2024-11-14T10:35:15-06:00 2023-12-31 232108173 RKL LLP 102 PICKERING WAY STE 300 EXTON PA 19341 990 2023-01-01 251845584 THE ECUMENICAL COMMUNITY III ECUM 7175332474 830 CHERRY DRIVE HERSHEY PA 17033 LOUISA GUERRISI ASSISTANT TREASURER 7175332474 2024-11-13 1 0 STEPHANIE E KANE CPA P01275157 4848742200 2024-11-13 2023 2024-10-15 13:58:12Z LOUISA GUERRISI 830 CHERRY DRIVE HERSHEY PA 17033 526640 0 X WWW.ECUMENICALRETIREMENT.ORG X 1999 PA PROVIDE A FACILITY TO A RELATED ORGANIZATION WHICH PROVIDES ASSISTED-LIVING CARE TO THE ELDERLY. 7 7 0 10 0 0 0 0 511347 511994 62 14646 0 0 511409 526640 0 0 0 0 0 0 0 0 0 246669 264274 246669 264274 264740 262366 3490701 3425944 1997631 1670508 1493070 1755436 TO PROVIDE A FACILITY TO A RELATED ORGANIZATION WHICH PROVIDES ASSISTED-LIVING CARE TO THE ELDERLY. 0 0 242616 511994 TO PROVIDE A FACILITY TO A RELATED ORGANIZATION WHICH PROVIDES PERSONAL CARE SERVICES TO THE ELDERLY. 242616 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 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 X 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X LOUISA GUERRISI ASSISTANT TREASURER 7175332474 830 CHERRY DRIVE HERSHEY PA 17033 JONATHAN D ANDREWS CHAIRMAN OF THE BOARD 1.00 1.00 X X 0 0 0 STEPHANIE GARMAN MAURER VICE CHAIRMAN OF THE BOARD 0.50 0.50 X X 0 0 0 JAMES P SHELLENBERGER SECRETARY/TREASURER 0.50 0.50 X X 0 0 0 REV DR G S EDMISTON JR BOARD MEMBER (TERMED 11/23) 0.50 0.50 X 0 0 0 REV THOMAS E MCKEE BOARD MEMBER 0.50 0.50 X 0 0 0 DR MARK A TOTARO BOARD MEMBER 0.50 0.50 X 0 0 0 GREG RHODES BOARD MEMBER 0.50 0.50 X 0 0 0 JEANNINE PETERSON BOARD MEMBER (START 11/23) 0.50 0.50 X 0 0 0 LOUISA GUERRISI ASST. TREASURER 0.50 0.50 X 0 0 0 JOHN J PALKOVITZ JR ASST. TREASURER 0.50 0.50 X 0 0 0 DAN ATLAND ASST. SECRETARY 0.50 0.50 X 0 0 0 GWEN O'NEAL EXECUTIVE DIRECTOR 5.00 35.00 X 0 125598 11211 JASON TURRI MARKETING DIRECTOR 5.00 35.00 X 0 135788 4045 TREVA NELL MARKETING DIRECTOR 5.00 35.00 X 0 136932 16092 0 398318 31348 0 0 1 0 0 RENTAL INCOME 532000 511994 511994 511994 14646 14646 526640 511994 0 14646 20923 20923 182652 182652 55978 55978 OTHER ADMINISTRATIVE EX 4721 3986 735 264274 242616 21658 0 17353 6003 108281 112801 7560649 5135484 2465357 2425165 899710 881975 3490701 3425944 24868 63487 1972763 1607021 1997631 1670508 X 1493070 1755436 1493070 1755436 3490701 3425944 262366 0 X 0 1 X 0 0 X 15645 10000 25645 560393 513318 512453 511347 511994 2609505 576038 513318 522453 511347 511994 2635150 0 0 0 2635150 7564 5334 651 62 14646 28257 7564 5334 651 62 14646 28257 583602 518652 523104 511409 526640 2663407 0.98940 0.99370 0.01060 0.00630 X 4706444 2678883 2027561 2313743 1916139 397604 540462 540462 0 2425165 RESTRICTED DEPOSITS 499839 ADVANCES TO AFFILIATE 382136 881975 X 11567658 11041018 11041018 526640 0 526640 11472891 11208617 11208617 264274 0 264274 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATIONS, INCLUDING WHETHER THE ENTITIES ARE EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE ORGANIZATIONS HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE ORGANIZATIONS ARE NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: CONSOLIDATED RETURN 11,041,018. PART XII, LINE 2D - OTHER ADJUSTMENTS: CONSOLIDATED RETURN 11,208,617. 0 0 0 0 0 0 0 0 0 TREVA NELL MARKETING DIRECTOR 0 91758 0 45174 0 0 0 3399 0 12693 0 153024 0 0 PART I, LINE 3 THE ECUMENICAL COMMUNITY, A RELATED ORGANIZATION, COMPENSATES THE ORGANIZATION'S EXECUTIVE DIRECTOR. THE ECUMENICAL COMMUNITY USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION. - COMPENSATION COMMITTEE - COMPENSATION SURVEY OR STUDY FORM 990 PART V, LINE 1C THE ORGANIZATION DID NOT HAVE ANY INSTANCES WHERE BACKUP WITHHOLDINGS WAS REQUIRED; HOWEVER, IF THE SITUATION WOULD ARISE, THE ORGANIZATION IS AWARE OF THE REPORTING REQUIREMENTS AND WOULD HANDLE THAT ACCORDINGLY. FORM 990, PART VI, SECTION A, LINE 3 GEORGE M. LEADER FAMILY CORPORATION ACTS AS THE MANAGEMENT COMPANY FOR THE ORGANIZATION AND ITS SISTER ORGANIZATION, PROVIDING OPERATIONAL MANAGEMENT OF THE ENTITIES FOR A FEE BASED ON REVENUE LEVELS. THE MANAGEMENT FEE IS PAID BY THE SISTER ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS REVIEWED AND APPROVED BY THE ASSISTANT TREASURER, WHO THEN MAKES A RECOMMENDATION TO THE BOARD TO ACCEPT IT. COPIES ARE SENT TO THE BOARD EITHER VIA E-MAIL OR FIRST CLASS US MAIL TO REMAINING BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST QUESTIONNAIRE IS PROVIDED TO BOARD MEMBERS AND EXECUTIVE MANAGEMENT ON AN ANNUAL BASIS. THESE QUESTIONNAIRES ARE REVIEWED BY THE MANAGEMENT COMPANY THE ORGANIZATION CONTRACTS WITH AND IF ACTION IS REQUIRED IT IS PRESENTED TO THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE WHEN REQUEST IS MADE AT FACILITY SITE. THE ECUMENICAL COMMUNITY 830 CHERRY DRIVE HERSHEY PA 17033 251612331 TO PROVIDE PERSONAL CARE SERVICES TO LOW-INCOME SENIOR CITIZENS. PA 501(C)(3) LINE 10 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0