2026-02-19T06:44:44-06:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-07-01 231606038 CALVARY FELLOWSHIP HOMES INC CALV 7173930711 502 ELIZABETH DRIVE LANCASTER PA 17601 JOHN SAUDER PRESIDENT 7173930711 2026-02-18 1 0 X KERRI N BOGDA P00760402 7177404863 2026-02-18 2024 2025-03-06 01:10:19Z JOHN D SAUDER 502 ELIZABETH DRIVE LANCASTER PA 17601 11937794 0 X WWW.CALVARYHOMES.ORG X 1961 PA OPERATE A LIFE PLAN COMMUNITY PROVIDING HOUSING, HEALTHCARE AND RELATED SERVICES TO OLDER ADULTS. 13 13 206 58 0 0 545101 315982 15492947 7331534 490647 -5389493 471766 2829713 17000461 5087736 593597 158841 0 0 8394174 2739587 0 0 0 8509798 6511052 17497569 9409480 -497108 -4321744 39684104 50992225 34423897 33614421 5260207 17377804 X THE CHRIST-CENTERED MISSION OF CALVARY HOMES IS TO ENRICH THE LIVES OF RESIDENTS, STAFF AND THE COMMUNITY. 0 0 8701150 158841 7331534 FOR THE YEAR ENDED JUNE 30, 2025, THE ORGANIZATION OPERATED A CHRIST-CENTERED CONTINUING CARE RETIREMENT COMMUNITY. PRIOR TO THE AUGUST 1, 2024 AFFILIATION WITH TANDEM LIVING, THE COMMUNITY PROVIDED 1,407 SKILLED NURSING DAYS, REPRESENTING 88% OCCUPANCY, AND 1,073 PERSONAL CARE DAYS, REPRESENTING 52% OCCUPANCY, IN ITS LICENSED SKILLED NURSING AND PERSONAL CARE FACILITY. AS PART OF THE AFFILIATION, THESE SERVICES WERE RELOCATED AND ARE NOW PROVIDED AS CONTRACTED SERVICES THROUGH THE OTHER TANDEM LIVING AFFILIATE, THE MENNONITE HOME DBA TRILLIUM PLACE, A LICENSED HEALTHCARE FACILITY PROVIDING SKILLED NURSING AND PERSONAL CARE SERVICES. THE COMMUNITY CONTINUES TO PROVIDE RETIREMENT HOUSING TO AN AVERAGE OF 300 RESIDENTS WITH ACCESS TO CARE AT TRILLIUM PLACE. CALVARY HOMES PROVIDES MANY OPPORTUNITIES TO ENRICH RESIDENT LIFE, INCLUDING ACTIVITIES OFFERED BOTH ON CAMPUS AND OFF CAMPUS. EXAMPLES INCLUDE ENTERTAINMENT, CRAFTS, PAINTING CLASSES, EXERCISE, BALANCE, AND STRENGTH CLASSES, BOOK CLUBS, BIBLE STUDIES, THE BIBLE2SCHOOL PROGRAM, DEVOTIONS, AND WEEKLY CHURCH SERVICES. IN ADDITION, RESIDENTS HAVE ACCESS TO OFF-CAMPUS OPPORTUNITIES THAT SUPPORT ENGAGEMENT WITH THE LOCAL COMMUNITY, INCLUDING OUTREACH ACTIVITIES, ENTERTAINMENT, SIGHTSEEING, AND OTHER LOCAL EVENTS. OVER THE PAST YEAR AT THE TRILLIUM PLACE CAMPUS, WE PROVIDED $8.8 MILLION DOLLARS OF UNCOMPENSATED CARE TO AN AVERAGE OF 70 RESIDENTS PER DAY. APPROXIMATELY 37% OF OUR PERSONAL CARE AND SKILLED NURSING RESIDENTS NEED THIS FINANCIAL ASSISTANCE EVERY YEAR. 8701150 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 32 0 206 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 1 0 1 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X GREGORY L FULMER CPA CGMA VP OF 7173907964 1520 HARRISBURG PIKE LANCASTER PA 17601 MARLIN DALE WEAVER PRESIDENT & CEO (UNTIL 08/24) 35.00 15.00 X X 202858 61232 24357 DAVID STOTT DIRECTOR OF OPS (UNTIL 08/24) 40.00 0.00 X X 164732 0 11683 THOMAS TALBOTT CHAIRMAN 1.00 0.00 X X 0 0 0 PENNY CLAWSON CHAIRMAN (UNTIL 11/24) 1.00 0.00 X X 0 0 0 SHELDON MYER SECRETARY (UNTIL 11/24); VICE CHAIRMAN 1.00 0.00 X X 0 0 0 ANDREW WOOLLEY VICE CHAIRMAN (UNTIL 11/24) 1.00 0.00 X X 0 0 0 WILLIAM PARSON SECRETARY 1.00 0.00 X X 0 0 0 JAMES MARTIN TREASURER 1.00 0.00 X X 0 0 0 ALISON DAHL DIRECTOR 1.00 0.00 X 0 0 0 ROBERT MARTIN REID DIRECTOR 1.00 0.00 X 0 0 0 JONATHAN SENSENIG DIRECTOR 1.00 0.00 X 0 0 0 ELIZABETH GERHART DIRECTOR 1.00 0.00 X 0 0 0 ROBERT BOMBERGER DIRECTOR 1.00 0.00 X 0 0 0 ADAM BONANNO DIRECTOR 1.00 0.00 X 0 0 0 KENDALL JAMES RUTH DIRECTOR 1.00 0.00 X 0 0 0 JOHN N MWAURA DIRECTOR 1.00 0.00 X 0 0 0 ROSALYN WARD DIRECTOR 1.00 0.00 X 0 0 0 REV HENRY HEIJERMANS DIRECTOR (UNTIL 11/24) 1.00 0.00 X 0 0 0 JONATHAN YODER DIRECTOR (UNTIL 11/24) 1.00 0.00 X 0 0 0 JOHN ZESWITZ DIRECTOR (UNTIL 11/24) 1.00 0.00 X 0 0 0 VINCENT REIGLE VP FINANCE/CFO(UNTIL 8/24);CONTROLLER(AS OF 8/24) 40.00 0.00 X 127994 0 21615 STEF MELICK VP, HEALTH SVCS. (UNTIL 08/24) 40.00 0.00 X 177250 0 20989 LISA ANDREWS VP, HR (UNTIL 08/24) 40.00 0.00 X 162268 0 20738 JOHN SAUDER PRESIDENT/CEO 5.00 45.00 X 0 298747 21530 GREGORY L FULMER VP OF FINANCE 5.00 45.00 X 0 199620 23571 DANIEL MORTENSEN VP OF OPERATIONS 0.00 50.00 X 0 184916 18082 KIMBERLY FREY VP OF HUMAN RESOURCES 2.50 47.50 X 0 167316 14487 JENNIFER M ESLINGER VP OF HEALTH SERVICES 0.00 50.00 X 0 172042 6172 835102 1083873 183224 5 0 1 0 C MOYER BUILDING 751 RIFE RUN ROAD MANHEIM PA 17545 RENOVATION SERVICES 568628 INTELYCARE INC 1250 HANCOCK ST SUITE 501N QUINCY MA 02169 NURSING AGENCY 557260 CORNERSTONE CONTRACTING 669 E HARTMAN STATION ROAD LANCASTER PA 17601 RENOVATION SERVICES 517872 NURSELECT PO BOX 82596 PHILADELPHIA PA 19182 NURSING AGENCY 342641 SYMBRIA REHAB 7125 JANES AVENUE WOODBRIDGE IL 60517 THERAPY SERVICES 226683 10 131352 184630 315982 NET RESIDENT SERVICE REVENUE 623000 5031847 5031847 AMORTIZATION OF ADVANCE FEES 623000 2299687 2299687 7331534 278589 278589 1166173 1110503 5723752 55670 -5723752 -5668082 -5668082 32886 131352 15803 17083 17083 15186 0 15186 15186 EMPLOYEE RETENTION CREDIT 900099 2394370 2394370 CABLE TV INCOME 900099 183613 183613 CAFE REVENUE 900099 127205 127205 92256 92256 2797444 5087736 7331534 0 -2559780 158841 158841 498146 472244 25902 1713682 1624541 89141 55606 52713 2893 289119 274189 14930 183034 172220 10814 38385 38385 92992 92992 910 910 73881 73881 685178 675102 10076 3285 3285 160129 144431 15698 139392 139392 1303231 1303231 8267 8212 55 2020 863 1157 669467 669467 2029020 2029020 172358 172358 MISCELLANEOUS 490089 489660 429 DIETARY FOOD & SUPPLIES 246355 246355 NURSING AGENCY 224502 224502 BAD DEBT 110912 110912 60679 16167 44512 9409480 8701150 708330 0 4011 1700 432217 2988726 1532366 140698 327036 422510 41528884 1522665 29575957 40006219 7699112 7274576 113405 157796 39684104 50992225 1861365 408027 16717522 17879335 13405 57773 15309041 14947205 522564 322081 34423897 33614421 X 5260207 17374984 2820 5260207 17377804 39684104 50992225 X -4321744 136925 16302416 X 0 1 X 1 0 X 2579929 894702 633654 545101 315982 4969368 12612393 13480765 14442681 15492947 7331534 63360320 15192322 14375467 15076335 16038048 7647516 68329688 35040 12500 20000 14480 13115 95135 0 35040 12500 20000 14480 13115 95135 68234553 53021 57684 107514 261378 278589 758186 53021 57684 107514 261378 278589 758186 359468 370604 491821 501675 2845516 4569084 15604811 14803755 15675670 16801101 10771621 73656958 0.92640 0.96300 0.01030 0.00730 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: EMPLOYEE RETENTION CREDIT - 2024 AMOUNT: $ 2,394,370. BARBER BEAUTY INCOME - 2020 AMOUNT: $ 19,574. 2021 AMOUNT: $ 29,567. 2022 AMOUNT: $ 28,020. 2023 AMOUNT: $ 29,799. 2024 AMOUNT: $ 15,090. CABLE TV INCOME - 2020 AMOUNT: $ 109,670. 2021 AMOUNT: $ 117,447. 2022 AMOUNT: $ 122,604. 2023 AMOUNT: $ 141,082. 2024 AMOUNT: $ 183,613. CAFE REVENUE - 2020 AMOUNT: $ 36,482. 2021 AMOUNT: $ 47,496. 2022 AMOUNT: $ 70,261. 2023 AMOUNT: $ 86,795. 2024 AMOUNT: $ 127,205. CARE LTD CAPTIVE DIVIDEND - 2020 AMOUNT: $ 17,230. 2021 AMOUNT: $ 24,203. 2022 AMOUNT: $ 22,880. 2023 AMOUNT: $ 23,100. DISCOUNTS - 2020 AMOUNT: $ 24,016. 2021 AMOUNT: $ 96. GIFT SHOP - 2020 AMOUNT: $ 11,007. 2021 AMOUNT: $ 12,696. 2022 AMOUNT: $ 11,688. 2023 AMOUNT: $ 10,567. 2024 AMOUNT: $ 15,186. GUEST MEALS - 2020 AMOUNT: $ 31,841. 2021 AMOUNT: $ 33,956. 2022 AMOUNT: $ 47,150. 2023 AMOUNT: $ 58,676. 2024 AMOUNT: $ 57,577. HIGHMARK IMPLEMENTATION CREDIT - 2020 AMOUNT: $ 10,000. MISCELLANEOUS REVENUE - 2020 AMOUNT: $ 36,967. 2021 AMOUNT: $ 9,832. 2022 AMOUNT: $ 4,570. 2023 AMOUNT: $ 51,497. 2024 AMOUNT: $ 1,227. NON-CHARITABLE FUNDRAISING RECEIPTS - 2020 AMOUNT: $ 3,189. 2021 AMOUNT: $ 44,032. 2022 AMOUNT: $ 25,621. 2023 AMOUNT: $ 36,340. 2024 AMOUNT: $ 32,886. REBATES - 2020 AMOUNT: $ 10,356. 2022 AMOUNT: $ 38,027. 2023 AMOUNT: $ 38,504. TELEPHONE INCOME - 2020 AMOUNT: $ 49,136. 2021 AMOUNT: $ 51,279. 2022 AMOUNT: $ 46,595. 2023 AMOUNT: $ 25,315. 2024 AMOUNT: $ 18,362. PRIOR PERIOD ADJUSTMENT - 2022 AMOUNT: $ 74,405. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 910 910 0 PART II-B, LINE 1: THE ORGANIZATION PAYS DUES TO LEADINGAGE PA, AN ORGANIZATION WHICH ADVOCATES FOR SENIOR CITIZENS. A PORTION OF DUES PAID IS ALLOCATED TO LOBBYING EXPENSES. 0 1 X 7508000 7508000 32209848 1187383 31022465 1189275 104430 1084845 537819 230852 306967 83942 83942 40006219 SPLIT-INTEREST OBLIGATIONS 270229 DUE TO AFFILIATES 51852 322081 25058636 136925 -232722 -95797 25154433 -20066697 -20066697 5087736 7680832 15803 15803 7665029 1744451 1744451 9409480 PART IV, LINE 2B: RESIDENT TRUST FUND: PRE AFFILIATION CALVARY HOMES MAINTAINED A SEPARATE INTEREST BEARING CHECKING ACCOUNT TO HOLD RESIDENT FUNDS. THESE FUNDS ARE RELEASED TO RESIDENTS UPON REQUEST WITH PROPER APPROVAL. AT LEAST QUARTERLY A STATEMENT OF ACCOUNT IS PROVIDED TO EACH RESIDENT SHOWING DEPOSITS, INTEREST EARNINGS, WITHDRAWALS AND BALANCE OF ACCOUNT. THE RESIDENT'S ACCOUNT WILL BE REFUNDED UPON DISCHARGE OR AT ANYTIME REQUESTED BY THE RESIDENT. CALVARY HOMES MAINTAINS A SEPARATE BANK ACCOUNT TO ACCOUNT FOR RESIDENT FUNDED PROGRAMS (I.E. WOODSHOP, SATURDAY NITE ALIVE). CALVARY HOMES MAINTAINS AN ESCROW ACCOUNT, AS REQUIRED BY THE PENNSYLVANIA INSURANCE DEPARTMENT, TO HOLD REFUNDABLE DEPOSITS RECEIVED FROM PROSPECTIVE RESIDENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RESIDENT ASSISTANCE AND SUBSIDIES -158,841. INVESTMENT FEES -73,881. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES -15,803. CONTRIBUTION RECEIVED FROM AFFILIATION -21,387,588. REVENUE BEFORE AFFILIATION 1,336,694. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 15,803. PART XII, LINE 4B - OTHER ADJUSTMENTS: RESIDENT ASSISTANCE AND SUBSIDIES 158,841. INVESTMENT FEES 73,881. EXPENSES BEFORE AFFILIATION 1,511,729. BENEFIT DINNER 130134 118944 11190 600 3579 GOLF TOURNAMENT 28335 12408 15927 759 4650 2122 615 1 5769 5769 721 2757 164238 131352 32886 759 5371 2122 600 6951 15803 17083 1 ASSISTANCE TOWARD ROOM & BOARD EXPENSES FOR RESIDENTS IN FINANCIAL NEED. 12 158841 R&B BILLING CREDITS PART I, LINE 2: THE ORGANIZATION DONATES TO LOCAL FIRE DEPARTMENTS AND OTHER LOCAL TAX-EXEMPT SERVICE ORGANIZATIONS AS A GESTURE OF GOODWILL AND DOES NOT MONITOR THE USE OF THE PAYMENTS NOR DOES IT HAVE SPECIFIC CRITERIA TO AWARD ASSISTANCE OTHER THAN VERIFYING THAT THE ORGANIZATIONS ARE TAX EXEMPT. CONTRIBUTIONS TO OTHER ORGANIZATIONS ARE ONLY PROVIDED TO KNOWN NON-PROFITS. THE ORGANIZATION SUPPORTS LOCAL CHARITIES AND DOES NOT MONITOR THE FUNDS AFTER THEY ARE DISBURSED. NO GRANTS WERE GIVEN IN EXCESS OF $5K DURING FY25. X X X 1 0 0 0 0 0 0 0 0 JOHN SAUDER PRESIDENT/CEO 0 296197 0 0 0 2550 0 10244 0 11286 0 320277 0 0 MARLIN DALE WEAVER PRESIDENT & CEO (UNTIL 08/24) 202858 61232 0 0 0 0 4132 0 17425 2800 224415 64032 0 0 GREGORY L FULMER VP OF FINANCE 0 199620 0 0 0 0 0 8659 0 14912 0 223191 0 0 DANIEL MORTENSEN VP OF OPERATIONS 0 184916 0 0 0 0 0 6796 0 11286 0 202998 0 0 STEF MELICK VP, HEALTH SVCS. (UNTIL 08/24) 151498 0 0 0 25752 0 1914 0 19075 0 198239 0 0 0 LISA ANDREWS VP, HR (UNTIL 08/24) 147268 0 0 0 15000 0 1893 0 18845 0 183006 0 0 0 KIMBERLY FREY VP OF HUMAN RESOURCES 0 167316 0 0 0 0 0 6819 0 7668 0 181803 0 0 JENNIFER M ESLINGER VP OF HEALTH SERVICES 0 172042 0 0 0 0 0 6172 0 0 0 178214 0 0 DAVID STOTT DIRECTOR OF OPS (UNTIL 08/24) 134732 0 0 0 30000 0 3309 0 8374 0 176415 0 0 0 PART I, LINE 4A STEF MELICK, VP OF HEALTH SERVICES; LISA ANDREWS, VP OF HUMAN RESOURCES; AND DAVID STOTT, DIRECTOR OF OPERATIONS, RECEIVED SEVERANCE PAYMENTS OF $25,752, $15,000, AND $30,000 RESPECTIVELY. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS DELEGATES CERTAIN RESPONSIBILITIES AND DECISION-MAKING CAPABILITIES TO THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 4 EFFECTIVE AUGUST 1, 2024, CALVARY HOMES AFFILIATED WITH TANDEM LIVING AND THE MENNONITE HOME. THE BOARD OF DIRECTORS AND THE CORPORATION APPROVED THE AFFILIATION AND UPDATES TO THE ORGANIZATION'S BYLAWS TO REFLECT THE AFFILIATION. FORM 990, PART VI, SECTION A, LINE 6 CALVARY FELLOWSHIP HOMES HAS A SOLE MEMBER, TANDEM LIVING (EIN 99-3360382), WHICH IS ITS PARENT AND A SUPPORTING ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE MEMBER OF THE ORGANIZATION, TANDEM LIVING, HAS THE RIGHT TO VETO OR RESCIND ACTIONS OF THE BOARD OF DIRECTORS. IN ADDITION, TANDEM LIVING SHALL HAVE THE RIGHT TO OVERSEE AND APPROVE BUDGETS, MERGERS, ACQUISITIONS, AFFILIATIONS, CORPORATE POLICIES AND PROCEDURES, AND HIRING, FIRING AND SETTING COMPENSATION OF THE PRESIDENT/CEO. FORM 990, PART VI, SECTION B, LINE 11B THE INITIAL REVIEW OF THE 990 IS COMPLETED BY THE VICE PRESIDENT OF FINANCE, WHO THEN REPORTS TO THE PRESIDENT. THE 990 IS THEN REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. ONCE APPROVED BY THE FINANCE COMMITTEE, THE 990 IS PROVIDED TO THE FULL BOARD OF DIRECTORS BEFORE THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE GOVERNANCE COMMITTEE OF THE BOARD MONITORS AND ENFORCES THE CONFLICT OF INTEREST POLICY. CONFLICT OF INTEREST STATEMENTS ARE REQUIRED TO BE SIGNED ANNUALLY BY ALL BOARD MEMBERS. IF A CONFLICT OF INTEREST EXISTS, THE BOARD MEMBER WOULD BE REQUIRED TO ABSTAIN FROM VOTING ON THE MATTER. THE POLICY EXPLICITLY STATES THAT FAMILY AND BUSINESS RELATIONSHIPS MAY CREATE A CONFLICT AND ASKS FOR INFORMATION SHOULD ANY RELATIONSHIPS EXIST. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD DOES AN EVALUATION OF THE PRESIDENT AND THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS AND VOTES ON THE SALARY OF THE PRESIDENT. IN ADDITION, THE BOARD ALSO USES THE LEADINGAGE PA SALARY AND BENEFITS SURVEY TO VERIFY THAT THE PRESIDENT'S SALARY IS WITHIN A 50% RANGE OF OTHER CCRC PRESIDENTS IN THE STATE OF PENNSYLVANIA. DISCUSSIONS ON COMPENSATION ARE HELD IN CLOSED MEETINGS AND ARE NOT RECORDED IN BOARD MINUTES. THE EXECUTIVE LEADERSHIP TEAM'S COMPENSATION IS REVIEWED ANNUALLY USING COMPARATIVE ANALYSIS OF SIMILAR POSITIONS FROM THE LEADINGAGE PA SALARY AND BENEFITS SURVEY. ANNUAL RAISES CUSTOMARILY REPRESENT A COMBINATION OF MARKET RATE ANALYSIS AND COST OF LIVING ADJUSTMENTS AND ARE REVIEWED BY THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: INHERENT CONTRIBUTION RECIEVED IN AFFILIATION 16,302,416. TANDEM LIVING 1520 HARRISBURG PIKE LANCASTER PA 17601 993360382 SUPPORTING ORGANIZATION PA 501(C)(3) LINE 12C, III-FI N/A 0 THE MENNONITE HOME 1520 HARRISBURG PIKE LANCASTER PA 17601 231413689 RETIREMENT COMMUNITY PA 501(C)(3) LINE 10 TANDEM LIVING 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0