2024-02-07T06:40:43-06:00 2023-06-30 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2022-07-01 232815761 WELSH MOUNTAIN HOME WELS 7173559522 567 SPRINGVILLE ROAD NEW HOLLAND PA 17557 COREY HAMILTON VP FINANCE/CFO 7173559522 2024-01-31 1 COREY HAMILTON XXX-XX-XXXX 1 KERRI N BOGDA CPA P00760402 7177404863 2024-01-31 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MONA FREY 567 SPRINGVILLE ROAD NEW HOLLAND PA 17557 2424304 0 X WWW.WELSHMOUNTAINHOME.ORG X 1995 PA TO PROVIDE PERSONAL CARE AND HOUSING FOR THE ELDERLY AND MENTALLY CHALLENGED. 10 10 41 10 0 0 880221 1257130 1053089 997950 -16294 -51699 37740 70377 1954756 2273758 0 0 0 0 828975 893362 0 0 0 730809 707503 1559784 1600865 394972 672893 3813217 4722045 89205 324600 3724012 4397445 WELSH MOUNTAIN HOME PROVIDES FACILITIES, SERVICES, AND PROGRAMS FOR OLDER ADULTS AND DEPENDENT PERSONS. IT IS COMMITTED TO MAINTAINING AN ATMOSPHERE OF SIMPLICITY AND INTEGRITY WITH A CHRISTIAN EMPHASIS. 0 0 1316578 0 997950 WMH OPERATES A PERSONAL CARE HOME IN A CHRISTIAN ENVIRONMENT. WMH IS HOME TO 40 PERSONS AND HAS BEEN PROVIDING AFFORDABLE CARE TO THE AGING POPULATION FOR OVER 90 YEARS ON A 50 ACRE RURAL CAMPUS. WMH PROVIDES CHARITY CARE TO RESIDENTS WHO MEET CERTAIN CRITERIA WITHOUT CHARGE OR AT AMOUNTS LESS THAN ESTABLISHED RATES. IN 2023, CHARITY CARE, WHICH REPRESENTS THE DIFFERENCE BETWEEN THE ESTIMATED COST OF PROVIDING CARE AND THE PAYMENTS RECEIVED FOR SERVICES RENDERED, TOTALED $566,600. 1316578 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 11 0 41 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 10 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X COREY HAMILTON CFO 7175693271 1001 EAST OREGON ROAD LITITZ PA 17543 LAMAR BENNER CHAIRMAN 1.00 0.00 X X 0 0 0 MATTHEW MARTIN VICE CHAIR 1.00 0.00 X X 0 0 0 HELEN HERSHEY SECRETARY 1.00 0.00 X X 0 0 0 MELISSA SARNOCINSKI TREASURER 1.00 1.00 X X 0 0 0 RICHARD BUCKWALTER BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN EBY BOARD MEMBER 1.00 1.00 X 0 0 0 MARY ELLEN GROFF BOARD MEMBER 1.00 0.00 X 0 0 0 KEN MARTIN BOARD MEMBER 1.00 0.00 X 0 0 0 ZACH MARTIN BOARD MEMBER 1.00 0.00 X 0 0 0 VERNON MUSSER BOARD MEMBER 1.00 0.00 X 0 0 0 MONA FREY EXECUTIVE DIRECTOR 40.00 0.00 X 0 86476 17475 COREY HAMILTON VP OF FINANCE/CFO 1.00 49.00 X 0 204058 28689 0 290534 46164 0 0 1 0 0 35045 28501 1193584 1257130 RESIDENT SVC. REVENUE 623000 997950 997950 997950 21890 21890 71238 1175 72909 73093 -1671 -71918 -73589 -73589 4900 35045 4544 356 356 DEVELOPER FEE INCOME 900099 43096 43096 WATER INCOME 623000 21472 21472 REP PAYEE INCOME 623000 3290 3290 2163 2163 70021 2273758 997950 0 18678 716686 665108 51578 12736 11819 917 94893 86073 8820 69047 65012 4035 158171 158171 308 308 5004 5004 1705 1705 43213 29068 14145 141231 133076 8155 3703 3703 111832 111832 4219 3790 429 1579 1579 161594 161594 41275 41275 RESIDENT SERVICES 11595 11595 CAPITAL CAMPAIGN 7259 7259 MEDICAL SUPPLIES 7176 7176 EMPLOYEE EXPENSES 5673 5673 1966 755 1211 1600865 1316578 284287 0 250600 11550 295078 510457 27876 121681 18625 5 53768 16817 3688184 1340718 2365951 2347466 171284 1084042 629944 629936 91 91 3813217 4722045 85266 54831 3939 269769 89205 324600 X 3431570 3256429 292442 1141016 3724012 4397445 3813217 4722045 672893 540 0 X 0 1 X 1 0 X 150299 280731 476472 880221 1257130 3044853 1071412 1023211 951120 1053089 997950 5096782 15774 54339 14004 43096 127213 1221711 1319716 1481931 1947314 2298176 8268848 16900 16759 25614 59435 119140 237848 0 16900 16759 25614 59435 119140 237848 8031000 4401 2885 42331 15073 21890 86580 4401 2885 42331 15073 21890 86580 32000 48509 29026 29659 34600 173794 1258112 1371110 1553288 1992046 2354666 8529222 0.94160 0.95700 0.01020 0.01000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: NON-CHARITABLE FUNDRAISING INCOME - 2018 AMOUNT: $ 6,950. 2019 AMOUNT: $ 6,766. 2020 AMOUNT: $ 2,633. 2021 AMOUNT: $ 4,025. 2022 AMOUNT: $ 4,900. WATER INCOME - 2018 AMOUNT: $ 20,400. 2019 AMOUNT: $ 20,400. 2020 AMOUNT: $ 20,700. 2021 AMOUNT: $ 21,000. 2022 AMOUNT: $ 21,472. INSURANCE REIMBURSEMENT - 2019 AMOUNT: $ 13,862. 2020 AMOUNT: $ 195. REP PAYEE INCOME - 2018 AMOUNT: $ 4,125. 2019 AMOUNT: $ 4,375. 2020 AMOUNT: $ 3,570. 2021 AMOUNT: $ 3,360. 2022 AMOUNT: $ 3,290. DINING INCOME - 2018 AMOUNT: $ 500. 2019 AMOUNT: $ 500. 2020 AMOUNT: $ 500. 2021 AMOUNT: $ 1,000. 2022 AMOUNT: $ 500. MISC INCOME - 2018 AMOUNT: $ 25. 2019 AMOUNT: $ 2,606. 2020 AMOUNT: $ 1,428. 2021 AMOUNT: $ 130. 2022 AMOUNT: $ 2,775. TRANSPORTATION INCOME - 2021 AMOUNT: $ 144. 2022 AMOUNT: $ 63. SIGNAGE REIMBURSEMENT - 2022 AMOUNT: $ 1,600. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1118078 1118078 1708654 901743 806911 650401 438975 211426 211051 211051 2347466 INVESTMENT IN MT. VIEW TERRACE 629936 C 629936 DUE TO AFFILIATES 52455 REFUNDABLE ADVANCE, EMPLOYEE RETENTION CREDIT 217314 269769 2277137 540 -1705 -1165 2278302 -4544 -4544 2273758 1603704 4544 4544 1599160 1705 1705 1600865 PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEE EXPENSE -1,705. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -4,544. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 4,544. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEE EXPENSE 1,705. FALL BANQUET 39945 35045 4900 4544 39945 35045 4900 4544 4544 356 0 0 0 0 0 0 0 0 0 COREY HAMILTON VP OF FINANCE/CFO 0 204058 0 0 0 0 0 10682 0 18007 0 232747 0 0 FORM 990, PART VI, SECTION A, LINE 3 LANDIS COMMUNITIES PROVIDES EXECUTIVE MANAGEMENT SERVICES AND ALL FINANCIAL SERVICES FOR THE ORGANIZATION. LANDIS QUALITY LIVING IS OWNED AND OPERATED BY LANDIS COMMUNITIES, WHO MAINTAINS SOLE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 6 IN OCTOBER OF 2020, LANDIS COMMUNITIES PASSED OWNERSHIP OF WELSH MOUNTAIN HOME TO LANDIS QUALITY LIVING, A LANDIS COMMUNITIES AFFILIATE. LANDIS QUALITY LIVING IS OWNED BY LANDIS COMMUNITIES AND BECAME THE SOLE MEMBER OF WELSH MOUNTAIN HOME AT THAT TIME. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS SHALL BE RECOMMENDED, ONE EACH, BY EACH OF THE FIVE SUPPORTING BISHOP DISTRICTS OF THE LANCASTER MENNONITE CONFERENCE (BOWMANSVILLE/READING, GROFFDALE, MARTINDALE, LAN-CHESTER AND WEAVERLAND/NORTHEAST). DIRECTORS MAY BE APPOINTED BY THE BOARD OF DIRECTORS OF THE SOLE MEMBER FOR TERMS OF THREE YEARS FROM A SLATE RECOMMENDED BY EACH OF THE BISHOP DISTRICTS AND FORWARDED BY THE CORPORATION'S BOARD OF DIRECTORS. AT LEAST ONE DIRECTOR SHALL BE A DIRECTOR OR OFFICER OF THE SOLE MEMBER WHO SHALL BE NOMINATED AND APPOINTED BY THE SOLE MEMBER'S BOARD. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE MEMBER HOLDS RESERVE POWERS THAT REQUIRE MEMBER APPROVAL OVER CERTAIN DECISIONS AS DESCRIBED IN THE CORPORATION'S BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE VP OF FINANCE AND THE PRESIDENT PERFORM AN INITIAL REVIEW OF THE RETURN. A DRAFT OF THE FEDERAL FORM 990 IS THEN PROVIDED TO THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. THE FINANCE AND AUDIT COMMITTEE OVERSEES THE FINANCIAL AFFAIRS OF THE ORGANIZATION AND REVIEWS THE FEDERAL FORM 990 FOR COMPLETENESS. UPON REVIEW, THE FINANCE AND AUDIT COMMITTEE WILL TAKE ACTION TO APPROVE THE RETURN. THIS INFORMATION IS REPORTED TO THE BOARD OF DIRECTORS IN THE MINUTES OF THE FINANCE AND AUDIT COMMITTEE. ADDITIONALLY, THE FEDERAL FORM 990 IS MADE AVAILABLE ELECTRONICALLY TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL CONFLICT OF INTEREST QUESTIONNAIRES ARE PREPARED BY EACH BOARD MEMBER. EACH BOARD MEMBER ALSO COMPLETES A CHECKLIST REGARDING POTENTIAL CONFLICTS. THE STATEMENTS AND CHECKLISTS ARE REVIEWED AND MONITORED BY THE BOARD CHAIR AND THE EXECUTIVE COMMITTEE. ANY BOARD MEMBER WHO HAS AN APPARENT OR THE APPEARANCE OF CONFLICT WILL RECUSE HIM OR HERSELF FROM ANY DECISIONS REGARDING THE CONFLICT. FAMILY AND BUSINESS RELATIONSHIPS ARE MENTIONED IN THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 WELSH MOUNTAIN HOME'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. LANDIS COMMUNITIES 1001 EAST OREGON ROAD LITITZ PA 175439206 300706945 SUPPORTING ORGANIZATION PA 501(C)(3) LINE 12B, II N/A 0 LANDIS HOMES RETIREMENT COMMUNITY 1001 EAST OREGON ROAD LITITZ PA 175439206 232194364 CONTINUING CARE RETIREMENT COMMUNITY PA 501(C)(3) LINE 10 LANDIS COMMUNITIES 0 LANDIS HCBS LLC 1001 EAST OREGON ROAD LITITZ PA 175439206 204435391 HOME CARE SERVICES PA 501(C)(3) LINE 10 LANDIS COMMUNITIES 0 LANDIS QUALITY LIVING 1001 EAST OREGON ROAD LITITZ PA 175439206 833598754 LOW-INCOME HOUSING PA 501(C)(3) LINE 10 LANDIS COMMUNITIES 0 MOUNTAIN VIEW TERRACE LP (0051 OWNERSHIP) 567 SPRINGVILLE ROAD NEW HOLLAND PA 17557 371648979 MGT OF LOW-INCOME HOUSING COMMUNITY PA WELSH MOUNTAIN HOME INC RELATED -10 317 0 1 0.00010 QUALITY LIVING CHOICES 1001 EAST OREGON ROAD LITIZ PA 17543 611683369 SENIOR HOUSING PA N/A C 0 WELSH MOUNTAIN HOME INC 567 SPRINGVILLE ROAD NEW HOLLAND PA 17557 453530937 MGT OF LOW INCOME HOUSING COMMUNITY PA WELSH MOUNTAIN HOME C -8 629936 1.00000 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0