2026-04-28T09:30:01-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-07-01 232233514 DOCK ACRES INC DOCK 2153684438 275 DOCK DRIVE LANSDALE PA 19446 STEVEN D MYERS CHIEF FINANCIAL & TECH OFFICER 2153684438 2026-04-27 1 1 KERRI N BOGDA P00760402 7177404863 2026-03-04 2024 2025-03-06 01:10:19Z EDWARD D BRUBAKER 275 DOCK DRIVE LANSDALE PA 19446 12657791 0 X WWW.LIVINGBRANCHES.ORG X 1983 PA HEALTH CARE AND HOUSING FOR THE ELDERLY 11 11 24 80 0 0 0 0 9180444 10028537 955862 1802954 148425 36113 10284731 11867604 342900 303740 0 0 1759673 1888729 0 0 0 7066891 7332594 9169464 9525063 1115267 2342541 69966261 74034817 39926739 40969615 30039522 33065202 X TOGETHER WE EMPOWER OLDER ADULTS AND FAMILIES TO LEAD LIVES OF PURPOSE AND JOY, GUIDED BY THE MENNONITE TRADITION OF CARE AND SERVICE TO OTHERS. 0 0 7733255 303740 10028537 THROUGH NON-PROFIT HOUSING AND RELATED SERVICES, DOCK ACRES, INC. MEETS THE PHYSICAL, EMOTIONAL, MENTAL, SOCIAL, AND SPIRITUAL NEEDS OF SENIOR ADULTS. DOCK ACRES HELPS ITS RESIDENTS FIND PURPOSE AND JOY BY SUPPORTING THEIR HEALTH AND SECURITY AND OFFERING ENRICHING PROGRAMS THAT PROMOTE HOLISTIC WELL-BEING.RESIDENTS OF DOCK ACRES RECEIVE HOUSING, NURSING, REHABILITATION, LIFE ENRICHMENT, AND OTHER RELATED SERVICES THROUGH THE OPERATION OF 169 RESIDENTIAL LIVING COTTAGES AND VILLAS (DOCK ACRES DIVISION) AND 89 RESIDENTIAL LIVING APARTMENTS (DOCK GARDENS DIVISION). RESIDENTS RECEIVE HEALTH CARE SERVICES THROUGH A CONTINUING CARE AGREEMENT THAT INCLUDES HATFIELD MENNONITE HOME. FOR THE FISCAL YEAR ENDING JUNE 30, 2025, 378 INDIVIDUALS RECEIVED CARE AT DOCK ACRES, WHICH MAINTAINED AN AVERAGE CENSUS OF 96%. DOCK ACRES RESIDENTS ARE ELIGIBLE FOR BENEVOLENT CARE IF THEIR RESOURCES ARE NOT SUFFICIENT TO COVER THE FULL COST OF THEIR CARE DESPITE PRUDENT FINANCIAL STEWARDSHIP.DOCK ACRES ALSO SERVES THE BROADER COMMUNITY IN SEVERAL WAYS. COMMUNITY SPACES ARE AVAILABLE AT NO CHARGE TO HEALTH SERVICE ORGANIZATIONS PROVIDING PUBLIC SUPPORT AND EDUCATION ON HEALTH TOPICS. THE FACILITY ALSO HOSTS SEMINARS FOR PASTORS AND THOSE SERVING THE NEEDS OF OLDER ADULTS IN THE BROADER COMMUNITY, AS WELL AS A PUBLIC SUPPORT GROUP FOR LOVED ONES OF INDIVIDUALS WITH DEMENTIA. 7733255 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 20 0 24 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 1 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X STEVEN D MYERS CHIEF FINANCIAL & TECH OFFICER 2153684438 242 WEST RELIANCE ROAD SOUDERTON PA 18964 JOHN W DUERKSEN CHAIR 0.10 0.60 X X 0 0 0 JOSHUA J MEYER VICE CHAIR 0.10 0.50 X X 0 0 0 L BRENT KOLB TREASURER 0.10 0.50 X X 0 0 0 WENDELL J WEAVER SECRETARY 0.10 0.60 X X 0 0 0 J TODD ALDERFER MD DIRECTOR 0.10 0.50 X 0 0 0 LUKE J BERGEY DIRECTOR 0.10 0.50 X 0 0 0 ZACHARIAH C DERSTINE DIRECTOR 0.10 0.50 X 0 0 0 J OLIVER GINGRICH ESQ DIRECTOR 0.10 0.50 X 0 0 0 BRYAN K HUNSBERGER DIRECTOR 0.10 0.60 X 0 0 0 AMY KOLB DIRECTOR 0.10 0.50 X 0 0 0 JANE L RUTH DIRECTOR 0.10 0.60 X 0 0 0 EDWARD D BRUBAKER PRESIDENT & CEO 5.00 35.00 X 0 379488 50582 STEVEN D MYERS CHIEF FINANCIAL & TECH OFF 5.00 35.00 X 0 236268 33751 0 615756 84333 0 0 1 0 EDWIN S BECHTEL 1765 WOLFORD ROAD SCHWENKSVILLE PA 19743 CONSTRUCTION 355547 R E MORRISON CONTRACTING INC 134 MAPLE AVENUE DUBLIN PA 18917 CONSTRUCTION 309136 RJL SERVICES INC PO BOX 286 HILLTOWN PA 18927 PAINTING 307600 HORGAN BROTHERS INC 2188 DETWILER ROAD HARLEYSVILLE PA 19438 CONSTRUCTION - PAVING 305620 CLARKE'S LANDSCAPING & LAWN INC 3265 MEETINGHOUSE ROAD TELFORD PA 18969 LANDSCAPING 249791 11 RESIDENT SERVICES 531110 8941301 8941301 ENTRANCE FEES EARNED 531110 1087236 1087236 10028537 1026316 1026316 10455 3743 6712 6712 6712 1563082 786444 776638 776638 776638 LAUNDRY 900099 20358 20358 MEALS INCOME 900099 4921 4921 MEDICAL TRANSPORTATION 480000 2686 2686 1436 1436 29401 11867604 10028537 0 1839067 303740 303740 1516556 1018562 497994 44322 37403 6919 216053 137717 78336 111798 74980 36818 603571 603571 8672 8672 15213 15213 576 576 153013 153013 782310 698982 83328 69170 69170 243985 169878 74107 105641 6877 98764 1844737 1844737 23233 23233 18356 232 18124 71054 71054 2514613 2514613 32098 32098 DIETARY EXPENSES 571714 571714 EMERGENCY BED DAYS 219627 219627 DUES & SUBSCRIPTIONS 45189 45189 AUXILLARY EXPENSE 7696 7696 2126 112 2014 9525063 7733255 1791808 0 2254403 5480244 548630 1420494 357686 330062 69872691 43462825 26291042 26409866 40514500 40394151 69966261 74034817 504852 754775 16623188 16883868 2215277 2187650 20583422 21143322 39926739 40969615 X 30039522 33065202 30039522 33065202 69966261 74034817 2342541 683139 0 X 0 1 X 1 0 X 1630 1630 7898000 8074064 8325720 9180444 10028537 43506765 7899630 8074064 8325720 9180444 10028537 43508395 0 0 0 43508395 764779 687903 639478 873822 1036771 4002753 764779 687903 639478 873822 1036771 4002753 156445 90979 384109 140996 29401 801930 8820854 8852946 9349307 10195262 11094709 48313078 0.90060 0.89820 0.08290 0.08230 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INCIDENTAL CHARGES - 2020 AMOUNT: $ 18,787. 2021 AMOUNT: $ 23,051. 2022 AMOUNT: $ 1,515. 2023 AMOUNT: $ -1,977. 2024 AMOUNT: $ 1,321. MISCELLANEOUS REVENUE - 2020 AMOUNT: $ 698. 2021 AMOUNT: $ 622. 2022 AMOUNT: $ 437. 2024 AMOUNT: $ 50. MEDICAL TRANSPORTATION - 2020 AMOUNT: $ 1,254. 2021 AMOUNT: $ 755. 2022 AMOUNT: $ 697. 2023 AMOUNT: $ 1,571. 2024 AMOUNT: $ 2,686. ACTIVITIES AND TRIPS - 2022 AMOUNT: $ 10,434. 2024 AMOUNT: $ 65. MAINTENANCE - 2020 AMOUNT: $ 130,711. 2021 AMOUNT: $ 50,829. 2022 AMOUNT: $ 368,354. 2023 AMOUNT: $ 138,465. GUEST MEALS - 2020 AMOUNT: $ 4,156. 2021 AMOUNT: $ 14,222. 2022 AMOUNT: $ 424. 2024 AMOUNT: $ 4,921. FITNESS CENTER - 2020 AMOUNT: $ 839. 2021 AMOUNT: $ 1,500. 2022 AMOUNT: $ 1,667. 2023 AMOUNT: $ 2,707. NSF CHARGES - 2022 AMOUNT: $ 581. 2023 AMOUNT: $ 230. LAUNDRY - 2024 AMOUNT: $ 20,358. 0 0 0 0 0 0 0 0 1 576 576 0 PART II-B, LINE 1: THE ORGANIZATION PAYS DUES TO LEADINGAGE PA, AN ORGANIZATION WHICH ADVOCATES FOR SENIOR CITIZENS. A PORTION OF DUES PAID IS ALLOCATED TO LOBBYING EXPENSES. 2632947 2632947 57572673 37668378 19904295 8896279 5794447 3101832 770792 770792 26409866 REFUNDABLE ENTRANCE FEES AND DEPOSITS 21143322 21143322 12097733 683139 -456753 226386 11871347 -3743 -3743 11867604 9072053 3743 3743 9068310 456753 456753 9525063 PART XI, LINE 2D - OTHER ADJUSTMENTS: GRANTS TO RELATED ORGANIZATIONS -303,740. INVESTMENT FEES -153,013. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -3,743. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 3,743. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS TO RELATED ORGANIZATIONS 303,740. INVESTMENT FEES 153,013. 1 LIVING BRANCHES FOUNDATION INC 275 DOCK DRIVE LANSDALE PA 19446 912113430 501(C)(3) 303740 0 GENERAL OPERATIONS 1 0 PART I, LINE 2: THE ORGANIZATION PROVIDES GRANTS AND ASSISTANCE TO RELATED TAX-EXEMPT ORGANIZATIONS. ASSISTANCE TO RELATED ORGANIZATIONS IS MONITORED THROUGH INTERNAL CONTROL PROCEDURES. 0 0 0 0 0 0 0 0 0 EDWARD D BRUBAKER PRESIDENT & CEO 0 319599 0 59889 0 0 0 23199 0 27383 0 430070 0 0 STEVEN D MYERS CHIEF FINANCIAL & TECH OFF 0 211014 0 25254 0 0 0 18177 0 15574 0 270019 0 0 PART I, LINE 3 OFFICERS AND KEY EMPLOYEES ARE PAID BY A RELATED ORGANIZATION. COMPENSATION IS DETERMINED BY A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEYS OR STUDIES, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. A NATIONAL FINANCE AUTHORITY SERIES A 521304598 2023-01-09 2261538 CAPITAL EXPENDITURES 0 1 0 A 28893 2261538 2261538 2023 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 1 1 FULTON BANK 13.000000000000 0 0 0 0 0 A 1 SCHEDULE K, PART III, LINE 9: THE ORGANIZATION IS CONSCIENTIOUS IN ITS HANDLING OF THE BOND ISSUE PROCEEDS AND FOLLOWS ALL SAFE HARBOR REGULATIONS. THE ORGANIZATION UNDERSTANDS THE WRITTEN BOND PROCEDURE REQUIREMENTS AND IS IN THE PROCESS OF ESTABLISHING WRITTEN POLICIES THAT REFLECT THEIR ADHERENCE TO IRS RULES. FORM 990, PART VI, SECTION A, LINE 2 BRENT AND AMY KOLB HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 LIVING BRANCHES, A RELATED TAX-EXEMPT ORGANIZATION, PROVIDES MANAGEMENT SERVICES TO THIS ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS LIVING BRANCHES, A RELATED TAX-EXEMPT ENTITY. FORM 990, PART VI, SECTION A, LINE 7A LIVING BRANCHES, AS THE SOLE MEMBER, HAS THE RIGHT TO APPOINT AND REMOVE THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B LIVING BRANCHES, AS THE SOLE MEMBER, HAS THE RIGHT TO AMEND THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER UPON COMPLETION BY THE TAX PREPARERS. THE 990 IS THEN PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. A COPY OF THE RETURN IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C LIVING BRANCHES, THE PARENT ORGANIZATION, HAS A WRITTEN CONFLICT OF INTEREST POLICY BY WHICH ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES OF ITS AFFILIATES MUST ABIDE. THE CONFLICT OF INTEREST POLICY IS REVIEWED AND SIGNED ANNUALLY BY ALL BOARD MEMBERS AND OFFICERS. THE BOARD CHAIRMAN REVIEWS THE SIGNED STATEMENTS AND OVERSEES THE PROCEDURES FOR ENSURING ANY POTENTIAL CONFLICTS ARE RESOLVED ACCORDING TO THE WRITTEN POLICY. ANY INTERESTED PARTY TO A CONFLICT WILL REMOVE HIM OR HERSELF FROM ANY DISCUSSIONS AND/OR DECISIONS BASED ON THE CONFLICT. THE CONFLICT POLICY SPECIFICALLY STATES THAT FAMILY AND/OR BUSINESS RELATIONSHIPS WITH OTHER BOARD MEMBERS MAY CONSTITUTE A POTENTIAL OR ACTUAL CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PAGE 5, PART V, LINE 2 THE FILING ENTITY IS AN AFFILIATE IN A GROUP OF WHICH LIVING BRANCHES (EIN 23-2125481) IS CONSIDERED A COMMON PAY AGENT FOR W-2 REPORTING. LIVING BRANCHES REPORTS ALL EMPLOYEES ON ITS FORM W-3, HOWEVER, EACH AFFILIATE HAS EMPLOYEES ALLOCATED TO THAT ENTITY. PER IRS INSTRUCTIONS, EMPLOYEES LISTED ON PART V, LINE 2A ARE THOSE WHO HAVE BEEN DEEMED TO BE EMPLOYEES OF THIS ORGANIZATION. DOCK ACRES, INC. DOES NOT, HOWEVER, REPORT THESE EMPLOYEES ON A SEPARATE W-3 UNDER ITS OWN EIN. LIVING BRANCHES 242 WEST RELIANCE ROAD SOUDERTON PA 18964 232125481 MANAGEMENT SERVICES FOR RELATED TAX-EXEMPT ORGANIZATIONS PA 501(C)(3) LINE 10 N/A 0 HATFIELD MENNONITE HOME INC ROUTE 309 HATFIELD PA 19440 231429826 HEALTH CARE & HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LIVING BRANCHES 0 SOUDERTON MENNONITE HOMES 207 WEST SUMMIT STREET SOUDERTON PA 18964 231433891 HEALTH CARE & HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LIVING BRANCHES 0 DOCK MANOR INC 275 DOCK DRIVE LANSDALE PA 19446 232136450 LOW INCOME HOUSING TO THE ELDERLY PA 501(C)(3) LINE 10 LIVING BRANCHES 0 DOCK VILLAGE INC 275 DOCK DRIVE LANSDALE PA 19446 232136449 LOW INCOME HOUSING TO QUALIFIED FAMILIES & INDIVIDUALS PA 501(C)(3) LINE 10 LIVING BRANCHES 0 LIVING BRANCHES FOUNDATION 275 DOCK DRIVE LANSDALE PA 19446 912113430 FUNDRAISING & SUPPORTING ORGANIZATION PA 501(C)(3) LINE 12A, I LIVING BRANCHES 0 0 1 0 1 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0