2024-02-07T06:39:26-06:00 2023-06-30 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2022-07-01 833598754 LANDIS QUALITY LIVING LAND 7175693271 1001 EAST OREGON ROAD LITITZ PA 17543 COREY HAMILTON VP OF FINANCE/CFO 7175693271 2024-01-31 1 COREY HAMILTON XXX-XX-XXXX 1 KERRI N BOGDA CPA P00760402 7177404863 2024-01-31 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z EVON BERGEY 1001 EAST OREGON ROAD LITITZ PA 17543 320828 0 X WWW.LANDISCOMMUNITIES.ORG X 2019 PA THE PURPOSE OF THE CORPORATION IS TO PROVIDE AFFORDABLE, LOW-INCOME HOUSING, INCLUDING RENTAL UNITS FOR OLDER ADULTS TO PROMOTE COMMUNITY AMONG THE RESIDENTS AND TO PROVIDE ACCESS TO HOME AND COMMUNITY BASED SERVICES. 7 7 0 7 0 0 326125 158626 43553 158390 0 -249897 1000 3812 370678 70931 0 0 0 0 0 0 0 0 0 379855 674081 379855 674081 -9177 -603150 13580234 29003315 13572514 29597745 7720 -594430 X TO PROVIDE HOUSING WITH SERVICES FOR ADULTS TO AGE IN PLACE AND THRIVE IN COMMUNITY. 0 0 144452 0 158390 LQL OPERATES STEEPLE VIEW LOFTS, WHICH PROVIDES 41 RESIDENTS WITH HOUSING IN THE HEART OF LANCASTER CITY AT AN AFFORDABLE RATE.LANDIS PLACE ON KING OPENED IN MAY OF 2023. THIS NEW PROJECT CONSISTS OF A SEVEN-STORY MIXED USE BUILDING WITH 79 ONE AND TWO-BEDROOM RESIDENTIAL APARTMENTS, 1,800 SQUARE FEET OF RETAIL SPACE, AND 1,400 SQUARE FEET OF OFFICE SPACE TO BE LOCATED IN THE CITY OF LANCASTER, PENNSYLVANIA. AT THE END OF JUNE 2023 THERE WERE 47 RESIDENTS RESIDING AT LANDIS PLACE ON KING.A TAX CREDIT PROJECT IS CURRENTLY UNDER DEVELOPMENT FOR THE READING AREA. LQL HOPES TO HAVE A PROJECT READY FOR APPROVAL BY THE PHFA WITHIN THE NEXT TWELVE MONTHS. 144452 1 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X COREY HAMILTON CFO 7175693271 1001 EAST OREGON ROAD LITITZ PA 17543 KEITH STUCKEY CHAIR 1.00 0.00 X X 0 0 0 JOHNCEY MATHEW VICE-CHAIR 1.00 0.00 X X 0 0 0 GWEN SCHUIT SECRETARY 1.00 0.00 X X 0 0 0 DAVID HERNLEY TREASURER 1.00 1.00 X X 0 0 0 KEVIN RESSLER DIRECTOR 1.00 0.00 X 0 0 0 MELISSA SARNOCINSKI DIRECTOR 1.00 1.00 X 0 0 0 JUDY ZIMMERMAN HERR DIRECTOR 1.00 0.00 X 0 0 0 ELIZABETH NISSLEY DIRECTOR (UNTIL 9/25/22) 1.00 0.00 X 0 0 0 STEPHANIE KAUFMAN DIRECTOR (UNTIL 11/8/22) 1.00 0.00 X 0 0 0 EVON BERGEY EXECUTIVE DIRECTOR 10.00 40.00 X 0 227356 34359 COREY HAMILTON VP OF FINANCE/CFO 1.00 49.00 X 0 204058 28689 EDWARD KAMINSKI DIRECTOR OF LANDIS QUALITY LIVING 45.00 1.00 X 0 139323 25271 0 570737 88319 0 0 1 0 HIGH CONSTRUCTION 1853 WILLIAM PENN WAY LANCASTER PA 17601 CONSTRUCTION 14337162 RLPS ARCHITECTS 250 VALLEYBROOK DRIVE LANCASTER PA 17601 ARCHITECT SERVICES 107412 2 158626 158626 MANAGEMENT SERVICES 541610 158390 158390 158390 249897 -249897 -249897 -249897 MISCELLANEOUS INCOME 900099 3812 3812 3812 70931 158390 0 -246085 270414 270414 750 750 186256 186256 12059 12059 16634 6816 9818 76211 76211 61425 61425 HOSPITALITY 50332 50332 674081 144452 529629 0 205769 607821 97438 251498 780 1036 27174522 61425 11907655 27113097 1368592 937702 0 92161 13580234 29003315 2275915 1376502 9991391 25719754 1305208 2501489 13572514 29597745 X -500141 -769632 507861 175202 7720 -594430 13580234 29003315 X -603150 1000 X 0 1 X 1 0 X 121710 60126 326125 158626 666587 26886 31319 43553 158390 260148 148596 91445 369678 317016 926735 10000 23880 42763 76643 0 10000 23880 42763 76643 850092 5720 5720 1000 3812 4812 148596 97165 370678 320828 937267 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: FORFEITED SECURITY DEPOSITS - 2021 AMOUNT: $ 1,000. MISCELLANEOUS INCOME - 2022 AMOUNT: $ 3,812. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1086886 1086886 23892480 49776 23842704 1989479 11649 1977830 205677 205677 27113097 DUE TO AFFILIATES 2406246 REFUNDABLE ENTRANCE FEES 95243 2501489 71931 1000 1000 70931 0 70931 674081 0 674081 0 674081 PART XI, LINE 2D - OTHER ADJUSTMENTS: TRANSFER FROM AFFILIATE 1,000. 0 0 0 0 0 0 0 0 0 EVON BERGEY EXECUTIVE DIRECTOR 0 227356 0 0 0 0 0 16424 0 17935 0 261715 0 0 COREY HAMILTON VP OF FINANCE/CFO 0 204058 0 0 0 0 0 10682 0 18007 0 232747 0 0 EDWARD KAMINSKI DIRECTOR OF LANDIS QUALITY LIVING 0 139323 0 0 0 0 0 10259 0 15012 0 164594 0 0 PART I, LINE 3 OFFICERS AND KEY EMPLOYEES ARE PAID BY A RELATED ORGANIZATION. COMPENSATION IS DETERMINED BY A COMPENSATION COMMITTEE, COMPENSATION SURVEYS OR STUDIES, FORM 990 OF OTHER ORGANIZATIONS, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. A LANCASTER INDUSTRIAL DEVELOPMENT AUTHORITY 231884507 2021-08-18 25000000 CAPITAL PROJECTS 0 0 0 A 25000000 147153 22779268 966059 1107520 1 0 0 1 A 0 1 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 SCHEDULE K, PART III, LINE 2: THE ORGANIZATION LEASES SPACE TO UNRELATED 501(C)(3) AND A RESTAURANT. BOND COUNSEL HAS REVIEWED LEASE AGREEMENTS AND DETERMINED THERE IS NO PRIVATE BUSINESS USE OF SPACE. FORM 990, PART VI, SECTION A, LINE 3 LANDIS COMMUNITIES PROVIDES EXECUTIVE MANAGEMENT SERVICES AND ALL FINANCIAL SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 LANDIS COMMUNITIES IS THE SOLE MEMBER OF LANDIS QUALITY LIVING. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S BOARD MEMBERS ARE APPROVED/APPOINTED BY THE LANDIS COMMUNITIES' BOARD. DIRECTORS SHALL INCLUDE COMMUNITY MEMBERS AND MAY INCLUDE CORPORATE STAFF, AS LONG AS COMMUNITY MEMBERS ARE THE MAJORITY OF THE BOARD MEMBERS. COMMUNITY MEMBERS SHALL BE APPOINTED BY THE BOARD OF DIRECTORS OF THE MEMBER FOR TERMS OF THREE YEARS (UNLESS A SHORTER TERM IS DESIGNATED BY THIS CORPORATION'S BOARD OF DIRECTORS AT APPOINTMENT). FORM 990, PART VI, SECTION A, LINE 7B THE MEMBER HOLDS RESERVE POWERS THAT REQUIRES MEMBER APPROVAL OVER CERTAIN DECISIONS AS DESCRIBED IN THE CORPORATION'S BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE VP OF FINANCE AND THE PRESIDENT PERFORM AN INITIAL REVIEW OF THE RETURN. A DRAFT OF THE FEDERAL FORM 990 IS THEN PROVIDED TO THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. THE FINANCE AND AUDIT COMMITTEE OVERSEES THE FINANCIAL AFFAIRS OF THE ORGANIZATION AND REVIEWS THE FEDERAL FORM 990 FOR COMPLETENESS. UPON REVIEW, THE FINANCE AND AUDIT COMMITTEE WILL TAKE ACTION TO APPROVE THE RETURN. THIS INFORMATION IS REPORTED TO THE BOARD OF DIRECTORS IN THE MINUTES OF THE FINANCE AND AUDIT COMMITTEE. ADDITIONALLY, THE FEDERAL FORM 990 IS MADE AVAILABLE ELECTRONICALLY TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS PART OF OUR CODE OF CONDUCT THAT IS DISTRIBUTED TO BOTH THE BOARD OF DIRECTORS AND KEY EMPLOYEES. TRAINING IS PROVIDED ANNUALLY. BOARD DIRECTORS PROVIDE A WRITTEN AND SIGNED ATTESTATION REGARDING THE CODE OF CONDUCT AND A CONFLICT OF INTEREST DISCLOSURE CHECKLIST. THE FINANCE AND AUDIT COMMITTEE REVIEW A SUMMARY OF ALL CONFLICTS NOTED ON THE CONFLICT OF INTEREST DISCLOSURE FORMS COMPLETED BY BOARD MEMBERS. IT IS THEN PASSED TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR REVIEW. DURING THE COURSE OF THE YEAR, THE CONFLICT OF INTEREST POLICY IS MONITORED. AT THE BEGINNING OF EVERY MEETING THERE IS A CONFLICT OF INTEREST AGENDA ITEM - MEMBERS ARE REMINDED OF THE POLICY AND ASKED TO REVIEW THE AGENDA AND NOTE IF ANY DISCUSSION ITEM POSES A POTENTIAL CONFLICT FOR THEM. FAMILY AND BUSINESS RELATIONSHIPS ARE MENTIONED IN THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 LANDIS QUALITY LIVING'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER FROM AFFILIATE 1,000. LANDIS PLACE ON KING LLC 1001 EAST OREGON ROAD LITITZ PA 17543 833598754 SENIOR HOUSING PA 233517 27894526 LANDIS QUALITY LIVING LANDIS COMMUNITIES 1001 EAST OREGON ROAD LITITZ PA 17543 300706945 SUPPORTING ORGANIZATION PA 501(C)(3) LINE 12B, II N/A 0 LANDIS HOMES RETIREMENT COMMUNITY 1001 EAST OREGON ROAD LITITZ PA 17543 232194364 CONTINUING CARE RETIREMENT COMMUNITY PA 501(C)(3) LINE 10 LANDIS COMMUNITIES 0 LANDIS HCBS LLC 1001 EAST OREGON ROAD LITITZ PA 17543 204435391 HOME CARE SERVICES PA 501(C)(3) LINE 10 LANDIS COMMUNITIES 0 WELSH MOUNTAIN HOME 567 SPRINGVILLE ROAD NEW HOLLAND PA 17557 232815761 PERSONAL CARE FACILITY PA 501(C)(3) LINE 10 LANDIS QUALITY LIVING 1 MOUTAIN VIEW TERRACE LP 567 SPRINGVILLE ROAD NEW HOLLAND PA 17557 371648979 MGT OF LOW-INCOME HOUSING COMMUNITY PA N/A 0 0 QUALITY LIVING CHOICES 1001 EAST OREGON ROAD LITITZ PA 17543 611683369 SENIOR HOUSING PA N/A C 0 WELSH MOUNTAIN HOME INC 567 SPRINGVILLE ROAD NEW HOLLAND PA 17557 453530937 MGT OF LOW-INCOME HOUSING COMMUNITIES PA N/A C 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 1 0 0 0 1