LIVING BRANCHES: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- LIVING BRANCHES (EIN 23-2125481)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-11
- IRS object ID
- 201111319349302301
- Schema version
- 2009v1.7
- 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 | 2011-05-11T14:40:57-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2009-07-01 | 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 | Edward D Brubaker | Name |
| Title | President & CEO | Title |
| Phone | 2153684438 | Phone |
| Date Signed | 2011-05-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Julius Green CPA | Name |
| Phone | 2159720701 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | 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 | 3106071 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| 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 | PROVIDE MANAGEMENT SERVICES TO RELATED ENTITIES PROVIDING HOUSING & HEALTH CARE FOR THE ELDERLY | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 511 | TotalNbrEmployees |
| Total Nbr Volunteers | 15 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1025 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1800 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1385989 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1773360 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5953 | InvestmentIncomePriorYear |
| Investment Income Current Year | 94541 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 295681 | OtherRevenuePriorYear |
| Other Revenue Current Year | 273947 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1688648 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2143648 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 12151 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 10303 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1015706 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1391575 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 45407 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 594412 | OtherExpensePriorYear |
| Other Expenses Current Year | 541350 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1622269 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1943228 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 66379 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 200420 | RevenuesLessExpensesCY |
| Total Assets BOY | 3060553 | TotalAssetsBOY |
| Total Assets EOY | 3547361 | TotalAssetsEOY |
| Total Liabilities BOY | 616561 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 765522 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2443992 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2781839 | NetAssetsOrFundBalancesEOY |
| Mission Description | Living Branches is a not-for-profit system of retirement living communities dedicated to providing quality, life-enriching services on three campuses in southeastern Pennsylvania. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1615353 | Expense |
| Grants | 10303 | Grants |
| Revenue | 1773360 | 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 | 1615353 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| 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 | 1 | 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 | 0 | 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 |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 22 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 511 | 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 |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | 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 | 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 | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| K LEON MOYER | |||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| JAMES L RITTENHOUSE | |||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| CHARLOTTE A HUNSBERGER | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| H WILLIAM LONGACRE | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| J TODD ALDERFER MD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| WILLARD C BERGEY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PASTOR MIRIAM F BOOK | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KENNETH R BURKHOLDER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KENNETH J CLEMMER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| P SCOTT HECKLER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BRYAN K HUNSBERGER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| L BRENT KOLB | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| VERNON H KRATZ MD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| SYLVIA F SHELLY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| WENDELL J WEAVER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| EDWARD D BRUBAKER | |||||||
| PRESIDENT & CEO | 40.00 | X | 205134 | 0 | 21401 | ||
| Steven D Myers | |||||||
| Chief Financial & Tech Officer | 40.00 | X | 124312 | 0 | 14964 | ||
| Brent Nafziger | |||||||
| Executive DIRECTOR | 40.00 | 104640 | 0 | 5350 | X | ||
| Russell Mast | |||||||
| Executive DIRECTOR | 40.00 | 101025 | 0 | 11748 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 535111 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 53463 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 1800 | AllOtherContributions |
| Total Contributions | 1800 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Management Fees | 541900 | 1678749 | 1678749 |
| administrative fee | 541900 | 45600 | 45600 |
| VEHICLE EXP REIMBursem | 900099 | 29629 | 29629 |
| TRANSPORTATION INCOME | 480000 | 17827 | 17827 |
| activity income | 900099 | 795 | 795 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 760 | TotalRevenueColumn |
| Related Or Exempt Function Income | 760 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1773360 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 80722 | TotalRevenueColumn |
| Exclusion | $80,722 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 976242 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 962423 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13819 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13819 | TotalRevenueColumn |
| Exclusion | $13,819 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| TV, Internet & Phone | 517000 | 244297 | $244,297 |
| Renovations | 900099 | 10345 | $10,345 |
| Insurance Refund | 900099 | 10109 | $10,109 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9196 | TotalRevenueColumn |
| Exclusion | $9,196 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 273947 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2143648 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1773360 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $368,488 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10303 | Total |
| Program Services | 10303 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 365811 | Total |
| Program Services | 270700 | ProgramServices |
| Management And General | 95111 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 815164 | Total |
| Program Services | 739086 | ProgramServices |
| Management And General | 38898 | ManagementAndGeneral |
| Fundraising | 37180 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49371 | Total |
| Program Services | 46902 | ProgramServices |
| Management And General | 2469 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86034 | Total |
| Program Services | 76618 | ProgramServices |
| Management And General | 4033 | ManagementAndGeneral |
| Fundraising | 5383 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75195 | Total |
| Program Services | 68733 | ProgramServices |
| Management And General | 3618 | ManagementAndGeneral |
| Fundraising | 2844 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22942 | Total |
| Management And General | 22942 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13270 | Total |
| Management And General | 13270 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80136 | Total |
| Program Services | 10427 | ProgramServices |
| Management And General | 69709 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13222 | Total |
| Program Services | 11437 | ProgramServices |
| Management And General | 1785 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79549 | Total |
| Program Services | 74696 | ProgramServices |
| Management And General | 4853 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33530 | Total |
| Program Services | 29003 | ProgramServices |
| Management And General | 4527 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74846 | Total |
| Program Services | 68779 | ProgramServices |
| Management And General | 6067 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26028 | Total |
| Program Services | 26028 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24071 | Total |
| Program Services | 20821 | ProgramServices |
| Management And General | 3250 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131697 | Total |
| Program Services | 125112 | ProgramServices |
| Management And General | 6585 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 371 | Total |
| Program Services | 321 | ProgramServices |
| Management And General | 50 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Repairs & Maintenance | 14575 | 12607 | 1968 |
| DUES & SUBSCRIPTIONS | 12042 | 10416 | 1626 |
| MISCELLANEOUS EXPENSE | 11224 | 9709 | 1515 |
| Employee Recognition | 3847 | 3655 | 192 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1943228 | Total |
| Program Services | 1615353 | ProgramServices |
| Management And General | 282468 | ManagementAndGeneral |
| Fundraising | 45407 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 550 | BOY |
| EOY | 550 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 600038 | BOY |
| EOY | 758452 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22259 | BOY |
| EOY | 40780 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92062 | BOY |
| EOY | 160705 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1321662 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 985191 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 318691 | BOY |
| EOY | 336471 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1863118 | BOY |
| EOY | 2086568 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 163835 | BOY |
| EOY | 163835 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3060553 | BOY |
| EOY | 3547361 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 290390 | BOY |
| EOY | 480522 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 326171 | BOY |
| EOY | 285000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 616561 | BOY |
| EOY | 765522 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2443992 | BOY |
| EOY | 2781839 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2443992 | BOY |
| EOY | 2781839 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3060553 | BOY |
| EOY | 3547361 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 25 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1025 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1050 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1025 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1800 | CurrentTaxYear |
| Total | 4925 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1649082 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1604838 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1687636 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1548208 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1773360 | CurrentTaxYear |
| Total | 8263124 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1649107 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1605863 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1688686 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1549233 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1775160 | CurrentTaxYear |
| Total | 8268049 | 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 | 8268049 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 68007 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 94820 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 102768 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 85002 | CurrentTaxYearMinus1Year |
| Current Tax Year | 80722 | CurrentTaxYear |
| Total | 431319 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 68007 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 94820 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 102768 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 85002 | CurrentTaxYearMinus1Year |
| Current Tax Year | 80722 | CurrentTaxYear |
| Total | 431319 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 10918 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13063 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 253425 | CurrentTaxYearMinus1Year |
| Current Tax Year | 273947 | CurrentTaxYear |
| Total | 551353 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1717114 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1711601 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1804517 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1887660 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2129829 | CurrentTaxYear |
| Total | 9250721 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.89380 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.95070 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.04660 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.04450 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | Schedule A, Part II, Line 12, Explanation of Other Income: Miscellaneous income TV, Internet & Phone Insurance Claim Renovations | GeneralExplanation |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1093143 | OtherCostOrOtherBasis |
| Depreciation | 790022 | Depreciation |
| Book Value | 303121 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 228519 | OtherCostOrOtherBasis |
| Depreciation | 195169 | Depreciation |
| Book Value | 33350 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 336471 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | refundable fees and deposits | Description |
| Amount | $285,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 285000 | TotalOfAmounts |
| Total Revenue | 2143648 | TotalRevenue |
| Total Expenses | 1943228 | TotalExpenses |
| Excess Or Deficit For Year | 200420 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 137427 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 137427 | TotalAdjustments |
| Excess Or Deficit Per FS | 337847 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2281075 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 137427 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 137427 | RevenueNotRptdF990 |
| Revenue Subtotal | 2143648 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2143648 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1943228 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1943228 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1943228 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part X: | Identifier |
| Return Reference | Description of Uncertain Tax Positions Under FIN 48: | ReturnReference |
| Explanation | 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 2010. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Community Home Services Inc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 781 ROUTE 113 | AddressLine1 |
| City | Souderton | City |
| State | PA | State |
| ZIP Code | 18964 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 232794438 | EINOfRecipient |
| IRC Section | 501(c)(3) | IRCSection |
| Amount Of Cash Grant | 10000 | AmountOfCashGrant |
| Purpose Of Grant | CHARITABLE OPERATIONS | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: THE ORGANIZATION ONLY PROVIDES GRANTS AND ASSISTANCE TO OTHER TAX-EXEMPT ORGANIZATIONS. | Explanation |
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
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD D BRUBAKER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Base Compensation Filing Org | 170134 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 35000 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 14579 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 6822 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 226535 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
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 O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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 | The conflict of interest policy is reviewed and signed annually by all board members and officers. The Board chairman reviews the signed statements and handles any potential conflicts. | |
| Form 990, Part VI, Section B, line 15 | An independent consulting firm was retained in the summer of 2009 to do a market study and make recommendations for the President/CEO and Executive Leadership Team members' compensation. The market study results were reviewed by the Executive Committee of the Board of Directors who proposed compensation that was approved by the Board of Directors. The positions that were studied and implemented were President/CEO, Executive Director(s), Chief Financial and Information Technology Officer, Chief Human Resources Officer, Chief Marketing and Public Relations Officer and Chief Special Projects and Integration Officer. | |
| 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 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. | DOCUMENT RETENTION AND DESTRUCTION POLICY |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|
| HATFIELD MENNONITE HOME INC | |||||||||
| ROUTE 309 | HATFIELD | PA | 19440 | 231429826 | HEALTH CARE & HOUSING FOR THE ELDERLY | PA | 501(c)(3) | Line 9 | N/A |
| DOCK ACRES INC | |||||||||
| 275 DOCK DRIVE | LANSDALE | PA | 19446 | 232233514 | HOUSING FOR THE ELDERLY | PA | 501(c)(3) | Line 9 | N/A |
| SOUDERTON MENNONITE HOMES | |||||||||
| 207 WEST SUMMIT STREET | SOUDERTON | PA | 18964 | 231433891 | HEALTH CARE & HOUSING FOR THE ELDERLY | PA | 501(c)(3) | Line 9 | N/A |
| DOCK MANOR INC | |||||||||
| 275 DOCK DRIVE | LANSDALE | PA | 19446 | 232136450 | LOW INCOME HOUSING FOR THE ELDERLY | PA | 501(c)(3) | Line 9 | N/A |
| DOCK VILLAGE INC | |||||||||
| 100 COMMUNITY DRIVE | LANSDALE | PA | 19446 | 232136449 | LOW INCOME HOUSING TO QUALIFIED FAMILIES & INDIVIDUALS | PA | 501(c)(3) | Line 9 | N/A |
| DOCK WOODS COMMUNITY FOUNDATION INC | |||||||||
| 275 DOCK DRIVE | LANSDALE | PA | 19446 | 232637481 | FUNDRAISING & SUPPORTING ORGANIZATION | PA | 501(c)(3) | Line 11a, I | N/A |
| LIVING BRANCHES FOUNDATION | |||||||||
| 275 DOCK DRIVE | lANSDAlE | PA | 19446 | 912113430 | FUNDRAISING & SUPPORTING ORGANIZATION | PA | 501(c)(3) | Line 11a, I | N/A |
| 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 |
| 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 | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | 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 (6 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| DOCK MANOR INC | |
| K | 69911 |
| HATFIELD MENNONITE HOME INC | |
| K | 868642 |
| DOCK ACRES INC | |
| K | 435070 |
| DOCK VILLAGE INC | |
| K | 70727 |
| SOUDERTON MENNONITE HOMES | |
| K | 279999 |
| Dock ACRES INC | |
| J | 47502 |