2025-03-12T05:59:01-05:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2023-07-01 202081463 BRETHREN SERVICES II INC BRET 7175692657 3001 LITITZ PIKE LITITZ PA 17543 RODNEY L MARTZALL VP FINANCE/CFO 7175692657 2025-02-20 1 0 KERRI N BOGDA CPA P00760402 7177404863 2025-02-20 2023 2025-03-06 01:10:19Z FAIRVIEW MEADOWS RODNEY L MARTZALL 3001 LITITZ PIKE LITITZ PA 17543 390182 0 X WWW.BV.ORG X 2005 PA PLAN, OPERATE, AND MAINTAIN HOUSING FOR LOW INCOME ELDERLY INDIVIDUALS. 12 12 0 13 0 0 0 0 364315 381996 157 255 7932 7931 372404 390182 0 0 0 0 87003 89752 0 0 0 446612 479258 533615 569010 -161211 -178828 3058546 2850742 1284162 1255186 1774384 1595556 X PLAN, OPERATE, AND MAINTAIN HOUSING FOR THE VERY LOW INCOME ELDERLY. CONTINUED ON SCHEDULE O. PROVIDE INDIVIDUALS WITH HOUSING AND SERVICES SPECIALLY DESIGNED TO MEET THE SPIRITUAL, PHYSICAL, SOCIAL, EMOTIONAL, AND PSYCHOLOGICAL NEEDS OF THE ELDERLY AND CONTRIBUTE TO THEIR HEALTH, SECURITY, AND HAPPINESS. 0 0 421177 381996 1. OPERATES A 60 UNIT APARTMENT COMPLEX OF AFFORDABLE HOUSING FOR VERY LOW INCOME INDIVIDUALS. THE APARTMENT COMPLEX IS FINANCED BY THE UNITED STATES DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT.2. MAINTAINS A WAITING LIST OF 156 VERY LOW INCOME APPLICANTS. THERE IS AN APPROXIMATE 5-6 YEAR WAIT FOR ADMISSION.3. CONSISTENTLY MAINTAINS A 97-100% OCCUPANCY RATE.CONTINUED ON SCHEDULE O.4. PROVIDES AFFORDABLE HOUSING AND SUPPLEMENTAL SERVICES TO 60 VERY LOW INCOME SENIORS ON THE CAMPUS OF A CONTINUING CARE RETIREMENT COMMUNITY. RENT IS 30% OF ADJUSTED TENANT INCOME & INCLUDES COST OF ALL UTILITIES.5. SERVICES PROVIDED TO TENANTS INCLUDE 24 HOUR SECURITY, 24 HOUR ACCESS TO HOME CARE, DAILY SHUTTLE SERVICE TO GROCERY STORES AND SHOPPING CENTERS, EXERCISE PROGRAMS, VOLUNTEER OPPORTUNITIES, MEALS ON WHEELS, AND COMMUNITY SPECIAL EVENTS AND PROGRAMS. 421177 1 0 0 0 0 0 0 0 1 0 1 0 0 1 0 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 1 1 0 0 0 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 PA X JOHN BAKER AFFORDABLE HOUSING MANA 7175814317 3001 LITITZ PIKE LITITZ PA 17543 STEVEN L FAUS CHAIR 0.10 1.60 X X 0 0 0 JOANNE C ESHELMAN VICE CHAIR 0.10 1.60 X X 0 0 0 JOHN W BIEMILLER TREASURER 0.10 1.60 X X 0 0 0 ALAN R OVER SECRETARY 0.10 1.60 X X 0 0 0 JOHN H GIBBEL ASST SECRETARY/TREASURER 0.10 1.60 X X 0 0 0 STEPHEN E WENZEL DIRECTOR 0.10 1.60 X 0 0 0 BRIAN W BOYD DIRECTOR 0.10 1.60 X 0 0 0 CONNIE M METZLER DIRECTOR 0.10 1.60 X 0 0 0 KATHRYN H RIEGEN DIRECTOR 0.10 1.60 X 0 0 0 BRETT H TENNIS DIRECTOR 0.10 1.60 X 0 0 0 MISTY WINTSCH DIRECTOR 0.10 1.60 X 0 0 0 TYLER ESHELMAN DIRECTOR 0.10 1.60 X 0 0 0 CAROL D HESS SECRETARY (UNTIL 12/23) 0.10 1.60 X X 0 0 0 JOHN N SNADER PRESIDENT/CEO 1.00 40.00 X 0 231685 28103 RODNEY L MARTZALL VP FINANCE/CFO 1.00 40.00 X 0 155090 28792 0 386775 56895 0 0 1 0 0 HOUSING RENTAL INCOME 531110 381996 381996 381996 255 255 DEBT FORGIVENESS 900099 7931 7931 7931 390182 381996 0 8186 X 72035 72035 12295 12295 5422 5422 19593 19593 142055 142055 23985 19309 4676 53542 53542 188731 188731 21384 21384 ADMINISTRATIVE EXPENSES 12204 12204 TRANSPORTATION 10800 10800 REPAIRS AND MAINTENANCE 6740 6740 FINANCIAL EXPENSES 224 224 569010 421177 147833 0 68000 33335 3 10 6927707 4431635 2653612 2496072 336931 321325 3058546 2850742 69480 47738 24318 25015 1190364 1182433 1284162 1255186 X 1774384 1595556 1774384 1595556 3058546 2850742 -178828 0 X X 0 1 X 1 1 1 X 332526 343406 355406 364315 381996 1777649 332526 343406 355406 364315 381996 1777649 0 0 0 1777649 95 56 50 157 255 613 95 56 50 157 255 613 7932 7932 7932 7932 7931 39659 340553 351394 363388 372404 390182 1817921 0.97780 0.97690 0.00030 0.00030 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: DEBT FORGIVENESS - 2019 AMOUNT: $ 7,932. 2020 AMOUNT: $ 7,932. 2021 AMOUNT: $ 7,932. 2022 AMOUNT: $ 7,932. 2023 AMOUNT: $ 7,931. 0 1 X 43110 43110 4513374 2541206 1972168 1768116 1528715 239401 603107 361714 241393 2496072 DEPOSITS 321325 321325 X 390182 0 390182 0 390182 569010 0 569010 0 569010 PART IV, LINE 2B: THESE FUNDS REPRESENT TENANT SECURITY DEPOSITS. PART X, LINE 2: THE CORPORATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. 0 0 0 0 0 0 0 0 0 JOHN N SNADER PRESIDENT/CEO 0 224876 0 0 0 6809 0 9135 0 18968 0 259788 0 0 RODNEY L MARTZALL VP FINANCE/CFO 0 155090 0 0 0 0 0 6376 0 22416 0 183882 0 0 PART I, LINE 3 THE CEO'S COMPENSATION IS DETERMINED BY BRETHREN VILLAGE USING THE FOLLOWING: COMPENSATION COMMITTEE, COMPENSATION SURVEY/STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 2 BOARD DIRECTORS JOANNE AND TYLER ESHLEMAN ARE MOTHER AND SON. FORM 990, PART VI, SECTION A, LINE 3 INDIVIDUALS MANAGING/RUNNING THE ORGANIZATION ARE EMPLOYED BY BRETHREN VILLAGE, AN AFFILIATED TAX-EXEMPT ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS IS APPOINTED BY BRETHREN VILLAGE, CONTROLLING ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B HOUSING AND URBAN DEVELOPMENT (HUD)'S APPROVAL OR CONSENT IS REQUIRED BEFORE MAKING ANY GOVERNANCE DECISIONS RELATED TO THE PROJECT. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES UNDER THE ORGANIZATION'S GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT PREPARES AND GATHERS INFORMATION NEEDED FOR THE TAX CONSULTANT TO PREPARE THE TAX RETURNS. MANAGEMENT PARTICIPATES IN THE REVIEW PROCESS PRIOR TO PRESENTING THE RETURNS TO THE FINANCE COMMITTEE OF BRETHREN VILLAGE FOR REVIEW AND APPROVAL. RETURNS ARE THEN MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS ALL DIRECTORS, OFFICERS, AND EMPLOYEES WHO CAN INFLUENCE THE ACTIONS OF BRETHREN VILLAGE AND BRETHREN SERVICES II, INC. ALL DIRECTORS AND OFFICERS MUST COMPLETE AN ANNUAL CONFLICT DISCLOSURE STATEMENT. THE EXECUTIVE ASSISTANT IS RESPONSIBLE FOR ENSURING THAT EVERYONE COMPLETES A STATEMENT ANNUALLY. THE CFO REVIEWS THE STATEMENTS FOR CONFLICTS WHICH ARE DISCLOSED TO THE PRESIDENT AND BOARD CHAIR WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE BOARD OR A DULY CONSTITUTED COMMITTEE THEREOF. ANY DIRECTOR HAVING A POSSIBLE CONFLICT OF INTEREST ON ANY MATTER SHOULD NOT VOTE OR USE PERSONAL INFLUENCE ON THE MATTER AND SHOULD NOT BE COUNTED IN DETERMINING THE QUORUM FOR THE MEETING. REVIEWS AND DISCUSSIONS OF POTENTIAL CONFLICTS ARE DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMMITTEE OF BRETHREN VILLAGE BOARD ESTABLISHES COMPENSATION FOR THE PRESIDENT. THE COMMITTEE RELIES ON EXTERNAL DATA INCLUDING AN EXECUTIVE WAGE SURVEY, SPECIFIC FOR THE SENIOR LIVING INDUSTRY, AS WELL AS OTHER COMPARABLE WAGE INDICATORS (ECONOMIC OUTLOOK, ETC.). COMPENSATION FOR VICE PRESIDENTS AND OTHER POSITIONS (KEY EMPLOYEES) WITHIN THE ORGANIZATION ARE ESTABLISHED USING INTERNALLY DEVELOPED DATA (COMPENSATION RANGES) AND EXTERNAL SURVEY DATA FROM STATE ASSOCIATION AND OTHER SIMILAR GROUPS BY THE PRESIDENT. SALARIES ARE REVIEWED ANNUALLY. MINUTES OF THE COMMITTEE MEETINGS ARE RECORDED AND FILED. SALARY ADJUSTMENTS ARE FORWARDED TO THE HR DEPARTMENT BY THE PRESIDENT WITH THE PROPER DOCUMENTATION/AUTHORIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WOULD MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND/OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G JANITOR & CLEANING CONTRACT: PROGRAM SERVICE EXPENSES 12,918. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,918. SECURITY PAYROLL CONTRACT: PROGRAM SERVICE EXPENSES 29,280. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,280. GROUNDS CONTRACT: PROGRAM SERVICE EXPENSES 12,722. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,722. REPAIRS CONTRACT: PROGRAM SERVICE EXPENSES 67,239. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 67,239. ELEVATOR MAINTENANCE CONTRACT: PROGRAM SERVICE EXPENSES 6,724. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,724. SNOW REMOVAL: PROGRAM SERVICE EXPENSES 4,451. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,451. GARBAGE REMOVAL: PROGRAM SERVICE EXPENSES 8,721. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,721. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE REVIEW OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR. FORM 990, PART V, LINE 2A: THE SALARY AND BENEFIT EXPENSES REPORTED ON FORM 990, PART IX ARE BRETHREN SERVICES II, INC.'S ("BSII") ALLOCATED PAYROLL COSTS BASED ON TIME SPENT. ALL INDIVIDUALS WORKING AT BSII ARE EMPLOYEES OF BRETHREN VILLAGE ("BV") AND ARE REPORTED ON ITS FORM W-3 UNDER EIN: 23-1425014. BV IS AN AFFILIATED TAX-EXEMPT ORGANIZATION. BRETHREN SERVICES INC 3001 LITITZ PIKE LITITZ PA 17543 232293927 PROVIDES LOW INCOME HOUSING FOR THE ELDERLY AND HANDICAPPED PA 501(C)(3) LINE 10 BRETHREN VILLAGE 0 BRETHREN VILLAGE 3001 LITITZ PIKE LITITZ PA 17543 231425014 OPERATES A CCRC PROVIDING HOUSING, HEALTH CARE, AND OTHER RELATED SERVICES PA 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0