2026-05-06T10:00:02-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-07-01 300706945 LANDIS COMMUNITIES LAND 7175693271 1001 E OREGON ROAD LITITZ PA 17543 COREY HAMILTON VP OF FINANCE/CFO 7175693271 2026-05-05 1 1 KERRI N BOGDA P00760402 7177404863 2026-05-05 2024 2025-03-06 01:10:19Z LARRY J ZOOK 1001 E OREGON ROAD LITITZ PA 17543 7515218 0 X WWW.LANDISCOMMUNITIES.ORG X 2011 PA SUPPORTS RELATED NON-PROFIT ENTITIES BY PROVIDING MANAGEMENT AND OTHER SERVICES. 11 11 53 11 61772 0 56676 701063 6429530 6746179 -4209 67863 8855 113 6490852 7515218 36040 35738 0 0 5278462 5054503 0 0 442539 1225256 2000517 6539758 7090758 -48906 424460 6799661 6223683 4274493 3050391 2525168 3173292 X FOLLOWING GOD'S CALL TO CREATIVELY SERVE THE DIVERSE NEEDS AND INTERESTS OF OLDER ADULTS BY DEVELOPING OPPORTUNITIES AND COLLABORATIVE RELATIONSHIPS. 0 0 5231724 35738 6684407 LANDIS COMMUNITIES ("LC") IS A NOT-FOR-PROFIT CORPORATION ORGANIZED TO OPERATE FOR THE SUPPORT AND BENEFIT OF LANDIS HOMES RETIREMENT COMMUNITY ("LHRC"), LANDIS HOME AND COMMUNITY BASED SERVICES (HCBS), AND LANDIS QUALITY LIVING ("LQL"). UNDERNEATH THE LQL UMBRELLA, LC SUPPORTS THE OPERATIONS OF LANDIS PLACE ON KING, STEEPLE VIEW LOFTS, AND WELSH MOUNTAIN HOME. LC'S SUPPORT OF THE MISSION, OPERATIONS, AND RESIDENTS OF LHRC, HCBS, AND LQL HELPS TO SERVE OLDER ADULTS INCLUDING THE PROVISION OF HOUSING, THE PROVISION OF AFFORDABLE HOUSING, THE PROMOTION OF COMMUNITY AMONG THE RESIDENTS, AND THE PROVISION OF ACCESS TO HOME CARE SERVICES AND OTHER RETIREMENT COMMUNITY SERVICES AS ELECTED BY THE RESIDENTS. LC PLANS, DEVELOPS, AND ADMINISTERS AN ARRAY OF SERVICES CONSISTENT WITH LANDIS COMMUNITIES' MENNONITE/ANABAPTIST HERITAGE.LHRC IS A CONTINUING CARE RETIREMENT COMMUNITY SERVING THE AGING POPULATION BY PROVIDING HOUSING, HEALTH CARE AND RELATED SERVICES ON A 114-ACRE CAMPUS SURROUNDED BY PRESERVED FARMLAND. LHRC IS HOME TO ALMOST 900 PERSONS LIVING IN HYBRID HOMES, COTTAGES, APARTMENTS, SUITES, PERSONAL CARE, HEALTHCARE, AND HERITAGE SPECIAL CARE (PERSONS WITH MEMORY LOSS). LHRC PROVIDES CHARITY CARE TO RESIDENTS WHO MEET CERTAIN CRITERIA WITHOUT CHARGE OR AT AMOUNTS LESS THAN ESTABLISHED RATES. IN 2025, CHARITY CARE, WHICH REPRESENTS THE DIFFERENCE BETWEEN THE ESTIMATED COST OF PROVIDING CARE AND THE PAYMENTS RECEIVED FOR SERVICES RENDERED, TOTALED $3,577,154. WMH OPERATES A PERSONAL CARE HOME IN A CHRISTIAN ENVIRONMENT. WMH IS HOME TO 35 PERSONS AND HAS BEEN PROVIDING AFFORDABLE CARE TO THE AGING POPULATION FOR 90 YEARS ON A 50 ACRE RURAL CAMPUS. WMH PROVIDES CHARITY CARE TO RESIDENTS WHO MEET CERTAIN CRITERIA WITHOUT CHARGE OR AT AMOUNTS LESS THAN ESTABLISHED RATES. IN 2025, CHARITY CARE, WHICH REPRESENTS THE DIFFERENCE BETWEEN THE ESTIMATED COST OF PROVIDING CARE AND THE PAYMENTS RECEIVED FOR SERVICES RENDERED, TOTALED $610,330.LANDIS HCBS PROVIDES VARIOUS HOME AND COMMUNITY-BASED SERVICES TO BOTH THOSE LIVING ON THE LANDIS HOMES CAMPUS AND THOSE IN THE BROADER COMMUNITY. LANDIS HCBS SERVED 122 PERSONS ON A WEEKLY BASIS IN 2025 THROUGH AN ADULT DAY SERVICES CENTER LOCATED ON THE LANDIS HOMES CAMPUS. LANDIS AT HOME IS A HOME AND COMMUNITY BASED SERVICES PROGRAM, SERVING CLIENTS BOTH ON AND OFF THE LANDIS HOMES CAMPUS. LANDIS AT HOME DELIVERED ALMOST 41,000 HOURS OF SERVICE TO CLIENTS IN 2025. LANDIS HOMES HOSTS PATHWAYS INSTITUTE, WHICH IS A LEARNING OPPORTUNITY FOR OLDER ADULTS OFFERING CLASSES ON A WIDE RANGE OF TOPICS. PATHWAYS INSTITUTE IS OPEN TO PERSONS AGE 55+, BOTH RESIDENTS AND NON-RESIDENTS. LANDIS HOMES ALSO HOSTS A MEMORY SUPPORT AND A PARKINSON'S SUPPORT GROUP; BOTH PROGRAMS ARE OPEN TO THE PUBLIC COMMUNITY. VOLUNTEERS PROVIDE VARIOUS SERVICES FOR THE ORGANIZATION. THESE SERVICES ARE NOT RECOGNIZED AS CONTRIBUTIONS IN THE FINANCIAL STATEMENTS AS THE RECOGNITION CRITERIA UNDER THE AUTHORITATIVE ACCOUNTING GUIDANCE WERE NOT MET. LANDIS HCBS ALSO PROVIDES A CONTINUING-CARE-AT-HOME PROGRAM TO PERSONS WHO WISH TO ENROLL.LANDIS QUALITY LIVING (LQL) HAS BEEN FORMED AS THE LANDIS COMMUNITY ENTITY TO PROVIDE AFFORDABLE, LOW-INCOME HOUSING AND OTHER AFFORDABLE HOUSING OPTIONS, WITHIN THE FINANCIAL REACH OF A SIGNIFICANT SEGMENT OF THE SURROUNDING COMMUNITY'S SENIOR ADULTS. INCLUDING RENTAL UNITS, TO MEET THE NEEDS OF OLDER ADULTS, TO PROMOTE COMMUNITY AMONG THE RESIDENTS, AND TO PROVIDE ACCESS TO HOME AND COMMUNITY-BASED SERVICES. TARGETED POPULATIONS MAY ALSO INCLUDE PERSONS WHO ARE HOMELESS, AT RISK FOR HOMELESSNESS OR THOSE WITH MENTAL, PHYSICAL, SENSORY OR DEVELOPMENT DISABILITIES WHO MAY BE UNDER AGE 55 IN ACCORD WITH FAIR HOUSING REGULATIONS. 5231724 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 105 0 53 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X COREY HAMILTON CFO 7175693271 1001 EAST OREGON ROAD LITITZ PA 17543 WILLIAM S HARTMAN CHAIR 1.00 0.00 X X 0 0 0 JOHN P LINES VICE CHAIR 1.00 0.00 X X 0 0 0 DANIEL D MAST SECRETARY 1.00 0.00 X X 0 0 0 DAVID HERNLEY TREASURER 1.00 1.00 X X 0 0 0 JACKIE BURCH TRUSTEE 1.00 1.00 X 0 0 0 TINA CAMPBELL TRUSTEE 1.00 0.00 X 0 0 0 ALLON LEFEVER TRUSTEE 1.00 0.00 X 0 0 0 GLEN D MOFFETT TRUSTEE 1.00 1.00 X 0 0 0 NELSON OKANYA TRUSTEE 1.00 0.00 X 0 0 0 HILDA SHIRK TRUSTEE 1.00 0.00 X 0 0 0 DANIEL WUBAH TRUSTEE 1.00 0.00 X 0 0 0 LARRY J ZOOK PRESIDENT/CEO 15.00 30.00 X 320310 0 37334 EVON BERGEY VP OF OPERATIONS/COO 10.00 35.00 X 245492 0 32862 COREY HAMILTON VP OF FINANCE/CFO 15.00 30.00 X 233328 0 32461 LINDA K LOWNSBERRY VP OF HUMAN RESOURCES 15.00 30.00 X 194374 0 37440 BETH TROUT VP OF ADVANCEMENT 30.00 15.00 X 168832 0 25550 EDWARD KAMINSKI DIRECTOR OF LANDIS QUALITY LIVING 1.00 44.00 X 165790 0 21859 RICHELLE E KEGARISE CONTROLLER 40.00 0.00 X 132823 0 17792 DOT HARTMAN DIRECTOR OF OP. & PROJECT MGMT. 40.00 0.00 X 105278 0 16021 1566227 0 221319 12 0 1 0 PARASOL ALLIANCE 557 FOREST VIEW ROAD LINDENHURST IL 60046 SOFTWARE SERVICES 346437 MASTERPIECE MARKETING PO BOX 5317 LANCASTER PA 17606 MARKETING 249846 EVERENCE TRUST COMPANY 1110 N MAIN STREET BOX 483 GOSHEN IN 46527 INVESTMENT FEES 233391 INTELLITEC SOLUTIONS 750 PRIDES XING STE 100 NEWARK DE 19713 SOFTWARE SERVICES 101364 4 587027 114036 701063 MANAGEMENT SERVICES 561000 6746179 6684407 61772 6746179 67863 67863 MISCELLANEOUS INCOME 900099 113 113 113 7515218 6684407 61772 67976 35738 35738 960131 768105 192026 3024790 2182774 545693 296323 163492 118237 29559 15696 581958 422888 105722 53348 324132 240347 60087 23698 33686 33686 83813 83813 6350 6350 338746 270997 67749 181297 145037 36260 120016 78920 19730 21366 646034 516827 129207 256167 204934 51233 47890 33886 8472 5532 30577 23462 5866 1249 47346 37877 9469 DUES AND SUBSCRIPTIONS 107014 89959 15810 1245 OTHER EMPLOYEE EXPENSES 31215 20949 5237 5029 PROMOTIONAL MATERIALS 25928 9575 2395 13958 HOSPITALITY 22227 14221 3554 4452 22211 16991 4577 643 7090758 5231724 1416495 442539 2140456 882915 6290 3001 2826 165262 272118 301085 168404 155461 132681 902591 918535 3426600 4014608 6799661 6223683 2309069 2643776 1965424 406615 4274493 3050391 X 1502415 2216376 1022753 956916 2525168 3173292 6799661 6223683 X 424460 223664 X 0 1 X 1 0 X X 4 LANDIS HOMES RETIREMENT COMMUNITY 232194364 10 1 0 0 WELSH MOUNTAIN HOME 232815761 10 1 0 0 LANDIS HCBS LLC 204435391 10 1 0 0 LANDIS QUALITY LIVING 833598754 10 1 0 0 4 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION C THE SUPPORTED ORGANIZATIONS, LANDIS HOMES RETIREMENT COMMUNITY, WELSH MOUNTAIN HOME, LANDIS HCBS, AND LANDIS QUALITY LIVING HAVE OVERLAPPING BOARD REPRESENTATION WITH LANDIS COMMUNITIES. WHILE THERE IS NOT A MAJORITY ON EACH ENTITY, THERE IS COMMON MANAGEMENT ON ALL FOUR ENTITIES. THE EXECUTIVE TEAM ALL RESIDE AS A GROUP WITHIN THE LANDIS COMMUNITIES ENTITY AND MANAGE THE SUPPORTED ORGANIZATIONS COLLECTIVELY. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 1500 0 0 0 0 1 4850 6350 0 PART II-B, LINE 1: ON OCCASION WE SEND LETTERS BY EMAIL TO OUR SENATORS AND CONGRESSMEN STATING OUR CONCERNS WITH REGARD TO ISSUES THAT IMPACT LONG-TERM CARE. ALSO, OCCASIONALLY, SOME GOVERNMENT REPRESENTATIVES COME ON CAMPUS AND SPEAK TO RESIDENTS AND MANAGEMENT. AT THESE TIMES WE ALSO EXPRESS ON CONCERNS WITH REGARD TO LONG-TERM CARE. OUR COSTS INCURRED FOR THESE ACTIVITIES CONSIST MAINLY OF STAFF TIME INVOLVED AND AMOUNT TO APPROXIMATELY $1,500. THE ORGANIZATION PAYS DUES TO A STATE INDUSTRY ASSOCIATION - LEADINGAGE PA. A MINIMAL PORTION OF THE ORGANIZATION'S DUES IS USED FOR LOBBYING PURPOSES. 301085 168404 132681 132681 DUE FROM AFFILIATES 3958192 SPLIT-INTEREST AGREEMENTS 5611 CAPITALIZED COSTS 50805 4014608 DUE TO AFFILIATES 133516 REFUNDABLE ADVANCES - EMPLOYEE RETENTION CREDIT 273099 406615 7738882 223664 223664 7515218 0 7515218 7090758 0 7090758 0 7090758 PART XI, LINE 2D - OTHER ADJUSTMENTS: TRANSFER TO/FROM AFFILIATES 223,090. CHANGE IN VALUE, SPLIT INTEREST AGREEMENTS 574. 1 PARISH RESOURCE CENTER 2160 LINCOLN HWY EAST 18 LANCASTER PA 17602 232000688 501(C)(3) 6000 0 RESOURCE CENTER FOR CHAPLINS LANCASTER DOWNTOWNERS 118 N WATER ST SUITE 103 LANCASTER PA 17603 841713644 501(C)(3) 5000 0 DIAMOND SPONSORSHIP 2 0 PART I, LINE 2: THE ORGANIZATION ONLY PROVIDES GRANTS TO OTHER CHARITABLE ORGANIZATIONS AND MAKES CONCERTED EFFORTS TO ENSURE EVERY DONEE HAS A FEDERAL EXEMPTION ON FILE. FUNDS ARE NOT MONITORED SUBSEQUENT TO THE DONATION. X X X X 0 0 0 0 0 0 0 0 0 LARRY J ZOOK PRESIDENT/CEO 320310 0 0 0 0 0 19669 0 17665 0 357644 0 0 0 EVON BERGEY VP OF OPERATIONS/COO 245492 0 0 0 0 0 15201 0 17661 0 278354 0 0 0 COREY HAMILTON VP OF FINANCE/CFO 233328 0 0 0 0 0 14436 0 18025 0 265789 0 0 0 LINDA K LOWNSBERRY VP OF HUMAN RESOURCES 194374 0 0 0 0 0 11948 0 25492 0 231814 0 0 0 BETH TROUT VP OF ADVANCEMENT 168832 0 0 0 0 0 10464 0 15086 0 194382 0 0 0 EDWARD KAMINSKI DIRECTOR OF LANDIS QUALITY LIVING 165790 0 0 0 0 0 10121 0 11738 0 187649 0 0 0 RICHELLE E KEGARISE CONTROLLER 132823 0 0 0 0 0 7992 0 9800 0 150615 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE VP OF FINANCE AND THE PRESIDENT PERFORM AN INITIAL REVIEW OF THE RETURN. A DRAFT OF THE FEDERAL FORM 990 IS THEN PROVIDED TO THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. THE FINANCE AND AUDIT COMMITTEE OVERSEES THE FINANCIAL AFFAIRS OF THE ORGANIZATION AND REVIEWS THE FEDERAL FORM 990 FOR COMPLETENESS. UPON REVIEW, THE FINANCE AND AUDIT COMMITTEE WILL TAKE ACTION TO APPROVE THE RETURN. THIS INFORMATION IS REPORTED TO THE BOARD OF DIRECTORS IN THE MINUTES OF THE FINANCE AND AUDIT COMMITTEE. ADDITIONALLY, THE FEDERAL FORM 990 IS MADE AVAILABLE ELECTRONICALLY TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS PART OF OUR CODE OF CONDUCT THAT IS DISTRIBUTED TO BOTH THE BOARD OF DIRECTORS AND KEY EMPLOYEES. TRAINING IS PROVIDED ANNUALLY. BOARD DIRECTORS PROVIDE A WRITTEN AND SIGNED ATTESTATION REGARDING THE CODE OF CONDUCT AND A CONFLICT OF INTEREST DISCLOSURE CHECKLIST. THE FINANCE AND AUDIT COMMITTEE REVIEW A SUMMARY OF ALL CONFLICTS NOTED ON THE CONFLICT OF INTEREST DISCLOSURE FORMS COMPLETED BY BOARD MEMBERS. IT IS THEN PASSED TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR REVIEW. DURING THE COURSE OF THE YEAR, THE CONFLICT OF INTEREST POLICY IS MONITORED. AT THE BEGINNING OF EVERY MEETING THERE IS A CONFLICT OF INTEREST AGENDA ITEM - MEMBERS ARE REMINDED OF THE POLICY AND ASKED TO REVIEW THE AGENDA AND NOTE IF ANY DISCUSSION ITEM POSES A POTENTIAL CONFLICT FOR THEM. FAMILY AND BUSINESS RELATIONSHIPS ARE MENTIONED IN THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD HAS ADOPTED A COMPENSATION POLICY AS RECOMMENDED BY THE GOVERNANCE COMMITTEE. IN GENERAL, THE COMPENSATION FOR THE CEO IS DETERMINED ANNUALLY BY THE EXECUTIVE COMMITTEE BASED UPON ANNUAL REVIEW OF COMPARATIVE FINANCIAL INDICATORS AND MARKET TRENDS TO ENSURE SALARIES ARE WITHIN FAIR MARKET RANGE FOR THE INDUSTRY. COMPENSATION FOR KEY EMPLOYEES IS DETERMINED ANNUALLY BY THE CEO AND IS BASED UPON EXTERNAL FACTORS SUCH AS COMPARATIVE FINANCIAL DATA, MARKET TRENDS, AND COST OF LIVING TO ENSURE SALARIES ARE WITHIN FAIR MARKET RANGE FOR THE INDUSTRY. THIS COMPENSATION IS INCORPORATED INTO THE ANNUAL BUDGETING PROCESS AND APPROVED BY THE BOARD UPON ADOPTION OF THE BUDGET. BOARD LEVEL DISCUSSIONS ON COMPENSATION ARE RECORDED IN BOTH THE MINUTES OF THE EXECUTIVE COMMITTEE AND THE MINUTES OF THE BOARD MEETINGS. 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: CHANGE IN VALUE, SPLIT INTEREST AGREEMENTS 574. TRANSFERS 223,090. LANDIS HOMES RETIREMENT COMMUNITY 1001 E OREGON ROAD LITITZ PA 17543 232194364 CONTINUING CARE RETIREMENT COMMUNITY PA 501(C)(3) LINE 10 LANDIS COMMUNITIES 1 WELSH MOUNTAIN HOME 567 SPRINGVILLE ROAD NEW HOLLAND PA 17557 232815761 PERSONAL CARE FACILITY PA 501(C)(3) LINE 10 LANDIS QUALITY LIVING 0 LANDIS HCBS LLC 1001 E OREGON ROAD LITITZ PA 17543 204435391 HOME CARE SERVICES PA 501(C)(3) LINE 10 LANDIS COMMUNITIES 1 LANDIS QUALITY LIVING 1001 E OREGON ROAD LITITZ PA 17543 833598754 LOW-INCOME HOUSING PA 501(C)(3) LINE 10 LANDIS COMMUNITIES 1 MOUNTAIN VIEW TERRACE LP 567 SPRINGVILLE ROAD NEW HOLLAND PA 17557 371648979 MGT OF LOW-INOCME HOUSING COMMUNITY PA N/A 0 0 QUALITY LIVING CHOICES 1001 E OREGON ROAD LITIZ PA 17543 611683369 SENIOR HOUSING PA LANDIS COMMUNITIES C 56453 838440 1.00000 1 WELSH MOUNTAIN HOME INC 567 SPRINGVILLE ROAD NEW HOLLAND PA 17557 453530937 MGT. OF LOW INCOME HOUSING COMMUNITY PA N/A C 0 0 0 0 1 1 0 0 0 0 0 1 1 0 0 1 0 0 1 1 LANDIS QUALITY LIVING D 1461235 COST LANDIS HOMES RETIREMENT COMMUNITY O 468139 COST LANDIS HOMES RETIREMENT COMMUNITY K 198543 COST LANDIS HOMES RETIREMENT COMMUNITY L 5989201 COST LANDIS HCBS LLC L 124155 COST LANDIS QUALITY LIVING L 392131 COST LANDIS HOMES RETIREMENT COMMUNITY D 1804328 COST LANDIS HOMES RETIREMENT COMMUNITY E 105431 COST