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← LANDIS COMMUNITIES

Form 990 for tax year 2022

Filed by LANDIS COMMUNITIES.

Totals

Total revenue
$5,900,015
Total expenses
$6,261,073
Contributions and grants received
$277,181
Grants paid
$41,694
Program service revenue
$5,613,587
Investment income
$9,247
Other revenue
$0
Total assets, end of year
$5,317,216
Total liabilities, end of year
$2,999,464
Net assets or fund balances, end of year
$2,317,752
Program services expenses (Part IX)
$4,690,138
Management and general expenses
$1,238,717
Fundraising expenses
$332,218
Program service expenses (Part III)
$4,690,138

Program services were 74.9% 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.

  • 1f · All other contributions, gifts and grants

    $277,181

  • 2a · Program service revenue: MANAGEMENT SERVICES

    total $5,613,587 · related or exempt $5,572,272 · unrelated business $41,315

  • 3 · Investment income

    total $26,293 · excluded $26,293

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

    other assets $17,046

  • 7c · Gain or loss

    other assets -$17,046

  • 7d · Net gain or loss

    total -$17,046 · excluded -$17,046

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $41,694 · program services $41,694

  • 5 · Compensation of officers, directors and key employees

    total $952,044 · program services $761,635 · management and general $190,409

  • 7 · Other salaries and wages

    total $2,983,446 · program services $2,215,407 · management and general $553,853 · fundraising $214,186

  • 8 · Pension plan contributions

    total $131,337 · program services $96,940 · management and general $24,235 · fundraising $10,162

  • 9 · Other employee benefits

    total $530,824 · program services $417,770 · management and general $76,958 · fundraising $36,096

  • 10 · Payroll taxes

    total $314,436 · program services $237,691 · management and general $59,423 · fundraising $17,322

  • 11b · Fees: legal

    total $41,864 · management and general $41,864

  • 11c · Fees: accounting

    total $62,226 · management and general $62,226

  • 11d · Fees: lobbying

    total $4,927 · management and general $4,927

  • 11g · Fees: other

    total $221,821 · program services $177,457 · management and general $44,364

  • 12 · Advertising and promotion

    total $123,966 · program services $99,173 · management and general $24,793

  • 13 · Office expenses

    total $144,872 · program services $100,476 · management and general $25,119 · fundraising $19,277

  • 14 · Information technology

    total $106,859 · program services $85,487 · management and general $21,372

  • 16 · Occupancy

    total $240,835 · program services $192,668 · management and general $48,167

  • 17 · Travel

    total $33,565 · program services $25,744 · management and general $6,436 · fundraising $1,385

  • 19 · Conferences, conventions and meetings

    total $26,450 · program services $19,206 · management and general $4,801 · fundraising $2,443

  • 22 · Depreciation, depletion and amortization

    total $42,289 · program services $33,831 · management and general $8,458

  • 24a · Other expenses: UNRELATED BUSINESS INCO

    total $530 · fundraising $530

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $99,630 · program services $83,237 · management and general $15,882 · fundraising $511

  • 24c · Other expenses: RECRUITMENT

    total $53,216 · program services $42,573 · management and general $10,643

  • 24d · Other expenses: MISCELLANEOUS EXPENSES

    total $38,860 · program services $30,998 · management and general $7,750 · fundraising $112

  • 24e · All other expenses

    total $65,382 · program services $28,151 · management and general $7,037 · fundraising $30,194

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $878,792 · end of year $641,910

  • 3 · Pledges and grants receivable

    beginning of year $97,839 · end of year $65,065

  • 4 · Accounts receivable

    beginning of year $4,451 · end of year $4,497

  • 9 · Prepaid expenses and deferred charges

    beginning of year $321,670 · end of year $27,440

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

    $480,212

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

    $234,136

  • 10c · Land, buildings and equipment, net

    beginning of year $166,951 · end of year $246,076

  • 11 · Investments: publicly traded securities

    beginning of year $282,275 · end of year $855,943

  • 12 · Investments: other securities

    beginning of year $50,805 · end of year $0

  • 15 · Other assets

    beginning of year $1,278,567 · end of year $3,476,285

  • 17 · Accounts payable and accrued expenses

    beginning of year $766,870 · end of year $2,944,802

  • 25 · Other liabilities

    beginning of year $1,001 · end of year $54,662

  • 27 · Net assets without donor restrictions

    beginning of year $837,791 · end of year $1,199,918

  • 28 · Net assets with donor restrictions

    beginning of year $1,475,688 · end of year $1,117,834

Mission and programs · 2022

Mission

FOLLOWING GOD'S CALL TO CREATIVELY SERVE THE DIVERSE NEEDS AND INTERESTS OF OLDER ADULTS BY DEVELOPING OPPORTUNITIES AND COLLABORATIVE RELATIONSHIPS.

Activities or mission (Part I)

SUPPORTS RELATED NON-PROFIT ENTITIES BY PROVIDING MANAGEMENT AND OTHER SERVICES.

  • LANDIS COMMUNITIES ("LC") IS A NOT-FOR-PROFIT CORPORATION ORGANIZED TO OPERATE FOR THE SUPPORT AND BENEFIT OF LANDIS HOMES RETIREMENT COMMUNITY ("LHRC"), LANDIS HOME AND COMMUNITY BASED SERVICES (HCBS), AND LANDIS QUALITY LIVING ("LQL") . UNDERNEATH THE LQL UMBRELLA, LC SUPPORTS THE OPERATIONS OF LANDIS PLACE ON KING, STEEPLE VIEW LOFTS, AND WELSH MOUNTAIN HOME. LC'S SUPPORT OF THE MISSION, OPERATIONS, AND RESIDENTS OF LHRC, HCBS, AND LQL HELPS TO SERVE OLDER ADULTS INCLUDING THE PROVISION OF HOUSING, THE PROVISION OF AFFORDABLE HOUSING, THE PROMOTION OF COMMUNITY AMONG THE RESIDENTS, AND THE PROVISION OF ACCESS TO HOME CARE SERVICES AND OTHER RETIREMENT COMMUNITY SERVICES AS ELECTED BY THE RESIDENTS. LC PLANS, DEVELOPS, AND ADMINISTERS AN ARRAY OF SERVICES CONSISTENT WITH LANDIS COMMUNITIES' MENNONITE/ANABAPTIST HERITAGE.LHRC IS A CONTINUING CARE RETIREMENT COMMUNITY SERVING THE AGING POPULATION BY PROVIDING HOUSING, HEALTH CARE AND RELATED SERVICES ON A 114-ACRE CAMPUS SURROUNDED BY PRESERVED FARMLAND. LHRC IS HOME TO ALMOST 900 PERSONS LIVING IN HYBRID HOMES, COTTAGES, APARTMENTS, SUITES, PERSONAL CARE, HEALTHCARE, AND HERITAGE SPECIAL CARE (PERSONS WITH MEMORY LOSS). LHRC PROVIDES CHARITY CARE TO RESIDENTS WHO MEET CERTAIN CRITERIA WITHOUT CHARGE OR AT AMOUNTS LESS THAN ESTABLISHED RATES. IN 2023, CHARITY CARE, WHICH REPRESENTS THE DIFFERENCE BETWEEN THE ESTIMATED COST OF PROVIDING CARE AND THE PAYMENTS RECEIVED FOR SERVICES RENDERED, TOTALED $3,796,402. WMH OPERATES A PERSONAL CARE HOME IN A CHRISTIAN ENVIRONMENT. WMH IS HOME TO 40 PERSONS AND HAS BEEN PROVIDING AFFORDABLE CARE TO THE AGING POPULATION FOR OVER 90 YEARS ON A 50 ACRE RURAL CAMPUS. WMH PROVIDES CHARITY CARE TO RESIDENTS WHO MEET CERTAIN CRITERIA WITHOUT CHARGE OR AT AMOUNTS LESS THAN ESTABLISHED RATES. IN 2023, CHARITY CARE, WHICH REPRESENTS THE DIFFERENCE BETWEEN THE ESTIMATED COST OF PROVIDING CARE AND THE PAYMENTS RECEIVED FOR SERVICES RENDERED, TOTALED $566,600.LANDIS HCBS PROVIDES VARIOUS HOME AND COMMUNITY-BASED SERVICES TO BOTH THOSE LIVING ON THE LANDIS HOMES CAMPUS AND THOSE IN THE BROADER COMMUNITY. LANDIS HCBS SERVED 107 PERSONS ON A WEEKLY BASIS IN 2023 THROUGH AN ADULT DAY SERVICES CENTER LOCATED ON THE LANDIS HOMES CAMPUS. LANDIS AT HOME IS A HOME AND COMMUNITY BASED SERVICES PROGRAM, SERVING CLIENTS BOTH ON AND OFF THE LANDIS HOMES CAMPUS. LANDIS AT HOME DELIVERED OVER 36,000 HOURS OF SERVICE TO CLIENTS IN 2023. LANDIS HOMES HOSTS PATHWAYS INSTITUTE, WHICH IS A LEARNING OPPORTUNITY FOR OLDER ADULTS OFFERING CLASSES ON A WIDE RANGE OF TOPICS. PATHWAYS INSTITUTE IS OPEN TO PERSONS AGE 55+, BOTH RESIDENTS AND NON-RESIDENTS. LANDIS HOMES ALSO HOSTS A MEMORY SUPPORT AND A PARKINSON'S SUPPORT GROUP; BOTH PROGRAMS ARE OPEN TO THE PUBLIC COMMUNITY. VOLUNTEERS PROVIDE VARIOUS SERVICES FOR THE ORGANIZATION. THESE SERVICES ARE NOT RECOGNIZED AS CONTRIBUTIONS IN THE FINANCIAL STATEMENTS AS THE RECOGNITION CRITERIA UNDER THE AUTHORITATIVE ACCOUNTING GUIDANCE WERE NOT MET. LANDIS HCBS ALSO PROVIDES A CONTINUING-CARE-AT-HOME PROGRAM TO PERSONS WHO WISH TO ENROLL.LANDIS QUALITY LIVING (LQL) HAS BEEN FORMED AS THE LANDIS COMMUNITY ENTITY TO PROVIDE AFFORDABLE, LOW-INCOME HOUSING AND OTHER AFFORDABLE HOUSING OPTIONS, WITHIN THE FINANCIAL REACH OF A SIGNIFICANT SEGMENT OF THE SURROUNDING COMMUNITY'S SENIOR ADULTS. INCLUDING RENTAL UNITS, TO MEET THE NEEDS OF OLDER ADULTS, TO PROMOTE COMMUNITY AMONG THE RESIDENTS, AND TO PROVIDE ACCESS TO HOME AND COMMUNITY-BASED SERVICES. TARGETED POPULATIONS MAY ALSO INCLUDE PERSONS WHO ARE HOMELESS, AT RISK FOR HOMELESSNESS OR THOSE WITH MENTAL, PHYSICAL, SENSORY OR DEVELOPMENT DISABILITIES WHO MAY BE UNDER AGE 55 IN ACCORD WITH FAIR HOUSING REGULATIONS.

    Expenses $4,690,138 · Grants $41,694 · Revenue $5,572,271

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Allon Lefever

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • William S Hartman

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Daniel D Mast

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • David Hernley

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Tina Campbell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • John W Eby

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • John P Lines

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Glen D Moffett

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Nelson Okanya

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Hilda Shirk

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Daniel Wubah

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Larry J Zook

    PRESIDENT/CEO

    Total calculated
    $328,922
    From this org
    $283,204
    From related orgs
    $0
    Other
    $45,718
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $283,204
    Bonus
    $0
    Other
    $0
    Deferred
    $20,852
    Nontaxable benefits
    $24,866
    Filer's total
    $328,922
  • Evon Bergey

    VP OF OPERATIONS/COO

    Total calculated
    $261,715
    From this org
    $227,356
    From related orgs
    $0
    Other
    $34,359
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $227,356
    Bonus
    $0
    Other
    $0
    Deferred
    $16,424
    Nontaxable benefits
    $17,935
    Filer's total
    $261,715
  • Corey Hamilton

    VP OF FINANCE/CFO

    Total calculated
    $232,747
    From this org
    $204,058
    From related orgs
    $0
    Other
    $28,689
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $204,058
    Bonus
    $0
    Other
    $0
    Deferred
    $10,682
    Nontaxable benefits
    $18,007
    Filer's total
    $232,747
  • M Dale Weaver

    VP OF TECHNOLOGY (UNTIL 10/8/22)

    Total calculated
    $211,681
    From this org
    $161,726
    From related orgs
    $0
    Other
    $49,955
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $161,726
    Bonus
    $0
    Other
    $0
    Deferred
    $30,121
    Nontaxable benefits
    $19,834
    Filer's total
    $211,681
  • Linda K Lownsberry

    VP OF HUMAN RESOURCES

    Total calculated
    $199,231
    From this org
    $183,896
    From related orgs
    $0
    Other
    $15,335
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $183,896
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $15,335
    Filer's total
    $199,231
  • Beth Trout

    VP OF ADVANCEMENT

    Total calculated
    $167,766
    From this org
    $142,253
    From related orgs
    $0
    Other
    $25,513
    Hours/week
    35 + 15 related

    Schedule J breakdown matched by us

    Base
    $142,253
    Bonus
    $0
    Other
    $0
    Deferred
    $10,569
    Nontaxable benefits
    $14,944
    Filer's total
    $167,766
  • Edward Kaminski

    DIRECTOR OF LANDIS QUALITY LIVING

    Total calculated
    $164,594
    From this org
    $139,323
    From related orgs
    $0
    Other
    $25,271
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $139,323
    Bonus
    $0
    Other
    $0
    Deferred
    $10,259
    Nontaxable benefits
    $15,012
    Filer's total
    $164,594
  • Richelle E Kegarise

    CONTROLLER

    Total calculated
    $137,436
    From this org
    $112,415
    From related orgs
    $0
    Other
    $25,021
    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 · Compensation committee
  • 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

  • LANCASTER DOWNTOWNERS

    $10,000

    SOCIAL NETWORKS AND SERVICES FOR PEOPLE LIVING IN THE CITY; AGE FRIENDLY LANCASTER CITY

  • RESOURCE CENTER FOR CHAPLINS

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.

  • LANDIS HOMES RETIREMENT COMMUNITY

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · PA · controlled entity

    Directly controlled by LANDIS COMMUNITIES

  • WELSH MOUNTAIN HOME

    501(C)(3) · PERSONAL CARE FACILITY · PA · controlled entity

    Directly controlled by LANDIS QUALITY LIVING

  • LANDIS HCBS LLC

    501(C)(3) · HOME CARE SERVICES · PA · controlled entity

    Directly controlled by LANDIS COMMUNITIES

  • LANDIS QUALITY LIVING

    501(C)(3) · LOW-INCOME HOUSING · PA · controlled entity

    Directly controlled by LANDIS COMMUNITIES

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.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • MOUNTAIN VIEW TERRACE LP

    MGT OF LOW-INOCME HOUSING COMMUNITY · PA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • QUALITY LIVING CHOICES

    C · SENIOR HOUSING · PA · 100% owned · share of income $74,779 · share of assets $2,343,251 · controlled entity

    Directly controlled by LANDIS COMMUNITIES

  • WELSH MOUNTAIN HOME INC

    C · MGT. OF LOW INCOME HOUSING COMMUNITY · PA

Provenance

Return type
form_990
Tax year
2022
Filed
29 January 2024
IRS schema version
2022v5.0
Source object
202420389349300107

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