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Nonprofiteer
← LANDIS HOMES RETIREMENT COMMUNITY

Form 990 for tax year 2022

Filed by LANDIS HOMES RETIREMENT COMMUNITY.

Totals

Total revenue
$53,070,221
Total expenses
$50,977,196
Contributions and grants received
$1,148,263
Grants paid
$28,914
Program service revenue
$45,218,525
Investment income
$3,775,073
Other revenue
$2,928,360
Total assets, end of year
$179,513,423
Total liabilities, end of year
$152,501,382
Net assets or fund balances, end of year
$27,012,041
Program services expenses (Part IX)
$43,442,158
Management and general expenses
$7,532,669
Fundraising expenses
$2,369
Program service expenses (Part III)
$43,442,158

Program services were 85.2% 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.

  • 1c · Fundraising events

    $191,474

  • 1e · Government grants (contributions)

    $434,455

  • 1f · All other contributions, gifts and grants

    $522,334

  • 2a · Program service revenue: RESIDENT SERVICE REV.

    total $38,543,475 · related or exempt $38,543,475

  • 2b · Program service revenue: AMORT OF ENTRANCE FEES

    total $6,675,050 · related or exempt $6,675,050

  • 3 · Investment income

    total $1,393,592 · excluded $1,393,592

  • 6a · Gross rents

    real property $275,435

  • 6b · Less rental expenses

    real property $265,674

  • 6c · Rental income or loss

    real property $9,761

  • 6d · Net rental income or loss

    total $9,761 · excluded $9,761

  • 7a · Gross sales of assets other than inventory

    securities $30,277,288 · other assets $11,980

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

    securities $27,907,787 · other assets $0

  • 7c · Gain or loss

    securities $2,369,501 · other assets $11,980

  • 7d · Net gain or loss

    total $2,381,481 · excluded $2,381,481

  • 8a · Fundraising events: gross income

    $59,331

  • 8a · Fundraising events: contributions included on line 1c

    $191,474

  • 8b · Fundraising events: direct expenses

    $58,294

  • 8c · Net income from fundraising events

    total $1,037 · excluded $1,037

  • 10a · Gross sales of inventory

    $113,220

  • 10b · Cost of goods sold

    $113,376

  • 10c · Net income from sales of inventory

    total -$156 · excluded -$156

  • 11a · Other revenue: REIMBURSED EXPENSES

    total $1,731,889 · excluded $1,731,889

  • 11b · Other revenue: CAFETERIA REVENUE

    total $768,513 · excluded $768,513

  • 11c · Other revenue: TELEPHONE & TV

    total $125,515 · excluded $125,515

  • 11d · All other revenue

    total $291,801 · excluded $291,801

  • 11e · Other revenue, total

    $2,917,718

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $20,500 · program services $20,500

  • 2 · Grants to domestic individuals

    total $8,414 · program services $8,414

  • 7 · Other salaries and wages

    total $17,982,538 · program services $17,480,368 · management and general $502,170

  • 8 · Pension plan contributions

    total $528,888 · program services $514,119 · management and general $14,769

  • 9 · Other employee benefits

    total $3,950,161 · program services $3,890,811 · management and general $59,350

  • 10 · Payroll taxes

    total $1,678,208 · program services $1,631,343 · management and general $46,865

  • 11a · Fees: management

    total $5,719,483 · program services $674,225 · management and general $5,045,258

  • 11b · Fees: legal

    total $20,131 · management and general $20,131

  • 11c · Fees: accounting

    total $14,629 · management and general $14,629

  • 11d · Fees: lobbying

    total $1,500 · management and general $1,500

  • 11e · Fees: professional fundraising services

    total $151 · fundraising $151

  • 11f · Fees: investment management

    total $105,954 · management and general $105,954

  • 11g · Fees: other

    total $1,773,183 · program services $1,542,471 · management and general $230,712

  • 12 · Advertising and promotion

    total $41,984 · management and general $41,984

  • 13 · Office expenses

    total $1,138,805 · program services $802,337 · management and general $336,468

  • 14 · Information technology

    total $256,470 · management and general $256,470

  • 16 · Occupancy

    total $2,530,613 · program services $2,525,952 · management and general $4,661

  • 17 · Travel

    total $86,549 · program services $79,660 · management and general $6,889

  • 19 · Conferences, conventions and meetings

    total $53,522 · program services $35,781 · management and general $17,741

  • 20 · Interest

    total $4,206,269 · program services $4,206,269

  • 22 · Depreciation, depletion and amortization

    total $7,261,703 · program services $7,261,703

  • 23 · Insurance

    total $496,848 · program services $496,848

  • 24a · Other expenses: FOOD

    total $1,591,945 · program services $1,591,945

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $485,457 · program services $485,457

  • 24c · Other expenses: OTHER RESIDENT SERVICES

    total $332,909 · program services $92,380 · management and general $240,529

  • 24d · Other expenses: BED ASSESSMENT EXPENSE

    total $275,080 · management and general $275,080

  • 24e · All other expenses

    total $415,302 · program services $101,575 · management and general $311,509 · fundraising $2,218

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,886 · end of year $2,085

  • 2 · Savings and temporary cash investments

    beginning of year $1,907,187 · end of year $9,341,948

  • 3 · Pledges and grants receivable

    beginning of year $1,000 · end of year $1,000

  • 4 · Accounts receivable

    beginning of year $2,922,221 · end of year $2,963,416

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,872,758 · end of year $355,205

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

    $193,893,650

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

    $86,488,805

  • 10c · Land, buildings and equipment, net

    beginning of year $108,876,438 · end of year $107,404,845

  • 11 · Investments: publicly traded securities

    beginning of year $55,409,056 · end of year $57,014,278

  • 12 · Investments: other securities

    beginning of year $939,050 · end of year $977,685

  • 15 · Other assets

    beginning of year $909,160 · end of year $1,452,961

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,956,472 · end of year $10,401,943

  • 19 · Deferred revenue

    beginning of year $42,249,899 · end of year $41,001,047

  • 20 · Tax-exempt bond liabilities

    beginning of year $100,429,473 · end of year $99,282,553

  • 25 · Other liabilities

    beginning of year $486,375 · end of year $1,815,839

  • 27 · Net assets without donor restrictions

    beginning of year $22,616,317 · end of year $24,712,867

  • 28 · Net assets with donor restrictions

    beginning of year $2,100,220 · end of year $2,299,174

Mission and programs · 2022

Mission

THE MINISTRY OF LANDIS HOMES IS TO SERVE AGING ADULTS AND THEIR FAMILIES BY HONORING AND ENRICHING THEIR LIVES IN A COMMUNITY OF CHRIST-LIKE LOVE.

Activities or mission (Part I)

CONTINUING CARE RETIREMENT COMMUNITY PROVIDING HOUSING, HEALTH CARE AND OTHER RELATED SERVICES.

  • LANDIS HOMES IS A CONTINUING CARE RETIREMENT COMMUNITY SERVING THE AGING POPULATION BY PROVIDING HOUSING, HEALTHCARE, AND RELATED SERVICES ON A 114-ACRE CAMPUS SURROUNDED BY PRESERVED FARMLAND. LANDIS HOMES IS HOME TO ALMOST 900 PERSONS LIVING IN HYBRID HOMES, COTTAGES, APARTMENTS, SUITES, PERSONAL CARE, HEALTHCARE, AND HERITAGE SPECIAL CARE (PERSONS WITH MEMORY LOSS). AVERAGE OCCUPANCY FOR FISCAL 2023 WAS AS FOLLOWS FOR THE YEAR: RESIDENTIAL LIVING - 97%, PERSONAL CARE - 90%, AND SKILLED NURSING - 95%. LANDIS HOMES PROVIDES CHARITY CARE TO RESIDENTS WHO MEET CERTAIN CRITERIA WITHOUT CHARGE OR AT AMOUNTS LESS THAN ESTABLISHED RATES. IN 2023 CHARITY CARE, WHICH REPRESENTS THE DIFFERENCE BETWEEN THE ESTIMATED COST OF PROVIDING CARE AND THE PAYMENTS RECEIVED FOR SERVICES RENDERED, TOTALED $3,798,402. 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. VOLUNTEERS CONTRIBUTED 23,710 HOURS IN FISCAL 2023.

    Expenses $43,442,158 · Grants $28,914 · Revenue $45,218,525

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Glen Moffett

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Rachel Hess

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Lisa Clark

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Kristin Nebel

    SECRETARY (UNTIL 8/29/22)

    Total calculated
    $0
    Hours/week
    1

  • Kenneth Moore

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Janet Breneman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Bill Davis

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Gerry Horst

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Sherwood Lingenfelter

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jenn Orantes

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • George Stoltzfus

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Larry J Zook

    PRESIDENT & CEO

    Total calculated
    $328,922
    From this org
    $0
    From related orgs
    $283,204
    Other
    $45,718
    Hours/week
    35 + 15 related

    Schedule J breakdown matched by us

    Base
    $0 + $283,204 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $20,852 related
    Nontaxable benefits
    $0 + $24,866 related
    Filer's total
    $0 + $328,922 related

  • Evon Bergey

    VP OF OPERATIONS/COO

    Total calculated
    $261,715
    From this org
    $0
    From related orgs
    $227,356
    Other
    $34,359
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $227,356 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $16,424 related
    Nontaxable benefits
    $0 + $17,935 related
    Filer's total
    $0 + $261,715 related

  • Corey Hamilton

    VP OF FINANCE/CFO

    Total calculated
    $232,747
    From this org
    $0
    From related orgs
    $204,058
    Other
    $28,689
    Hours/week
    35 + 15 related

    Schedule J breakdown matched by us

    Base
    $0 + $204,058 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $10,682 related
    Nontaxable benefits
    $0 + $18,007 related
    Filer's total
    $0 + $232,747 related

  • M Dale Weaver

    VP OF TECH/CTO (TO 10/8/22)

    Total calculated
    $211,681
    From this org
    $0
    From related orgs
    $161,726
    Other
    $49,955
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $161,726 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $30,121 related
    Nontaxable benefits
    $0 + $19,834 related
    Filer's total
    $0 + $211,681 related

  • Linda K Lownsberry

    VP OF HUMAN RESOURCES

    Total calculated
    $199,231
    From this org
    $0
    From related orgs
    $183,896
    Other
    $15,335
    Hours/week
    35 + 15 related

    Schedule J breakdown matched by us

    Base
    $0 + $183,896 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $15,335 related
    Filer's total
    $0 + $199,231 related

  • Beth Trout

    VP OF ADVANCEMENT

    Total calculated
    $167,766
    From this org
    $0
    From related orgs
    $142,253
    Other
    $25,513
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $142,253 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $10,569 related
    Nontaxable benefits
    $0 + $14,944 related
    Filer's total
    $0 + $167,766 related

  • Heather Kessler

    VP OF HEALTH & CAMPUS SERVICES

    Total calculated
    $147,545
    From this org
    $129,189
    From related orgs
    $0
    Other
    $18,356
    Hours/week
    45 + 5 related

  • April Myers

    DIRECTOR OF NURSING

    Total calculated
    $153,304
    From this org
    $119,274
    From related orgs
    $0
    Other
    $34,030
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $119,274
    Bonus
    $0
    Other
    $0
    Deferred
    $8,869
    Nontaxable benefits
    $25,161
    Filer's total
    $153,304

  • Jessica Tshudy

    HC HOUSEHOLD TEAM LEADER

    Total calculated
    $135,114
    From this org
    $103,170
    From related orgs
    $0
    Other
    $31,944
    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

None.

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
OFFICERS AND KEY EMPLOYEES ARE PAID BY A RELATED ORGANIZATION. COMPENSATION IS DETERMINED BY A COMPENSATION COMMITTEE, COMPENSATION SURVEYS OR STUDIES, FORM 990 OF OTHER ORGANIZATIONS, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.

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

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • MOUNTAIN VIEW TERRACE LP

    MGT OF LOW-INCOME HOUSING COMMUNITY · PA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • QUALITY LIVING CHOICES

    C · SENIOR HOUSING · PA

  • WELSH MOUNTAIN HOME INC

    C · MFT OF LOW-INCOME HOUSING COMMUNITY · PA

Provenance

Return type
form_990
Tax year
2022
Filed
26 January 2024
IRS schema version
2022v5.0
Source object
202440389349300604

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