2026-04-28T09:26:42-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-07-01 232136450 DOCK MANOR 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 2026-04-24 2024 2025-03-06 01:10:19Z EDWARD D BRUBAKER 275 DOCK DRIVE LANSDALE PA 19446 1387854 0 X WWW.LIVINGBRANCHES.ORG X 1979 PA TO PROVIDE LOW INCOME HOUSING TO RETIRED PERSONS, THE ELDERLY, AND OTHER QUALIFIED INDIVIDUALS. 11 11 6 25 0 0 51312 40317 1262170 1326198 -34473 8316 13758 13023 1292767 1387854 2750 0 0 0 340556 358837 0 0 0 1017457 1167677 1360763 1526514 -67996 -138660 6430841 6132340 7182627 7022786 -751786 -890446 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 1268041 0 1326198 DOCK MANOR, INC. OFFERS COMFORTABLE SUBSIDIZED HOUSING FOR SENIOR ADULTS WHOSE INCOME LEVEL MEETS HUD HOUSING SUBSIDY REQUIREMENTS. THE COMMUNITY IS RUN UNDER THE AUSPICES OF THE HUD SECTION 202 PROGRAM. DOCK MANOR IS COMPRISED OF 100 APARTMENTS IN A TWO-STORY BUILDING, 10 OF WHICH ARE SPECIALLY DESIGNED TO BE ACCESSIBLE FOR INDIVIDUALS WITH PHYSICAL DISABILITIES. FOR THE FISCAL YEAR ENDING JUNE 30, 2025, THE AVERAGE OCCUPANCY OF DOCK MANOR WAS 99%, WITH A TOTAL OF 121 RESIDENTS SERVED DURING THE YEAR. 1268041 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 0 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 2 0 6 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 L 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 40.00 X 0 379488 50582 STEVEN D MYERS CHIEF FINANCIAL & TECH OFF 5.00 40.00 X 0 236268 33751 0 615756 84333 0 0 1 0 BENCHMARK CONSTRUCTION COMPANY INC PO BOX 806 BROWNSTOWN PA 17508 CONSTRUCTION 384815 1 40317 40317 RENTAL REVENUE 531110 1326198 1326198 1326198 8316 8316 LAUNDRY AND VENDING 900099 10118 10118 BEAUTY SHOP REVENUE 900099 1488 1488 MAINTENANCE REVENUE 900099 642 642 775 775 13023 1387854 1326198 0 21339 289596 177070 112526 11816 7225 4591 36629 22561 14068 20796 12726 8070 71412 71412 20621 20621 16 16 114650 103852 10798 1241 1241 20568 14855 5713 8152 1852 6300 619670 619670 1503 1503 276936 276936 29791 29791 EMPLOYEE EXPENSES 3017 3017 BAD DEBT EXPENSE 90 90 DUES & SUBSCRIPTIONS 10 10 1526514 1268041 258473 0 24982 37133 25046 35574 69934 41436 9807441 4892494 5024362 4914947 1286517 1103250 6430841 6132340 125402 105636 40648 41022 6358604 6302247 657973 573881 7182627 7022786 X -751786 -890446 -751786 -890446 6430841 6132340 -138660 0 X 0 1 X 1 1 1 X 7300 57106 49906 51312 40317 205941 1141804 1152096 1184430 1262170 1326198 6066698 1149104 1209202 1234336 1313482 1366515 6272639 0 0 0 6272639 2535 2271 12100 20273 8316 45495 2535 2271 12100 20273 8316 45495 13293 12337 11309 13758 13023 63720 1164932 1223810 1257745 1347513 1387854 6381854 0.98290 0.98210 0.00710 0.00680 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: LAUNDRY REVENUE - 2020 AMOUNT: $ 8,555. 2021 AMOUNT: $ 9,111. 2022 AMOUNT: $ 9,943. 2023 AMOUNT: $ 10,103. 2024 AMOUNT: $ 10,118. BEAUTY SHOP REVENUE - 2020 AMOUNT: $ 2,430. 2021 AMOUNT: $ 402. 2023 AMOUNT: $ 1,606. 2024 AMOUNT: $ 1,488. MAINTENANCE REVENUE - 2020 AMOUNT: $ 1,510. 2021 AMOUNT: $ 2,159. 2022 AMOUNT: $ 1,221. 2023 AMOUNT: $ 720. 2024 AMOUNT: $ 642. INCIDENTAL CHARGES - 2020 AMOUNT: $ 680. 2021 AMOUNT: $ 567. 2022 AMOUNT: $ 46. 2023 AMOUNT: $ 1,095. 2024 AMOUNT: $ 108. MEDICAL TRANSPORTATION - 2020 AMOUNT: $ 118. 2021 AMOUNT: $ 85. 2022 AMOUNT: $ 86. 2023 AMOUNT: $ 163. 2024 AMOUNT: $ 538. LATE/NSF CHARGES - 2021 AMOUNT: $ 13. 2022 AMOUNT: $ 13. 2023 AMOUNT: $ 26. 2024 AMOUNT: $ 39. COMMUNITY CENTER INCOME - 2023 AMOUNT: $ 45. 2024 AMOUNT: $ 90. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 16 16 0 PART II-B, LINE 1: THE ORGANIZATION PAYS DUES TO LEADING AGE AND LEADING AGE PA. A PORTION OF THESE DUES IS ALLOCATED TO LOBBYING EXPENSES. 0 1 X 163876 163876 8339693 3655188 4684505 1286622 1237306 49316 17250 17250 4914947 DUE TO AFFILIATES 573881 573881 1387854 0 1387854 0 1387854 1526514 0 1526514 0 1526514 PART IV, LINE 2B: THE ORGANIZATION HOLDS TENANT SECURITY DEPOSITS IN TRUST UNTIL SUCH TIME THAT TENANTS MAY, CONTINGENT UPON THEIR RENTAL AGREEMENTS, HAVE THE SECURITY DEPOSITS RETURNED TO THEM. 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. 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 THE BOARD OF DIRECTORS SHALL BE APPOINTED AND MAY BE REMOVED BY THE DIRECTORS OF LIVING BRANCHES, A RELATED TAX-EXEMPT ORGANIZATION. 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 MANOR, 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-EXMPT 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 DOCK ACRES INC 275 DOCK DRIVE LANSDALE PA 19446 232233514 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 VILLAGE INC 275 DOCK DRIVE LANSDALE PA 19446 232136449 LOW INCOME HOUSING TO QUALIFIED FAMILIES AND 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 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0