2024-11-14T13:44:26-06:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2023-07-01 231484171 MESSIAH FAMILY SERVICES MESS 7176974666 100 MT ALLEN DRIVE MECHANICSBURG PA 17055 JARROD LEO CFO 7176974666 2024-11-10 1 1 KERRI N BOGDA CPA P00760402 7177404863 2024-11-04 2023 2024-10-15 13:58:12Z MESSIAH LIFEWAYS AT MOUNT JOY COUNTRY HOMES KARL J BRUMMER 100 MT ALLEN DRIVE MECHANICSBURG PA 17055 2367148 0 X WWW.MOUNTJOYCOUNTRYHOMES.ORG X 1984 PA A MINISTRY THAT RESPONSIBLY ENHANCES THE LIVES OF OLDER ADULTS WITH CHRIST-LIKE LOVE. 4 2 0 1 0 0 350 160 1621094 1560713 94604 576283 21976 16399 1738024 2153555 0 0 0 0 0 0 0 0 0 1407837 1474151 1407837 1474151 330187 679404 14233667 15337953 12205638 12843654 2028029 2494299 X THE ORGANIZATION'S MISSION IS TO BE "A MINISTRY THAT RESPONSIBLY ENHANCES THE LIVES OF OLDER ADULTS WITH CHRIST-LIKE LOVE."CONTINUED ON SCHEDULE O.INTENTIONAL AND MEANINGFUL COMMUNITY LIFE IS CENTRAL TO ACHIEVING THE ORGANIZATION'S MISSION OF LIVING "LIFE EMBRACED". WE BELIEVE LIFE CAN BE ENHANCED WHEN PERSONS HAVE OPPORTUNITIES TO PURSUE THEIR OWN GROWTH WITH AN INWARD JOURNEY OF THE BODY, MIND AND SOUL, HAVE OPPORTUNITIES TO JOURNEY OUTWARD AND CARE FOR AND SHARE THEIR HEARTS AND HANDS WITH OTHERS, AND HAVE OPPORTUNITIES TO JOYOUSLY JOURNEY TOGETHER WITH OTHERS AND BUILD RESPECTFUL, PARTICIPATORY RELATIONSHIPS.OUR DREAM IS TO INSPIRE EVERYONE 55 AND BETTER TO MORE FULLY EMBRACE LIFE; TO NOT FEAR GROWING OLDER, BUT TO RE-IMAGINE THE JOURNEY OF AGING AS A TIME OF PURPOSE, ZEST, AND FAITH-FILLED LIVING. 0 0 1270103 0 1560713 MESSIAH FAMILY SERVICES D/B/A MESSIAH LIFEWAYS AT MOUNT JOY COUNTRY HOMES (MJCH) CONTINUED TO EXPERIENCE MORE TURNOVER THAN USUAL IN THE FISCAL YEAR ENDING JUNE 30, 2024. THE YEAR ENDED WITH A CUMULATIVE OCCUPANCY OF 93.27%, ABOVE THE BUDGETED GOAL. MOUNT JOY COUNTRY HOMES ENDED THE FISCAL YEAR WITH A NET OPERATING INCOME (REVENUE MINUS EXPENSES) OF $121,000, WHICH WAS $19,127 BETTER THAN THE BUDGETED NET OPERATING INCOME OF $101,873. CONTINUED ON SCHEDULE O.CELIA TRAVERSE CONTINUES TO BE THE COMMUNITY MANAGER AT MOUNT JOY COUNTRY HOMES. ALONG WITH HELPING TO MANAGE THE DAY-TO-DAY OPERATIONS, THE COMMUNITY MANAGER POSITION PLACES A GREATER EMPHASIS ON HELPING TO PROMOTE THE WELL-BEING AND SATISFACTION OF RESIDENTS BY SUPPORTING QUALITY OF LIFE AND AGING IN PLACE, PROVIDING CASE MANAGEMENT SUPPORT, AND LINKING RESIDENTS WITH LOCAL RESOURCES AND CARE OPTIONS, SUCH AS NON-MEDICAL HOME CARE SERVICES.TO LEARN MORE, VISIT MESSIAHLIFEWAYS.ORG/MJCH 1270103 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 8 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 2 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X X KARL J BRUMMER PRESIDENTCEO 7176974666 100 MT ALLEN DRIVE MECHANICSBURG PA 17055 KARL J BRUMMER PRESIDENT/CHAIR 1.00 39.00 X X 0 248326 34327 ETHAN ESHBACH ML BOARD REPRESENTATIVE 1.00 1.00 X 0 0 0 JARROD LEO CFO/TREASURER 2.00 38.00 X X 0 148524 4143 KEITH EBERSOLE ML BOARD REPRESENTATIVE (UNTIL 6/30/24) 1.00 1.00 X 0 0 0 ALICIA TITUS CHIEF EXPERIENCE OFFICER/VICE CHAIR 0.00 40.00 X 0 166591 4801 KIMBERLY VALVO CHIEF OPERATIONS OFFICER 5.00 35.00 X 0 165552 15114 CHRISTINA WEBER VP OF CSS AND HR (UNTIL 8/23) 0.00 40.00 X 0 95709 16620 0 824702 75005 0 0 1 0 COR CONSTRUCTION SERVICES INC 5 BRENNEMAN CIRCLE MECHANICSBURG PA 17055 RENOVATION SERVICES 381533 MESSIAH LIFEWAYS 100 MT ALLEN DRIVE MECHANICSBURG PA 17055 MANAGEMENT SERVICES 180000 DONEGAL SCHOOL DISTRICT PO BOX 60968 HARRISBURG PA 17106 TAX SERVICES 125624 LONGSTEAD LAWN & LANDSCAPE 29 HEREFORD ROAD ELIZABETHTOWN PA 17022 GROUNDS SERVICES 102816 4 160 160 SERVICE FEES 623000 1028076 1028076 AMORT. OF ENTRANCE FEE 623000 532637 532637 1560713 78979 78979 710897 211643 1950 499254 -1950 497304 497304 FINISHING UPGRADES 900099 9153 9153 INSURANCE CLAIMS 900099 5625 5625 MAINTENANCE REVENUE 900099 771 771 850 850 16399 2153555 1560713 0 592682 180000 180000 18041 18041 47790 47790 209 209 208489 203956 4533 3748 3748 232109 232109 642677 642677 19012 19012 REPAIRS & MAINTENANCE 120257 120257 MISCELLANEOUS 855 855 SPECIAL EVENTS 619 619 MINOR EQUIPMENT 345 345 1474151 1270103 204048 0 452246 1267685 961 38 36708 23930 18353889 7315336 11083014 11038553 2651512 2998570 9226 9177 14233667 15337953 124450 50468 4498288 5304321 7582900 7488865 12205638 12843654 X 2000727 2466837 27302 27462 2028029 2494299 14233667 15337953 679404 -213134 0 X 0 1 X 1 0 X 565 700 375 350 160 2150 1255579 1339678 1450225 1621094 1560713 7227289 1256144 1340378 1450600 1621444 1560873 7229439 0 0 0 7229439 45408 30923 45304 55143 78979 255757 45408 30923 45304 55143 78979 255757 1574 1900 17387 21976 16399 59236 1303126 1373201 1513291 1698563 1656251 7544432 0.95820 0.96350 0.03390 0.02970 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: FINISHING UPGRADES - 2019 AMOUNT: $ 1,038. 2020 AMOUNT: $ 1,670. 2021 AMOUNT: $ 16,647. 2022 AMOUNT: $ 19,096. 2023 AMOUNT: $ 9,153. MAINTENANCE REVENUE - 2019 AMOUNT: $ 536. 2020 AMOUNT: $ 230. 2021 AMOUNT: $ 160. 2022 AMOUNT: $ 991. 2023 AMOUNT: $ 771. USED APPLIANCES - 2021 AMOUNT: $ 330. 2022 AMOUNT: $ 400. RESIDENT PET FEE - 2021 AMOUNT: $ 250. 2023 AMOUNT: $ 750. REFUND FROM VENDOR - 2022 AMOUNT: $ 998. OTHER REVENUE - 2022 AMOUNT: $ 491. 2023 AMOUNT: $ 100. INSURANCE CLAIMS - 2023 AMOUNT: $ 5,625. 1262326 1262326 15542840 6365330 9177510 829766 485203 344563 718957 464803 254154 11038553 DUE TO AFFILIATES 28083 REFUNDABLE ENTRANCE FEES 7460782 7488865 1922380 -213134 -18041 -231175 2153555 0 2153555 1456110 0 1456110 18041 18041 1474151 PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES NETTED AGAINST REVENUE ON THE FINANCIALS -18,041. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES NETTED AGAINST REVENUE ON THE FINANCIALS 18,041. 0 0 0 0 0 0 0 0 0 KARL J BRUMMER PRESIDENT/CHAIR 0 248326 0 0 0 0 0 4709 0 29618 0 282653 0 0 KIMBERLY VALVO CHIEF OPERATIONS OFFICER 0 165552 0 0 0 0 0 4201 0 10913 0 180666 0 0 ALICIA TITUS CHIEF EXPERIENCE OFFICER/VICE CHAIR 0 166591 0 0 0 0 0 4192 0 609 0 171392 0 0 JARROD LEO CFO/TREASURER 0 148524 0 0 0 0 0 3734 0 409 0 152667 0 0 PART I, LINE 3 THE PRESIDENT'S COMPENSATION IS DETERMINED BY MESSIAH LIFEWAYS (RELATED ORGANIZATION) USING THE FOLLOWING METHODS: COMPENSATION SURVEY/STUDY, COMPENSATION COMMITTEE, BOARD/COMPENSATION COMMITTEE APPROVED. FORM 990, PART V, LINE 2: ALL EMPLOYEES WORKING FOR MOUNT JOY ARE CONSIDERED EMPLOYEES OF MESSIAH LIFEWAYS, A RELATED ORGANIZATION. MESSIAH LIFEWAYS FILES ALL FEDERAL EMPLOYMENT TAX FORMS UNDER THEIR EIN 35-2443724. FORM 990, PART VI, SECTION A, LINE 3 A MANAGEMENT AGREEMENT EXISTS BETWEEN MESSIAH FAMILY SERVICES ("MFS") AND MESSIAH LIFEWAYS ("ML"). ML PROVIDES HUMAN RESOURCE, INFORMATION, FISCAL, ADMINISTRATIVE, CONSTRUCTION, AND MAINTENANCE SERVICES TO SUPPORT THE OPERATIONS OF MFS. FORM 990, PART VI, SECTION A, LINE 6 MESSIAH LIFEWAYS IS THE SOLE MEMBER OF MFS. FORM 990, PART VI, SECTION A, LINE 7A MESSIAH LIFEWAYS IS THE SOLE MEMBER OF MFS AND 'ELECTS' THE BOARD OF DIRECTORS. THE CEO OF ML SERVES AS CHAIR OF THE BOARD AND THE CFO OF ML SERVES AS SECRETARY-TREASURER ACCORDING TO BYLAWS. A VICE CHAIR IS ELECTED ANNUALLY FROM REMAINING BOARD MEMBERS WHICH INCLUDES 1 ML BOARD MEMBER. FORM 990, PART VI, SECTION A, LINE 7B SOLE MEMBER, MESSIAH LIFEWAYS, MUST APPROVE CERTAIN TRANSACTIONS (IE BORROWING, BUDGETS, PURCHASES, FUNDRAISING, CHANGE IN OPERATIONS ETC), AMENDMENTS TO ARTICLES AND BYLAWS ETC. AS LISTED IN ARTICLE IV SECTION 4.2. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWED THE FORM 990 IN DETAIL. THE FORM 990 WAS THEN POSTED ON THE BOARD WEBSITE FOR MEMBER ACCESS AND REVIEW. DURING THEIR NOVEMBER MEETING OF THE FINANCE & SHARED SERVICES COMMITTEE OF THE MESSIAH LIFEWAYS BOARD, THE FORMS 990 OF MESSIAH LIFEWAYS AND EACH OF ITS CONTROLLED ENTITIES WERE REVIEWED BEFORE BEING FILED WITH THE IRS. THE REVIEW WAS LED BY THE CFO. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY BOARD MEMBERS AND EXECUTIVE TEAM AFFIRM IN WRITING THEIR AWARENESS AND COMPLIANCE WITH THE CODE OF ETHICS AND CONDUCT POLICY AND CONFLICT OF INTEREST POLICY. ALL ARE ASKED TO DISCLOSE ANY CONFLICTS OF INTEREST AND AGREE TO REFRAIN FROM PARTICIPATING IN ANY DELIBERATIONS, DECISIONS, OR VOTING RELATING TO THE MATTER. THE POLICY IS MONITORED BY MANAGEMENT OF MESSIAH LIFEWAYS. CORPORATE COMPLIANCE & RISK MANAGEMENT VERIFIES THAT ALL FORMS ARE COMPLETED AND SIGNED ANNUALLY. ANY VIOLATIONS OF THE POLICY WILL BE HANDLED AS DEEMED NECESSARY IN ACCORDANCE WITH THE POLICY. ANY MEMBER WHO INTENTIONALLY VIOLATES THE POLICY MAY BE REMOVED FROM THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE MESSIAH LIFEWAYS BOARD OF DIRECTORS HAS A "PRESIDENTIAL RELATIONS COMMITTEE" WHICH CONDUCTS AN ANNUAL REVIEW OF THE PRESIDENT. THIS COMMITTEE HAS THE SAME COMPOSITION AS THE EXECUTIVE COMMITTEE. IN ADDITION TO ESTABLISHING THIS COMMITTEE THE BOARD HAS ESTABLISHED A POLICY TO GUIDE THE WORK OF THE COMMITTEE. THE PURPOSE OF THE COMMITTEE IS TO CONDUCT THE ANNUAL PERFORMANCE EVALUATION OF THE PRESIDENT, REVIEW PAST GOALS AND ESTABLISH FUTURE GOALS, SHARE A SUMMARY OF THE EVALUATION WITH THE FULL BOARD, AND RECOMMEND TERMS OF COMPENSATION TO THE FULL BOARD. IN DETERMINING COMPENSATION, THE BOARD REVIEWS SALARY DATA FROM VARIOUS SOURCES SUCH AS TRADE ASSOCIATION AND HEALTHCARE ALLIANCES. THEIR REVIEW IS DOCUMENTED IN THE BOARD MINUTES. REGARDING OTHER OFFICERS OF THE ORGANIZATION, THE PRESIDENT CONDUCTS AN ANNUAL PERFORMANCE EVALUATION. IN DETERMINING THE OFFICERS' COMPENSATION, THE PRESIDENT REVIEWS SALARY DATA FROM APPROPRIATE TRADE ASSOCIATIONS AND ALLIANCES. THE BOARD OF DIRECTORS GIVES FINAL APPROVAL OF THE COMPENSATION OF THESE OFFICERS INDIRECTLY THROUGH REVIEW AND APPROVAL OF THE ANNUAL BUDGET. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE FOR INSPECTION UPON REQUEST. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE ON ITS WEBSITE (WWW.MESSIAHLIFEWAYS.ORG), AND UPON REQUEST. ADDITIONALLY THE FINANCIAL STATEMENTS ARE INCORPORATED INTO THE DISCLOSURE STATEMENT PREPARED FOR MESSIAH HOME AND MESSIAH FAMILY SERVICES, AS REQUIRED BY THE DEPARTMENT OF INSURANCE. MESSIAH ALSO POSTS THE AUDITED STATEMENTS OUT TO THE EMMA WEBSITE (WWW.EMMA.MSRB.ORG) MESSIAH HOME DBA MESSIAH LIFEWAYS AT MESSIAH VILLAGE 100 MT ALLEN DRIVE MECHANICSBURG PA 17055 231458000 SENIOR HEALTHCARE PA 501(C)(3) LINE 10 MESSIAH LIFEWAYS 0 MESSIAH LIFEWAYS COMMUNITY SUPPORT SERVICES 100 MT ALLEN DRIVE MECHANICSBURG PA 17055 320375859 SENIOR HEALTHCARE PA 501(C)(3) LINE 10 MESSIAH LIFEWAYS 0 MESSIAH LIFEWAYS 100 MT ALLEN DRIVE MECHANICSBURG PA 17055 352443724 SENIOR HEALTHCARE PA 501(C)(3) LINE 12B, II N/A 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0