LEBANON VALLEY BRETHREN HOME

EIN: 237404857 501(c)(3)

PALMYRA, PA

Total Revenue
$27,160,446
Total Expenses
$27,501,088
Total Assets
$91,755,717
Net Assets
$20,157,735
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1974
Legal Domicile
PA
Principal Officer
JEFFREY SHIREMAN
Phone
7178385406
Tax Period
2023-01-01 to 2023-12-31

LEBANON VALLEY BRETHREN HOME, founded in 1974, is a mid-sized nonprofit that reported $27.2M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

THE LEBANON VALLEY BRETHREN HOME, AN OUTREACH MINISTRY OF THE CHURCH OF THE BRETHREN, IS COMMITTED TO PROVIDING INDEPENDENT LIVING HOUSING, HIGH-QUALITY HEALTH CARE, AND SUPPORTIVE SERVICES FOR ELDERLY PERSONS IN AN ATTITUDE OF LOVE AND SERVANTHOOD.

Program Service Accomplishments

Program 1
Expenses: $23,546,587 Revenue: $25,386,691

NURSING CARE- IN 2023, SKILLED NURSING CARE HAD AN AVERAGE CENSUS OF 66 BEDS OCCUPIED, WITH 34% OF THESE RESIDENTS RECEIVING SUBSIDIZED CARE. IN 2023 ALL FOUR OF OUR ORIGINAL GREEN HOUSES COMPLETED...

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NURSING CARE- IN 2023, SKILLED NURSING CARE HAD AN AVERAGE CENSUS OF 66 BEDS OCCUPIED, WITH 34% OF THESE RESIDENTS RECEIVING SUBSIDIZED CARE. IN 2023 ALL FOUR OF OUR ORIGINAL GREEN HOUSES COMPLETED EXTENSIVE RENOVATIONS. TWO OF THESE HOUSES REMAINED UNOCCUPIED DUE TO LACK OF STAFF AVAILABILITY. WE ARE WORKING TO REBUILD OUR STAFFING NUMBERS TO THE PRE PANDEMIC LEVELS. WE HAD A FEW, SPORADIC COVID-19 CASES IN 2023. THE NURSING CENSUS CONTINUES TO BE INTENTIONALLY REDUCED, WITH THE GOAL TO MOVE 20 ELDERS INTO THE UNOCCUPIED GREEN HOUSES BY YEAR END 2024. LEBANON VALLEY BRETHREN HOME MAINTAINED ITS CMS 5 STAR RATING THROUGHOUT 2023 AND OUR ANNUAL DEPARTMENT OF HEALTH SURVEY RESULTED IN NO DEFICIENCIES. PERSONAL CARE- IN 2023, PERSONAL CARE HAD AN AVERAGE CENSUS OF 37 RESIDENTS WITH ONE RESIDENT RECEIVING BENEVOLENT ASSISTANCE TO CONTINUE RECEIVING SERVICES. THE PLANS FOR A 16-BED MEMORY SUPPORT UNIT WERE FINALIZED IN 2023 WITH CONSTRUCTION STARTING IN JANUARY 2024. THIS MEMORY CARE UNIT WILL BE LOCATED IN THE FORMER TRANQUIL TERRACE NURSING UNIT THAT HAS BEEN UNOCCUPIED FOR SEVERAL YEARS. PLANS CONTINUE FOR OUR CURRENT PERSONAL CARE UNIT AND A NURSING UNIT, LEFFLER CARE, TO UNDERGO FULL RENOVATIONS IN TWO FUTURE PHASES. CENSUS IN PERSONAL CARE HAS REMAINED STRONG THROUGHOUT 2023. THE DEPARTMENT OF HEALTH AND HUMAN SERVICES SURVEY RESULTED IN ONE MINOR DEFICIENCY. INDEPENDENT LIVING - AN AVERAGE 343 OF THE COMMUNITY'S 364 INDEPENDENT LIVING RESIDENCES WERE OCCUPIED THROUGHOUT 2023. BENEVOLENT ASSISTANCE WAS PROVIDED TO NINE DIFFERENT INDIVIDUALS OR CO-RESIDENTS TO ASSIST WITH THE MONTHLY MAINTENANCE FEE FOR THEIR RESIDENCE. THE DEMAND FOR OUR INDEPENDENT LIVING SERVICES REMAINS VERY STRONG. IN 2023 WE HAD OVER 100 NEW APPLICANTS FOR OUR WAIT LIST, AND WE SUCCESSFULLY COMPLETED NEARLY 50 "TURNAROUNDS" (I.E., UNITS THAT WERE VACATED, RENOVATED AND RE-OCCUPIED). THE CAMPUS CONTINUES TO OFFER JUST TWO BASIC CONTRACTS - A 25% REFUNDABLE ENTRANCE FEE AGREEMENT, AND A NO ENTRANCE FEE (I.E., RENTAL) CONTRACT. AFTER YEARS OF PRE-DEVELOPMENT EFFORTS, WE RECEIVED THE NECESSARY LAND DEVELOPMENT APPROVALS TO BEGIN CONSTRUCTION OF PHASE 1 OF OUR NEW FOX RUN INDEPENDENT LIVING EXPANSION. THE FOX RUN PROJECT WILL INCLUDE 3 PHASES OF DEVELOPMENT, AND SHOULD SPAN SEVERAL YEARS OF NEW CONSTRUCTION. PHASE 1 STARTED CONSTRUCTION IN 2023 BUT THE FIRST MOVE-INS ARE SCHEDULED IN 2024. WHEN FINALLY COMPLETED, FOX RUN IS ANTICIPATED TO ADD ABOUT 150 NEW INDEPENDENT LIVING RESIDENTS TO THE CURRENT I/L POPULATION, WHICH NOW STANDS AT ABOUT 480 RESIDENTS. IN 2023, THE VERY SUCCESSFUL ANNUAL YARD SALE, A LONGSTANDING FUNDRAISER TRADITION COMPLETELY STAGED BY OUR RESIDENTS, RAISED OVER $100,000 FOR THE BENEFIT OF THE COMMUNITY'S GOOD SAMARITAN FUND.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $619,075
Program Service Revenue $25,386,691
Investment Income $763,967
Other Revenue $390,713
TOTAL REVENUE $27,160,446

Expense Breakdown

Grants Paid $189,509
Salaries & Benefits $13,547,499
Fundraising Expenses $219,808
Program Expenses $23,546,587
Other Expenses $13,764,080
TOTAL EXPENSES $27,501,088

Year-over-Year Comparison

2023 2022 Change
Revenue $27,160,446 $24,374,929 +0.1%
Expenses $27,501,088 $25,237,398 +0.1%
Net Income $-340,642 $-862,469 -0.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
15
Independent Members
15
Employees
278
Volunteers
178

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$676,181
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
STEVEN TILLEY CHAIR 2.00
Officer Director
$0 $0 $0
SANDRA PINTARCH VICE CHAIR 2.00
Officer Director
$0 $0 $0
DR DENNIS GINGRICH SECRETARY 2.00
Officer Director
$0 $0 $0
ROY MEYER TREASURER 2.00
Officer Director
$0 $0 $0
RAYMOND FLAGG DIRECTOR 1.00
Director
$0 $0 $0
ROBERT FORTNA DIRECTOR 1.00
Director
$0 $0 $0
RICHARD HANN SR DIRECTOR 1.00
Director
$0 $0 $0
REV RONALD LUDWICK DIRECTOR 1.00
Director
$0 $0 $0
REV BELITA MITCHELL DIRECTOR 1.00
Director
$0 $0 $0
GEORGE PORTER DIRECTOR 1.00
Director
$0 $0 $0
CHESTER ROSE DIRECTOR 1.00
Director
$0 $0 $0
THOMAS SHENK DIRECTOR 1.00
Director
$0 $0 $0
MICHAEL SWANK DIRECTOR 1.00
Director
$0 $0 $0
JAMES WILLIAMS JR DIRECTOR 1.00
Director
$0 $0 $0
KEITH WAGNER DIRECTOR 1.00
Director
$0 $0 $0
JEFFREY SHIREMAN PRESIDENT/CEO 37.50
Officer
$260,418 $48,928 $309,346
HENRY BRUBAKER VP FINANCE/CFO 37.50
Officer
$158,119 $34,799 $192,918
JENNIFER GINDER VP HEALTH SERVICES 37.50
Officer
$158,660 $15,257 $173,917
DEBRA O'DONNELL RN NURSE MANAGER 37.50
Highest
$108,720 $22,767 $131,487
STEPHANIE FEGLEY DIRECTOR OF NURSING 37.50
Highest
$118,060 $10,975 $129,035
LISA MORGANTHALL HR DIRECTOR 37.50
Highest
$109,694 $32,718 $142,412
FRANCIS GLYNN DIRECTOR OF ENVIRONMENTAL SERVICES 37.50
Highest
$101,884 $28,835 $130,719
BRYON BURWELL RN NURSE MANAGER 37.50
Highest
$102,706 $18,522 $121,228
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $27,160,446 $27,501,088 $91,755,717 $-340,642
2022 $24,374,929 $25,237,398 $81,652,298 $-862,469
2021 $26,365,122 $26,060,561 $78,609,610 $304,561
2020 $25,145,668 $25,429,243 $76,190,307 $-283,575
2019 $24,871,003 $24,160,886 $74,458,751 $710,117
2018 $25,553,976 $23,351,484 $64,871,744 $2,202,492
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