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Nonprofiteer
← MENNO-HAVEN INC

Form 990 for tax year 2023

Filed by MENNO-HAVEN INC.

Totals

Total revenue
$61,808,560
Total expenses
$68,897,822
Contributions and grants received
$1,952,189
Grants paid
$24,774
Program service revenue
$55,373,638
Investment income
$2,685,206
Other revenue
$1,797,527
Total assets, end of year
$211,148,938
Total liabilities, end of year
$185,995,489
Net assets or fund balances, end of year
$25,153,449
Program services expenses (Part IX)
$58,429,823
Management and general expenses
$10,345,181
Fundraising expenses
$122,818
Program service expenses (Part III)
$58,429,823

Program services were 84.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $288,122

  • 1f · All other contributions, gifts and grants

    $1,664,067

  • 1g · Noncash contributions included above

    $23,833

  • 2a · Program service revenue: NURSING & PERSONAL CARE

    total $55,373,638 · related or exempt $55,373,638

  • 3 · Investment income

    total $1,977,666 · excluded $1,977,666

  • 6a · Gross rents

    real property $204,672

  • 6b · Less rental expenses

    real property $86,282

  • 6c · Rental income or loss

    real property $118,390

  • 6d · Net rental income or loss

    total $118,390 · excluded $118,390

  • 7a · Gross sales of assets other than inventory

    securities $2,083,672 · other assets $9,024

  • 7b · Less cost or other basis and sales expenses

    securities $1,385,156 · other assets $0

  • 7c · Gain or loss

    securities $698,516 · other assets $9,024

  • 7d · Net gain or loss

    total $707,540 · excluded $707,540

  • 9a · Gaming: gross income

    $66,837

  • 9b · Gaming: direct expenses

    $59,547

  • 9c · Net income from gaming

    total $7,290 · excluded $7,290

  • 11a · Other revenue: MEALS

    total $1,102,676 · unrelated business $156,537 · excluded $946,139

  • 11b · Other revenue: HAIR CARE

    total $92,472 · excluded $92,472

  • 11c · Other revenue: RESIDENT SERVICES

    total $87,133 · excluded $87,133

  • 11d · All other revenue

    total $389,566 · unrelated business $20,885 · excluded $368,681

  • 11e · Other revenue, total

    $1,671,847

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $24,774 · program services $24,774

  • 5 · Compensation of officers, directors and key employees

    total $1,230,738 · management and general $1,230,738

  • 7 · Other salaries and wages

    total $23,943,076 · program services $20,331,997 · management and general $3,554,506 · fundraising $56,573

  • 8 · Pension plan contributions

    total $470,321 · program services $350,608 · management and general $116,931 · fundraising $2,782

  • 9 · Other employee benefits

    total $3,476,478 · program services $2,911,219 · management and general $564,243 · fundraising $1,016

  • 10 · Payroll taxes

    total $1,827,478 · program services $1,505,473 · management and general $317,665 · fundraising $4,340

  • 11b · Fees: legal

    total $11,586 · management and general $11,586

  • 11c · Fees: accounting

    total $264,823 · management and general $264,823

  • 11d · Fees: lobbying

    total $620 · management and general $620

  • 11f · Fees: investment management

    total $225,767 · management and general $225,767

  • 11g · Fees: other

    total $4,211,807 · program services $3,423,569 · management and general $786,813 · fundraising $1,425

  • 12 · Advertising and promotion

    total $336,405 · program services $267 · management and general $336,138

  • 13 · Office expenses

    total $3,788,969 · program services $3,442,251 · management and general $329,229 · fundraising $17,489

  • 14 · Information technology

    total $1,354,443 · program services $60,278 · management and general $1,277,276 · fundraising $16,889

  • 16 · Occupancy

    total $4,216,886 · program services $4,211,777 · management and general $5,109

  • 17 · Travel

    total $259,273 · program services $231,953 · management and general $25,893 · fundraising $1,427

  • 19 · Conferences, conventions and meetings

    total $172,677 · program services $18,444 · management and general $152,796 · fundraising $1,437

  • 20 · Interest

    total $6,118,894 · program services $6,118,894

  • 22 · Depreciation, depletion and amortization

    total $10,191,926 · program services $10,191,926

  • 23 · Insurance

    total $503,147 · management and general $503,147

  • 24a · Other expenses: MEDICAL EXPENSES

    total $3,935,575 · program services $3,935,346 · management and general $229

  • 24b · Other expenses: UNIT REFURBISHMENTS

    total $776,649 · program services $776,649

  • 24c · Other expenses: MEDICAID NF ASSESSMENT

    total $310,449 · program services $310,449

  • 24d · Other expenses: EMPLOYEE RECOGNITION

    total $225,142 · management and general $223,551 · fundraising $1,591

  • 24e · All other expenses

    total $1,019,919 · program services $583,949 · management and general $418,121 · fundraising $17,849

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,950 · end of year $3,710

  • 2 · Savings and temporary cash investments

    beginning of year $3,014,693 · end of year $2,698,287

  • 3 · Pledges and grants receivable

    beginning of year $447,650 · end of year $340,057

  • 4 · Accounts receivable

    beginning of year $2,450,267 · end of year $2,324,476

  • 8 · Inventories for sale or use

    beginning of year $279,014 · end of year $270,831

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,215,607 · end of year $1,355,629

  • 10a · Land, buildings and equipment: cost or other basis

    $247,417,386

  • 10b · Land, buildings and equipment: accumulated depreciation

    $105,135,793

  • 10c · Land, buildings and equipment, net

    beginning of year $144,841,660 · end of year $142,281,593

  • 11 · Investments: publicly traded securities

    beginning of year $60,863,902 · end of year $58,798,023

  • 15 · Other assets

    beginning of year $2,983,590 · end of year $3,076,332

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,882,964 · end of year $5,829,172

  • 19 · Deferred revenue

    beginning of year $46,648,910 · end of year $48,374,766

  • 20 · Tax-exempt bond liabilities

    beginning of year $123,310,101 · end of year $121,609,090

  • 21 · Escrow or custodial account liability

    beginning of year $413,767 · end of year $733,634

  • 23 · Secured mortgages and notes payable

    beginning of year $1,701,500 · end of year $1,671,500

  • 25 · Other liabilities

    beginning of year $8,220,977 · end of year $7,777,327

  • 27 · Net assets without donor restrictions

    beginning of year $21,829,830 · end of year $17,097,582

  • 28 · Net assets with donor restrictions

    beginning of year $8,092,284 · end of year $8,055,867

Mission and programs · 2023

Mission

OUR MISSION IS TO BE AN INNOVATIVE ORGANIZATION THAT NURTURES THE HUMAN SPIRIT, IS PASSIONATE ABOUT SERVICE, AND DEMONSTRATES GOD'S LOVE, ONE PERSON AT A TIME.

Activities or mission (Part I)

OUR MISSION IS TO BE AN INNOVATIVE ORGANIZATION THAT NURTURES THE HUMAN SPIRIT.

  • MENNO HAVEN INC. OPERATES TWO LIFE PLAN COMMUNITIES IN CHAMBERSBURG, PA. THE BROOKVIEW CAMPUS HOUSES THE MENNO HAVEN REHABILITATION CENTER, A 44-BED, EXCLUSIVELY SHORT-TERM REHABILITATION CENTER. IT IS A MEDICARE LICENSED SKILLED NURSING FACILITY THAT PROVIDES STATE-OF-THE-ART REHABILITATION. IN ADDITION, THE BROOKVIEW COMMUNITY ALSO HAS A 56-BED BROOKVIEW HEALTH CARE CENTER. THE CHAMBERS POINTE CAMPUS OPERATES THE 60-BED CHAMBERS POINTE HEALTH CARE CENTER. EACH OF THESE FACILITIES OFFERS ROOM AND BOARD, NURSING CARE, MEDICAL AND REHABILITATION SERVICES, SOCIAL SERVICES, AND ACTIVITY PROGRAMS.

    Expenses $21,829,272 · Grants $24,774 · Revenue $20,687,487

  • MENNO HAVEN INC. OPERATES TWO LIFE PLAN COMMUNITIES IN CHAMBERSBURG, PA. EACH CAMPUS OPERATES LICENSED PERSONAL CARE AND RESIDENTIAL LIVING FACILITIES. THE BROOKVIEW CAMPUS OPERATES THE VILLAGE SQUARE PERSONAL CARE, WHICH HAS 108 UNITS IN SERVICE, AND PROVIDES ROOM AND BOARD, LIMITED NURSING CARE, AND MEDICAL AND REHABILITATION SERVICES ALONG WITH SOCIAL, WELLNESS, AND ACTIVITY PROGRAMS. THE CHAMBERS POINTE CAMPUS OPERATES TWO PERSONAL CARE FACILITIES. THE MANOR PERSONAL CARE, WHICH HAS 73 UNITS IN SERVICE, PROVIDES ROOM AND BOARD, LIMITED NURSING CARE, AND MEDICAL AND REHABILITATION SERVICES ALONG WITH SOCIAL, WELLNESS, AND ACTIVITY PROGRAMS. ADDITIONALLY, MENNO HAVEN'S TWO 12-BED MEMORY CARE HOMES OPERATE AT THE PERSONAL CARE LEVEL OF CARE IN THE HOUSEHOLD MODEL.

    Expenses $14,460,890 · Revenue $13,704,510

  • MENNO HAVEN INC. OPERATES TWO LIFE PLAN COMMUNITIES IN CHAMBERSBURG, PA. EACH CAMPUS OPERATES A VARIETY OF INDEPENDENT LIVING ("IL") UNITS FOR INDIVIDUALS AND COUPLES WHO WISH TO MAINTAIN MORE INDEPENDENCE BUT DESIRE THE ACCESS TO THE FOLLOWING CONTINUING CARE SERVICES: EMERGENCY NURSE CALL, WELLNESS CHECKS, WELLNESS PROGRAMS, CULINARY SERVICES, GROUNDS, MAINTENANCE, AND TRANSPORTATION SERVICES AS WELL AS ACCESS TO THE OTHER LEVELS OF SERVICES PROVIDED AT MENNO HAVEN. THE BROOKVIEW CAMPUS HAS 85 IL VILLAS, 202 IL COTTAGES, AND 53 IL APARTMENTS. THE CHAMBERS POINTE CAMPUS HAS 112 IL COTTAGES AND 45 IL APARTMENTS.

    Expenses $18,959,153 · Revenue $17,967,490

  • MENNO HAVEN, INC. OPERATES HOME AND COMMUNITY BASED SERVICES, WHEREBY THE ORGANIZATION PROVIDES HOME CARE SERVICES TO INDEPENDENT LIVING RESIDENTS AND THOSE SENIORS WHO ARE LOCAL TO THE COMMUNITY WHERE THEY CAN ACCESS THE SERVICES.

    Expenses $3,180,508 · Revenue $3,014,151

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Wayne Yeager

    CHAIR

    Total calculated
    $0
    Hours/week
    1.6

  • Suzanne Trinh

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1.2

  • Lynn Rotz

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Matthew Nolt

    ASST. SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    0.8

  • Darrell Baer

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.9

  • Carolyn George

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.9

  • Charlene Gingrich

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.6

  • Ronald Gipe

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.9

  • Lynn Macbride

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.4

  • Patrick O'Donnell

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.7

  • Paula Warner

    RESIDENT BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.8

  • Hugh Davis

    CEO

    Total calculated
    $467,274
    From this org
    $419,172
    From related orgs
    $0
    Other
    $48,102
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $352,111
    Bonus
    $50,000
    Other
    $17,061
    Deferred
    $29,598
    Nontaxable benefits
    $18,504
    Filer's total
    $467,274

  • Charles Nelson

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $212,551
    From this org
    $192,525
    From related orgs
    $0
    Other
    $20,026
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,505
    Bonus
    $20,000
    Other
    $1,020
    Deferred
    $19,834
    Nontaxable benefits
    $192
    Filer's total
    $212,551

  • Roger Beins

    COO

    Total calculated
    $206,181
    From this org
    $179,036
    From related orgs
    $0
    Other
    $27,145
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,914
    Bonus
    $10,000
    Other
    $1,122
    Deferred
    $8,641
    Nontaxable benefits
    $18,504
    Filer's total
    $206,181

  • Tiffany Rife

    COMMUNITY LIFE OFFICER

    Total calculated
    $207,032
    From this org
    $186,281
    From related orgs
    $0
    Other
    $20,751
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,386
    Bonus
    $20,000
    Other
    $895
    Deferred
    $11,987
    Nontaxable benefits
    $8,764
    Filer's total
    $207,032

  • Ryan Fritz

    CFO

    Total calculated
    $137,703
    From this org
    $128,644
    From related orgs
    $0
    Other
    $9,059
    Hours/week
    40

  • Larry Lugaro

    DIRECTOR FACILITIES DEVELOPMENT

    Total calculated
    $200,690
    From this org
    $173,930
    From related orgs
    $0
    Other
    $26,760
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,116
    Bonus
    $497
    Other
    $5,317
    Deferred
    $8,840
    Nontaxable benefits
    $17,920
    Filer's total
    $200,690

  • Rosalyn Burke

    ADMINISTRATOR BVHC

    Total calculated
    $172,683
    From this org
    $146,376
    From related orgs
    $0
    Other
    $26,307
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,182
    Bonus
    $10,000
    Other
    $1,194
    Deferred
    $7,281
    Nontaxable benefits
    $19,026
    Filer's total
    $172,683

  • Andrew Diehl

    ADMINISTRATOR REHAB

    Total calculated
    $142,022
    From this org
    $127,658
    From related orgs
    $0
    Other
    $14,364
    Hours/week
    40

  • Jennifer Gelwicks

    DIRECTOR OF NURSING REHAB

    Total calculated
    $121,711
    From this org
    $121,443
    From related orgs
    $0
    Other
    $268
    Hours/week
    40

  • Christina Coover

    RN REHAB

    Total calculated
    $131,121
    From this org
    $117,092
    From related orgs
    $0
    Other
    $14,029
    Hours/week
    40

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

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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)

PART I, LINE 7
THE ORGANIZATION HAS AN INCENTIVE PLAN AVAILABLE FOR EXECUTIVE MANAGEMENT-LEVEL EMPLOYEES. INCENTIVES ARE BASED ON THE INDIVIDUAL'S OVERALL PERFORMANCE ON SUPERVISED BUSINESS UNITS AND OVERALL PERFORMANCE OF GOALS. THE INCENTIVE PERCENTAGE OF BASE SALARY IS DECIDED BY THE CEO BASED ON OVERALL ORGANIZATIONAL BUDGET AND FINANCIAL PERFORMANCE AS APPROVED BY THE BOARD. THE INCENTIVE IS THEN CALCULATED BASED ON THE INDIVIDUAL'S PERFORMANCE SCORE FOR THE YEAR.

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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
5 November 2024
IRS schema version
2023v5.1
Source object
202423109349303162

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