Nonprofit · EIN 23-1365176
UNITED ZION RETIREMENT COMMUNITY
Tax-exempt · LITITZ, PA 17543
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $15,595,304 | $15,543,704 | $51,600 | $71,090,781 | $53,945,563 | $17,145,218 |
| December 31, 2024 | 990 | $14,500,643 | $14,344,147 | $156,496 | $46,327,276 | $30,758,656 | $15,568,620 |
| December 31, 2023 | 990 | $14,988,256 | $13,693,527 | $1,294,729 | $39,333,748 | $24,765,529 | $14,568,219 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $157,902
- Program service revenue
- $14,242,433
- Investment income
- $1,011,802
- Net rental income
- -$46,286
- Net gain from sales of assets
- $292,634
- Other revenue
- $183,167
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $408,307
- Other salaries and wages
- $6,609,312
- Salaries, compensation and benefits (total)
- $8,709,692
- Professional fundraising fees
- $0
- Legal fees
- $1,553
- Accounting fees
- $57,718
- Occupancy
- $260,726
- Travel
- $27,188
- Depreciation
- $1,612,201
- Program services (functional)
- $13,944,238
- Management and general (functional)
- $1,445,151
- Fundraising (functional)
- $154,315
Balance sheet and other
- Total assets, start of year
- $46,327,276
- Total assets, end of year
- $71,090,781
- Total liabilities, end of year
- $53,945,563
- Net assets, end of year
- $17,145,218
- Land, buildings and equipment
- $41,250,383
- Publicly traded securities
- $15,222,346
- Net assets without donor restrictions
- $14,332,442
- Net assets with donor restrictions
- $2,812,776
- Gross unrelated business income
- -$25,723
- Gross receipts
- $18,066,431
- Employees
- 220
- Volunteers
- 44
- Year formed
- 1905
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARILYN SUE VERDEGEM | CEO Officer | 40 | $186,773 | $36,435 |
| MATTHEW MUSSER | CHIEF FINANCIAL OFFICER Officer | 40 | $145,906 | $39,193 |
| ELLEN HAUPT | NURSING HOME ADMINISTRATOR Highest-paid employee | 40 | $133,635 | $11,498 |
| JANET HENRY-ISAAC | DIRECTOR OF NURSING Highest-paid employee | 40 | $121,830 | $21,220 |
| SHANNON SENSING | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| DORCAS ZIMMERMAN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JOHN E FRY | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| EUNICE METZLER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ROGER GERHART | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CLARENCE SPOHN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SUSANA TERCERO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BILL GEIB | BOARD MEMBER (LEFT 11/25) Trustee or director | 1 | $0 | $0 |
| WARREN HACKMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2024: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARILYN SUE VERDEGEM | CEO Officer | 40 | $169,451 | $31,245 |
| MATTHEW MUSSER | CHIEF FINANCIAL OFFICER Officer | 40 | $133,660 | $31,393 |
| ELLEN HAUPT | NURSING HOME ADMINISTRATOR Highest-paid employee | 40 | $125,903 | $11,073 |
| JANET HENRY-ISAAC | DIRECTOR OF NURSING Highest-paid employee | 40 | $114,620 | $20,326 |
| JESSICA MUSSER | PRESIDENT (UNTIL, 4/24) Trustee or director, Officer | 1 | $0 | $0 |
| SHANNON SENSING | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JOHN E FRY | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| EUNICE METZLER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ROGER GERHART | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CLARENCE SPOHN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SUSANA TERCERO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DORCAS ZIMMERMAN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| WARREN HACKMAN | BOARD MEMBER (FROM, 4/24) Trustee or director | 1 | $0 | $0 |
| BILL GEIB | BOARD MEMBER (FROM, 4/24) Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARILYN SUE VERDEGEM | CEO Officer | 40 | $177,668 | $28,899 |
| MATTHEW MUSSER | CHIEF FINANCIAL OFFICER Officer | 40 | $124,734 | $29,092 |
| ELLEN HAUPT | NURSING HOME ADMINISTRATOR Officer | 40 | $120,071 | $10,523 |
| JANET HENRY-ISAAC | DIRECTOR OF NURSING Highest-paid employee | 40 | $112,643 | $11,916 |
| JESSICA MUSSER | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| MEL HORST | VICE PRESIDENT (UNTIL 4/23) Trustee or director, Officer | 1 | $0 | $0 |
| SHANNON SENSING | VICE PRESIDENT (FROM 4/23) Trustee or director, Officer | 1 | $0 | $0 |
| ESTHER KEYSER | TREASURER (UNTIL 8/23) Trustee or director, Officer | 1 | $0 | $0 |
| JOHN E FRY | TREASURER (FROM 8/23) Trustee or director, Officer | 1 | $0 | $0 |
| EUNICE METZLER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ROGER GERHART | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CLARENCE SPOHN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SUSANA TERCERO | BOARD MEMBER (FROM 3/23) Trustee or director | 1 | $0 | $0 |
| DORCAS ZIMMERMAN | BOARD MEMBER (FROM 4/23) Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 722 FURNACE HILLS PIKE, LITITZ, PA 17543-7954
- Principal officer (990 for 2025)
- MARILYN SUE VERDEGEM, 722 FURNACE HILLS PIKE, LITITZ, PA 17543
- Signed the 990
- MARILYN SUE VERDEGEM, CHIEF EXECUTIVE OFFICER
- Phone
- (717) 626-2071
- Website
- WWW.UZRC.ORG
- Return prepared by
- RKL LLP
Mission
BASED ON CHRISTIAN PRINCIPLES, WE PROVIDE A COMMUNITY WHERE RESIDENTS THRIVE BY FOCUSING ON INDEPENDENCE, DIGNITY, AND PHYSICAL, EMOTIONAL, AND SPIRITUAL WELLNESS.
Program accomplishments
- AT UNITED ZION RETIREMENT COMMUNITY, MAINTAINING AN INDIVIDUAL'S HIGHEST LEVEL OF INDEPENDENCE REMAINS OUR GOAL WHETHER SUPPORTING THEM IN INDEPENDENT LIVING COTTAGES OR APARTMENTS, IN PERSONAL CARE SUITES OR HEALTHCARE. EACH RESIDENCE HAS SOMETHING GREAT TO OFFER. ALL COTTAGES INCLUDE A FULL DAY-LIGHT BASEMENT ABLE TO BE CUSTOMIZED TO SPECIFIC LIFESTYLE NEEDS. ALL FIRST FLOOR APARTMENTS INCLUDE THEIR OWN OUTSIDE ENTRANCE AND PORCHES AND SELECTED APARTMENTS CAN BE PROVIDED WITH ADDITIONAL PERSONAL CARE SERVICES TO PREVENT A PRE-MATURE MOVE FROM THE APARTMENT TO RECEIVE ADDITIONAL SUPPORT. SEVERAL PLEASANT DINING VENUES, VARIED RECREATIONAL PROGRAMS, FREQUENT OFF-CAMPUS TRIPS AND DAILY SPIRITUAL PROGRAMS IN THE CHAPEL ENHANCE ONE'S LIFESTYLE, INDEPENDENCE AND CHOICE. HEALTHCARE ROOMS, DESIGNED BY AWARD WINNING ARCHITECTS, PROVIDE ENHANCED PRIVACY FOR BOTH PRIVATE AND SEMI-PRIVATE - SHARED BATH ACCOMMODATIONS AND FLAT SCREEN TELEVISIONS. EXPERIENCED PROFESSIONAL THERAPISTS PROVIDE REHABILITATION SERVICES. UNITED ZION RETIREMENT COMMUNITY'S MORE THAN 115 YEAR REPUTATION FOR PROVIDING THESE QUALITY SENIOR SERVICES HIGHLIGHTS UNITED ZION'S EXPERIENCE IN MEETING THE UNIQUE NEEDS AND PREFERENCES OF OLDER ADULTS. UNITED ZION RETIREMENT COMMUNITY PROVIDES CONTINUING CARE FOR RESIDENTS MEETING CERTAIN ELIGIBILITY CRITERIA UPON RESIDENCY. THIS ASSURES INDIVIDUALS SEEKING RESIDENCY THAT BENEVOLENT SUPPORT WILL BE AVAILABLE SHOULD THEY BE UNABLE TO PAY THE FULL COST OF THEIR FUTURE CARE. THE LEVEL OF THIS UNFUNDED CARE AMOUNTED TO APPROXIMATELY $1,697,000 IN 2025 INCLUDING COSTS RELATED TO THE MEDICAID PROGRAM. FOR THE CURRENT YEAR IN HEALTH CARE, 30.55% OF THE 20,518 RESIDENT DAYS WERE PAID BY MEDICAL ASSISTANCE. IN PERSONAL CARE, 19.55% OF THE 9,288 DAYS WERE BENEVOLENT FUNDS.Expenses $13,944,238 · revenue $14,242,433
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-1365176
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1978
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Assets (IRS master file)
- $71,090,781
- Income (IRS master file)
- $18,066,431
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $15,595,304 | $15,543,704 | $71,090,781 | XML |
| 990-T | December 2025 | – | – | – | IRS |
| 990 | December 2024 | $14,500,643 | $14,344,147 | $46,327,276 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $14,988,256 | $13,693,527 | $39,333,748 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $12,178,943 | $12,438,000 | $35,849,810 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-1365176).
Questions about UNITED ZION RETIREMENT COMMUNITY
- What is the EIN of UNITED ZION RETIREMENT COMMUNITY?
- The employer identification number (EIN) of UNITED ZION RETIREMENT COMMUNITY is 23-1365176.
- Is UNITED ZION RETIREMENT COMMUNITY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to UNITED ZION RETIREMENT COMMUNITY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED ZION RETIREMENT COMMUNITY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED ZION RETIREMENT COMMUNITY due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED ZION RETIREMENT COMMUNITY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of UNITED ZION RETIREMENT COMMUNITY?
- The 990 for the year ended December 31, 2025 names MARILYN SUE VERDEGEM.
- Who are the officers and directors of UNITED ZION RETIREMENT COMMUNITY?
- The 990 for the year ended December 31, 2025 lists 13 people; 4 received compensation from the organization, the highest $186,773 (MARILYN SUE VERDEGEM, CEO).
- How much revenue does UNITED ZION RETIREMENT COMMUNITY have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $15,595,304, expenses of $15,543,704 and total assets of $71,090,781 at year end.
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