2024-05-14T11:53:48-05:00 2023-06-30 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2022-07-01 912113430 LIVING BRANCHES FOUNDATION LIVI 2153684438 275 DOCK DRIVE LANSDALE PA 19446 STEVEN D MYERS CHIEF FINANCIAL & TECH OFFICER 2153684438 2024-05-13 1 STEVEN MYERS XXX-XX-XXXX 1 KERRI N BOGDA CPA P00760402 7177404863 2024-05-13 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z EDWARD D BRUBAKER 275 DOCK DRIVE LANSDALE PA 19446 14157770 0 X WWW.LIVINGBRANCHES.ORG X 2000 PA TO SOLICIT CONTRIBUTIONS AND ADMINISTER FUNDS FOR LIVING BRANCHES AND ITS AFFILIATES. 8 8 0 8 0 0 2385316 2821226 0 0 1670967 936343 0 400 4056283 3757969 1542590 3239773 0 0 0 0 0 0 0 107340 99606 1649930 3339379 2406353 418590 40658858 44612150 0 0 40658858 44612150 TO SOLICIT AND RECEIVE CHARITABLE CONTRIBUTIONS AND TO HOLD, MANAGE AND ADMINISTER ASSETS AND FUNDS FOR THE BENEFIT OF LIVING BRANCHES AND ITS AFFILIATES AND TO PROVIDE SUPPORT FOR THE MISSION OF THOSE ORGANIZATIONS. 0 0 3239773 3239773 0 THE FOUNDATION SOLICITS CONTRIBUTIONS, GRANTS, AND DONATIONS FOR THE BENEFIT OF LIVING BRANCHES AND ITS TAX-EXEMPT AFFILIATES TO FURTHER ITS AFFILIATES' CHARITABLE PURPOSES. GRANTS FROM THE FOUNDATION SUPPORT THE PROVISION OF BENEVOLENT CARE TO PERSONS RESIDING IN ITS AFFILIATES WHO CAN NO LONGER PAY FOR THE CARE THEY RECEIVE.THE FOUNDATION ALSO SUPPORTS THE EMPLOYEES OF THE ORGANIZATION AND ITS AFFILIATES BY PROVIDING EDUCATIONAL AND MISSION-RELATED SCHOLARSHIPS. 3239773 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 8 8 0 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 P SCOTT HECKLER PRESIDENT 0.10 0.00 X X 0 0 0 JOHN W DUERKSEN VICE PRESIDENT 0.10 0.60 X X 0 0 0 WENDELL J WEAVER TREASURER 0.10 0.60 X X 0 0 0 JANE L RUTH SECRETARY 0.10 0.60 X X 0 0 0 M ANDREW DERSTINE DIRECTOR 0.10 0.00 X 0 0 0 BRYAN K HUNSBERGER DIRECTOR 0.10 0.60 X 0 0 0 HENRY L ROSENBERGER DIRECTOR EMERITUS 0.10 0.00 X 0 0 0 SIDNEY J RUTH DIRECTOR 0.10 0.00 X 0 0 0 EDWARD BRUBAKER CHIEF EXECUTIVE OFFICER 2.00 38.00 X 0 369133 48534 STEVEN D MYERS CHIEF FINANCIAL & TECH OFFICER 2.00 38.00 X 0 234699 32908 0 603832 81442 0 0 1 0 0 833427 1987799 2821226 1132812 1132812 10203332 10399801 -196469 -196469 -196469 MONTGOMERY COUNTY COMMUNITY COLLE 900099 400 400 400 3757969 0 0 936743 3239773 3239773 99606 99606 3339379 3239773 99606 0 51622 137601 811500 1295023 39454631 42813762 341105 365764 40658858 44612150 0 0 X 29206689 32455838 11452169 12156312 40658858 44612150 40658858 44612150 418590 3534702 0 X 0 1 X 1 0 X X 6 LIVING BRANCHES 232125481 10 1 0 0 SOUDERTON MENNONITE HOMES 231433891 10 1 1056108 0 HATFIELD MENNONITE HOME INC 231429826 10 1 2183665 0 DOCK ACRES INC 232233514 10 1 0 0 DOCK MANOR INC 232136450 10 1 0 0 DOCK VILLAGE INC 232136449 10 1 0 0 6 3239773 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 FORM 990, SCHEDULE A, PART IV, SECTION A, LINE 1: THE BYLAWS FOR LIVING BRANCHES FOUNDATION STATE THE PURPOSE OF THE FOUNDATION IS TO SUPPORT LIVING BRANCHES AND ITS AFFILIATES. ALTHOUGH THE BYLAWS DO NOT STATE EACH ORGANIZATION SEPARATELY, LIVING BRANCHES AND ITS RELATED ORGANIZATIONS ARE ALL COMMONLY MANAGED AND SHARE A SINGULAR BOARD OF DIRECTORS, EFFECTIVELY INDICATING ITS STATUS AS A GROUP. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 113127 13874 -1667 302 128366 598554 4158 488702 883 113127 477198 134676 12000 1320 598554 480351 10811 12927 1037 477198 469205 26819 14337 1336 480351 0.00000 0.40000 0.60000 0 1 1 0 7292271 3534702 3534702 3757569 400 400 3757969 3338979 -400 -400 3339379 0 3339379 PART V, LINE 4: INCOME FROM THIS FUND IS USED TO ENCOURAGE ACADEMIC ACHIEVEMENT IN YOUNG PERSONS, INTERGENERATIONAL EDUCATIONAL AND PROGRAMMING OPPORTUNITIES, AND SIMILAR PROGRAMS THAT PROVIDE SCHOLARSHIPS FOR YOUNG PERSONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: MONTGOMERY COUNTY COMMUNITY COLLEGE REFUND 400. PART XII, LINE 2D - OTHER ADJUSTMENTS: MONTGOMERY COUNTY COMMUNITY COLLEGE REFUND -400. 1 HATFIELD MENNONITE HOMES ROUTE 309 HATFIELD PA 19440 231429826 501(C)(3) 2183665 0 GENERAL OPERATIONS SOUDERTON MENNONITE HOMES INC 207 WEST SUMMIT STREET SOUDERTON PA 18964 231433891 501(C)(3) 1056108 0 GENERAL OPERATIONS 2 PART I, LINE 2: THE ORGANIZATION PROVIDES ASSISTANCE TO ITS RELATED ENTITIES ON AN AS-NEEDED BASIS. ALL ACCOUNTING FUNCTIONS ARE CENTRALLY-BASED SO THERE IS NO MONITORING OF FUNDS ON A SEPARATE ENTITY BASIS. 0 0 0 0 0 0 0 0 0 EDWARD BRUBAKER CHIEF EXECUTIVE OFFICER 0 319381 0 49752 0 0 0 21350 0 27184 0 417667 0 0 STEVEN D MYERS CHIEF FINANCIAL & TECH OFFICER 0 213140 0 21559 0 0 0 17757 0 15151 0 267607 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 3 LIVING BRANCHES, THE SOLE MEMBER OF THE ORGANIZATION, PERFORMS MANAGEMENT FUNCTIONS FOR THE 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. 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 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 MANOR INC 275 DOCK DRIVE LANSDALE PA 19446 232136450 LOW INCOME 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 & INDIVIDUALS PA 501(C)(3) LINE 10 LIVING BRANCHES 0 0 1 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0