2025-03-14T11:32:47-05:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2023-07-01 232630672 TEL HAI SERVICES INC TELH 6102733149 PO BOX 190 HONEY BROOK PA 193440190 SHARON A CANULL CHIEF FINANCIAL OFFICER 6102733149 2025-03-11 1 1 KERRI N BOGDA CPA P00760402 7177404863 2025-03-11 2023 2025-03-06 01:10:19Z DAVID SHENK PO BOX 190 HONEY BROOK PA 193440190 1992838 0 X WWW.TELHAI.ORG X 1991 PA TO OVERSEE MANAGEMENT ACTIVITIES FOR TEL HAI RETIREMENT COMMUNITY AND ITS SUPPORTING ORGANIZATIONS. 11 11 6 11 0 0 0 0 1880908 1992838 0 0 0 0 1880908 1992838 0 150 0 0 1005230 1048229 0 0 0 875684 944459 1880914 1992838 -6 0 266952 326245 1042751 1102044 -775799 -775799 TEL HAI SERVICES, INC. ADHERES TO THE MISSION OF ITS AFFILIATED ORGANIZATION, TEL HAI RETIREMENT COMMUNITY WHICH IS MOTIVATED BY CHRIST'S LOVE FOR ALL, OUR COVENANT IS TO PROVIDE A VIBRANT CARING COMMUITY THAT ENHANCES THE LIVES OF THOSE SERVED. 0 0 1413574 150 1992838 TEL HAI SERVICES OVERSEES MANAGEMENT RESPONSIBILITIES FOR ITS NON-PROFIT SUBSIDIARIES WHICH PROVIDE HIGH QUALITY CARE AND SERVICES TO RETIRED PERSONS. THE SUBSIDIARIES OF TEL HAI SERVICES ARE: TEL HAI RETIREMENT COMMUNITY (EIN: 23-2039189), TEL HAI DEVELOPMENT (EIN: 23-2436708), AND TEL HAI APARTMENTS (EIN: 23-9118208). 1413574 1 0 0 1 0 0 0 0 0 0 0 1 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 1 1 0 0 1 0 0 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X SHARON A CANULL CHIEF FINANCIAL OFFICER 6102739333 PO BOX 190 HONEY BROOK PA 19344 WENDEL KING CHAIR 1.00 2.00 X X 0 0 0 ANDREW BRUBAKER VICE CHAIR 1.00 1.00 X X 0 0 0 SHELDON MARTIN TREASURER 1.00 2.00 X X 0 0 0 EVA BERING SECRETARY 1.00 2.00 X X 0 0 0 JAMES BARNETT DIRECTOR 1.00 1.00 X 0 0 0 BILL BEAM DIRECTOR 1.00 1.00 X 0 0 0 FORD BERG DIRECTOR 1.00 1.00 X 0 0 0 SALLY BREDEMAN DIRECTOR 1.00 1.00 X 0 0 0 CHRISTOPHER CHURCHILL DIRECTOR 1.00 1.00 X 0 0 0 JACK LEAR DIRECTOR 1.00 2.00 X 0 0 0 LUCINDA PETERSHEIM DIRECTOR 1.00 1.00 X 0 0 0 DAVID SHENK PRESIDENT & CEO 30.00 10.00 X 261809 0 39018 SHARON CANULL CFO/ASSISTANT SECRETARY 30.00 10.00 X 156262 0 14926 KAREN HORNING SR VP, RESIDENT SERVICES 19.00 21.00 X 152094 0 14684 PAUL SCOTT BURKHOLDER VP OF FACILITIES & PROJECT 39.00 1.00 X 153202 0 2944 723367 0 71572 4 0 1 0 0 RESIDENTIAL LIVING 900099 1992838 1992838 1992838 1992838 1992838 0 0 150 150 493481 394785 98696 447241 357793 89448 2894 2315 579 10118 8094 2024 94495 75596 18899 14832 14832 82770 82770 2092 2092 123486 123486 181670 181670 19481 15587 3894 9396 7517 1879 10833 10833 412407 329926 82481 DUES AND SUBCRIPTIONS 61228 61228 DAY IN THE COUNTRY 12379 12379 COMMUNITY BENEFIT 9705 9705 CULINARY COSTS 2468 2468 1712 1712 1992838 1413574 579264 0 8063 10699 44172 79130 143000 143000 71717 93416 266952 326245 264011 285404 778740 816640 1042751 1102044 X -775799 -775799 -775799 -775799 266952 326245 0 0 X 0 1 X 1 0 X X X 3 TEL HAI RETIREMENT COMMUNITY 232039189 10 0 0 0 TEL HAI DEVELOPMENT 232436708 7 0 0 0 TEL HAI APARTMENTS 239118208 10 0 0 0 3 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 SCHEDULE A, PART IV, SECTION D, LINE 3 MOST SUPPORTED ORGANIZATIONS' BOARD MEMBERS SERVE ON THE TEL HAI SERVICES BOARD OF DIRECTORS. BOARD MEMBERS WHO SERVE ON THE SUPPORTED ORGANIZATION BOARDS ARE INVOLVED WITH THE ORGANIZATION'S INVESTMENT POLICIES. THEY MANAGE THE PORTFOLIO AND RECOMMEND AND IMPLEMENT AN APPROPRIATE ASSET ALLOCATION PLAN. 1 1 0 1 20 0 0 0 0 1 2072 2092 0 PART II-B, LINE 1: TEL HAI SERVICES PAYS DUES TO LEADINGAGE PA. A PORTION OF THE DUES PAID TO THE ORGANIZATION IS ALLOCABLE TO LOBBYING EXPENSES. THE TOTAL AMOUNT OF DUES PAID BY TEL HAI SERVICES THAT ARE ALLOCABLE TO LOBBYING IS $2,072. TEL HAI SERVICES WILL, ON OCCASION, ASK ITS VOLUNTEERS, RESIDENTS, AND STAFF TO WRITE TO THEIR LEGISLATORS REGARDING LEGISLATION WHICH AFFECTS THEIR COMMUNITY. THESE REQUESTS ARE GENERALLY VERY INFORMAL AND NO EXPENSES ARE INCURRED. IT IS ESTIMATED THAT THE LEADERSHIP TEAM SPENT $20 IN EXPENSES ON SUCH COMMUNICATIONS. 0 INVESTMENT IN CAPTIVE INSURANCE COMPANY 100000 C INVESTMENT IN CHAPA 43000 C 143000 DEFERRED RETIREMENT ACCOUNT 93416 93416 DUE TO AFFILIATES 816640 816640 1992838 0 1992838 0 1992838 1992838 0 1992838 0 1992838 X X X 0 1 0 0 0 0 0 0 0 DAVID SHENK PRESIDENT & CEO 261809 0 0 0 0 0 30547 0 8471 0 300827 0 0 0 SHARON CANULL CFO/ASSISTANT SECRETARY 156262 0 0 0 0 0 6455 0 8471 0 171188 0 0 0 KAREN HORNING SR VP, RESIDENT SERVICES 152094 0 0 0 0 0 6213 0 8471 0 166778 0 0 0 PAUL SCOTT BURKHOLDER VP OF FACILITIES & PROJECT 153202 0 0 0 0 0 2944 0 0 0 156146 0 0 0 PART I, LINE 4B DAVID SHENK, PRESIDENT, PARTICIPATES IN A 457(F) PLAN. QUARTERLY CONTRIBUTIONS ARE MADE AT A RATE OF 8% OF GROSS EARNINGS. TOTAL CONTRIBUTIONS FOR THE YEAR WERE $19,880.03. FORM 990, PART VI, SECTION A, LINE 6 TEL HAI SERVICES, INC SHALL CONSIST OF MEMBERS WHO ARE IN GOOD STANDING IN A MENNONITE CHURCH OR OTHER EVANGELICAL CONGREGATION WHO ARE IN SYMPATHY WITH THE STANDARDS ADOPTED BY THE CORPORATION. POTENTIAL MEMBERS ARE REVIEWED BY THE BOARD OF DIRECTORS OF THE CORPORATION, APPROVED BY THE ASSOCIATION, AND HAVE CONTRIBUTED AT LEAST THE SUM OF $150. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF TEL HAI SERVICES, INC. VOTE ON A SLATE OF BOARD MEMBERS RECOMMENDED BY THE GOVERNANCE BOARD. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS OF TEL HAI SERVICES, INC. APPROVE ANY BY-LAW MODIFICATIONS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS FIRST REVIEWED BY THE CEO AND CFO. ONCE THEY HAVE APPROVED THE INITIAL DRAFT, THE RETURN IS PRESENTED TO THE FINANCE COMMITTEE. THE FINANCE COMMITTEE REVIEWS AND APPROVES THE FORM, THEN REPORTS TO THE BOARD OF DIRECTORS. A FINAL COPY OF THE RETURN IS PROVIDED TO EACH BOARD MEMBER BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND THE EXECUTIVE TEAM ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. THE PRESIDENT REVIEWS ALL STATEMENTS AND ANY POTENTIAL CONFLICT IS BROUGHT TO THE ATTENTION OF THE CHAIRMAN OF THE BOARD. IF A CONFLICT EXISTS FOR A BOARD MEMBER, THE MEMBER IS ASKED TO ABSTAIN FROM ANY VOTE ASSOCIATED WITH THE CONFLICT. FAMILY AND BUSINESS RELATIONSHIPS ARE EXPRESSLY MENTIONED IN THE CONFLICT OF INTEREST POLICY WHEN ADDRESSING WHO IS AN INTERESTED PERSON. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD'S EXECUTIVE COMMITTEE REVIEWS THE LEADINGAGE PA ANNUAL WAGE SURVEY AND THE FORMS 990 OF OTHER ORGANIZATIONS TO BENCHMARK THE EXECUTIVE TEAM'S SALARIES AGAINST INDUSTRY STANDARDS AND ENSURE SALARIES ARE WITHIN FAIR MARKET RANGE FOR THE INDUSTRY. THE BOARD PRESIDENT REVIEWS ALL SALARY RECOMMENDATIONS AND DECISIONS REGARDING COMPENSATION ARE SUBJECT TO BOARD APPROVAL. ALL EXECUTIVE COMMITTEE DISCUSSIONS ON COMPENSATION ARE RECORDED IN EXECUTIVE MINUTES. ALL OTHER SALARIES ARE DETERMINED BY THE HUMAN RESOURCES DEPARTMENT AND WITH THE APPROPRIATE DIRECTORS OR VICE PRESIDENTS AND ARE DETERMINED AFTER VARIOUS WAGE STUDIES ARE CONSULTED TO AFFIRM SALARIES ARE WITHIN FAIR MARKET VALUE FOR THE INDUSTRY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PAGE 10, PART IX TEL HAI SERVICES, INC. PURCHASES SERVICES FROM ITS SUBSIDIARY, TEL HAI RETIREMENT COMMUNITY. ALL EXPENSES ARE REPORTED ON THE APPROPRIATE LINE OF THE SUBSIDIARY'S STATEMENT OF FUNCTIONAL EXPENSES AND ARE ALLOCATED BACK TO TEL HAI SERVICES, INC. THE PURCHASED SERVICES HAVE BEEN REPORTED ON PART IX, THE STATEMENT OF FUNCTIONAL EXPENSES, IN COMPLIANCE WITH THE FORM 990 INTERNAL REVENUE INSTRUCTIONS, PAGE 47, LINE 21 - PAYMENTS TO AFFILIATES, WHICH STATES THAT PURCHASES OF GOODS AND SERVICES FROM AFFILIATES ARE NOT REPORTED ON LINE 21 BUT ARE REPORTED AS EXPENSES IN THE USUAL MANNER. FORM 990, PAGE 5, PART V, LINE 2A ALL EMPLOYEES OF TEL HAI SERVICES, INC. ARE PAID BY TEL HAI RETIREMENT COMMUNITY (EIN: 23-2039189), A COMMON PAYMASTER. AS A RESULT, NO FORMS W-3 WERE FILED FOR TEL HAI SERVICES, INC. HOWEVER, THERE ARE 6 EMPLOYEES WHO WERE PAID THROUGH THE COMMON PAYMASTER AND HAVE THEIR SALARIES AND BENEFITS RECORDED ON THE TEL HAI SERVICES, INC. FORM 990. TEL HAI RETIREMENT COMMUNITY INC PO BOX 190 HONEY BROOK PA 19344 232039189 TO PROVIDE HIGH QUALITY CARE AND SERVICES TO RETIRED PERSONS PA 501(C)(3) LINE 10 TEL HAI SERVICES INC 1 TEL HAI APARTMENTS INC PO BOX 190 HONEY BROOK PA 19344 239118208 TO PROVIDE LOW INCOME HOUSING TO SENIORS AND DISABLED PERSONS PA 501(C)(3) LINE 10 TEL HAI SERVICES INC 1 TEL HAI DEVELOPMENT INC PO BOX 190 HONEY BROOK PA 19344 232436708 TO PROVIDE FUNDING TO RELATED ORGANIZATIONS PA 501(C)(3) LINE 7 TEL HAI SERVICES INC 1 0 0 0 0 1 0 0 0 0 0 0 1 0 1 1 1 0 0 0 TEL HAI RETIREMENT COMMUNITY INC E 816640 COST TEL HAI RETIREMENT COMMUNITY INC L 1991363 COST SCHEDULE R, PART V, LINE 2 ALL INTERCOMPANY TRANSACTIONS BETWEEN THE FILING ORGANIZATION AND ITS SUBORDINATES ARE ACCOUNTED FOR THROUGH A SINGLE INTERCOMPANY ACCOUNT. TRANSACTION DETAILS ARE NOT KEPT FOR SPECIFIC LINE ITEMS BUT ARE REPORTED IN TOTAL.