Form 990 for tax year 2024

Totals

Total revenue

$35,414,494

Total expenses

$35,472,148

Contributions and grants received

$241,026

Grants paid

$5,963

Program service revenue

$33,995,384

Investment income

$802,429

Other revenue

$375,655

Total assets, end of year

$141,090,811

Total liabilities, end of year

$148,131,647

Net assets or fund balances, end of year

-$7,040,836

Program services expenses (Part IX)

$30,288,307

Management and general expenses

$5,066,687

Fundraising expenses

$117,154

Program service expenses (Part III)

$30,288,307

Program services were 85.4% 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.

Mission and programs · 2024

• MORAVIAN HALL SQUARE CAMPUS:RESIDENTIAL LIVING ACCOMMODATIONS ON THE MORAVIAN HALL SQUARE CAMPUS INCLUDE 123 APARTMENTS, 4 TOWNHOMES AND 2 COTTAGES. THE 123 APARTMENTS ARE LOCATED IN THREE CONNECTED BUILDINGS, EACH FOUR STORIES HIGH. THERE ARE THREE BASIC SIZES OF RESIDENTIAL LIVING APARTMENTS: STUDIO, ONE-BEDROOM, AND TWO-BEDROOM. THE 123 APARTMENTS ARE COMPRISED OF 40 ONE-BEDROOM UNITS, 54 TWO-BEDROOM UNITS, 8 STUDIOS, AND 21 CUSTOM APARTMENTS. THESE APARTMENTS RANGE IN SIZE FROM 430 SQUARE FEET TO OVER 1,200 SQUARE FEET. THE RESIDENTIAL APARTMENTS AND THE HEALTH CARE AREAS ARE HOUSED IN INTER-CONNECTED BUILDINGS WHERE MANY COMFORTABLE COMMON SPACES AND RECREATIONAL SPACES ARE LOCATED. SEVERAL FLOORS HAVE LAUNDRY ROOMS WITH FULL-SIZE WASHERS AND DRYERS ALTHOUGH EACH INDIVIDUAL APARTMENT UNIT MAY ALSO HAVE ITS OWN WASHER/DRYER UNIT. THE RESIDENTIAL ENTRANCES HAVE ELECTRONICALLY-SECURED FRONT DOORS WHICH ARE ACCESSIBLE BY CODE OR ELECTRONIC KEY FOBS. THE MORAVIAN TOWNSTONE RESIDENTIAL BUILDING AT 117 WEST NORTH STREET IS A CONTIGUOUS PROPERTY TO THE MORAVIAN HALL SQUARE CAMPUS. THE MORAVIAN TOWNSTONE BUILDING HOUSES FOUR, TWO-BEDROOM RESIDENCES ALL OF WHICH ARE CURRENTLY OCCUPIED. THE TOWNSTONE BUILDING INCLUDES TWO STORIES ABOVE GROUND OF RESIDENTIAL LIVING SPACE ALONG WITH A BASEMENT LEVEL BELOW GRADE FOR GARAGES AND STORAGE. THERE ARE TWO RESIDENCES PER FLOOR, WITH EACH UNIT CONSISTING OF APPROXIMATELY 1,500 SQUARE FEET OF LIVABLE SPACE. EACH UNIT INCLUDES TWO BEDROOMS, TWO BATHS, KITCHEN, LIVING ROOM, LAUNDRY/STORAGE ROOM, AND EITHER A COVERED PATIO OR BALCONY ALL ON THE SAME LEVEL. THE BASEMENT LEVEL BELOW THE TWO RESIDENTIAL FLOORS INCLUDES A SINGLE CAR GARAGE FOR EACH UNIT AS WELL AS ADDITIONAL STORAGE SPACE FOR EACH DWELLING.THERE ARE TWO TWIN COTTAGE UNITS LOCATED ON THE MORAVIAN HALL SQUARE CAMPUS, CALLED THE CANTERBURY AND THE WARWICK. FLOOR PLANS FOR BOTH TWIN COTTAGES INCLUDE 2 BEDROOMS, 2 FULL BATHROOMS, LIVING ROOM, DINING AREA, KITCHEN, COVERED PATIO, COVERED DECK AND GARAGE. ALL APPLIANCES FOR THE KITCHEN AND LAUNDRY ARE PROVIDED. THE WARWICK COTTAGE AT MORAVIAN HALL SQUARE HAS APPROXIMATELY 2,093 SQUARE FEET OF LIVING SPACE ON ITS MAIN LEVEL, AND A WALK-OUT BASEMENT SPACE OF 1,600 SQUARE FEET THAT CAN BE FINISHED FOR ADDITIONAL LIVING SPACE OR USED FOR STORAGE SPACE. THE WARWICK TWIN COTTAGE ALSO HAS A FINISHED SECOND FLOOR LOFT AREA OF 900 SQUARE FEET. THE CANTERBURY COTTAGE HAS APPROXIMATELY 1,900 SQUARE FEET OF LIVING SPACE ON ITS MAIN FLOOR AND A WALK-OUT BASEMENT OF 1,600 SQUARE FEET THAT CAN BE IMPROVED AS ADDITIONAL LIVING SPACE, OR USED FOR STORAGE. HERITAGE VILLAGE CAMPUS:THE HERITAGE VILLAGE CAMPUS OF MORNINGSTAR SENIOR LIVING IS LOCATED IN SUBURBAN UPPER NAZARETH TOWNSHIP, ONE MILE NORTH OF THE MORAVIAN HALL SQUARE CAMPUS. HERITAGE VILLAGE IS AN ACTIVE ADULT, INDEPENDENT LIVING COMMUNITY FOR INDIVIDUALS AGE 60 AND OVER THAT OFFERS RESIDENTS OF THE COMMUNITY CONTINUING CARE HEALTH SERVICES AT MORAVIAN HALL SQUARE. THIS MAKES HERITAGE VILLAGE A UNIQUE ACTIVE ADULT COMMUNITY IN THAT IT OFFERS THE BEST OF BOTH WORLDS: THE LIFESTYLE AMENITIES OF A 55+ COMMUNITY PLUS LONG-TERM HEALTH CARE SERVICES AND ACCOMMODATIONS THAT ONLY A LIFE PLAN COMMUNITY CAN OFFER. HEALTH CARE SERVICES FOR RESIDENTS LIVING AT HERITAGE VILLAGE ARE PROVIDED AT MORNINGSTAR SENIOR LIVING'S ORIGINAL LIFE PLAN COMMUNITY, MORAVIAN HALL SQUARE AND INCLUDE: SHORT TERM REHABILITATION, OUTPATIENT THERAPY, HOME CARE SERVICES, LICENSED PERSONAL CARE SERVICES AND ACCOMMODATIONS, MEMORY SUPPORT CARE SERVICES AND ACCOMMODATIONS AND 24/7 NURSING HOME CARE SERVICES AND ACCOMMODATIONS. RESIDENTS OF HERITAGE VILLAGE SHARE THE AMENITIES OF A FULLY ACCESSIBLE NEIGHBORHOOD COMMUNITY BUILDING. THIS BUILDING INCLUDES A LOUNGE AND COVERED DECK, MEETING AND BANQUET ROOMS, PUB/CAFE, COMMERCIAL CATERING KITCHEN, FITNESS FACILITY, AEROBIC EXERCISE AND YOGA ROOM, BILLIARDS ROOM, MASSAGE ROOM, SHOWER FACILITIES, A COVERED OUTDOOR PAVILION WITH KITCHEN WITH FIRE PIT, BAR AND GRILL, A PICKLE BALL COURT AND AN OUTDOOR, HEATED SWIMMING POOL. DINING VENUES AVAILABLE TO THOSE WHO LIVE IN THE APARTMENTS, COTTAGES OR IN THE TOWNHOMES ON THE MORAVIAN HALL SQUARE CAMPUS AND THOSE WHO LIVE AT THE HERITAGE VILLAGE CAMPUS INCLUDE THE ROSE INN RESTAURANT AND THE GOOD SPIRIT CAFE AND THE PEACETREE PUB. THE ROSE INN RESTAURANT SERVES DINNER SUNDAY THROUGH SATURDAY. THE GOOD SPIRIT CAFE IS ALSO AVAILABLE WHERE BREAKFAST, LUNCH AND DINNER ARE OFFERED THROUGH A CHOICE OF MEAL PLANS OR ITEMS CHARGED A LA CARTE. THREE TYPES OF RESIDENTIAL LIVING PLANS ARE OFFERED FOR RESIDENTIAL LIVING ON THE MORAVIAN HALL SQUARE AND HERITAGE VILLAGE CAMPUSES: FEE-FOR-SERVICE AND LIFE CARE (ALSO KNOWN AS TYPE C AND TYPE A CONTRACTS) AS WELL AS A NEW HEALTH INVESTMENT PLAN. THE FINANCIAL COMPONENTS OF ALL THREE PLANS INCLUDE AN ENTRANCE FEE AND A MONTHLY FEE. THE FEE-FOR-SERVICE PLAN IS IDEAL FOR RESIDENTS WHO HAVE A LONG-TERM CARE INSURANCE POLICY, OR FOR RESIDENTS WHO CAN SELF-INSURE AND ARE WILLING TO PAY THE GOING RATES ASSOCIATED WITH HEALTH CARE ACCOMMODATIONS, IF AND WHEN THEY NEED THEM. THE LIFE CARE PLAN PROVIDES FULL COVERAGE FOR NURSING CARE AND PERSONAL CARE SERVICES AND ACCOMMODATIONS WITHOUT INCREASE TO THE MONTHLY RATE THE RESIDENT IS PAYING FOR HIS/HER RESIDENTIAL LIVING ACCOMMODATION. THE HEALTH INVESTMENT PLAN IS SIMILAR TO THE LIFE CARE PLAN BUT SUBJECT TO A LIFETIME BENEFIT. ALL THREE PLANS OFFER TWO (2) REFUND OPTIONS: DECLINING REFUND OPTION (AMORTIZATION OF ENTRANCE FEE OVER FIFTY (50) MONTHS); AND 75% REFUND OPTION (GUARANTEED REFUND UPON DEATH OR MOVE-OUT). ALL UTILITIES ARE BUNDLED IN THE MONTHLY FEE FOR BOTH FEE-FOR-SERVICE AND LIFE CARE PLANS.MORNINGSTAR SENIOR LIVING'S APARTMENT AND HERITAGE VILLAGE RESIDENTS ARE PROVIDED WITH A CONTINUING CARE CONTRACT AGREEMENT GIVING THEM THE FINANCIAL SECURITY THAT THEIR FUTURE HEALTHCARE NEEDS WILL BE MET. THE COMMUNITY PROVIDED ACCOMMODATIONS AND SUPPORTIVE SERVICES FOR AN AVERAGE OF 319 RESIDENTS PER MONTH.

  Expenses $10,709,974 · Revenue $12,020,800

• MEDICARE AND MEDICAID PROGRAMS. FOR SERVICES RENDERED, THE NURSING CARE CENTER ACCEPTS PRIVATE FUNDS AS WELL AS REIMBURSEMENT FROM LONG-TERM CARE INSURANCE PLANS AND PRE-CONTRACTED HEALTH MAINTENANCE ORGANIZATIONS. THE STAFF IS COMPRISED OF SKILLED PROFESSIONALS WHO PROVIDE A FULL RANGE OF RESIDENT SUPPORT SERVICES INCLUDING NURSING ACTIVITIES, PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPIES, SOCIAL SERVICES, SPIRITUAL COUNSELING, AND DINING SERVICES. MEALS AND SNACKS ARE PLANNED TO ASSURE NUTRITIONAL BALANCE AND DIVERSITY. ALL MENUS ARE PUBLISHED IN ADVANCE, ALLOWING RESIDENTS TO MAKE SELECTIONS FROM A VARIETY OF MENU CHOICES. A REGISTERED DIETICIAN IS AVAILABLE TO ADDRESS THE SPECIFIC NEEDS OF INDIVIDUALS WHO REQUIRE SPECIAL DIETS OR OTHER SPECIAL DIETARY ACCOMMODATIONS.RECREATIONAL AND THERAPEUTIC PROGRAMS HELP TO ENRICH THE LIVES OF NURSING CARE RESIDENTS. A VARIED CALENDAR OF ACTIVITIES INCLUDES: LECTURES, FILMS, TRAVELOGUES, EXERCISE CLASSES, ARTS AND CRAFTS, WORD AND BOARD GAMES, MEMORY IMPAIRED ACTIVITIES, MUSICAL PERFORMANCES, HOLIDAY CELEBRATIONS, AND CHAPEL SERVICES. A CHAPLAIN IS AVAILABLE FULL TIME TO MEET RESIDENTS' SPIRITUAL NEEDS THROUGH INDIVIDUAL COUNSELING AND SPIRITUAL PROGRAMMING. SOCIAL WORKERS ARE AVAILABLE TO ASSIST EACH RESIDENT AND HIS/HER FAMILY OR RESPONSIBLE PARTY IN ALL ASPECTS OF ADMISSION, MEDICAL CARE ARRANGEMENTS, FINANCIAL PLANNING AND REFERRALS TO EXTERNAL PROFESSIONALS AND PRACTITIONERS. AN INDIVIDUALIZED CARE PLAN FOR EACH RESIDENT IS DEVELOPED WITH INPUT FROM ALL MEMBERS OF THE CARE GIVING TEAM, INCLUDING THE RESIDENT AND FAMILY MEMBERS. THE ATTENDING PHYSICIAN, PROFESSIONAL NURSES, NURSING ASSISTANTS, SOCIAL WORKERS, THERAPISTS, DIETICIANS, FAMILY MEMBERS, AND RESIDENTS ALL WORK TOGETHER TO CREATE SHORT AND LONG TERM GOALS TO HELP EACH RESIDENT ACHIEVE MAXIMUM POTENTIAL AND QUALITY OF LIFE.MORNINGSTAR SENIOR LIVING PROVIDED NURSING CARE AND SUPPORT SERVICES (INCLUDING THERAPEUTIC SERVICES) FOR AN AVERAGE OF 56 RESIDENTS PER MONTH.THE CENTERS FOR MEDICARE AND MEDICAID (CMS) RATE THE QUALITY OF EVERY LICENSED NURSING HOME IN THE COUNTRY AND HAVE GIVEN THE HEALTH & WELLNESS CENTER AT MORAVIAN HALL SQUARE THE HIGHEST POSSIBLE RATING: 5 STARS.

  Expenses $10,232,277 · Revenue $11,484,636

• MORNINGSTAR SENIOR LIVING PROVIDES THREE DIFFERENT STYLES OF PERSONAL CARE ON ITS CAMPUS. LICENSED AS PERSONAL CARE BY THE COMMONWEALTH OF PENNSYLVANIA, MORNINGSTAR SENIOR LIVING OFFERS 28 PERSONAL CARE APARTMENTS, 33 PERSONAL CARE SUITES, AND 25 PERSONAL CARE PRIVATE ROOMS LICENSED FOR SPECIALIZED DEMENTIA CARE. ALL THREE AREAS ARE HOUSED IN THREE INTER-CONNECTED BUILDINGS.IN ALL THREE PERSONAL CARE AREAS, TRAINED PERSONAL CARE ASSISTANTS AND LICENSED NURSES ARE ON DUTY 24 HOURS PER DAY, 7 DAYS PER WEEK. ADDITIONALLY, IN ALL PERSONAL CARE LIVING AREAS, RESIDENTS, FAMILIES, AND RESPONSIBLE PARTIES ARE ENCOURAGED TO PARTICIPATE IN THE DEVELOPMENT OF A COMPREHENSIVE PLAN OF CARE.THIS PLAN IS ALSO REVIEWED BY THE RESIDENT'S ATTENDING PHYSICIAN AND PRIMARILY CONSISTS OF MEDICAL, FUNCTIONAL, REHABILITATIVE, NUTRITIONAL, AND PSYCHO-SOCIAL GOALS WHICH THE RESIDENT, FAMILY AND STAFF AGREE TO PURSUE TOGETHER WITH THE INTENT OF PROMOTING INDEPENDENCE AND BENEFITING QUALITY OF LIFE.MORNINGSTAR HALL PERSONAL CARE APARTMENTS ARE COMPRISED OF 24 ONE-BEDROOM UNITS, 2 STUDIOS AND 2 TWO BEDROOM UNITS. THE MORNINGSTAR HALL PERSONAL CARE APARTMENT FEATURES INCLUDE: BATH (FULL SIZE WITH WALK-IN SHOWER) CLOSET (LARGE WALK IN); ADDITIONAL COAT AND LINEN CLOSETS DRAPERIES (SHEER DRAPERIES WITH DOUBLE TRAVERSE RODS) EMERGENCY NURSE CALL SYSTEM INDIVIDUALLY-CONTROLLED HEATING AND AIR CONDITIONING KITCHEN (TEA) WITH MICROWAVE OVEN AND REFRIGERATORBETHANY HOUSE, WHICH IS COMPRISED OF 33 SUITES, PROVIDES A "TRADITIONAL" PERSONAL CARE ROOM WHERE ASSISTANCE IS AVAILABLE FROM LICENSED NURSES AND PERSONAL CARE ASSISTANTS FOR ACTIVITIES OF DAILY LIVING SUCH AS MEDICATION ADMINISTRATION, BATHING, DRESSING AND ALL MEALS. RESIDENTS MAY COME AND GO AS THEY PLEASE AND ARE ENCOURAGED TO CONTINUE PARTICIPATING IN OUTSIDE ACTIVITIES AS HEALTH ALLOWS. WITHIN BETHANY HOUSE THERE IS A MULTITUDE OF DAILY, WEEKLY AND MONTHLY PROGRAMS AND EVENTS WHICH MAY INTEREST RESIDENTS FROM COMPUTER CLASSES TO MASSAGE THERAPY. THE MORAVIAN HALL SQUARE CAMPUS PROVIDES MANY AMENITIES INCLUDING: LIBRARY/READING ROOM, CAFE, GIFT SHOP, COMPUTER ROOM, FITNESS AND EXERCISE FACILITIES, HOBBY AND WOODWORKING SHOPS, OUTDOOR PATIOS FOR RELAXING AND DINING, AND A HANDICAPPED ACCESSIBLE NATURE TRAIL. GALILEE HOUSE PROVIDES A HOMELIKE, SECURE RESIDENTIAL ENVIRONMENT DESIGNED FOR INDIVIDUALS WITH EARLY TO MIDDLE STAGE ALZHEIMER'S DISEASE OR RELATED DEMENTIAS. THE LIVING AREAS AND PROGRAMS SUPPORT EACH RESIDENT'S CURRENT CAPABILITIES WHILE ADDING ADVANTAGES SUCH AS PERSONALIZED ASSISTANCE FROM EXPERIENCED CAREGIVERS, AROUND-THE-CLOCK MEDICAL SUPPORT AND EMERGENCY RESPONSE, AND THE REASSURANCE OF SAFE COMMUNITY LIVING. A MONTESSORI-LIKE APPROACH TO PROVIDING LIFE-REFLECTING AND FAMILIAR ACTIVITIES AND TASKS DESIGNED TO PROMOTE STIMULATION AND SELF-WORTH HAS SERVED AS THE DRIVING FORCE IN THE UNIQUE BUILDING DESIGN AND THE CORE ELEMENTS OF THE GALILEE HOUSE "REFLECTIONS PROGRAM". THE PROGRAM IS DESIGNED TO ESTABLISH NURTURING RELATIONSHIPS AMONG RESIDENTS, FAMILIES, CAREGIVERS, PHYSICIANS AND THE COMMUNITY IN A SYMBIOTIC, CALM ENVIRONMENT. THE BUILDING IS DESIGNED TO PROMOTE A LIFE ENRICHING ENVIRONMENT IN TWO NEIGHBORHOODS WITH A TOTAL OF 25 PRIVATE SUITES. SOME OF THESE FEATURES ARE: ENCLOSED LANDSCAPED COURTYARD WITH WALKING PATH FOR ENJOYING FRESH AIR AND NATURAL SURROUNDINGS ENRICHMENT ALCOVES FOR SELF-DIRECTED ACTIVITIES LARGE WINDOWS AND SKYLIGHTS FOR ABUNDANT NATURAL LIGHT PERSONAL MEMORY BOXES FOR REMINISCING WITH STAFF, FAMILY AND FRIENDS SOOTHING COLORS, TACTILE DECORATIONS AND FURNISHINGS FOR VISUAL CUEING AND ORIENTATIONMORNINGSTAR SENIOR LIVING PROVIDES PERSONAL CARE SUPPORTIVE SERVICES, INCLUDING SPECIALIZED DEMENTIA ACCOMMODATIONS, IN A SAFE AND SUPERVISED LIVING ENVIRONMENT FOR AN AVERAGE OF 82 RESIDENTS PER MONTH.

  Expenses $9,346,056 · Grants $5,963 · Revenue $10,489,948

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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

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

• MORNINGSTAR SENIOR LIVING FOUNDATION

  $5,963

  FUNDRAISING EVENT ASSISTANCE

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.

• MORAVIAN MANORS INC

  501(C)(3) · SENIOR LIVING COMMUNITY · PA

  Directly controlled by UNITAS COMMUNITIES

• MORNINGSTAR SENIOR LIVING FOUNDATION

  501(C)(3) · SUPPORTING ORGANIZATION · PA · controlled entity

  Directly controlled by MORNINGSTAR SENIOR LIVING

• MORNINGSTAR SENIOR SOLUTIONS INC

  501(C)(3) · HOME CARE AND CARE MANAGEMENT · PA · controlled entity

  Directly controlled by MORNINGSTAR SENIOR LIVING

• UNITAS COMMUNITIES

  501(C)(3) · SUPPORTING ORGANIZATION · PA

Provenance

Return type

form_990

Tax year

2024

Filed

13 November 2025

IRS schema version

2024v5.2

Source object

202543179349308094

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.