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UNITED ZION RETIREMENT COMMUNITY

EIN 23-1365176 LITITZ, PA

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Revenue 2025
$15,595,304
Expenses 2025
$15,543,704

Program services were 89.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
P750
Classification
1000
Street
722 FURNACE HILLS PIKE

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2025

Mission

BASED ON CHRISTIAN PRINCIPLES, WE PROVIDE A COMMUNITY WHERE RESIDENTS THRIVE BY FOCUSING ON INDEPENDENCE, DIGNITY, AND PHYSICAL, EMOTIONAL, AND SPIRITUAL WELLNESS.

Activities or mission (Part I)

BASED ON CHRISTIAN PRINCIPLES, WE PROVIDE A COMMUNITY WHERE RESIDENTS THRIVE.

  • AT UNITED ZION RETIREMENT COMMUNITY, MAINTAINING AN INDIVIDUAL'S HIGHEST LEVEL OF INDEPENDENCE REMAINS OUR GOAL WHETHER SUPPORTING THEM IN INDEPENDENT LIVING COTTAGES OR APARTMENTS, IN PERSONAL CARE SUITES OR HEALTHCARE. EACH RESIDENCE HAS SOMETHING GREAT TO OFFER. ALL COTTAGES INCLUDE A FULL DAY-LIGHT BASEMENT ABLE TO BE CUSTOMIZED TO SPECIFIC LIFESTYLE NEEDS. ALL FIRST FLOOR APARTMENTS INCLUDE THEIR OWN OUTSIDE ENTRANCE AND PORCHES AND SELECTED APARTMENTS CAN BE PROVIDED WITH ADDITIONAL PERSONAL CARE SERVICES TO PREVENT A PRE-MATURE MOVE FROM THE APARTMENT TO RECEIVE ADDITIONAL SUPPORT. SEVERAL PLEASANT DINING VENUES, VARIED RECREATIONAL PROGRAMS, FREQUENT OFF-CAMPUS TRIPS AND DAILY SPIRITUAL PROGRAMS IN THE CHAPEL ENHANCE ONE'S LIFESTYLE, INDEPENDENCE AND CHOICE. HEALTHCARE ROOMS, DESIGNED BY AWARD WINNING ARCHITECTS, PROVIDE ENHANCED PRIVACY FOR BOTH PRIVATE AND SEMI-PRIVATE - SHARED BATH ACCOMMODATIONS AND FLAT SCREEN TELEVISIONS. EXPERIENCED PROFESSIONAL THERAPISTS PROVIDE REHABILITATION SERVICES. UNITED ZION RETIREMENT COMMUNITY'S MORE THAN 115 YEAR REPUTATION FOR PROVIDING THESE QUALITY SENIOR SERVICES HIGHLIGHTS UNITED ZION'S EXPERIENCE IN MEETING THE UNIQUE NEEDS AND PREFERENCES OF OLDER ADULTS. UNITED ZION RETIREMENT COMMUNITY PROVIDES CONTINUING CARE FOR RESIDENTS MEETING CERTAIN ELIGIBILITY CRITERIA UPON RESIDENCY. THIS ASSURES INDIVIDUALS SEEKING RESIDENCY THAT BENEVOLENT SUPPORT WILL BE AVAILABLE SHOULD THEY BE UNABLE TO PAY THE FULL COST OF THEIR FUTURE CARE. THE LEVEL OF THIS UNFUNDED CARE AMOUNTED TO APPROXIMATELY $1,697,000 IN 2025 INCLUDING COSTS RELATED TO THE MEDICAID PROGRAM. FOR THE CURRENT YEAR IN HEALTH CARE, 30.55% OF THE 20,518 RESIDENT DAYS WERE PAID BY MEDICAL ASSISTANCE. IN PERSONAL CARE, 19.55% OF THE 9,288 DAYS WERE BENEVOLENT FUNDS.

    Expenses $13,944,238 · Revenue $14,242,433

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2025

As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Shannon Sensing

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Dorcas Zimmerman

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • John E Fry

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Eunice Metzler

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Roger Gerhart

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Clarence Spohn

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Susana Tercero

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Bill Geib

    BOARD MEMBER (LEFT 11/25)

    Total calculated
    $0
    Hours/week
    1
  • Warren Hackman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Matthew Musser

    CHIEF FINANCIAL OFFICER

    Total calculated
    $185,099
    From this org
    $145,906
    From related orgs
    $0
    Other
    $39,193
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,906
    Bonus
    $0
    Other
    $0
    Deferred
    $6,603
    Nontaxable benefits
    $32,590
    Filer's total
    $185,099
  • Marilyn Sue Verdegem

    CEO

    Total calculated
    $223,208
    From this org
    $186,773
    From related orgs
    $0
    Other
    $36,435
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $186,773
    Bonus
    $0
    Other
    $0
    Deferred
    $9,814
    Nontaxable benefits
    $26,621
    Filer's total
    $223,208
  • Ellen Haupt

    NURSING HOME ADMINISTRATOR

    Total calculated
    $145,133
    From this org
    $133,635
    From related orgs
    $0
    Other
    $11,498
    Hours/week
    40
  • Janet Henry-Isaac

    DIRECTOR OF NURSING

    Total calculated
    $143,050
    From this org
    $121,830
    From related orgs
    $0
    Other
    $21,220
    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. Earlier years are each on their own filing page.

Filings

  • 2025
    Revenue
    $15,595,304
    Expenses
    $15,543,704
    Contributions
    $157,902
    Grants paid
    $0
  • 2023
    Revenue
    $14,988,256
    Expenses
    $13,693,527
    Contributions
    $124,895
    Grants paid
    $0
  • 2022
    Revenue
    $12,178,943
    Expenses
    $12,438,000
    Contributions
    $356,507
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2025 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported
  • 2023 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported
  • 2022 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported
  • 2021 · 990

    Revenue
    $12,864,824
    Expenses
    $11,701,425
    Assets (EOY)
    $39,548,246
  • 2021 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported
  • 2020 · 990

    Revenue
    $12,432,277
    Expenses
    $11,460,285
    Assets (EOY)
    $38,320,814
  • 2020 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported
  • 2019 · 990

    Revenue
    $10,137,552
    Expenses
    $10,637,142
    Assets (EOY)
    $36,722,378
  • 2018 · 990

    Revenue
    $10,942,514
    Expenses
    $10,326,770
    Assets (EOY)
    $36,737,481
  • 2017 · 990

    Revenue
    $8,880,865
    Expenses
    $9,221,884
    Assets (EOY)
    $38,299,680

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Related corporations and trusts on its 2025 return

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2025, the newest we have parsed for this organization.