2026-02-26T07:10:14-06:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-07-01 232293927 BRETHREN SERVICES INC BRET 7175692657 3001 LITITZ PIKE LITITZ PA 17543 RODNEY L MARTZALL VP FINANCE/CFO 7175814234 2026-02-22 1 1 KERRI N BOGDA P00760402 7177404863 2026-02-22 2024 2025-03-06 01:10:19Z VILLAGE GARDEN APARTMENTS RODNEY L MARTZALL 3001 LITITZ PIKE LITITZ PA 17543 674516 0 X WWW.BV.ORG X 1984 PA PLAN, OPERATE, AND MAINTAIN HOUSING FOR VERY LOW INCOME ELDERLY AND DISABLED INDIVIDUALS. 11 11 0 12 0 0 0 0 644969 673771 720 745 0 0 645689 674516 0 0 0 0 89752 92823 0 0 0 592335 576240 682087 669063 -36398 5453 1175042 1135301 2993413 2948219 -1818371 -1812918 X PLAN, OPERATE, AND MAINTAIN HOUSING FOR VERY LOW INCOME ELDERLY AND DISABLED INDIVIDUALS ON A NON-PROFIT BASIS. 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 515637 673771 1. OPERATES A 60 UNIT APARTMENT COMPLEX OF AFFORDABLE HOUSING FOR LOW INCOME INDIVIDUALS. THE APARTMENT COMPLEX IS FINANCED BY THE UNITED STATES DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. 2. MAINTAINS A WAITING LIST OF 184 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 AND DISABLED INDIVIDUALS 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. 515637 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 11 11 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 (UNTIL 12/2024) 0.10 1.60 X X 0 0 0 ALAN R OVER SECRETARY (UNTIL 12/2024) 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 TREASURER 0.10 1.60 X 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 TYLER ESHELMAN DIRECTOR 0.10 1.60 X 0 0 0 TINA BELLANCA DIRECTOR 0.10 1.60 X 0 0 0 JEFFREY DAHL DIRECTOR 0.10 1.60 X 0 0 0 MISTY WINTSCH DIRECTOR (UNTIL 12/2024) 0.10 1.60 X 0 0 0 JOHN N SNADER PRESIDENT/CEO 0.00 40.00 X 0 270983 30135 RODNEY L MARTZALL VP FINANCE/CFO 0.00 40.00 X 0 174386 26086 0 445369 56221 0 0 1 0 0 HOUSING RENTAL INCOME 531110 673771 673771 673771 745 745 674516 673771 0 745 X 74545 74545 12722 12722 5556 5556 20415 20415 160376 160376 16180 10942 5238 44999 44999 109575 109575 164698 164698 22260 22260 ADMINISTRATIVE EXPENSES 12690 12690 TRANSPORTATION 10800 10800 REPAIRS AND MAINTENANCE 7113 7113 MORTGAGE INS. PREMIUM 6996 6996 138 138 669063 515637 153426 0 64012 93506 3088 3449 4814340 3940954 977253 873386 130689 164960 1175042 1135301 81694 107684 21528 22625 2890191 2817910 2993413 2948219 X -1818371 -1812918 -1818371 -1812918 1175042 1135301 5453 0 X X 0 1 X 1 1 1 X 598322 603899 615701 644969 673771 3136662 598322 603899 615701 644969 673771 3136662 0 0 0 3136662 110 98 427 720 745 2100 110 98 427 720 745 2100 598432 603997 616128 645689 674516 3138762 0.99930 0.99950 0.00070 0.00050 X 0 1 X 90000 90000 3764926 3280329 484597 889655 606162 283493 69759 54463 15296 873386 DEPOSITS 164960 164960 X 674516 0 674516 0 674516 669063 0 669063 0 669063 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 263533 0 0 0 7450 0 10300 0 19835 0 301118 0 0 RODNEY L MARTZALL VP FINANCE/CFO 0 174386 0 0 0 0 0 7120 0 18966 0 200472 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 ARE 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, 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 10,610. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,610. SECURITY PAYROLL CONTRACT: PROGRAM SERVICE EXPENSES 30,480. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,480. GROUNDS CONTRACT: PROGRAM SERVICE EXPENSES 13,798. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,798. REPAIRS CONTRACT: PROGRAM SERVICE EXPENSES 79,527. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 79,527. ELEVATOR MAINTENANCE CONTRACT: PROGRAM SERVICE EXPENSES 5,958. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,958. SNOW REMOVAL: PROGRAM SERVICE EXPENSES 8,304. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,304. GARBAGE & TRASH REMOVAL: PROGRAM SERVICE EXPENSES 11,699. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,699. 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, INC.'S ("BS") ALLOCATED PAYROLL COSTS BASED ON TIME SPENT. ALL INDIVIDUALS WORKING AT BS 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 II INC 3001 LITITZ PIKE LITITZ PA 17543 202081463 PROVIDES LOW INCOME HOUSING FOR THE ELDERLY 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