Totals
- Total revenue
- $2,829,398
- Total expenses
- $2,138,404
- Contributions and grants received
- $1,237,033
- Grants paid
- $1,096,001
- Program service revenue
- $0
- Investment income
- $1,590,053
- Other revenue
- $2,312
- Total assets, end of year
- $93,025,519
- Total liabilities, end of year
- $1,373,947
- Net assets or fund balances, end of year
- $91,651,572
- Program services expenses (Part IX)
- $1,096,001
- Management and general expenses
- $0
- Fundraising expenses
- $1,042,403
- Program service expenses (Part III)
- $1,096,001
Program services were 51.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
HOLLY K MILLER
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
JAMES E WISSLER
ASSISTANT SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
JAMES W BALTHASER
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JEFFREY M EVANS
PRESIDENT & CEO
- Total calculated
- $346,909
- From this org
- $0
- From related orgs
- $310,967
- Other
- $35,942
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $259,897 related
- Bonus
- $0 + $51,070 related
- Other
- $0
- Deferred
- $0 + $16,314 related
- Nontaxable benefits
- $0 + $19,628 related
- Filer's total
- $0 + $346,909 related
-
JOHN D MILLER JR
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
KARL A LEHMAN
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
TRACI RABENSTEIN
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
BRETT A HOFFACKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
C EDWIN MARTIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DIANNE S HOLLINGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
DONNA J LEREW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JACOB E HERSHEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JAMES R REPLOGLE
DIRECTOR (UNTIL 9/21/23)
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JENNIFER W BOWES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MARY P SAUNDERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
PAUL E SCHILDT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
THOMAS R LAUER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SCOTT A SOWERS
CHIEF FINANCIAL OFFICER
- Total calculated
- $246,343
- From this org
- $0
- From related orgs
- $206,790
- Other
- $39,553
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $186,880 related
- Bonus
- $0 + $19,910 related
- Other
- $0
- Deferred
- $0 + $9,069 related
- Nontaxable benefits
- $0 + $30,484 related
- Filer's total
- $0 + $246,343 related
-
VANESSA BERGER
VP OF ADVANCEMENT
- Total calculated
- $192,820
- From this org
- $156,136
- From related orgs
- $0
- Other
- $36,684
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $148,645
- Bonus
- $7,491
- Other
- $0
- Deferred
- $8,196
- Nontaxable benefits
- $28,488
- Filer's total
- $192,820
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
- COMPENSATION IS DETERMINED BY THE BRETHREN HOME COMMUNITY USING THE FOLLOWING METHODS: FORM 990 OF OTHER ORGANIZATIONS, ENGAGEMENT OF AN INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY/STUDY AND APPROVAL BY BOARD/COMPENSATION COMMITTEE.
- Schedule J, Part I, Line 7 Non-fixed payments
- BONUSES WERE BASED ON OVERALL PERFORMANCE. THE CEO BONUS IS REVIEWED AND APPROVED BY THE BOARD.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$686,001
TO SUPPORT THE BRETHREN HOME COMMUNITY, A RETIREMENT COMMUNITY PROVIDING SERVICES TO THE ELDERLY
-
YORK TOWNSHIP
$400,000
GENERAL SUPPORT OF TOWNSHIP AND WATER COMPANY
-
$10,000
TO SUPPORT THE FIRE DEPARTMENT AND PROVIDE FUNDS FOR THEIR FIRE TRUCK CAMPAIGN
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(c)(3) · RETIREMENT COMMUNITY · PA · controlled entity
Directly controlled by THE BRETHREN HOME FOUNDATION
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541339349302164
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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