2026-05-05T09:29:31-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-07-01 231409664 THE BRETHREN HOME COMMUNITY BRET 7176242161 2990 CARLISLE PIKE NEW OXFORD PA 17350 SCOTT A SOWERS CHIEF FINANCIAL OFFICER 7176242161 2026-04-28 1 0 X KERRI N BOGDA P00760402 7177404863 2026-04-28 2024 2025-03-06 01:10:19Z CROSS KEYS VILLAGE - TBHC BEVERLY I ASPER 2990 CARLISLE PIKE NEW OXFORD PA 17350 56332339 0 X WWW.CROSSKEYSVILLAGE.ORG X 1987 PA THE BRETHREN HOME COMMUNITY PROVIDES HEALTH CARE AND RESIDENTIAL HOUSING TO SENIOR CITIZENS. 6 6 589 451 0 0 686001 4033524 45954337 47849808 1149804 1452086 302065 276376 48092207 53611794 0 0 0 0 24230243 26363734 0 0 0 24935943 25755138 49166186 52118872 -1073979 1492922 193757345 291798097 102261281 197309091 91496064 94489006 X THE BRETHREN HOME COMMUNITY'S MISSION IS TO BE A BRETHREN MINISTRY DEDICATED TO ENRICHING THE LIVES OF OLDER ADULTS WITH A VISION TO BE A LEADING INNOVATOR OFFERING OLDER ADULTS A LIFE INFUSED WITH QUALITY AND PURPOSE. 0 0 18982498 20903710 RESIDENTIAL LIVING - PROVIDE COMPREHENSIVE, INDEPENDENT LIVING SERVICES FOR OLDER ADULTS. OPPORTUNITIES PROVIDED TO ENGAGE RESIDENTS IN PHYSICAL, SOCIAL, MENTAL, EDUCATIONAL, CULTURAL, AND SPIRITUAL ACTIVITIES PROMOTING OVERALL WELLNESS. TOTAL CENSUS DAYS FOR THIS PROGRAM DURING THE FISCAL YEAR 2025 WERE 296,468. 12558115 13829117 NURSING - PROVIDE QUALITY NURSING CARE IN A HEALTH CARE CENTER SETTING. PERFORM CONTINUAL ASSESSMENT OF PROGRAMS AND SERVICES. TOTAL CENSUS DAYS FOR THIS PROGRAM DURING THE FISCAL YEAR 2025 WERE 32,294. 10858345 11957314 PERSONAL CARE - PROVIDE INTERMEDIATE LEVEL OF CARE WHEN INDIVIDUALS NEED HELP WITH SOME ACTIVITIES OF DAILY LIVING BUT DO NOT REQUIRE 24-HOUR SKILLED NURSING. THESE PROGRAMS PROVIDED 43,931 CENSUS DAYS OF SERVICE DURING THE FISCAL YEAR 2025. 1053084 1159667 THE COMMUNITY MAINTAINS RECORDS TO IDENTIFY AND MONITOR THE LEVEL OF CHARITY CARE IT PROVIDES. THE ESTIMATED COSTS OF PROVIDING CHARITY CARE ARE BASED UPON THE DIRECT AND INDIRECT COSTS IDENTIFIED WITH THE SPECIFIC CHARITY CARE SERVICES PROVIDED. THE COMMUNITY PROVIDES CHARITY CARE, SUBSIDIES, AND OTHER SUPPORT FOR THOSE IN NEED. UNCOMPENSATED CARE TOTALED $5,858,470 INCLUDING SERVICES TO MEDICAL ASSISTANCE BENEFICIARIES WHOSE COSTS EXCEEDED REIMBURSEMENT. 1053084 1159667 43452042 1 1 0 1 0 0 0 0 1 1 1 0 1 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 0 1 0 0 0 1 84 0 589 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X SCOTT SOWERS CFO 7176242161 2990 CARLISLE PIKE NEW OXFORD PA 17350 MARY P SAUNDERS CHAIR 1.00 1.00 X X 0 0 0 JENNIFER W BOWES VICE CHAIR 1.00 1.00 X X 0 0 0 DONNA J LEREW SECRETARY 1.00 1.00 X X 0 0 0 DIANNE S HOLLINGER DIRECTOR 1.00 1.00 X 0 0 0 THOMAS LAUER DIRECTOR 1.00 0.00 X 0 0 0 JAMES BALTHASER DIRECTOR 1.00 1.00 X 0 0 0 BEVERLY ASPER PRESIDENT (FROM 12/2024) 39.00 1.00 X 21699 0 0 SCOTT A SOWERS CHIEF FINANCIAL OFFICER 39.00 1.00 X 237927 0 43560 JENNIFER HOLCOMB CHIEF CLINICAL INTEGRATION 40.00 0.00 X 121853 0 6631 JAY ROHRBACH CHIEF OPERATING OFFICER 40.00 0.00 X 134082 0 38268 JEFFREY M EVANS PRESIDENT (UNTIL 1/2025) 39.00 1.00 X 392445 0 39440 JOY BODNAR CHIEF OPERATING OFFICER (UNTIL 6/25) 40.00 0.00 X 258027 0 22336 OLIVER HAZAN VP OF MARKETING 40.00 0.00 X 152629 0 16883 KELLEY MITCHELL CHIEF ADMINISTRATION/PEOPLE OFFICER 40.00 0.00 X 222991 0 22582 KAPRICE NELSON NURSING HOME ADMINISTRATOR 40.00 0.00 X 128595 0 16531 DEBORAH D HOCKENBERRY RNAC 40.00 0.00 X 128050 0 24032 GEORGE TURNER III EXECUTIVE DIRECTOR OF RESIDENTIAL LIVING 40.00 0.00 X 122786 0 23896 1921084 0 254159 19 1 1 0 JS CONSTRUCTION INC 888 BROADWAY HANOVER PA 17331 BUILDING/RENOVATION CONTRACTOR 2933745 UNIDINE CORPORATION 1000 WASHINGTON ST STE 510 BOSTON MA 02118 FOOD AND CONSULTING SERVICE 2399016 BENCHMARK THERAPIES INC PO BOX 870 HUNTINGDON PA 16652 THERAPY CONTRACTOR 1366212 PERKINS EASTMAN ARCHITECT DPC 115 FIFTH AVE NEW YORK NY 10003 ARCHITECT 1013901 YORK EXCAVATING COMPANY LLC 3180 E PROSPECT RD YORK PA 17402 EXCAVATING SERVICES CONTRACTOR 712402 15 3945784 87740 4033524 RESIDENT & PATIENT SERVICE REV. 623000 47849808 47849808 47849808 1186895 1186895 334432 231695 102737 102737 102737 2754041 2236385 252465 517656 -252465 265191 265191 BEAUTY/BARBER SHOP 623000 151867 151867 OTHER INCOME 900099 16394 16394 SPECIAL FUNCTIONS INCOME 623000 5378 5378 173639 53611794 47849808 0 1728462 820939 820939 18981292 15435277 3546015 794180 638239 155941 4356205 3605896 750309 1411118 1117539 293579 132005 132005 44730 44730 3638 3638 60587 60587 4481697 4193922 287775 100504 100504 1713043 1596249 116794 3292197 3259650 32547 116641 102411 14230 1088911 1088911 9458924 9458924 616497 616497 FOOD 1704173 1680719 23454 REPAIRS & MAINTENANCE 1357233 354687 1002546 MEDICAL SUPPLIES 455151 455151 UNCOLLECTIBLE EXPENSE 377994 377994 751213 464467 286746 52118872 43452042 8666830 0 3163 3513 2282049 4178683 3351295 3072476 1109835 936469 282436486 146982112 122409659 135454374 26897424 109681213 264783 264783 37291834 38149987 147303 56599 193757345 291798097 4818298 7700780 71807082 76811913 24625727 110854495 74760 56599 935414 1885304 102261281 197309091 X 74287294 78537910 17208770 15951096 91496064 94489006 193757345 291798097 X 1492922 870142 629878 X 0 1 X 1 0 X 3855286 2646455 1961142 686001 4033524 13182408 41677545 41920988 44755551 45954337 47849808 222158229 108123 141884 142777 155218 157245 705247 45640954 44709327 46859470 46795556 52040577 236045884 0 0 0 236045884 1090686 907607 1024756 1402395 1642083 6067527 1090686 907607 1024756 1402395 1642083 6067527 112235 75761 30591 37602 16394 272583 46843875 45692695 47914817 48235553 53699054 242385994 0.97380 0.97350 0.02500 0.02520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 3638 3638 0 PART II-B, LINE 1: THE BRETHREN HOME COMMUNITY PAYS DUES TO THE ORGANIZATIONS LEADINGAGE AND LEADINGAGE PA. A PORTION OF THE DUES PAID TO THESE ORGANIZATIONS IS ALLOCABLE TO LOBBYING EXPENSES. THE TOTAL AMOUNT OF DUES PAID BY THE BRETHREN HOME COMMUNITY THAT IS ALLOCABLE TO LOBBYING IS $3,638 0 1 X 26305783 74554 3214728 304554 29290511 24485015 88699 2039118 307349 26305783 22307147 67820 3373063 1263015 24485015 28476636 10121 -5768721 410889 22307147 22237837 38639 6600021 399861 28476636 0.70640 0.21100 0.08260 0 1 1 12156905 12156905 211434023 117146222 94287801 19654932 14806685 4848247 39190626 15029205 24161421 135454374 INTEREST IN NET ASSETS OF THE BRETHREN HOME FOUNDATION 38149987 F 38149987 REFUNDABLE ENTRANCE FEES 547675 SECURITY DEPOSITS 6066 DUE TO AFFILATE 1331563 1885304 55343509 870142 629878 1500020 53843489 -231695 -231695 53611794 52350567 231695 231695 52118872 0 52118872 PART IV, LINE 2B: THE BRETHREN HOME COMMUNITY HOLDS RESIDENT FUNDS IN A CUSTODIAL ACCOUNT. RESIDENTS MAY CHOOSE TO DEPOSIT FUNDS IN THE "RESIDENT'S BANK". FUNDS ARE MAINTAINED IN A SEPARATE ACCOUNT EARNING INTEREST IF THE BALANCE IS AT LEAST $50. STATEMENTS ARE PROVIDED ON A MONTHLY BASIS. ANY BALANCE REMAINING AT DEATH OR DISCHARGE IS RETURNED WITHIN 30 DAYS. PART V, LINE 4: 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN INTEREST OF NET ASSETS OF AFFILIATES 858,152. CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT -83,839. LOSS ON REFINANCING -144,435. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -231,695. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 231,695. X 1 1 X X X 0 0 0 0 0 0 0 1 0 JEFFREY M EVANS PRESIDENT (UNTIL 1/2025) 313339 0 61106 0 18000 0 17386 0 22054 0 431885 0 0 0 SCOTT A SOWERS CHIEF FINANCIAL OFFICER 216489 0 21438 0 0 0 9892 0 33668 0 281487 0 0 0 JOY BODNAR CHIEF OPERATING OFFICER (UNTIL 6/25) 235397 0 22630 0 0 0 10507 0 11829 0 280363 0 0 0 KELLEY MITCHELL CHIEF ADMINISTRATION/PEOPLE OFFICER 203125 0 19866 0 0 0 10042 0 12540 0 245573 0 0 0 JAY ROHRBACH CHIEF OPERATING OFFICER 134007 0 75 0 0 0 6525 0 31743 0 172350 0 0 0 OLIVER HAZAN VP OF MARKETING 138905 0 13724 0 0 0 6800 0 10083 0 169512 0 0 0 DEBORAH D HOCKENBERRY RNAC 124475 0 3575 0 0 0 4993 0 19039 0 152082 0 0 0 PART I, LINE 1A PRESIDENT JEFFREY EVANS RECEIVED A HOUSING ALLOWANCE DURING THE YEAR, WHICH WAS INCLUDED IN HIS TAXABLE INCOME. PART I, LINE 7 BONUSES WERE BASED ON OVERALL PERFORMANCE. THE CEO BONUS IS REVIEWED AND APPROVED BY THE BOARD. A ADAMS COUNTY GENERAL AUTHORITY 813735002 2024-12-01 112886505 SEE PART VI 0 0 0 A 125000 112886505 1 0 0 1 A 0 0 1 1 0 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 SCHEDULE K, PART I, COLUMN F - DESCRIPTION OF PURPOSE: ISSUE A: REFINANCE EXISTING TAX-EXEMPT BONDS, FINANCING CERTAIN CAPITAL IMPROVEMENTS AND NEW CONSTRUCTION, ISSUANCE COSTS. FORM 990, PART VI, SECTION A, LINE 6 THE BRETHREN HOME FOUNDATION SERVES AS THE MEMBER OF THE BRETHREN HOME COMMUNITY. FORM 990, PART VI, SECTION A, LINE 7A THE BRETHREN HOME FOUNDATION IS THE CONTROLLING CORPORATION AND SERVES AS THE "MEMBER" OF THE BRETHREN HOME COMMUNITY. THE BOARD OF DIRECTORS OF THE BRETHREN HOME FOUNDATION ELECTS ALL OF THE BOARD MEMBERS OF THE BRETHREN HOME COMMUNITY. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF DIRECTORS OF THE CONTROLLING CORPORATION, THE BRETHREN HOME FOUNDATION, IS REQUIRED TO APPROVE AMENDMENTS TO ARTICLES OF INCORPORATION AND CHANGES TO BYLAWS OF THE BRETHREN HOME COMMUNITY. THE FOUNDATION'S BOARD OF DIRECTORS ALSO MANAGES ALL ASPECTS OF THE CORPORATION'S INVESTMENT PORTFOLIO. FORM 990, PART VI, SECTION B, LINE 11B 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, SECTION B, LINE 12C 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, SECTION B, LINE 15 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 CHIEF ADMINSTRATION AND PEOPLE OFFICER IN CONSULTATION WITH THE CEO AND CFO. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST OF NET ASSETS OF AFFILIATES 858,152. CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT -83,839. LOSS ON REFINANCING -144,435. THE BRETHREN HOME FOUNDATION 2990 CARLISLE PIKE NEW OXFORD PA 17350 232454835 FUNDRAISING ACTIVITIES PA 501(C)(3) LINE 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0