2012-05-11T10:35:32-05:00 2011-06-30 PARENTEBEARD LLC 1650 MARKET STREET SUITE 4500 PHILADELPHIA PA 19103 990 2010-07-01 232125481 LIVING BRANCHES LIVI 2153684438 275 DOCK DRIVE LANSDALE PA 19446 EDWARD D BRUBAKER 2153684438 2012-05-07 1 JULIUS GREEN CPA 2159720701 2010 2016-02-24 21:20:13Z EDWARD D BRUBAKER 275 DOCK DRIVE LANSDALE PA 19446 3409979 0 X WWW.LIVINGBRANCHES.ORG X 1979 PA MANAGEMENT SERVICES TO RELATED ENTITIES PROVIDING HOUSING & HEALTH CARE FOR THE ELDERLY 13 10 35 15 0 0 1800 740 1773360 1959960 94541 144635 273947 259400 2143648 2364735 10303 297 0 0 1391575 1655064 0 0 0 541350 548085 1943228 2203446 200420 161289 3547361 3780809 765522 654213 2781839 3126596 X 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. 0 0 1884636 297 1959960 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. 1884636 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 20 0 1 35 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 10 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 0 1 1 0 PA X STEVEN D MYERS CFO 2155652416 275 DOCK DRIVE LANSDALE PA 19446 K LEON MOYER 1.00 X X 0 0 0 JAMES L RITTENHOUSE 1.00 X X 0 0 0 CHARLOTTE A HUNSBERGER 1.00 X X 0 0 0 H WILLIAM LONGACRE 1.00 X X 0 0 0 J TODD ALDERFER MD 1.00 X 0 0 0 WILLARD C BERGEY 1.00 X 0 0 0 PASTOR MIRIAM F BOOK 1.00 X 0 0 0 KENNETH R BURKHOLDER 1.00 X 0 0 0 KENNETH J CLEMMER 1.00 X 0 0 0 BRYAN K HUNSBERGER 1.00 X 0 0 0 L BRENT KOLB 1.00 X 0 0 0 VERNON H KRATZ MD 1.00 X 0 0 0 SYLVIA F SHELLY 1.00 X 0 0 0 EDWARD D BRUBAKER 13.00 X 187377 0 30805 STEVEN D MYERS 13.00 X 125150 0 20351 BRENT NAFZIGER 5.00 X 111029 0 17907 RUSSELL MAST 5.00 X 102394 0 8180 525950 0 77243 4 0 1 0 0 740 740 MANAGEMENT FEES 541900 1670318 1670318 RISK MGT/COMPLIANCE 541900 114730 114730 IT FEES 514900 76488 76488 ADMINISTRATIVE FEE 541900 45600 45600 VEHICLE EXP REIMB. 900099 32410 32410 20414 20414 1959960 78204 78204 1111675 1045244 66431 66431 66431 TV, INTERNET & PHONE 517000 250749 250749 WAITING LIST REMOVAL F 900099 4000 4000 MISCELLANEOUS INCOME 900099 3351 3351 1300 1300 259400 2364735 1959960 0 404035 297 297 400832 296615 104217 992055 942452 49603 47284 44920 2364 126405 120085 6320 88488 84064 4424 8201 8201 2835 2835 12767 11043 1724 120834 12928 107906 18499 16002 2497 99437 92722 6715 34733 30044 4689 77063 70697 6366 23155 23155 31218 27004 4214 99436 94464 4972 REPAIRS & MAINTENANCE 7036 6086 950 DUES & SUBSCRIPTIONS 5415 4684 731 AUXILIARY EXPENSE 4526 4526 EMPLOYEE RECOGNITION/ED 2930 2848 82 2203446 1884636 318810 0 550 550 758452 218432 40780 107791 160705 41382 1424859 1084628 336471 340231 2086568 2908588 163835 163835 3547361 3780809 480522 376713 285000 277500 765522 654213 X 2781839 3126596 2781839 3126596 3547361 3780809 X 161289 183468 X X 0 1 1 X 0 X 1025 1050 1025 1800 740 5640 1604838 1687636 1548208 1773360 1959960 8574002 1605863 1688686 1549233 1775160 1960700 8579642 0 0 0 8579642 94820 102768 85002 80722 78204 441516 94820 102768 85002 80722 78204 441516 10918 13063 253425 273947 259400 810753 1711601 1804517 1887660 2129829 2298304 9831911 0.87260 0.89380 0.04490 0.04660 X 1120717 874866 245851 304142 209762 94380 340231 REFUNDABLE FEES AND DEPOSITS 277500 277500 2364735 2203446 161289 183468 183468 344757 2548203 183468 183468 2364735 0 2364735 2203446 0 2203446 0 2203446 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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 2011 AND 2010. THE CORPORATION'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2010, 2009, AND 2008 REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. X X X 0 0 0 0 0 0 0 1 0 EDWARD D BRUBAKER 180683 0 6694 0 0 0 13216 0 17589 0 218182 0 0 0 PART I, LINE 7 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. 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 PROCEDUES 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 VALUES. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 183,468. AUDIT OVERSIGHT: FORM 990, PAGE 12, PART XII, LINE 2C THE AUDIT COMMMITTEE OF THE BOARD OF DIRECTORS SELECTS THE INDEPENDENT AUDITORS AND PROVIDES OVERSIGHT OF THE AUDIT FOR ITSELF AND ALL AFFILIATED ORGANIZATIONS. THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS. HOURS WORKED FOR RELATED ORGANIZATIONS: FORM 990, PAGE 7, PART VII, COLUMN B THE OFFICERS AND HIGHLY COMPENSATED INDIVIDUALS OF THE CORPORATION DEDICATE TIME TO RELATED ENTITY ON A WEEKLY BASIS. IN TOTAL, THE EACH INDIVIDUAL DEVOTES OVER 40 HOURS TO THE CONSOLIDATED GROUP OF ENTITIES. DOCUMENT RETENTION AND DESTRUCTION POLICY: FORM 990, PART VI, LINE 14 THE ORGANIZATION DOES NOT CURRENTLY HAVE A FORMAL, WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY IN PLACE. HOWEVER, THEY ARE CONSIDERING ADOPTING SUCH A POLICY IN THE FUTURE. HATFIELD MENNONITE HOME INC ROUTE 309 HATFIELD PA 19440 231429826 HEALTH CARE & HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 9 LIVING BRANCHES 0 DOCK ACRES INC 275 DOCK DRIVE LANSDALE PA 19446 232233514 HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 9 LIVING BRANCHES 0 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 0 DOCK MANOR INC 275 DOCK DRIVE LANSDALE PA 19446 232136450 LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 9 LIVING BRANCHES 0 DOCK VILLAGE INC 100 COMMUNITY DRIVE LANSDALE PA 19446 232136449 LOW INCOME HOUSING TO QUALIFIED FAMILIES & INDIVIDUALS PA 501(C)(3) LINE 9 LIVING BRANCHES 0 LIVING BRANCHES FOUNDATION 275 DOCK DRIVE LANSDALE PA 19446 912113430 FUNDRAISING & SUPPORTING ORGANIZATION PA 501(C)(3) LINE 11A, I LIVING BRANCHES 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 DOCK MANOR INC K 66994 HATFIELD MENNONITE HOME INC K 779207 DOCK ACRES INC K 338327 DOCK VILLAGE INC K 65788 SOUDERTON MENNONITE HOMES K 420000