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Nonprofiteer
← LIVING BRANCHES FOUNDATION

Form 990 for tax year 2023

Filed by LIVING BRANCHES FOUNDATION.

Totals

Total revenue
$4,137,205
Total expenses
$1,826,418
Contributions and grants received
$2,598,002
Grants paid
$1,706,563
Program service revenue
$0
Investment income
$1,539,203
Other revenue
$0
Total assets, end of year
$50,432,921
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$50,432,921
Program services expenses (Part IX)
$1,706,563
Management and general expenses
$106,591
Fundraising expenses
$13,264
Program service expenses (Part III)
$1,706,563

Program services were 93.4% 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.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $911,097

  • 1f · All other contributions, gifts and grants

    $1,686,905

  • 3 · Investment income

    total $1,163,440 · excluded $1,163,440

  • 7a · Gross sales of assets other than inventory

    securities $664,818

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

    securities $289,055

  • 7c · Gain or loss

    securities $375,763

  • 7d · Net gain or loss

    total $375,763 · excluded $375,763

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,706,563 · program services $1,706,563

  • 11f · Fees: investment management

    total $106,591 · management and general $106,591

  • 24a · Other expenses: FUND RAISING EXPENSES

    total $13,264 · fundraising $13,264

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $137,601 · end of year $269,142

  • 4 · Accounts receivable

    beginning of year $1,295,023 · end of year $1,081,500

  • 11 · Investments: publicly traded securities

    beginning of year $42,813,762 · end of year $48,727,331

  • 15 · Other assets

    beginning of year $365,764 · end of year $354,948

  • 27 · Net assets without donor restrictions

    beginning of year $32,455,838 · end of year $35,987,397

  • 28 · Net assets with donor restrictions

    beginning of year $12,156,312 · end of year $14,445,524

Mission and programs · 2023

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 $1,706,563 · Grants $1,706,563

As filed on the 2023 return.

Listed in Part VII

  • P Scott Heckler

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.1

  • John W Duerksen

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.1 + 0.6 related

  • Wendell J Weaver

    TREASURER

    Total calculated
    $0
    Hours/week
    0.1 + 0.6 related

  • Jane L Ruth

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.1 + 0.6 related

  • M Andrew Derstine

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Bryan K Hunsberger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.6 related

  • Henry L Rosenberger

    DIRECTOR EMERITUS

    Total calculated
    $0
    Hours/week
    0.1

  • Sidney J Ruth

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Edward Brubaker

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $458,996
    From this org
    $0
    From related orgs
    $384,294
    Other
    $74,702
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $332,817 related
    Bonus
    $0 + $51,477 related
    Other
    $0
    Deferred
    $0 + $46,750 related
    Nontaxable benefits
    $0 + $27,952 related
    Filer's total
    $0 + $458,996 related

  • Steven D Myers

    CHIEF FINANCIAL & TECH OFF

    Total calculated
    $276,615
    From this org
    $0
    From related orgs
    $243,409
    Other
    $33,206
    Hours/week
    2 + 38 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

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.

  • LIVING BRANCHES

    501(C)(3) · MANAGEMENT SERVICES FOR RELATED TAX-EXEMPT ORGANIZATIONS · PA

  • HATFIELD MENNONITE HOME INC

    501(C)(3) · HEALTH CARE & HOUSING FOR THE ELDERLY · PA

    Directly controlled by LIVING BRANCHES

  • DOCK ACRES INC

    501(C)(3) · HOUSING FOR THE ELDERLY · PA

    Directly controlled by LIVING BRANCHES

  • SOUDERTON MENNONITE HOMES

    501(C)(3) · HEALTH CARE & HOUSING FOR THE ELDERLY · PA

    Directly controlled by LIVING BRANCHES

  • DOCK MANOR INC

    501(C)(3) · LOW INCOME HOUSING FOR THE ELDERLY · PA

    Directly controlled by LIVING BRANCHES

  • DOCK VILLAGE INC

    501(C)(3) · LOW INCOME HOUSING TO QUALIFIED FAMILIES & INDIVIDUALS · 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
202541349349301229

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