2024-08-07T08:16:40-05:00 2023-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 20 STANWIX STREET PITTSBURGH PA 15222 990 2022-10-01 232129859 SHREWSBURY HOUSING INC SHRE 7172357946 100 LUTHER ROAD SHREWSBURY PA 17361 MELISSA FROWNFELTER INTERIM PRESIDENT, CEO/COO 7172357946 2024-08-02 1 1 KELLY A BROCIOUS CPA P01254262 4126976400 2024-08-02 2022 2024-08-08 14:25:15Z MELISSA FROWNFELTER 100 LUTHER ROAD SHREWSBURY PA 17361 614075 0 X N/A X 1979 PA TO OPERATE AN APARTMENT COMPLEX OF 60 UNITS, IN SHREWSBURY, PENNSYLVANIA, THAT PROVIDES LOW INCOME HOUSING TO QUALIFIED RECIPIENTS. 5 4 0 4 0 0 0 0 584749 606831 535 2818 4687 4426 589971 614075 0 0 0 0 99926 103528 0 0 0 453127 406270 553053 509798 36918 104277 1010263 1031234 2364366 2281060 -1354103 -1249826 TO OPERATE AN APARTMENT COMPLEX OF 60 UNITS, IN SHREWSBURY, PENNSYLVANIA, THAT PROVIDES LOW INCOME HOUSING TO QUALIFIED RECIPIENTS. 0 0 372503 611257 OPERATED A 60-UNIT APARTMENT COMPLEX UNDER SECTION 8 OF THE NATIONAL HOUSING ACT, WHICH PROVIDES HOUSING FOR LOW INCOME ELDERLY OR HANDICAPPED FAMILIES. 372503 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 1 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 PA X MANAGEMENT 7172357946 100 LUTHER ROAD SHREWSBURY PA 17361 ROBERT RUNDLE PRESIDENT/CEO 0.30 49.10 X X 0 490271 26716 SHIRLEY SIMPSON TREASURER 1.00 X X 0 0 0 LINDA ROENIGK SECRETARY 1.00 X X 0 0 0 CLARENCE TAUZIN BOARD MEMBER 1.00 X 0 0 0 FRAN KREFT BOARD MEMBER 1.00 X 0 0 0 0 490271 26716 0 0 1 0 0 RENT-LOW INCOME HOUSIN 900099 606831 606831 606831 2818 2818 LAUNDRY & VENDING REVE 900099 4354 4354 MISCELLANEOUS 900099 72 72 4426 614075 611257 0 2818 X 82241 9403 72838 21287 21287 32010 32010 77400 61623 15777 1098 1098 13526 6942 6584 5004 5004 97954 97954 309 309 725 725 78208 78208 75504 75504 19260 19260 MISCELLANEOUS 4636 652 3984 BAD DEBT EXPENSE 355 355 EQUIPMENT RENTAL & MAIN 281 281 509798 372503 137295 0 67947 79294 678816 684465 4444 3599 14534 15357 3599397 3371337 225386 228060 19136 20459 1010263 1031234 86174 82768 2259056 2177833 19136 20459 2364366 2281060 X -1354103 -1249826 -1354103 -1249826 1010263 1031234 104277 0 X X 0 1 X 1 1 1 X 558333 571799 553580 584749 606831 2875292 558333 571799 553580 584749 606831 2875292 0 0 0 2875292 1052 1121 564 535 2818 6090 1052 1121 564 535 2818 6090 5250 5768 4676 4687 4426 24807 564635 578688 558820 589971 614075 2906189 0.98940 0.98920 0.00210 0.00130 X 12000 12000 3436511 3241845 194666 135952 114558 21394 14934 14934 0 228060 TENANT SECURITY DEPOSITS 20459 20459 X 614075 0 614075 0 614075 509798 0 509798 0 509798 PART X, LINE 2: THE PROJECT FOLLOWS THE GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN A PROJECT'S FINANCIAL STATEMENTS THAT PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. THE GUIDANCE ALSO ADDRESSES DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, AND DISCLOSURE. MANAGEMENT HAS DETERMINED THAT THIS GUIDANCE HAD NO MATERIAL EFFECT ON THE FINANCIAL STATEMENTS. THE PROJECT'S POLICY IS TO RECOGNIZE INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN GENERAL AND ADMINISTRATIVE EXPENSES. THERE WERE NO INTEREST OR PENALTIES RECOGNIZED ON THE STATEMENTS OF OPERATIONS AND CHANGES IN NET (DEFICIT) AS A RESULT OF THIS GUIDANCE. GENERALLY, TAX RETURNS FOR YEARS ENDED SEPTEMBER 30, 2020, AND THEREAFTER REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. 0 0 0 0 0 0 0 0 0 ROBERT RUNDLE PRESIDENT/CEO 0 486707 0 0 0 3564 0 12679 0 14037 0 516987 0 0 PART I, LINE 3 SHREWBURY HOUSING'S PRINCIPAL OFFICER/CEO ROBERT L. RUNDLE, JR. IS PAID BY SPIRITRUST LUTHERAN. SPIRITRUST LUTHERAN USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE CEO: -COMPENSATION COMMITTEE -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 3 SHREWSBURY HOUSING'S MANAGEMENT SERVICES ARE PROVIDED BY SPIRITRUST LUTHERAN, A TAX-EXEMPT AFFILIATE. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF SHREWSBURY HOUSING IS SPIRITRUST LUTHERAN, A PENNSYLVANIA NON-PROFIT CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE CEO OF SPIRITRUST LUTHERAN, OR HIS DESIGNEE, SHALL SERVE AS PRESIDENT OF SHREWSBURY HOUSING. THE REMAINING MEMBERS OF THE BOARD SHALL BE ELECTED BY SPIRITRUST LUTHERAN'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B WITHOUT THE WRITTEN CONSENT AND APPROVAL OF SPIRITRUST LUTHERAN'S BOARD OF DIRECTORS, THE SHREWSBURY HOUSING BOARD MAY NOT: (A) INITIATE, CEASE, OR SIGNIFICANTLY MODIFY ANY FUND-RAISING ACTIVITIES OR PLANS FOR THE SOLICITATION OF CHARITABLE CONTRIBUTIONS OR FOR THE SOLICITATION OR ACCEPTANCE AS A GIFT OF ANY REAL PROPERTY OR INTEREST THERIN; (B) CHANGE THE AREA SERVED BY SHREWSBURY HOUSING; (C) BORROW MORE THAN $10,000 UNDER TERMS WHICH PROVIDE FOR REPAYMENT PERIOD IN EXCESS OF THREE MONTHS; (D) ENTER INTO ANY LEASES WHICH WOULD OBLIGATE SHREWSBURY HOUSING TO MAKE RENTAL PAYMENTS IN EXCESS OF $5,000 PER YEAR; (E) PURCHASE INSURANCE POLICIES; (F) UNDERTAKE ANY CAPITAL EXPENDITURES IN EXCESS OF $50,000 AND ANY CAPITAL EXPENDITURES INVOLVING RELATED PROJECTS WHICH, IN THE AGGREGATE EXCEED $50,000; (G) AMEND SHREWSBURY HOUSING'S ARTICLE OF INCORPORATION; (H) INITIATE, CEASE, OR SIGNIFICANTLY MODIFY ANY OF SHREWSBURY HOUSING'S LINE OF SERVICES, PRODUCTS OR PROGRAMS; (I) SELL, RELINQUISH, OR OTHERWISE AUTHORIZE A CHANGE IN CONTROL OF MORE THAN 30% OF THE ASSETS OF SHREWSBURY HOUSING; (J) SELECT, REMOVE OR REPLACE INDEPENDENT ACCOUNTANTS AND AUDITORS FOR SHREWSBURY HOUSING; (K) AUTHORIZE FUNDAMENTAL CHANGES TO SHREWSBURY HOUSING, INCLUDING THE ADOPTION OF A PLAN OF DISSOLUTION; THE ADOPTION OF A PLAN OF MERGER, CONSOLIDATION, DIVISION, CONVERSION OR AFFILIATION WITH ANOTHER ENTITY; AND CHANGE TO SHREWSBURY HOUSING'S CURRENT CORPORATE ORGANIZATIONAL STRUCTURE; (L) AUTHORIZE AND DESIGNATE OFFICERS OF SHREWSBURY HOUSING TO EXECUTE A DEED OF ASSIGNMENT FOR THE BENEFIT OF CREDITORS; FILE A VOLUNTARY PETITION IN BANKRUPTCY; FILE AN ANSWER CONSENTING TO THE APPOINTMENT OF A RECEIVER; OR FILE AN ANSWER TO AN INVOLUNTARY PETITION IN BANKRUPTCY; AND (M) ORGANIZE OR ACQUIRE ANY SUBSIDIARY OR AFFILIATE. FORM 990, PART VI, SECTION B, LINE 11B SHREWSBURY HOUSING, INC. HAS A CPA FIRM PREPARE ITS FORM 990. THE RETURN IS COMPLETED IN DRAFT FORM AND REVIEWED BY MANAGEMENT OF THE ORGANIZATION. MANAGEMENT THEN PRESENTS A SUMMARY OF THE 990 TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C SHREWSBURY HOUSING ANNUALLY REQUIRES ITS BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES TO COMPLETE A CONFLICTS OF INTEREST FORM, WHICH IS KEPT ON FILE BY THE ORGANIZATION. DURING BOARD MEETINGS, IF AN INTERESTED PARTY HAS A CONFLICT, HE/SHE RECUSES THEMSELVES FROM VOTING. IF CONFLICTS ARE MADE KNOWN WITH OTHER EMPLOYEES IN THE ORGANIZATION, A PLAN IS DEVELOPED FOR THAT EMPLOYEE TO AVOID INFLUENCING DECISION MAKING IN THE AREA OF CONFLICT. THIS PLAN IS DEVELOPED BY THE EMPLOYEE'S MANAGER AND APPROVED BY THE DEPARTMENT DIRECTOR. THIS PLAN WILL BE AGREED UPON BY THE EMPLOYEE AND MONITORED BY THE MANAGER. FORM 990, PART VI, SECTION B, LINE 15 SHREWSBURY HOUSING'S CEO IS PAID BY SPIRITRUST LUTHERAN. SPIRITRUST LUTHERAN UTILIZES SALARY SURVEY INFORMATION TO DETERMINE THE COMPENSATION AMOUNTS OF ALL EMPLOYEES WITHIN THE ORGANIZATION, INCLUDING THE CHIEF EXECUTIVE OFFICER AND KEY EMPLOYEES. THE SALARY SURVEY INFORMATION ENSURES THAT PAY RATES ARE COMPETITIVE. SALARY RANGES FOR JOB CLASSES ARE ADJUSTED BASED ON THE SALARY SURVEY INFORMATION AND THEN REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. A BUDGETED MERIT INCREASE PERCENTAGE IS ALSO SUBJECT TO BOARD APPROVAL. THE ORGANIZATION'S COMPENSATION PROCESS TAKES PLACE ANNUALLY. TAKING INTO CONSIDERATION THE SALARY SURVEY INFORMATION, THE BOARD OF DIRECTORS DETERMINES THE SALARY OF THE CEO AND THE CEO DETERMINES THE SALARIES OF THE KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 18 SHREWSBURY HOUSING MAKES ITS FORM 990 AND FORM 1023 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE 990 IS AVAILABLE FOR PUBLIC VIEWING, THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 61,623. MANAGEMENT AND GENERAL EXPENSES 15,777. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 77,400. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. THE PROCESS IS CONSISTENT WITH PRIOR YEARS AND HAS NOT CHANGED. CHAMBERSBURG HOUSING INC 1050 PENNSYLVANIA AVENUE YORK PA 17404 232847365 PROVIDES HOUSING FOR THE ELDERLY AND DISABLED PERSONS PA 501(C)(3) LINE 10 SPIRITRUST LUTHERAN 0 EVANGELICAL LUTHERAN CHURCH IN AMERICA 1050 PENNSYLVANIA AVENUE YORK PA 17404 411568278 CHURCH PA 501(C)(3) LINE 1 N/A 0 SPIRITRUST LUTHERAN LIFE 840 FIFTH AVENUE CHAMBERSBURG PA 17201 260877186 PROVIDES COMPREHENSIVE HEALTH CARE AND SOCIAL SUPPORT TO THE ELDERLY PA 501(C)(3) LINE 10 SPIRITRUST LUTHERAN 0 SPIRITRUST LUTHERAN FOUNDATION 1050 PENNSYLVANIA AVENUE YORK PA 17404 233032248 BUILDS PHILANTHROPIC RELATIONSHIPS PA 501(C)(3) LINE 10 SPIRITRUST LUTHERAN 0 SPIRITRUST LUTHERAN 1050 PENNSYLVANIA AVENUE YORK PA 17404 231476329 OPERATES RETIREMENT COMMUNITIES PA 501(C)(3) LINE 10 EVANGELICAL LUTHERAN CHURCH IN AMERICA 0 WEST MANHEIM HOUSING INC 1050 PENNSYLVANIA AVENUE YORK PA 17404 200464684 PROVIDES HOUSING FOR THE ELDERLY AND DISABLED PERSONS PA 501(C)(3) LINE 10 SPIRITRUST LUTHERAN 0 SPIRITRUST LUTHERAN HOME CARE & HOSPICE 2700 LUTHERAN DRIVE CHAMBERSBURG PA 17202 251689293 PROVIDES HOME HEALTH, HOSPICE, AND IN-HOME SUPPORT SERVICES PA 501(C)(3) LINE 10 SPIRITRUST LUTHERAN 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0