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Nonprofiteer
← MESSIAH HOME

Form 990 for tax year 2023

Filed by MESSIAH HOME.

Totals

Total revenue
$54,988,539
Total expenses
$53,436,148
Contributions and grants received
$817,221
Grants paid
$0
Program service revenue
$46,823,729
Investment income
$6,130,451
Other revenue
$1,217,138
Total assets, end of year
$184,487,943
Total liabilities, end of year
$131,644,348
Net assets or fund balances, end of year
$52,843,595
Program services expenses (Part IX)
$43,944,251
Management and general expenses
$9,491,897
Fundraising expenses
$0
Program service expenses (Part III)
$43,944,251

Program services were 82.2% 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.

  • 1e · Government grants (contributions)

    $45,557

  • 1f · All other contributions, gifts and grants

    $771,664

  • 1g · Noncash contributions included above

    $10,134

  • 2a · Program service revenue: NET RESIDENT SERVICE

    total $46,810,408 · related or exempt $46,810,408

  • 2b · Program service revenue: RENTAL INCOME - AFFILIATE

    total $13,321 · related or exempt $13,321

  • 3 · Investment income

    total $1,984,453 · excluded $1,984,453

  • 6a · Gross rents

    real property $307,206

  • 6b · Less rental expenses

    real property $240,214

  • 6c · Rental income or loss

    real property $66,992

  • 6d · Net rental income or loss

    total $66,992 · unrelated business $8,774 · excluded $58,218

  • 7a · Gross sales of assets other than inventory

    securities $6,195,806

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

    securities $2,026,622 · other assets $23,186

  • 7c · Gain or loss

    securities $4,169,184 · other assets -$23,186

  • 7d · Net gain or loss

    total $4,145,998 · excluded $4,145,998

  • 11a · Other revenue: MEALS

    total $586,484 · excluded $586,484

  • 11b · Other revenue: BARBER/BEAUTY

    total $242,000 · excluded $242,000

  • 11c · Other revenue: FITNESS & WELLNESS

    total $133,289 · excluded $133,289

  • 11d · All other revenue

    total $188,373 · excluded $188,373

  • 11e · Other revenue, total

    $1,150,146

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $16,413,686 · program services $14,279,069 · management and general $2,134,617

  • 8 · Pension plan contributions

    total $223,222 · program services $194,192 · management and general $29,030

  • 9 · Other employee benefits

    total $2,933,186 · program services $2,551,722 · management and general $381,464

  • 10 · Payroll taxes

    total $1,221,114 · program services $1,062,307 · management and general $158,807

  • 11a · Fees: management

    total $6,150,091 · management and general $6,150,091

  • 11f · Fees: investment management

    total $243,663 · management and general $243,663

  • 11g · Fees: other

    total $6,700,998 · program services $6,635,245 · management and general $65,753

  • 13 · Office expenses

    total $785,150 · program services $768,926 · management and general $16,224

  • 14 · Information technology

    total $473,523 · program services $293,584 · management and general $179,939

  • 16 · Occupancy

    total $2,773,370 · program services $2,773,370

  • 17 · Travel

    total $24,454 · program services $23,506 · management and general $948

  • 19 · Conferences, conventions and meetings

    total $10,314 · program services $3,862 · management and general $6,452

  • 20 · Interest

    total $3,227,706 · program services $3,227,706

  • 22 · Depreciation, depletion and amortization

    total $7,059,859 · program services $7,059,859

  • 23 · Insurance

    total $252,511 · program services $252,511

  • 24a · Other expenses: MEALS/FOOD

    total $2,400,271 · program services $2,398,379 · management and general $1,892

  • 24b · Other expenses: REPAIRS & MAINTENANCE

    total $1,149,976 · program services $1,149,211 · management and general $765

  • 24c · Other expenses: MEDICAL SUPPLIES

    total $487,010 · program services $480,038 · management and general $6,972

  • 24d · Other expenses: NURSING HOME ASSESSMENT

    total $352,240 · program services $352,240

  • 24e · All other expenses

    total $553,804 · program services $438,524 · management and general $115,280

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,919,907 · end of year $3,307,480

  • 2 · Savings and temporary cash investments

    beginning of year $10,020,285 · end of year $4,150,424

  • 4 · Accounts receivable

    beginning of year $1,279,622 · end of year $841,882

  • 9 · Prepaid expenses and deferred charges

    beginning of year $566,616 · end of year $471,626

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

    $210,956,428

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

    $106,920,736

  • 10c · Land, buildings and equipment, net

    beginning of year $98,269,450 · end of year $104,035,692

  • 11 · Investments: publicly traded securities

    beginning of year $66,313,684 · end of year $66,172,308

  • 15 · Other assets

    beginning of year $4,801,769 · end of year $5,508,531

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,884,708 · end of year $3,496,963

  • 19 · Deferred revenue

    beginning of year $34,463,603 · end of year $36,684,489

  • 20 · Tax-exempt bond liabilities

    beginning of year $77,240,726 · end of year $75,362,172

  • 21 · Escrow or custodial account liability

    beginning of year $42,981 · end of year $3,948

  • 25 · Other liabilities

    beginning of year $17,832,530 · end of year $16,096,776

  • 27 · Net assets without donor restrictions

    beginning of year $27,595,609 · end of year $28,768,319

  • 28 · Net assets with donor restrictions

    beginning of year $22,111,176 · end of year $24,075,276

Mission and programs · 2023

Mission

THE ORGANIZATION'S MISSION IS TO BE "A MINISTRY THAT RESPONSIBLY ENHANCES THE LIVES OF OLDER ADULTS WITH CHRIST-LIKE LOVE." CONTINUED ON SCHEDULE "O".INTENTIONAL AND MEANINGFUL COMMUNITY LIFE IS CENTRAL TO ACHIEVING THE ORGANIZATION'S MISSION OF LIVING "LIFE.EMBRACED." WE BELIEVE LIFE CAN BE ENHANCED WHEN PERSONS HAVE OPPORTUNITIES TO PURSUE THEIR OWN GROWTH WITH AN INWARD JOURNEY OF THE BODY, MIND AND SOUL, HAVE OPPORTUNITIES TO JOURNEY OUTWARD AND CARE FOR AND SHARE THEIR HEARTS AND HANDS WITH OTHERS, AND HAVE OPPORTUNITIES TO JOYOUSLY JOURNEY TOGETHER WITH OTHERS AND BUILD RESPECTFUL, PARTICIPATORY RELATIONSHIPS.OUR DREAM IS TO INSPIRE EVERYONE 55 AND BETTER TO MORE FULLY EMBRACE LIFE; TO NOT FEAR GROWING OLDER, BUT TO RE-IMAGINE THE JOURNEY OF AGING AS A TIME OF PURPOSE, ZEST, AND FAITH-FILLED LIVING.

Activities or mission (Part I)

MINISTRY THAT RESPONSIBLY ENHANCES THE LIVES OF OLDER ADULTS WITH CHRIST-LIKE LOVE.

  • FOR MESSIAH HOME D/B/A MESSIAH LIFEWAYS AT MESSIAH VILLAGE ("MESSIAH VILLAGE") THE FISCAL YEAR ENDING JUNE 30, 2024 CONTINUED TO SEE STAFFING SHORTAGES, ESPECIALLY IN NURSING AND PERSONAL CARE. RESIDENTIAL LIVING (RL) FINISHED THE YEAR SLIGHTLY BELOW BUDGET WITH A CUMULATIVE YEAR-END OCCUPANCY RATE OF 93.27%, WITH A BUDGETED GOAL OF 96.13%. HOWEVER, 51 UNITS WERE TURNED, BRINGING IN $9,403,623.70 IN ENTRANCE FEES. AN ACTIVE APPLICANT PIPELINE OF FUTURE RESIDENTS REMAINS STEADY. CONTINUED SCHEDULE O.THE SHORTAGE OF QUALIFIED AND CAPABLE CAREGIVERS IN NURSING AND PERSONAL CARE, A NATIONAL ISSUE, IMPACTED OUR ABILITY TO TAKE ADMISSIONS PERIODICALLY THROUGHOUT THE YEAR IN BOTH AREAS. PERSONAL CARE (ENHANCED LIVING) FINISHED THE YEAR WITH A CUMULATIVE OCCUPANCY OF 82.68% COMPARED TO A BUDGETED GOAL OF 79.75%. NURSING CARE ENDED THE YEAR WITH A CUMULATIVE OCCUPANCY RATE OF 81.22%, AGAINST THE BUDGETED GOAL OF 82.96%. MESSIAH VILLAGE WAS AWARDED HARRISBURG MAGAZINE'S "SIMPLY THE BEST" RECOGNITION IN THE SENIOR LIVING/RETIREMENT/ASSISTED LIVING CATEGORY. THE CENTER FOR VITALITY & WELLNESS, LOCATED IN VILLAGE SQUARE, ENDED THE FISCAL YEAR WITH AN AVERAGE OF 1,325 OUTSIDE COMMUNITY MEMBER VISITS PER MONTH. ACTIVE RESIDENT PARTICIPANTS CAME IN AT 131 WITH AN AVERAGE OF 1,034 VISITS PER MONTH. PERSONAL TRAINING CONSULTATIONS CONTINUE TO BE POPULAR WITH 44 SESSIONS PER MONTH.THOSE WITH COVERAGE AND BENEFITS THROUGH SILVERSNEAKERS, SILVER FIT, AND PRIME MEMBERSHIPS AVERAGED 520 VISITS PER MONTH. IN TOTAL, THERE WERE 400 ACTIVE RESIDENT AND OUTSIDE COMMUNITY WELLNESS MEMBERS FOR THE 2024 FISCAL YEAR.PATHWAYS INSTITUTE FOR LIFELONG LEARNING ENROLLED 1,259 PARTICIPANTS IN A VARIETY OF LIFELONG LEARNING COURSES, TAUGHT BY PROFESSORS FROM AREA COLLEGES AND UNIVERSITIES AS WELL AS SUCCESSFUL BUSINESS AND CIVIC LEADERS IN THE REGION. PATHWAYS INSTITUTE CONSISTENTLY DRAWS PARTICIPANTS FROM THE SURROUNDING COMMUNITY. LAST YEAR, 503 OUT OF 1,259 PARTICIPANTS WHO ATTENDED WERE FROM THE CAPITAL REGION, WHILE 218 WERE RESIDENTS OF MESSIAH LIFEWAYS AT MESSIAH VILLAGE. VOLUNTEERS AGAIN PLAYED A VITAL ROLE IN ENHANCING LIFE ON THE MESSIAH VILLAGE CAMPUS. THEIR GENEROSITY AND GIVING OF THEIR TIME AND TALENTS IMPACT NEARLY EVERY ASPECT OF LIFE AT MESSIAH VILLAGE. THEY HELPED TRANSPORT RESIDENTS TO SALON APPOINTMENTS, RAN AND MAINTAINED BOTH THE PAXTON STREET AND KATIE'S CORNER GIFT SHOPS, PLANTED AND WATERED FLOWERS, HELPED MAINTAIN OUR BEAUTIFUL CAMPUS, AND MADE QUILTS AND HAND-CRAFTED ITEMS TO BENEFIT THE AUXILIARY. THROUGH THE FISCAL YEAR, 321 ACTIVE VOLUNTEERS GAVE 13,108.39 HOURS OF SERVICE TO MESSIAH VILLAGE.TO LEARN MORE, VISIT MESSIAHLIFEWAYS.ORG.

    Expenses $43,944,251 · Revenue $46,823,729

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

Listed in Part VII

  • Karl J Brummer

    PRESIDENT/CHAIR

    Total calculated
    $282,653
    From this org
    $0
    From related orgs
    $248,326
    Other
    $34,327
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $0 + $248,326 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $4,709 related
    Nontaxable benefits
    $0 + $29,618 related
    Filer's total
    $0 + $282,653 related

  • Kimberly Valvo

    CHIEF OPERATIONS OFFICER/VICE CHAIR

    Total calculated
    $180,666
    From this org
    $0
    From related orgs
    $165,552
    Other
    $15,114
    Hours/week
    25 + 15 related

    Schedule J breakdown matched by us

    Base
    $0 + $165,552 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $4,201 related
    Nontaxable benefits
    $0 + $10,913 related
    Filer's total
    $0 + $180,666 related

  • Mitchell Martin

    ML BOARD REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jarrod Leo

    CFO/TREASURER

    Total calculated
    $152,667
    From this org
    $0
    From related orgs
    $148,524
    Other
    $4,143
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $148,524 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $3,734 related
    Nontaxable benefits
    $0 + $409 related
    Filer's total
    $0 + $152,667 related

  • Alicia Titus

    CHIEF EXPERIENCE OFFICER

    Total calculated
    $171,392
    From this org
    $0
    From related orgs
    $166,591
    Other
    $4,801
    Hours/week
    15 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $166,591 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $4,192 related
    Nontaxable benefits
    $0 + $609 related
    Filer's total
    $0 + $171,392 related

  • Christina Weber

    VP OF CSS AND HR

    Total calculated
    $112,329
    From this org
    $0
    From related orgs
    $95,709
    Other
    $16,620
    Hours/week
    15 + 25 related

  • Kimberly Butler

    NHA

    Total calculated
    $133,562
    From this org
    $129,695
    From related orgs
    $0
    Other
    $3,867
    Hours/week
    40

  • Jessica Mladenoff

    CLINICAL MANAGER

    Total calculated
    $149,611
    From this org
    $127,231
    From related orgs
    $0
    Other
    $22,380
    Hours/week
    40

  • Merima Salkic

    NURSING CNA

    Total calculated
    $131,368
    From this org
    $115,147
    From related orgs
    $0
    Other
    $16,221
    Hours/week
    40

  • Natalie Basov

    NURSING CNA

    Total calculated
    $127,565
    From this org
    $113,875
    From related orgs
    $0
    Other
    $13,690
    Hours/week
    40

  • Dawn Spurlin

    NURSING SUPERVISOR

    Total calculated
    $115,707
    From this org
    $112,462
    From related orgs
    $0
    Other
    $3,245
    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
THE PRESIDENT'S COMPENSATION IS DETERMINED BY MESSIAH LIFEWAYS (RELATED ORGANIZATION) USING THE FOLLOWING METHOD: COMPENSATION SURVEY/STUDY, COMPENSATION COMMITTEE, BOARD/COMPENSATION COMMITTEE APPROVED.

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.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
10 November 2024
IRS schema version
2023v5.1
Source object
202423199349310577

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