2025-05-13T08:18:03+00:00 2024-06-30 390859910 BAKER TILLY US LLP 1570 Fruitville Pike Suite 400 Lancaster PA 17601 990 2023-07-01 232454835 THE BRETHREN HOME FOUNDATION BRET 7176242161 2990 CARLISLE PIKE NEW OXFORD PA 17350 Scott Sowers CHIEF FINANCIAL OFFICER 2025-05-13 true Kerri N Bogda CPA P00760402 7177404863 2025-05-13 2023 2025-03-06 01:10:19Z BEVERLY I ASPER 2990 CARLISLE PIKE NEW OXFORD PA 17350 2886480 false X WWW.CROSSKEYSVILLAGE.ORG X 1987 PA THE ORGANIZATION CARRIES OUT FUNDRAISING ACTIVITIES TO SUPPORT THE BRETHREN HOME COMMMUNITY. 16 15 6 15 0 0 2053298 1237033 0 0 2352465 1590053 5743 2312 4411506 2829398 742429 1096001 0 445906 429661 0 1042403 543207 612742 1731542 2138404 2679964 690994 90025559 93025519 1559603 1373947 88465956 91651572 THE BRETHREN HOME FOUNDATION RAISES FINANCIAL SUPPORT TO BENEFIT THE BRETHREN HOME COMMUNITY IN RECOGNITION OF THE COMMUNITY'S CORE VALUES AND THE JOY OF GIVING. false false 1096001 1096001 0 Development of funding and support for affiliated organizations. During the fiscal year, the organization raised approximately $230,580 to benefit residents who were in need of financial assistance. Additionally, funds were used for facilities maintenance and to provide educational opportunities for seniors. Gifts were received from 127 new donors. 1096001 true true false false false false false false true true false true false true false false true false false false false false false true false false true false true false false false false false false false false false false false false false true true true false false true 40 0 6 true false false false false false true true false false false false false false X 16 15 false false false false true true true true true false false true true true true true true true false false MD PA X JEFFREY M EVANS PRESIDENT 7176242161 2990 CARLISLE PIKE NEW OXFORD PA 17350 HOLLY K MILLER SECRETARY 1.0 0.0 X X 0 0 0 JAMES E WISSLER ASSISTANT SECRETARY/TREASURER 1.0 0.0 X X 0 0 0 JAMES W BALTHASER TREASURER 1.0 1.0 X X 0 0 0 JEFFREY M EVANS PRESIDENT & CEO 1.0 39.0 X X 0 310967 35942 JOHN D MILLER JR SECRETARY 1.0 0.0 X X 0 0 0 KARL A LEHMAN VICE CHAIR 1.0 0.0 X X 0 0 0 TRACI RABENSTEIN CHAIR 1.0 0.0 X X 0 0 0 BRETT A HOFFACKER DIRECTOR 1.0 0.0 X 0 0 0 C EDWIN MARTIN DIRECTOR 1.0 0.0 X 0 0 0 DIANNE S HOLLINGER DIRECTOR 1.0 1.0 X 0 0 0 DONNA J LEREW DIRECTOR 1.0 1.0 X 0 0 0 JACOB E HERSHEY DIRECTOR 1.0 0.0 X 0 0 0 JAMES R REPLOGLE DIRECTOR (UNTIL 9/21/23) 1.0 1.0 X 0 0 0 JENNIFER W BOWES DIRECTOR 1.0 1.0 X 0 0 0 MARY P SAUNDERS DIRECTOR 1.0 1.0 X 0 0 0 PAUL E SCHILDT DIRECTOR 1.0 0.0 X 0 0 0 THOMAS R LAUER DIRECTOR 1.0 0.0 X 0 0 0 SCOTT A SOWERS CHIEF FINANCIAL OFFICER 1.0 39.0 X 0 206790 39553 VANESSA BERGER VP OF ADVANCEMENT 40.0 0.0 X 156136 0 36684 156136 517757 112179 1 false true false 0 69515 1167518 1237033 0 0 0 0 0 1107702 1107702 0 0 528600 46249 482351 0 482351 482351 740 69515 10833 -10093 -10093 RUMMAGE SALE PROCEEDS 623000 12405 12405 0 0 0 0 12405 2829398 0 0 1592365 1096001 1096001 360909 360909 13127 13127 27314 27314 28311 28311 21479 21479 9875 0 0 9875 136556 136556 29657 29657 2704 2704 7705 7705 1128 1128 9023 9023 AUXILIARY EXPENSE 273949 273949 CAPITAL CAMPAIGN 57338 57338 RECOGNITION/CULTIVATION 47017 47017 PROFESSIONAL GROWTH 4488 4488 11823 0 0 11823 2138404 1096001 0 1042403 0 996739 669149 193684 184989 0 0 0 0 0 0 0 17421 18501 86414 72909 10010 13505 30754117 34799609 0 54537055 54264064 0 3516533 3075702 90025559 93025519 126079 97429 0 0 0 0 0 0 0 0 1433524 1276518 1559603 1373947 X 72703794 74457078 15762162 17194494 0 0 0 88465956 91651572 90025559 93025519 X 690994 2716153 -221531 X false true X true false X 2076897 1428833 3094904 2053298 1237033 9890965 0 0 2076897 1428833 3094904 2053298 1237033 9890965 2750101 7140864 716037 652766 636727 670612 1107702 3783844 0 5086 236 11016 18684 13145 48167 13722976 0 0.5204 0.5032 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - RUMMAGE SALE PROCEEDS, COLUMN A - 5086.0, COLUMN B - 236.0, COLUMN C - 10377.0, COLUMN D - 12038.0, COLUMN E - 12405.0, COLUMN F - 40142.0; DESCRIPTION - FUNDRAISING RECEIPTS, COLUMN A - , COLUMN B - , COLUMN C - 639.0, COLUMN D - 6646.0, COLUMN E - 740.0, COLUMN F - 8025.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24485015 88699 2039118 307049 26305783 22307147 67820 3373063 1263015 24485015 28476636 10121 -5768721 410889 22307147 22237837 38639 6600021 399861 28476636 22030495 156285 489735 438678 22237837 0.6988 0.2321 0.0691 false false 86414 72909 13505 13505 INVESTMENT IN AFFILIATES 54264064 C 54264064 ANNUITIES PAYABLE 1276249 DUE TO AFFILIATE 269 1276518 4541994 2716153 -1014390 1701763 2840231 -10833 -10833 2829398 1356378 10833 10833 1345545 792859 792859 2138404 Schedule D, Part V, Line 4 Intended uses of endowment funds THE ENDOWMENT FUNDS ARE USED TO BENEFIT RESIDENTS OF THE BRETHREN HOME COMMUNITY THROUGH CHARITY CARE, MAINTENANCE OF THE NICARRY MEETING HOUSE AND WELLNESS CENTER, AND ASSISTANCE TOWARD HOUSING COSTS OF RETIRED MINISTERS AND OTHER CHURCH WORKERS. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT - -38978 CHANGE IN NET ASSETS OF AFFILIATE - -213408 CHANGE IN FAIR VALUE OF IRREVOCABLE TRUSTS - 30855 INVESTMENT REIMBURSEMENT - -106858 TRANSFER TO AFFILIATE - -686001 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements FUNDRAISING EVENT EXPENSES - -10833 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Fundraising Expenses - 10833 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements INVESTMENT REIMBURSEMENT - 106858 TRANSFER TO AFFILIATE - 686001 FOUNDERS CLUB 47975 47975 0 4134 BUTTERFLY RELEASE 18955 18955 0 5959 0 66930 66930 0 10093 10093 -10093 true THE BRETHREN HOME COMMUNITY 2990 CARISLE PIKE NEW OXFORD PA 173500128 231409664 501(C)3 686001 0 N/A N/A TO SUPPORT THE BRETHREN HOME COMMUNITY, A RETIREMENT COMMUNITY PROVIDING SERVICES TO THE ELDERLY YORK TOWNSHIP 190 OAK RD DALLASTOWN PA 17313 115 400000 GENERAL SUPPORT OF TOWNSHIP AND WATER COMPANY UNITED HOOK AND LADDER 21 NORTH BOLTON STREET NEW OXFORD PA 17350 232550141 501C3 10000 TO SUPPORT THE FIRE DEPARTMENT AND PROVIDE FUNDS FOR THEIR FIRE TRUCK CAMPAIGN 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. FUNDS TO THE BRETHREN HOME COMMUNITY ARE MONITORED AS PART OF THE OPERATIONAL RESPONSIBILITIES OF THE FOUNDATION'S AND COMMUNITY'S MANAGEMENT. false false false false false false false true false JEFFREY M EVANS PRESIDENT & CEO 0 259897 0 51070 0 0 0 16314 0 19628 0 346909 0 0 SCOTT A SOWERS CHIEF FINANCIAL OFFICER 0 186880 0 19910 0 0 0 9069 0 30484 0 246343 0 0 VANESSA BERGER VP OF ADVANCEMENT 148645 0 7491 0 0 0 8196 0 28488 0 192820 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation COMPENSATION IS DETERMINED BY THE BRETHREN HOME COMMUNITY USING THE FOLLOWING METHODS: FORM 990 OF OTHER ORGANIZATIONS, ENGAGEMENT OF AN INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY/STUDY AND APPROVAL BY BOARD/COMPENSATION COMMITTEE. Schedule J, Part I, Line 7 Non-fixed payments BONUSES WERE BASED ON OVERALL PERFORMANCE. THE CEO BONUS IS REVIEWED AND APPROVED BY THE BOARD. Form 990, Part VI, Line 1a Delegate broad authority to a committee THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIR, VICE CHAIR, SECRETARY, TREASURER, AND THE ASSISTANT SECRETARY-TREASURER. ALL MEMBERS OF THE COMMITTEE ARE MEMBERS OF THE GOVERNING BODY. THE EXECUTIVE COMMITTEE SHALL HAVE POWER TO DEAL WITH EMERGENCY MATTERS DURING THE INTERIM BETWEEN REGULAR MEETINGS OF THE BOARD OF DIRECTORS; IT SHALL EVALUATE THE OPERATIONS OF THE CORPORATION, SERVE AS COUNSELOR TO THE PRESIDENT, REVIEW ANNUALLY THE RELATIONSHIP OF THE PRESIDENT TO THE BOARD, AND SHALL REVIEW THE ANNUAL REPORT OF THE CORPORATION TO BE GIVEN TO THE MEMBERS AT THEIR ORGANIZATIONAL MEETING OF THE "CORPORATION" IN ADVANCE OF THE TIME OF SUCH ANNUAL MEETING. Form 990, Part VI, Line 6 Classes of members or stockholders THE MEMBERS OF THE CONGREGATIONS OF THE SOUTHERN PA DISTRICT CHURCH OF THE BRETHREN ARE MEMBERS OF THE BRETHREN HOME FOUNDATION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE MEMBERS OF THE CONGREGATIONS OF THE SOUTHERN PA DISTRICT CHURCH OF THE BRETHREN ARE MEMBERS OF THE BRETHREN HOME FOUNDATION. CONGREGATIONAL DELEGATES CAST THEIR INDIVIDUAL VOTES AT THE ANNUAL CORPORATION MEETING TO AFFIRM NEW MEMBERS OF THE BOARD OF DIRECTORS THAT ARE MEMBERS OF THE CONGREGATIONS OF THE DISTRICT CHURCHES. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE MEMBERS OF THE SOUTHERN PA DISTRICT CHURCH OF THE BRETHREN, THROUGH THEIR ELECTED CONGREGATIONAL DELEGATES, NEED TO APPROVE ANY LIQUIDATION, DISSOLUTION OR SALE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE BRETHREN HOME FOUNDATION. THE MEMBERS ALSO APPROVE AMENDMENTS, ALTERATIONS, OR RESTATEMENTS OF THE ARTICLES OF INCORPORATION AND APPROVE ANY MERGER OR CONSOLIDATION OF THE CORPORATION. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS REVIEWED BY THE DIRECTOR OF FINANCE AND CFO BEFORE IT IS SHARED WITH THE PRESIDENT/CEO. THE FINAL VERSION OF THE FORM 990 WILL THEN BE DISTRIBUTED TO EACH BOARD MEMBER FOR REVIEW AND COMMENT PRIOR TO FILING WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy THE ORGANIZATION HAS A BOARD CONFLICT OF INTEREST POLICY WHICH REQUIRES ANNUAL DISCLOSURE AND CERTIFICATION BY BOARD MEMBERS OF COMPLIANCE WITH THE POLICY. IN ADDITION, ALL EMPLOYEES RECEIVE ANNUAL CORPORATE COMPLIANCE TRAINING WHICH INCLUDES THE CONFLICT-OF-INTEREST POLICY AND ARE REQUIRED TO CERTIFY THEY ARE IN COMPLIANCE WITH THE CORPORATE COMPLIANCE PLAN. THE COMPLIANCE PLAN COVERS EMPLOYEES, VENDORS, CONTRACTORS, VOLUNTEERS, DIRECTORS, AND OFFICERS. ANY POTENTIAL CONFLICT OF INTEREST ISSUES WHICH MAY ARISE ARE REVIEWED BY THE CORPORATE COMPLIANCE LIAISON OR COMPLIANCE OFFICE, AND APPROPRIATE SAFEGUARDS ARE PUT IN PLACE. THE PROCESS IS MONITORED BY THE CORPORATE COMPLIANCE LIAISON OR COMPLIANCE OFFICE. Form 990, Part VI, Line 15a Process to establish compensation of top management official COMPENSATION OF OFFICERS IS PAID BY THE BRETHREN HOME COMMUNITY, A RELATED ORGANIZATION. THE SALARY FOR THE CEO IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF DIRECTORS' EXECUTIVE COMMITTEE WITH COMPARISONS MADE TO AN ANNUAL SALARY SURVEY OF SIMILAR NON-PROFIT ORGANIZATIONS IN PENNSYLVANIA TO ENSURE THAT SALARIES ARE IN LINE WITH THE FAIR MARKET VALUE FOR THE INDUSTRY. THE DECISION IS DOCUMENTED IN THE EXECUTIVE COMMITTEE MINUTES. A SIMILAR PROCESS IS USED FOR OTHER KEY EMPLOYEES WITH THE REVIEW BEING DONE BY THE VICE PRESIDENT OF HUMAN RESOURCES IN CONSULTATION WITH THE CEO AND VICE PRESIDENT OF FINANCE. EACH YEAR THE HUMAN RESOURCES DEPARTMENT CONDUCTS A SALARY SURVEY AMONG SIMILAR NON-PROFIT ORGANIZATIONS IN PENNSYLVANIA. THIS SURVEY, AS WELL AS OTHER RESEARCH OF SIMILAR POSITIONS IN THE LOCAL AREA, IS USED TO SET ANNUAL SALARY AND WAGE INCREASES FOR ALL POSITIONS. Form 990, Part VI, Line 19 Required documents available to the public THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT - -38978; CHANGE IN NET ASSETS OF AFFILIATE - -213408; CHANGE IN FAIR VALUE OF IRREVOCABLE TRUSTS - 30855; Form 990, Part XII, Line 2c AUDIT OVERSIGHT: THE PROGRAM AND FINANCE COMMITTEE OF THE BRETHREN HOME FOUNDATION BOARD FUNCTIONS IN THE ROLE OF THE AUDIT COMMITTEE FOR THE CONSOLIDATED ENTITIES. THIS COMMITTEE RECEIVES THE PROPOSAL(S) FOR AUDIT SERVICES ANNUALLY AND TAKES ACTION TO APPROVE ENGAGING THE AUDIT FIRM. THE VICE PRESIDENT OF FINANCE GIVES REGULAR UPDATES TO THE COMMITTEE AS THE AUDIT PROGRESSES. THE COMPLETED AUDIT REPORT AND RELATED REPORTING ITEMS ARE PRESENTED BY THE AUDITORS TO THE FULL BOARD OF DIRECTORS. IN ADDITION, THE AUDITORS MEET IN PRIVATE WITH THE BOARD (WITH STAFF MEMBERS NOT PRESENT) TO ADDRESS ANY QUESTIONS THE BOARD HAS IN REGARDS TO THE AUDIT. THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS. THE BRETHREN HOME COMMUNITY 2990 CARLISLE PIKE NEW OXFORD PA 17350 231409664 RETIREMENT COMMUNITY PA 501(c)(3) 10 THE BRETHREN HOME FOUNDATION true false true false false false false false false false false false true false true true true false false false THE BRETHREN HOME COMMUNITY B 686001 CASH THE BRETHREN HOME COMMUNITY O 85003 ALLOCATED TIME