | 2482869 | RevenueSubtotal |
| Other Revenues Not Included | -393 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -393 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2482476 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2330613 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 393 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 393 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2330220 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2330220 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE CORPORATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING 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 2013 AND 2012. THE CORPORATION'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR THE YEARS PRIOR TO 2010 ARE NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON SALE OF ASSETS -393. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON SALE OF ASSETS 393. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EDWARD D BRUBAKER | ||||||||||||||
| PRESIDENT & CEO | 195553 | 0 | 24090 | 0 | 0 | 0 | 15584 | 0 | 7591 | 0 | 242818 | 0 | 0 | 0 |
| STEVEN D MYERS | ||||||||||||||
| CHIEF FINANCIAL & TECH OFF | 132097 | 0 | 12309 | 0 | 0 | 0 | 10153 | 0 | 6424 | 0 | 160983 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 7 | ReturnReference |
| Explanation | THE INCENTIVE PAY IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD BASED ON THE ORGANIZATION'S ABILITY TO MEET ITS BROAD SET OF GOALS INCLUDING RESIDENT SATISFACTION, OCCUPANCY AND FINANCIAL CONDITION. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| JOHN DUERKSEN | |||
| BOARD MEMBER AND OFFICER OF UNIVEST NATIONAL BANK | 0 | FINANCIAL SERVICES INCLUDING MORTGAGE LOANS AND BANK ACCOUNTS ARE PROVIDED BY UNIVEST.THERE WERE NO TRANSACTIONS IN FISCAL YEAR 2013 INVOLVING LIVING BRANCHES. HOWEVER, THERE WERE TRANSACTIONS WITH RELATED ENTITIES. ALL TRANSACTIONS ARE AT ARM'S LENGTH. | 0 |
| WILLARD C BERGEY | |||
| BOARD MEMBER AND OFFICER OF BERGEY'S ELECTRIC | 0 | BERGEY'S ELECTRIC PERFORMS SERVICES.THERE WERE NO TRANSACTIONS IN FISCAL YEAR 2013 INVOLVING LIVING BRANCHES. HOWEVER, THERE WERE TRANSACTIONS WITH RELATED ENTITIES. ALL TRANSACTIONS ARE AT ARM'S LENGTH. | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | AT LEAST 25 PERCENT OF THE DIRECTORS OF LIVING BRANCHES, BUT NO LESS THAN TWO OF THE DIRECTORS, SHALL BE APPROVED BY THE FRANCONIA MENNONITE CONFERENCE OF THE MENNONITE CHURCH USA. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER UPON COMPLETION BY THE TAX PREPARERS. THE 990 IS THEN PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. A COPY OF THE RETURN IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | LIVING BRANCHES, THE PARENT ORGANIZATION, HAS A WRITTEN CONFLICT OF INTEREST POLICY BY WHICH ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES OF ITS AFFILIATES MUST ABIDE. THE CONFLICT OF INTEREST POLICY IS REVIEWED AND SIGNED ANNUALLY BY ALL BOARD MEMBERS AND OFFICERS. THE BOARD CHAIRMAN REVIEWS THE SIGNED STATEMENTS AND OVERSEES THE PROCEDURES FOR ENSURING ANY POTENTIAL CONFLICTS ARE RESOLVED ACCORDING TO THE WRITTEN POLICY. ANY INTERESTED PARTY TO A CONFLICT WILL REMOVE HIM OR HERSELF FROM ANY DISCUSSIONS AND/OR DECISIONS BASED ON THE CONFLICT. THE CONFLICT POLICY SPECIFICALLY STATES THAT FAMILY AND OR BUSINESS RELATIONSHIPS WITH OTHER BOARD MEMBERS MAY CONSTITUTE A POTENTIAL OR ACTUAL CONFLICT. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS CHARGED WITH ANNUALLY REVIEWING THE PERFORMANCE AND ESTABLISHING COMPENSATION FOR THE PRESIDENT/CEO AND REVIEWING THE COMPENSATION RECOMMENDATIONS MADE FOR THE EXECUTIVE LEADERSHIP TEAM MEMBERS. AS PART OF THIS RESPONSIBILITY THE COMMITTEE RECEIVES THIRD PARTY COMPENSATION DATA AND, PERIODICALLY, EXTERNAL CONSULTATION, IN ESTABLISHING COMPENSATION THAT IS COMPETITIVE AND MAINTAINED WITHIN FAIR MARKET RANGE FOR THE INDUSTRY. THE EXECUTIVE COMMITTEE DOCUMENTS ITS DISCUSSIONS AND CONCLUSIONS IN EXECUTIVE COMMITTEE MEETING MINUTES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONLFICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART VI, LINE 14 | THE ORGANIZATION UNDERSTANDS THE IMPORTANCE OF HAVING A FORMAL, WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY IN PLACE AND IS IN THE PROCESS OF IMPLEMENTING ONE. | DOCUMENT RETENTION AND DESTRUCTION POLICY: |
| FORM 990, PAGE 5, PART V, LINE 2 | THE FILING ENTITY IS THE PARENT IN A GROUP OF NON-PROFIT ENTITIES FOR WHICH IT IS CONSIDERED A COMMON PAY AGENT FOR W-2 REPORTING. LIVING BRANCHES REPORTS ALL EMPLOYEES ON ITS FORM W-3, HOWEVER, EACH AFFILIATE HAS EMPLOYEES ALLOCATED TO THAT ENTITY. PER IRS INSTRUCTIONS, EMPLOYEES LISTED ON PART V, LINE 2A ARE THOSE WHO HAVE BEEN DEEMED TO BE EMPLOYEES OF THIS ORGANIZATION. THE FOLLOWING AFFILIATES HAVE W-2 EMPLOYEES LISTED ON THEIR FORMS 990 THAT HAVE BEEN REPORTED ON THE FILING ORGANIZATION'S W-3: HATFIELD MENNONITE HOMES, INC.23-1429826 SOUDERTON MENNONITE HOMES, INC. 23-XXX-XX-XXXX DOCK MANOR, INC. 23-2136450 DOCK VILLAGE, INC. 23-2136449 DOCK ACRES, INC. 23-2233514 LIVING BRANCHES FOUNDATION, ANOTHER AFFILIATE, DOES NOT REPORT ANY EMPLOYEES ON ITS RETURN. | W-2 REPORTING: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| HATFIELD MENNONITE HOME INC | ||||||||||
| ROUTE 309 | HATFIELD | PA | 19440 | 231429826 | HEALTH CARE & HOUSING FOR THE ELDERLY | PA | 501(C)(3) | LINE 9 | LIVING BRANCHES | 1 |
| DOCK ACRES INC | ||||||||||
| 275 DOCK DRIVE | LANSDALE | PA | 19446 | 232233514 | HOUSING FOR THE ELDERLY | PA | 501(C)(3) | LINE 9 | LIVING BRANCHES | 1 |
| SOUDERTON MENNONITE HOMES | ||||||||||
| 207 WEST SUMMIT STREET | SOUDERTON | PA | 18964 | 231433891 | HEALTH CARE & HOUSING FOR THE ELDERLY | PA | 501(C)(3) | LINE 9 | LIVING BRANCHES | 1 |
| DOCK MANOR INC | ||||||||||
| 275 DOCK DRIVE | LANSDALE | PA | 19446 | 232136450 | LOW INCOME HOUSING FOR THE ELDERLY | PA | 501(C)(3) | LINE 9 | LIVING BRANCHES | 1 |
| DOCK VILLAGE INC | ||||||||||
| 275 DOCK DRIVE | LANSDALE | PA | 19446 | 232136449 | LOW INCOME HOUSING TO QUALIFIED FAMILIES & INDIVIDUALS | PA | 501(C)(3) | LINE 9 | LIVING BRANCHES | 1 |
| LIVING BRANCHES FOUNDATION | ||||||||||
| 275 DOCK DRIVE | LANSDALE | PA | 19446 | 912113430 | FUNDRAISING & SUPPORTING ORGANIZATION | PA | 501(C)(3) | LINE 11A, I | LIVING BRANCHES | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (10 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| DOCK MANOR INC | ||
| L | 64282 | COST |
| HATFIELD MENNONITE HOME INC | ||
| L | 833966 | COST |
| DOCK ACRES INC | ||
| L | 369750 | COST |
| DOCK VILLAGE INC | ||
| L | 67396 | COST |
| SOUDERTON MENNONITE HOMES | ||
| L | 653585 | COST |
| HATFIELD MENNONITE HOME INC | ||
| O | 153800 | COST |
| SOUDERTON MENNONITE HOMES | ||
| O | 161318 | COST |
| DOCK MANOR INC | ||
| O | 78759 | COST |
| DOCK ACRES INC | ||
| O | 78759 | COST |
| DOCK VILLAGE INC | ||
| O | 78759 | COST |