Totals
- Total revenue
- $3,757,969
- Total expenses
- $3,339,379
- Contributions and grants received
- $2,821,226
- Grants paid
- $3,239,773
- Program service revenue
- $0
- Investment income
- $936,343
- Other revenue
- $400
- Total assets, end of year
- $44,612,150
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $44,612,150
- Program services expenses (Part IX)
- $3,239,773
- Management and general expenses
- $99,606
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $3,239,773
Program services were 97.0% 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.
-
1d · Related organizations
$833,427
-
1f · All other contributions, gifts and grants
$1,987,799
-
3 · Investment income
total $1,132,812 · excluded $1,132,812
-
7a · Gross sales of assets other than inventory
securities $10,203,332
-
7b · Less cost or other basis and sales expenses
securities $10,399,801
-
7c · Gain or loss
securities -$196,469
-
7d · Net gain or loss
total -$196,469 · excluded -$196,469
-
11a · Other revenue: MONTGOMERY COUNTY COMMUNITY COLLE
total $400 · excluded $400
-
11e · Other revenue, total
$400
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $3,239,773 · program services $3,239,773
-
11f · Fees: investment management
total $99,606 · management and general $99,606
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $51,622 · end of year $137,601
-
4 · Accounts receivable
beginning of year $811,500 · end of year $1,295,023
-
11 · Investments: publicly traded securities
beginning of year $39,454,631 · end of year $42,813,762
-
15 · Other assets
beginning of year $341,105 · end of year $365,764
-
27 · Net assets without donor restrictions
beginning of year $29,206,689 · end of year $32,455,838
-
28 · Net assets with donor restrictions
beginning of year $11,452,169 · end of year $12,156,312
Mission and programs · 2022
Mission
TO SOLICIT AND RECEIVE CHARITABLE CONTRIBUTIONS AND TO HOLD, MANAGE AND ADMINISTER ASSETS AND FUNDS FOR THE BENEFIT OF LIVING BRANCHES AND ITS AFFILIATES AND TO PROVIDE SUPPORT FOR THE MISSION OF THOSE ORGANIZATIONS.
Activities or mission (Part I)
TO SOLICIT CONTRIBUTIONS AND ADMINISTER FUNDS FOR LIVING BRANCHES AND ITS AFFILIATES.
-
THE FOUNDATION SOLICITS CONTRIBUTIONS, GRANTS, AND DONATIONS FOR THE BENEFIT OF LIVING BRANCHES AND ITS TAX-EXEMPT AFFILIATES TO FURTHER ITS AFFILIATES' CHARITABLE PURPOSES. GRANTS FROM THE FOUNDATION SUPPORT THE PROVISION OF BENEVOLENT CARE TO PERSONS RESIDING IN ITS AFFILIATES WHO CAN NO LONGER PAY FOR THE CARE THEY RECEIVE.THE FOUNDATION ALSO SUPPORTS THE EMPLOYEES OF THE ORGANIZATION AND ITS AFFILIATES BY PROVIDING EDUCATIONAL AND MISSION-RELATED SCHOLARSHIPS.
Expenses $3,239,773 · Grants $3,239,773
As filed on the 2022 return.
Listed in Part VII
-
P Scott HecklerP SCOTT HECKLER
PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.1
-
John W DuerksenJOHN W DUERKSEN
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.1 + 0.6 related
-
Wendell J WeaverWENDELL J WEAVER
TREASURER
- Total calculated
- $0
- Hours/week
- 0.1 + 0.6 related
-
Jane L RuthJANE L RUTH
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.1 + 0.6 related
-
M Andrew DerstineM ANDREW DERSTINE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Bryan K HunsbergerBRYAN K HUNSBERGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 0.6 related
-
Henry L RosenbergerHENRY L ROSENBERGER
DIRECTOR EMERITUS
- Total calculated
- $0
- Hours/week
- 0.1
-
Sidney J RuthSIDNEY J RUTH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Edward BrubakerEDWARD BRUBAKER
CHIEF EXECUTIVE OFFICER
- Total calculated
- $417,667
- From this org
- $0
- From related orgs
- $369,133
- Other
- $48,534
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $319,381 related
- Bonus
- $0 + $49,752 related
- Other
- $0
- Deferred
- $0 + $21,350 related
- Nontaxable benefits
- $0 + $27,184 related
- Filer's total
- $0 + $417,667 related
-
Steven D MyersSTEVEN D MYERS
CHIEF FINANCIAL & TECH OFFICER
- Total calculated
- $267,607
- From this org
- $0
- From related orgs
- $234,699
- Other
- $32,908
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $213,140 related
- Bonus
- $0 + $21,559 related
- Other
- $0
- Deferred
- $0 + $17,757 related
- Nontaxable benefits
- $0 + $15,151 related
- Filer's total
- $0 + $267,607 related
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, AN INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEYS OR STUDIES, 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
-
$2,183,665
GENERAL OPERATIONS
-
$1,056,108
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.
-
501(C)(3) · MANAGEMENT SERVICES FOR RELATED TAX-EXEMPT ORGANIZATIONS · PA
-
501(C)(3) · HEALTH CARE & HOUSING FOR THE ELDERLY · PA
Directly controlled by LIVING BRANCHES
-
501(C)(3) · HOUSING FOR THE ELDERLY · PA
Directly controlled by LIVING BRANCHES
-
501(C)(3) · HEALTH CARE & HOUSING FOR THE ELDERLY · PA
Directly controlled by LIVING BRANCHES
-
501(C)(3) · LOW INCOME HOUSING FOR THE ELDERLY · PA
Directly controlled by LIVING BRANCHES
-
501(C)(3) · LOW INCOME HOUSING TO QUALIFIED FAMILIES & INDIVIDUALS · PA
Directly controlled by LIVING BRANCHES
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 13 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202401359349306050
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