Totals
- Total revenue
- $10,284,731
- Total expenses
- $9,169,464
- Contributions and grants received
- $0
- Grants paid
- $342,900
- Program service revenue
- $9,180,444
- Investment income
- $955,862
- Other revenue
- $148,425
- Total assets, end of year
- $69,966,261
- Total liabilities, end of year
- $39,926,739
- Net assets or fund balances, end of year
- $30,039,522
- Program services expenses (Part IX)
- $7,442,243
- Management and general expenses
- $1,727,221
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $7,442,243
Program services were 81.2% 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.
-
2a · Program service revenue: RESIDENT SERVICES
total $8,538,709 · related or exempt $8,538,709
-
2b · Program service revenue: ENTRANCE FEES EARNED
total $641,735 · related or exempt $641,735
-
3 · Investment income
total $862,650 · excluded $862,650
-
6a · Gross rents
real property $11,172
-
6b · Less rental expenses
real property $3,743
-
6c · Rental income or loss
real property $7,429
-
6d · Net rental income or loss
total $7,429 · excluded $7,429
-
7a · Gross sales of assets other than inventory
securities $356,836
-
7b · Less cost or other basis and sales expenses
securities $50,604 · other assets $213,020
-
7c · Gain or loss
securities $306,232 · other assets -$213,020
-
7d · Net gain or loss
total $93,212 · excluded $93,212
-
11a · Other revenue: MAINTENANCE
total $138,465 · excluded $138,465
-
11b · Other revenue: FITNESS CENTER
total $2,707 · excluded $2,707
-
11c · Other revenue: MEDICAL TRANSPORTATION
total $1,571 · excluded $1,571
-
11d · All other revenue
total -$1,747 · excluded -$1,747
-
11e · Other revenue, total
$140,996
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $342,900 · program services $342,900
-
7 · Other salaries and wages
total $1,410,774 · program services $914,596 · management and general $496,178
-
8 · Pension plan contributions
total $41,070 · program services $33,320 · management and general $7,750
-
9 · Other employee benefits
total $204,226 · program services $124,096 · management and general $80,130
-
10 · Payroll taxes
total $103,603 · program services $67,268 · management and general $36,335
-
11a · Fees: management
total $553,522 · management and general $553,522
-
11b · Fees: legal
total $6,805 · management and general $6,805
-
11c · Fees: accounting
total $15,047 · management and general $15,047
-
11d · Fees: lobbying
total $479 · management and general $479
-
11f · Fees: investment management
total $140,039 · management and general $140,039
-
11g · Fees: other
total $793,989 · program services $710,023 · management and general $83,966
-
12 · Advertising and promotion
total $68,418 · management and general $68,418
-
13 · Office expenses
total $232,256 · program services $153,961 · management and general $78,295
-
14 · Information technology
total $98,753 · program services $5,550 · management and general $93,203
-
16 · Occupancy
total $1,687,735 · program services $1,686,802 · management and general $933
-
17 · Travel
total $20,286 · program services $20,286
-
19 · Conferences, conventions and meetings
total $14,953 · program services $272 · management and general $14,681
-
20 · Interest
total $83,405 · program services $83,405
-
22 · Depreciation, depletion and amortization
total $2,495,780 · program services $2,495,780
-
23 · Insurance
total $25,673 · program services $25,673
-
24a · Other expenses: DIETARY EXPENSES
total $554,706 · program services $554,706
-
24b · Other expenses: EMERGENCY BED DAYS
total $219,571 · program services $219,571
-
24c · Other expenses: DUES & SUBSCRIPTIONS
total $45,518 · program services $750 · management and general $44,768
-
24d · Other expenses: EVENTS EXPENSE
total $3,884 · management and general $3,884
-
24e · All other expenses
total $6,072 · program services $3,284 · management and general $2,788
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $2,037,121 · end of year $2,254,403
-
4 · Accounts receivable
beginning of year $821,816 · end of year $548,630
-
9 · Prepaid expenses and deferred charges
beginning of year $315,098 · end of year $357,686
-
10a · Land, buildings and equipment: cost or other basis
$68,219,133
-
10b · Land, buildings and equipment: accumulated depreciation
$41,928,091
-
10c · Land, buildings and equipment, net
beginning of year $26,974,119 · end of year $26,291,042
-
11 · Investments: publicly traded securities
beginning of year $34,305,224 · end of year $40,514,500
-
15 · Other assets
beginning of year $2,611 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $240,717 · end of year $504,852
-
19 · Deferred revenue
beginning of year $15,265,963 · end of year $16,623,188
-
20 · Tax-exempt bond liabilities
beginning of year $2,224,910 · end of year $2,215,277
-
25 · Other liabilities
beginning of year $19,204,383 · end of year $20,583,422
-
27 · Net assets without donor restrictions
beginning of year $27,520,016 · end of year $30,039,522
Mission and programs · 2023
Mission
TOGETHER WE EMPOWER OLDER ADULTS AND FAMILIES TO LEAD LIVES OF PURPOSE AND JOY, GUIDED BY THE MENNONITE TRADITION OF CARE AND SERVICE TO OTHERS.
Activities or mission (Part I)
HEALTH CARE AND HOUSING FOR THE ELDERLY
-
THROUGH NON-PROFIT HOUSING AND RELATED SERVICES, DOCK ACRES, INC. MEETS THE PHYSICAL, EMOTIONAL, MENTAL, SOCIAL, AND SPIRITUAL NEEDS OF SENIOR ADULTS. DOCK ACRES HELPS ITS RESIDENTS FIND PURPOSE AND JOY BY SUPPORTING THEIR HEALTH AND SECURITY AND OFFERING ENRICHING PROGRAMS THAT PROMOTE HOLISTIC WELL-BEING. RESIDENTS OF DOCK ACRES RECEIVE HOUSING, NURSING, REHABILITATION, LIFE ENRICHMENT, AND OTHER RELATED SERVICES THROUGH THE OPERATION OF 170 RESIDENTIAL LIVING COTTAGES AND VILLAS (DOCK ACRES DIVISION) AND 89 RESIDENTIAL LIVING APARTMENTS (DOCK GARDENS DIVISION). RESIDENTS RECEIVE HEALTH CARE SERVICES THROUGH A CONTINUING CARE AGREEMENT THAT INCLUDES HATFIELD MENNONITE HOME. CONTINUED ON SCHEDULE OFOR THE FISCAL YEAR ENDING JUNE 30, 2024, 376 INDIVIDUALS RECEIVED CARE AT DOCK ACRES, WHICH MAINTAINED AN AVERAGE CENSUS OF 95%. DOCK ACRES RESIDENTS ARE ELIGIBLE FOR BENEVOLENT CARE IF THEIR RESOURCES ARE NOT SUFFICIENT TO COVER THE FULL COST OF THEIR CARE DESPITE PRUDENT FINANCIAL STEWARDSHIP.DOCK ACRES ALSO SERVES THE BROADER COMMUNITY IN SEVERAL WAYS. COMMUNITY SPACES ARE AVAILABLE AT NO CHARGE TO HEALTH SERVICE ORGANIZATIONS PROVIDING PUBLIC SUPPORT AND EDUCATION ON HEALTH TOPICS. THE FACILITY ALSO HOSTS SEMINARS FOR PASTORS AND THOSE SERVING THE NEEDS OF OLDER ADULTS IN THE BROADER COMMUNITY, AS WELL AS A PUBLIC SUPPORT GROUP FOR LOVED ONES OF INDIVIDUALS WITH DEMENTIA.
Expenses $7,442,243 · Grants $342,900 · Revenue $9,180,444
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
John W DuerksenJOHN W DUERKSEN
CHAIR
- Total calculated
- $0
- Hours/week
- 0.1 + 0.6 related
-
Joshua J MeyerJOSHUA J MEYER
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.1 + 0.5 related
-
L Brent KolbL BRENT KOLB
TREASURER
- Total calculated
- $0
- Hours/week
- 0.1 + 0.5 related
-
Wendell J WeaverWENDELL J WEAVER
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.1 + 0.6 related
-
J Todd Alderfer MDJ TODD ALDERFER MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 0.5 related
-
Luke J BergeyLUKE J BERGEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 0.5 related
-
Zachariah C DerstineZACHARIAH C DERSTINE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 0.5 related
-
J Oliver Gingrich EsqJ OLIVER GINGRICH ESQ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 0.5 related
-
Bryan K HunsbergerBRYAN K HUNSBERGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 0.6 related
-
Amy KolbAMY KOLB
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 0.5 related
-
Jane L RuthJANE L RUTH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 0.6 related
-
Edward D BrubakerEDWARD D BRUBAKER
PRESIDENT & CEO
- Total calculated
- $435,346
- From this org
- $0
- From related orgs
- $384,294
- Other
- $51,052
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $332,817 related
- Bonus
- $0 + $51,477 related
- Other
- $0
- Deferred
- $0 + $23,100 related
- Nontaxable benefits
- $0 + $27,952 related
- Filer's total
- $0 + $435,346 related
-
Steven D MyersSTEVEN D MYERS
CHIEF FINANCIAL & TECH OFF
- Total calculated
- $276,615
- From this org
- $0
- From related orgs
- $243,409
- Other
- $33,206
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $221,107 related
- Bonus
- $0 + $22,302 related
- Other
- $0
- Deferred
- $0 + $17,801 related
- Nontaxable benefits
- $0 + $15,405 related
- Filer's total
- $0 + $276,615 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
-
LIVING BRANCHES FOUNDATION INC
$342,000
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.
-
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) · HEALTH CARE & HOUSING FOR THE ELDERLY · PA
Directly controlled by LIVING BRANCHES
-
501(C)(3) · LOW INCOME HOUSING TO THE ELDERLY · PA
Directly controlled by LIVING BRANCHES
-
501(C)(3) · LOW INCOME HOUSING TO QUALIFIED FAMILIES & INDIVIDUALS · PA
Directly controlled by LIVING BRANCHES
-
501(C)(3) · FUNDRAISING & SUPPORTING ORGANIZATION · PA
Directly controlled by LIVING BRANCHES
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202501349349300830
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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