2024-11-14T13:42:28-06:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2023-07-01 320375859 MESSIAH LIFEWAYS COMMUNITY SUPPORT SERVICES MESS 7176974666 100 MT ALLEN DRIVE MECHANICSBURG PA 17055 JARROD LEO CFO 7176974666 2024-11-10 1 1 KERRI N BOGDA CPA P00760402 7177404863 2024-11-10 2023 2024-10-15 13:58:12Z KARL J BRUMMER 100 MT ALLEN DRIVE MECHANICSBURG PA 17055 1872095 0 X WWW.MESSIAHLIFEWAYS.ORG X 2012 PA A MINISTRY THAT RESPONSIBLY ENHANCES THE LIVES OF OLDER ADULTS WITH CHRIST-LIKE LOVE. 3 1 101 1 0 0 42127 38223 1500874 1664810 0 0 138567 167172 1681568 1870205 0 0 0 0 1380456 1611897 0 0 0 413794 473901 1794250 2085798 -112682 -215593 317094 216007 2986363 3100869 -2669269 -2884862 X MESSIAH LIFEWAYS COMMUNITY SUPPORT SERVICES ("MLCSS") IS A SUBSIDIARY OF MESSIAH LIFEWAYS. THE ORGANIZATION'S MISSION IS TO BE A MINISTRY THAT RESPONSIBLY ENHANCES THE LIVES OF OLDER ADULTS WITH CHRIST-LIKE LOVE. CONTINUED ON SCHEDULE O.INTENTIONAL AND MEANINGFUL COMMUNITY LIFE IS CENTRAL TO ACHIEVING THE ORGANIZATION'S MISSION OF LIVING "LIFE.EMBRACED." WE BELIEVE LIFE CAN BE ENHANCED WHEN PERSONS HAVE OPPORTUNITIES TO PURSUE THEIR OWN GROWTH WITH AN INWARD JOURNEY OF THE BODY, MIND AND SOUL, HAVE OPPORTUNITIES TO JOURNEY OUTWARD AND CARE FOR AND SHARE THEIR HEARTS AND HANDS WITH OTHERS, AND HAVE OPPORTUNITIES TO JOYOUSLY JOURNEY TOGETHER WITH OTHERS AND BUILD RESPECTFUL, PARTICIPATORY RELATIONSHIPS.OUR DREAM IS TO INSPIRE EVERYONE 55 AND BETTER TO MORE FULLY EMBRACE LIFE; TO NOT FEAR GROWING OLDER, BUT TO RE-IMAGINE THE JOURNEY OF AGING AS A TIME OF PURPOSE, ZEST, AND FAITH-FILLED LIVING. 0 0 1741938 0 1664810 MESSIAH LIFEWAYS COMMUNITY SUPPORT SERVICES (MLCSS) PROVIDES A NUMBER OF IMPORTANT SERVICES TO THE SOUTH CENTRAL PENNSYLVANIA REGION, OFFERING OLDER ADULTS OPTIONS TO AGE IN PLACE AND STAY ACTIVE IN THE COMMUNITY. THESE SERVICES INCLUDE MESSIAH LIFEWAYS ADULT DAY SERVICES, MESSIAH LIFEWAYS AT HOME, MECHANICSBURG PLACE SENIOR CENTER, AND WEST SHORE SENIOR CENTER. WE CONTINUE TO FOCUS ON GROWING COMMUNITY SUPPORT SERVICES AND SERVING MORE PEOPLE IN THE COMMUNITY, ESPECIALLY THOSE WITH LIMITED RESOURCES.CONTINUED ON SCHEDULE O.SOME NOTABLE ACCOMPLISHMENTS FOR MLCSS IN THE FISCAL YEAR ENDING JUNE 30, 2024, ARE AS FOLLOWS:MESSIAH LIFEWAYS CONTINUES TO SERVE A VULNERABLE PORTION OF OLDER ADULTS WHO NEED TO OR CHOOSE TO AGE IN PLACE WITH ADULT DAY SERVICES AND MESSIAH LIFEWAYS AT HOME. OUR ADULT DAY SERVICES' AVERAGE DAILY CENSUS WAS 17.52 CLIENTS. MESSIAH LIFEWAYS AT HOME CONTINUES SERVING INDIVIDUALS IN THEIR HOMES. AT HOME PROVIDED 35,634.50 HOURS OF NON-MEDICAL HOME CARE TO 162 OLDER ADULTS IN CUMBERLAND, DAUPHIN, PERRY, AND NORTHERN YORK COUNTIES THIS PAST YEAR. MESSIAH LIFEWAYS AT HOME CONTINUES TO GROW ITS CONCIERGE SERVICES, WHICH PROVIDES SHORT-TERM CUSTOMIZABLE SERVICES FROM A PERSONAL ASSISTANT TO HELP CLIENTS WITH DOWNSIZING, ORGANIZING, GARDENING, HOLIDAY OR SEASONAL DECORATING, MEAL PLANNING TASKS, AND MUCH MORE. THE PROGRAM HAS BEEN WELL RECEIVED AND IN DEMAND. IN THE 2024 FISCAL YEAR, AT HOME AVERAGED 8 CLIENTS A MONTH THROUGH CONCIERGE SERVICES.MECHANICSBURG PLACE SENIOR CENTER AVERAGED 1,878 VISITS PER MONTH BY OLDER ADULTS WHO UTILIZED THE SENIOR CENTER EVERY MONTH, AND AN AVERAGE OF 621 MEALS WERE SERVED PER MONTH IN THE FISCAL YEAR. MECHANICSBURG PLACE IS A PROGRAM OF MESSIAH LIFEWAYS AND IS SUPPORTED, IN PART, BY A GRANT FROM THE CUMBERLAND COUNTY OFFICE OF AGING AND COMMUNITY SERVICES, THE PENNSYLVANIA DEPARTMENT OF AGING, AND THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES ADMINISTRATION ON AGING. WEST SHORE SENIOR CENTER AVERAGED 2,717 VISITS PER MONTH BY OLDER ADULTS WHO UTILIZED THE SENIOR CENTER EVERY MONTH, AND AN AVERAGE OF 851 MEALS PER MONTH WERE SERVED IN THE FISCAL YEAR. THIS PROGRAM IS LOCATED IN DOWNTOWN NEW CUMBERLAND AND IS SUPPORTED, IN PART, BY THE CUMBERLAND COUNTY OFFICE OF AGING AND COMMUNITY SERVICES, THE PENNSYLVANIA DEPARTMENT OF AGING, AND THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES ADMINISTRATION ON AGING.TO LEARN MORE, VISIT MESSIAHLIFEWAYS.ORG 1741938 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 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 0 0 101 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 1 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X X KARL J BRUMMER PRESIDENTCEO 7176974666 100 MT ALLEN DRIVE MECHANICSBURG PA 17055 KARL J BRUMMER PRESIDENT/CHAIR 1.00 36.00 X X 0 248326 34327 ANDREA BRITTON ML BOARD REPRESENTATIVE 1.00 1.00 X 0 0 0 JARROD LEO CFO/TREASURER 4.00 39.00 X X 0 148524 4143 KATHLEEN STUEBING ML BOARD REPRESENTATIVE (UNTIL 2/24) 1.00 1.00 X 0 0 0 KIMBERLY VALVO CHIEF OPERATIONS OFFICER/VICE CHAIR 0.00 40.00 X 0 165552 15114 ALICIA TITUS SENIOR VP 5.00 35.00 X 0 166591 4801 CHRISTINA WEBER UNTIL 82023 VP OF CSS & HR/VICE CHAIR 10.00 30.00 X 0 95709 16620 0 824702 75005 0 0 1 0 MESSIAH LIFEWAYS 100 MT ALLEN DRIVE MECHANICSBURG PA 17055 MANAGEMENT SERVICES 224400 1 7108 31115 38223 HOME CARE ASSISTANT 621610 1275469 1275469 ADULT DAY CENTER 624110 266019 266019 OTHER OPERATING REV. 624110 123322 123322 1664810 1890 7108 1890 0 TRANSPORTATION REVENUE 624110 149352 149352 ROOM RENTALS 900099 13130 13130 MEMBERSHIP FEES 900099 4690 4690 167172 1870205 1664810 0 167172 1162202 1078975 83227 9640 8950 690 353369 328064 25305 86686 80478 6208 224400 224400 3090 3090 7 7 17087 13057 4030 53569 53569 72231 72231 21286 21286 615 615 13678 13678 FOOD 22469 22469 MINOR EQUIPMENT 19470 19470 BAD DEBT EXPENSE 13227 13227 LICENSES & FEES 3936 3936 8836 8836 2085798 1741938 343860 0 106033 30015 122051 94345 12922 13361 221718 162497 61954 59221 14134 19065 317094 216007 122022 148192 8027 8027 2856314 2944650 2986363 3100869 X -2685522 -2894003 16253 9141 -2669269 -2884862 317094 216007 -215593 0 X 0 1 X 1 0 X 63199 210108 123838 42127 31115 470387 1641529 1420998 1653929 1500874 1664810 7882140 179002 93723 127118 138227 167172 705242 1883730 1724829 1904885 1681228 1863097 9057769 5000 5000 0 5000 5000 9052769 10040 6271 8998 25309 1883730 1724829 1914925 1687499 1872095 9083078 0.99670 0.99770 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: FUNDRAISING RECEIPTS - 2021 AMOUNT: $ 10,040. 2022 AMOUNT: $ 6,271. 2023 AMOUNT: $ 8,998. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 119733 85526 34207 101985 76971 25014 59221 DUE FROM AFFILIATES 19065 19065 DUE TO AFFILIATES 2944650 2944650 1872095 0 1872095 -1890 -1890 1870205 2087688 1890 1890 2085798 0 2085798 PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -1,890. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 1,890. 0 0 0 0 0 0 0 0 0 KARL J BRUMMER PRESIDENT/CHAIR 0 248326 0 0 0 0 0 4709 0 29618 0 282653 0 0 KIMBERLY VALVO CHIEF OPERATIONS OFFICER/VICE CHAIR 0 165552 0 0 0 0 0 4201 0 10913 0 180666 0 0 ALICIA TITUS SENIOR VP 0 166591 0 0 0 0 0 4192 0 609 0 171392 0 0 JARROD LEO CFO/TREASURER 0 148524 0 0 0 0 0 3734 0 409 0 152667 0 0 PART I, LINE 3 THE PRESIDENT'S COMPENSATION IS DETERMINED BY MESSIAH LIFEWAYS (RELATED ORGANIZATION) USING THE FOLLOWING METHOD: COMPENSATION SURVEY/STUDY, COMPENSATION COMMITTEE, BOARD/COMPENSATION COMMITTEE APPROVED. FORM 990, PART VI, SECTION A, LINE 3 THERE IS A MANAGEMENT AGREEMENT BETWEEN MESSIAH LIFEWAYS, PARENT, AND MLCSS FOR CERTAIN MANAGEMENT FUNCTIONS SUCH AS ACCOUNTING, HUMAN RESOURCES, ADMINISTRATION, AND INFORMATION TECHNOLOGY AMONG OTHERS. FORM 990, PART VI, SECTION A, LINE 6 MESSIAH LIFEWAYS IS THE SOLE MEMBER OF MESSIAH LIFEWAYS COMMUNITY SUPPORT SERVICES. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER, MESSIAH LIFEWAYS, APPOINTS THE BOARD OF TRUSTEES OF MLCSS. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE MEMBER, MESSIAH LIFEWAYS, MUST APPROVE CERTAIN TRANSACTIONS (IE BORROWING, BUDGETS, PURCHASES, FUNDRAISING, CHANGE IN OPERATIONS, ETC.), AMENDMENTS TO ARTICLES, AND BY-LAWS ETC. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWED THE FORM 990 IN DETAIL. THE FORM 990 WAS THEN POSTED ON THE BOARD WEBSITE FOR MEMBER ACCESS AND REVIEW. DURING THEIR NOVEMBER MEETING OF THE FINANCE & SHARED SERVICES COMMITTEE OF THE MESSIAH LIFEWAYS BOARD, THE FORMS 990 OF MESSIAH LIFEWAYS AND EACH OF ITS CONTROLLED ENTITIES WERE REVIEWED BEFORE BEING FILED WITH THE IRS. THE REVIEW WAS LED BY THE CFO. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY BOARD MEMBERS AND EXECUTIVE TEAM AFFIRM IN WRITING THEIR AWARENESS AND COMPLIANCE WITH THE CODE OF ETHICS AND CONDUCT POLICY AND CONFLICT OF INTEREST POLICY. ALL ARE ASKED TO DISCLOSE ANY CONFLICTS OF INTEREST AND AGREE TO REFRAIN FROM PARTICIPATING IN ANY DELIBERATIONS, DECISIONS, OR VOTING RELATING TO THE MATTER. THE POLICY IS MONITORED BY MANAGEMENT OF MESSIAH LIFEWAYS. CORPORATE COMPLIANCE & RISK MANAGEMENT VERIFIES THAT ALL FORMS ARE COMPLETED AND SIGNED ANNUALLY. ANY VIOLATIONS OF THE POLICY WILL BE HANDLED AS DEEMED NECESSARY IN ACCORDANCE WITH THE POLICY. ANY MEMBER WHO INTENTIONALLY VIOLATES THE POLICY MAY BE REMOVED FROM THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE MESSIAH LIFEWAYS BOARD OF DIRECTORS HAS A "PRESIDENTIAL RELATIONS COMMITTEE" WHICH CONDUCTS AN ANNUAL REVIEW OF THE PRESIDENT. THIS COMMITTEE HAS THE SAME COMPOSITION AS THE EXECUTIVE COMMITTEE. IN ADDITION TO ESTABLISHING THIS COMMITTEE THE BOARD HAS ESTABLISHED A POLICY TO GUIDE THE WORK OF THE COMMITTEE. THE PURPOSE OF THE COMMITTEE IS TO CONDUCT THE ANNUAL PERFORMANCE EVALUATION OF THE PRESIDENT, REVIEW PAST GOALS AND ESTABLISH FUTURE GOALS, SHARE A SUMMARY OF THE EVALUATION WITH THE FULL BOARD, AND RECOMMEND TERMS OF COMPENSATION TO THE FULL BOARD. IN DETERMINING COMPENSATION, THE BOARD REVIEWS SALARY DATA FROM VARIOUS SOURCES SUCH AS TRADE ASSOCIATION AND HEALTHCARE ALLIANCES. THEIR REVIEW IS DOCUMENTED IN THE BOARD MINUTES. REGARDING OTHER OFFICERS OF THE ORGANIZATION, THE PRESIDENT CONDUCTS AN ANNUAL PERFORMANCE EVALUATION. IN DETERMINING THE OFFICERS' COMPENSATION, THE PRESIDENT REVIEWS SALARY DATA FROM APPROPRIATE TRADE ASSOCIATIONS AND ALLIANCES. THE BOARD OF DIRECTORS GIVES FINAL APPROVAL OF THE COMPENSATION OF THESE OFFICERS INDIRECTLY THROUGH REVIEW AND APPROVAL OF THE ANNUAL BUDGET. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE FOR INSPECTION UPON REQUEST. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE ON ITS WEBSITE (WWW.MESSIAHLIFEWAYS.ORG), AND UPON REQUEST. ADDITIONALLY THE FINANCIAL STATEMENTS ARE INCORPORATED INTO THE DISCLOSURE STATEMENT PREPARED FOR MESSIAH HOME AND MESSIAH FAMILY SERVICES, AS REQUIRED BY THE DEPARTMENT OF INSURANCE. MESSIAH ALSO POSTS THE AUDITED STATEMENTS OUT TO THE EMMA WEBSITE (WWW.EMMA.MSRB.ORG) MESSIAH LIFEWAYS 100 MT ALLEN DRIVE MECHANICSBURG PA 17055 352443724 SENIOR HEALTHCARE PA 501(C)(3) LINE 12B, II N/A 0 MESSIAH HOME DBA MESSIAH LIFEWAYS AT MESSIAH VILLAGE 100 MT ALLEN DRIVE MECHANICSBURG PA 17055 231458000 SENIOR HEALTHCARE PA 501(C)(3) LINE 10 MESSIAH LIFEWAYS 0 MESSIAH FAMILY SERVICES DBA MESSIAH LIFEWAYS AT MOUNT JOY COUNTRY HOMES 100 MT ALLEN DRIVE MECHANICSBURG PA 17055 231484171 HOUSING FOR SENIOR ADULTS PA 501(C)(3) LINE 10 MESSIAH LIFEWAYS 0 0 0 0 0 1 0 0 0 0 0 1 0 1 1 1 0 0 0 0