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UNITED ZION RETIREMENT COMMUNITY

EIN 23-1365176 LITITZ, PA

Revenue 2023
$14,988,256
Expenses 2023
$13,693,527

Program services were 88.2% 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).

Officers and directors · 2023

As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • JESSICA MUSSER

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • MEL HORST

    VICE PRESIDENT (UNTIL 4/23)

    Total calculated
    $0
    Hours/week
    1

  • SHANNON SENSING

    VICE PRESIDENT (FROM 4/23)

    Total calculated
    $0
    Hours/week
    1

  • ESTHER KEYSER

    TREASURER (UNTIL 8/23)

    Total calculated
    $0
    Hours/week
    1

  • JOHN E FRY

    TREASURER (FROM 8/23)

    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 (FROM 3/23)

    Total calculated
    $0
    Hours/week
    1

  • DORCAS ZIMMERMAN

    BOARD MEMBER (FROM 4/23)

    Total calculated
    $0
    Hours/week
    1

  • MARILYN SUE VERDEGEM

    CEO

    Total calculated
    $206,567
    From this org
    $177,668
    From related orgs
    $0
    Other
    $28,899
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,668
    Bonus
    $0
    Other
    $0
    Deferred
    $9,049
    Nontaxable benefits
    $19,850
    Filer's total
    $206,567

  • ELLEN HAUPT

    NURSING HOME ADMINISTRATOR

    Total calculated
    $130,594
    From this org
    $120,071
    From related orgs
    $0
    Other
    $10,523
    Hours/week
    40

  • MATTHEW MUSSER

    CHIEF FINANCIAL OFFICER

    Total calculated
    $153,826
    From this org
    $124,734
    From related orgs
    $0
    Other
    $29,092
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $124,734
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $29,092
    Filer's total
    $153,826

  • JANET HENRY-ISAAC

    DIRECTOR OF NURSING

    Total calculated
    $124,559
    From this org
    $112,643
    From related orgs
    $0
    Other
    $11,916
    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 — 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

  • 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

  • 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

Nonprofiteer parses the Form 990 only. 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.

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

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 10 September 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.