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Nonprofiteer
← MORAVIAN MANORS INC

Form 990 for tax year 2023

Filed by MORAVIAN MANORS INC.

Totals

Total revenue
$34,747,497
Total expenses
$31,803,542
Contributions and grants received
$1,057,965
Grants paid
$9,526
Program service revenue
$30,622,764
Investment income
$2,038,075
Other revenue
$1,028,693
Total assets, end of year
$169,152,723
Total liabilities, end of year
$135,239,607
Net assets or fund balances, end of year
$33,913,116
Program services expenses (Part IX)
$28,763,001
Management and general expenses
$2,996,747
Fundraising expenses
$43,794
Program service expenses (Part III)
$28,763,001

Program services were 90.4% 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)

    $33,605

  • 1f · All other contributions, gifts and grants

    $1,024,360

  • 2a · Program service revenue: RESIDENT SVC REVENUE

    total $30,622,764 · related or exempt $30,622,764

  • 3 · Investment income

    total $613,580 · excluded $613,580

  • 4 · Income from investment of tax-exempt bond proceeds

    total $67,274 · excluded $67,274

  • 6a · Gross rents

    real property $301,863

  • 6b · Less rental expenses

    real property $81,373

  • 6c · Rental income or loss

    real property $220,490

  • 6d · Net rental income or loss

    total $220,490 · excluded $220,490

  • 7a · Gross sales of assets other than inventory

    securities $1,424,776

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

    securities $0 · other assets $67,555

  • 7c · Gain or loss

    securities $1,424,776 · other assets -$67,555

  • 7d · Net gain or loss

    total $1,357,221 · excluded $1,357,221

  • 10a · Gross sales of inventory

    $1,242

  • 10b · Cost of goods sold

    $1,647

  • 10c · Net income from sales of inventory

    total -$405 · excluded -$405

  • 11a · Other revenue: CAFE SERVICES/MEALS

    total $336,213 · excluded $336,213

  • 11b · Other revenue: REIMBURSEMENTS

    total $272,532 · excluded $272,532

  • 11c · Other revenue: OTHER INCOME

    total $71,833 · excluded $71,833

  • 11d · All other revenue

    total $128,030 · excluded $128,030

  • 11e · Other revenue, total

    $808,608

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $9,526 · program services $9,526

  • 5 · Compensation of officers, directors and key employees

    total $478,550 · management and general $464,478 · fundraising $14,072

  • 7 · Other salaries and wages

    total $10,660,797 · program services $10,164,408 · management and general $491,660 · fundraising $4,729

  • 8 · Pension plan contributions

    total $171,639 · program services $171,639

  • 9 · Other employee benefits

    total $2,375,705 · program services $2,268,238 · management and general $94,999 · fundraising $12,468

  • 10 · Payroll taxes

    total $807,510 · program services $745,633 · management and general $60,174 · fundraising $1,703

  • 11b · Fees: legal

    total $186,134 · management and general $186,134

  • 11c · Fees: accounting

    total $58,379 · management and general $58,379

  • 11d · Fees: lobbying

    total $3,021 · management and general $3,021

  • 11f · Fees: investment management

    total $115,095 · management and general $115,095

  • 11g · Fees: other

    total $3,037,452 · program services $3,027,922 · management and general $9,530

  • 12 · Advertising and promotion

    total $266,798 · program services $117,927 · management and general $148,871

  • 13 · Office expenses

    total $1,938,856 · program services $1,758,372 · management and general $180,484

  • 14 · Information technology

    total $489,127 · management and general $489,127

  • 16 · Occupancy

    total $5,188,768 · program services $4,715,581 · management and general $473,187

  • 17 · Travel

    total $36,840 · program services $36,840

  • 22 · Depreciation, depletion and amortization

    total $4,859,735 · program services $4,762,076 · management and general $97,659

  • 23 · Insurance

    total $17,780 · program services $17,780

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $523,722 · program services $523,722

  • 24b · Other expenses: BAD DEBTS

    total $299,314 · program services $299,314

  • 24c · Other expenses: EMPL. & PUBLIC RELATION

    total $108,607 · program services $54,938 · management and general $53,669

  • 24d · Other expenses: INDEPEND. LIV. TURNOVER

    total $57,768 · program services $57,768

  • 24e · All other expenses

    total $112,419 · program services $31,317 · management and general $70,280 · fundraising $10,822

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,050 · end of year $1,050

  • 2 · Savings and temporary cash investments

    beginning of year $2,020,046 · end of year $1,398,757

  • 3 · Pledges and grants receivable

    beginning of year $25,670 · end of year $25,670

  • 4 · Accounts receivable

    beginning of year $2,619,172 · end of year $2,203,226

  • 8 · Inventories for sale or use

    beginning of year $293,197 · end of year $279,604

  • 9 · Prepaid expenses and deferred charges

    beginning of year $520,820 · end of year $606,318

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

    $189,193,058

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

    $47,889,900

  • 10c · Land, buildings and equipment, net

    beginning of year $144,131,022 · end of year $141,303,158

  • 11 · Investments: publicly traded securities

    beginning of year $20,523,899 · end of year $21,937,975

  • 12 · Investments: other securities

    beginning of year $100,000 · end of year $100,000

  • 15 · Other assets

    beginning of year $1,646,609 · end of year $1,296,965

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,378,741 · end of year $2,288,382

  • 19 · Deferred revenue

    beginning of year $51,802,606 · end of year $48,069,007

  • 20 · Tax-exempt bond liabilities

    beginning of year $63,253,984 · end of year $61,119,291

  • 21 · Escrow or custodial account liability

    beginning of year $55,666 · end of year $41,870

  • 23 · Secured mortgages and notes payable

    beginning of year $3,000,000 · end of year $4,650,000

  • 25 · Other liabilities

    beginning of year $19,649,632 · end of year $19,071,057

  • 27 · Net assets without donor restrictions

    beginning of year $24,137,306 · end of year $26,534,694

  • 28 · Net assets with donor restrictions

    beginning of year $7,603,550 · end of year $7,378,422

Mission and programs · 2023

Mission

TO PROVIDE HIGH QUALITY SERVICES AND FACILITIES FOR THE AGING, BASED UPON CHRISTIAN VALUES, WHICH ENCOURAGE INDEPENDENCE, PRESERVE WELLNESS, AND PROMOTE HUMAN DIGNITY.

Activities or mission (Part I)

PROVIDE SERVICES AND FACILITIES FOR THE AGING

  • NURSING HOME AND BENEVOLENT CARE: OUR COMMUNITY INCLUDES NURSING CARE FOR THOSE RESIDENTS WHO ARE UNABLE TO HELP THEMSELVES. IN 2023, MORAVIAN MANOR COMMUNITIES (MMC) PROVIDED OVER 26,700 DAYS OF SKILLED NURSING CARE TO RESIDENTS WITH APPROXIMATELY 1,400 OF THOSE DAYS BEING MEDICARE A/MANAGED CARE COVERED DAYS WITH AN ADDITIONAL 9,250 COVERED MEDICAID DAYS. OVER $2.5 MILLION OF SUBSIDED CARE WAS PROVIDED TO RESIDENTS IN NURSING. WITHIN OUR PERSONAL CARE AREA OVER 14,000 DAYS OF CARE WAS PROVIDED ALONG WITH AN ADDITIONAL $375,000 OF BENEVOLENT CARE. AS MORAVIAN MANOR COMMUNITIES STRIVES TO ACCOMMODATE THE CHANGING LIFESTYLES, EXPECTATIONS AND NEED OF THE PEOPLE WE SERVE WE ARE REMINDED OF OUR MISSION AND COMMITMENT TO OUR RESIDENTS.MMC MAINTAINS RECORDS TO IDENTIFY THE COST OF PROVIDING BENEVOLENT CARE BASED UPON THE DIRECT AND INDIRECT COSTS IDENTIFIED WITH THE SPECIFIC BENEVOLENT CARE PROVIDED. THE COSTS ASSOCIATED WITH BENEVOLENT CARE ARE ESTIMATED BASED ON THE DIFFERENCE IN DAILY RESIDENT COST, AS CALCULATED IN THE ANNUAL COST REPORT, AND THE AMOUNT OF REIMBURSEMENT RECEIVED FOR BENEVOLENT CARE PROVIDED. THE LEVEL OF BENEVOLENT CARE PROVIDED AMOUNTED TO APPROXIMATELY $2,500,000 IN 2023 AND $2,800,000 IN 2022, INCLUDING COSTS RELATED TO THE MEDICAID PROGRAM. IN 2019, MMC CHANGED ITS BENEVOLENT CARE POLICY TO RELEASE FROM ITS RESIDENT ASSISTANCE FUNDS ALL OF THE BENEVOLENT CARE PROVIDED TO ITS PERSONAL CARE AND INDEPENDENT LIVING RESIDENTS AND 20 PERCENT OF BENEVOLENT COSTS PROVIDED TO ITS MEDICAID RESIDENTS. MMC UTILIZED $1,156,909 AND $949,624 DURING 2023 AND 2022, RESPECTIVELY, FROM ITS RESIDENT ASSISTANCE FUNDS TO SUPPORT THE BENEVOLENT CARE PROVIDED.OUR "COMMUNITY WITHIN A COMMUNITY" INVOLVEMENT INCLUDES VARIOUS PARTNERSHIPS WITH LOCAL BUSINESSES AND CIVIC ORGANIZATIONS AS WELL AS MANOR SPONSORED EVENTS. MMC WELCOMES PUBLIC USE OF OUR ON-SITE MEETING SPACES AT A MINIMAL CHARGE. WE CONTINUE TO MAINTAIN A STRONG CONNECTIVITY TO THE LITITZ REC CENTER AND PARTICIPATE IN A WORK IMMERSION PROGRAM WITH OUR LOCAL IU-13 WHICH PROVIDES A CLASSROOM SETTING FOR STUDENTS ON SITE AT MMC. THE PROGRAM ALLOWS STUDENTS THE OPPORTUNITY TO LEARN ABOUT WORKPLACE EXPECTATIONS AND PROVIDES INTERNSHIPS IN VARIOUS DEPARTMENTS FOR THE STUDENTS. MMC ALSO PARTICIPATES WITH LOCAL SCHOOLS TO PROVIDE ON-SITE CLINICAL ROTATIONS FOR NURSING STUDENTS. WE CONTINUE TO SUPPORT OUR LOCAL FIRE DEPARTMENT, WARWICK AMBULANCE ASSOCIATION, AND WARWICK EDUCATION FOUNDATION. WE ARE FORTUNATE ENOUGH TO BE LOCATED IN THE BOROUGH OF LITITZ AND WILL CONTINUE TO SUPPORT OUR HOMETOWN THROUGH THE PAYMENT OF REAL ESTATE TAXES THAT SUPPORT SCHOOLS AND LOCAL GOVERNMENTS OF OVER $1.2 MILLION, MONETARY DONATIONS, AND COMMUNITY INVOLVEMENT WHICH INCLUDES THE ABILITY FOR THE SENIOR LEADERSHIP TEAM TO SERVE ON SEVERAL LOCAL COMMUNITY BOARDS.

    Expenses $20,560,362 · Grants $9,526 · Revenue $21,889,757

  • MEAL DISTRIBUTION PROGRAMS: MORAVIAN MANOR COMMUNITIES PROVIDES 3 MEALS DAILY WITH PERSONALIZED DIET PLANS FOR SKILLED NURSING, PERSONAL CARE AND ASSISTED LIVING RESIDENTS. IN ADDITION, MMC PROVIDES A $250 DECLINING MEAL BALANCE PLAN FOR THE GARDEN COURT APARTMENT RESIDENTS AND $100 DECLINING MEAL PLAN FOR THE WARWICK WOODLANDS AND FOUNDERS CAMPUS RESIDENTS (AS OF 2019) AS PART OF THEIR MONTHLY FEE.

    Expenses $3,433,982 · Revenue $3,656,016

  • HOUSING PROGRAMS, GENERAL/OTHER: HOUSEKEEPING AND MAINTENANCE IS RESPONSIBLE FOR INFECTION CONTROL AND A CLEAN AND HEALTHY ENVIRONMENT FOR 115 APARTMENTS, 16 COTTAGES, 172 CARRIAGE HOMES, 12 TOWNHOUSES, A 59-BED PERSONAL CARE FACILITY, AND A 119-BED HEALTH CARE FACILITY. MAINTENANCE IS RESPONSIBLE FOR KEEPING THE FACILITY IN GOOD CONDITION (851,388 SQUARE FEET).

    Expenses $4,768,657 · Revenue $5,076,990

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

Listed in Part VII

  • Mr James David Swartley

    CEO / BOARD CHAIR (AT 11/23)

    Total calculated
    $281,416
    From this org
    $263,190
    From related orgs
    $0
    Other
    $18,226
    Hours/week
    22.5 + 22.5 related

    Schedule J breakdown matched by us

    Base
    $263,190
    Bonus
    $0
    Other
    $0
    Deferred
    $6,616
    Nontaxable benefits
    $11,610
    Filer's total
    $281,416

  • Mrs Cynthia C Meier

    VP/FINANCE / ED/SEC'Y (AS OF 11/23)

    Total calculated
    $197,132
    From this org
    $191,590
    From related orgs
    $0
    Other
    $5,542
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $191,590
    Bonus
    $0
    Other
    $0
    Deferred
    $4,790
    Nontaxable benefits
    $752
    Filer's total
    $197,132

  • Rick Jackson

    CHAIR / VICE CHAIR (AS OF 11/23)

    Total calculated
    $0
    Hours/week
    2

  • Bernadette Taylor

    VICE CHAIR (UNTIL 11/23)

    Total calculated
    $0
    Hours/week
    2

  • Christopher Hunt

    CFO/TREASURER (AS OF 11/23)

    Total calculated
    $251,206
    From this org
    $0
    From related orgs
    $214,525
    Other
    $36,681
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $0 + $205,432 related
    Bonus
    $0 + $8,679 related
    Other
    $0 + $414 related
    Deferred
    $0 + $17,821 related
    Nontaxable benefits
    $0 + $18,860 related
    Filer's total
    $0 + $251,206 related

  • Geoff Eddowes

    SECRETARY (UNTIL 11/23)

    Total calculated
    $0
    Hours/week
    2

  • Mr J Timothy Roland

    TREASURER (UNTIL 6/23)

    Total calculated
    $0
    Hours/week
    2

  • Rev Melissa Johnson

    PRES., EASTERN DIST. (UNTIL 11/23)

    Total calculated
    $0
    Hours/week
    2

  • Robert Newell

    PRES, RES. ASS.(UNTIL 11/23), BD MBER

    Total calculated
    $0
    Hours/week
    2

  • Ben Atwater

    TREASURER (6/23 - 11/23)

    Total calculated
    $0
    Hours/week
    2

  • Deepa Balepur

    BOARD MEMBER (UNTIL 10/23)

    Total calculated
    $0
    Hours/week
    2

  • Brian Black

    BOARD MBR, EASTERN DIST. (UNTIL 10/23)

    Total calculated
    $0
    Hours/week
    2

  • Steven Bomberger

    BD MEMBER (UNTIL 10/23)

    Total calculated
    $0
    Hours/week
    2

  • Karen Mailen

    BD MBR, EASTERN DIST. (UNTIL 10/23)

    Total calculated
    $0
    Hours/week
    2

  • Pastor Mandy Mastros

    BOARD MEMBER (UNTIL 10/23)

    Total calculated
    $0
    Hours/week
    2

  • Rick Rankin

    BOARD MEMBER (UNTIL 10/23)

    Total calculated
    $0
    Hours/week
    2

  • Stacie Reidenbaugh

    BOARD MEMBER (UNTIL 10/23)

    Total calculated
    $0
    Hours/week
    2

  • Brynn Lee

    CHIEF HR OFFICER

    Total calculated
    $170,118
    From this org
    $0
    From related orgs
    $155,579
    Other
    $14,539
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $0 + $149,240 related
    Bonus
    $0 + $6,060 related
    Other
    $0 + $279 related
    Deferred
    $0 + $11,281 related
    Nontaxable benefits
    $0 + $3,258 related
    Filer's total
    $0 + $170,118 related

  • Lori Mateyak

    DIRECTOR OF NURSING

    Total calculated
    $167,195
    From this org
    $134,602
    From related orgs
    $0
    Other
    $32,593
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $134,602
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $32,593
    Filer's total
    $167,195

  • Kimberly Kolp

    RN/ASSISTANT DIR. OF NURSING

    Total calculated
    $129,569
    From this org
    $115,367
    From related orgs
    $0
    Other
    $14,202
    Hours/week
    40

  • Bobbie Plaisted

    RN/WEEKEND SUPERVISOR

    Total calculated
    $111,644
    From this org
    $100,669
    From related orgs
    $0
    Other
    $10,975
    Hours/week
    40

  • John Stoltenberg

    RN/WEEKEND SUPERVISOR

    Total calculated
    $110,354
    From this org
    $100,189
    From related orgs
    $0
    Other
    $10,165
    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 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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

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

  • LITITZ FIRE COMPANY

    $6,000

    GENERAL OPERATIONS

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • GGDS LLC

    REAL ESTATE HOLDINGS · PA · income $17,000

    Directly controlled by MORAVIAN MANORS INC

Provenance

Return type
form_990
Tax year
2023
Filed
10 November 2024
IRS schema version
2023v5.1
Source object
202423179349300527

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