United Zion Retirement Community
- Assets
- $39.5m
- Revenue
- $12.9m
- Investments
- $0.0
- Employees
- 189
- Location
- Lititz, PA
- Founding
- 01/1978
- Data as of
- 12/2021
- EIN
- 23-1365176
Organization Overview
United Zion Retirement Community is located in Lititz, PA. The organization was established in 1978. According to its NTEE Classification (P75) the organization is classified as: Supportive Housing for Older Adults, under the broad grouping of Human Services and related organizations. As of 12/2021, United Zion Retirement Community employed 189 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. United Zion Retirement Community is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, United Zion Retirement Community generated $12.9m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 4.4% each year. All expenses for the organization totaled $11.7m during the year ending 12/2021. While expenses have increased by 4.4% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
SUPERIOR QUALITY SERVICES FOR THE ELDERLY BASED ON CHRISTIAN PRINCIPLES
Describe the Organization's Program Activity:
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 $1,995,000 IN 2021 INCLUDING COSTS RELATED TO THE MEDICAID PROGRAM. IN THE CURRENT YEAR IN HEALTH CARE, 47% OF THE 20,722 RESIDENT DAYS WERE PAID BY MEDICAL ASSISTANCE. IN PERSONAL CARE, 23% OF THE 9,676 DAYS WERE BENEVOLENT FUNDS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Marilyn Sue Verdegem CEO | Officer | 40 | $169,427 |
Ellen Haupt Nursing Home Administrator | Officer | 40 | $114,073 |
Matthew Musser Chief Financial Officer | Officer | 40 | $103,673 |
Jessica Musser President | OfficerTrustee | 1 | $0 |
Barry Hoffer Treasurer | OfficerTrustee | 1 | $0 |
Esther Keyser Secretary | OfficerTrustee | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Forefront Healthcare Dining Services | 12/30/21 | $626,394 |
Paul Risk Construction Construction | 12/30/21 | $1,672,533 |
Covenant Alliance Rehab East Llc Therapy - Pt, Ot, St | 12/30/21 | $468,910 |
Intelycare Contracted Labor | 12/30/21 | $229,736 |
Eh Gochnauer & Sons Inc Hvac Contractor | 12/30/21 | $164,724 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $319,706 |
| All other contributions, gifts, grants, and similar amounts not included above | $207,999 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $527,705 |
| Total Program Service Revenue | $10,965,812 |
| Investment income | $312,345 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | -$59,370 |
| Net Gain/Loss on Asset Sales | $1,043,209 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $12,864,824 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $419,606 |
| Compensation of current officers, directors, key employees. | $244,143 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $5,051,438 |
| Pension plan accruals and contributions | $220,168 |
| Other employee benefits | $952,460 |
| Payroll taxes | $338,608 |
| Fees for services: Management | $211,524 |
| Fees for services: Legal | $2,060 |
| Fees for services: Accounting | $35,550 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $189,337 |
| Fees for services: Other | $370,226 |
| Advertising and promotion | $29,484 |
| Office expenses | $234,526 |
| Information technology | $209,890 |
| Royalties | $0 |
| Occupancy | $288,747 |
| Travel | $6,517 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $762,092 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $1,063,473 |
| Insurance | $116,374 |
| All other expenses | $162,840 |
| Total functional expenses | $11,701,425 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $276,276 |
| Savings and temporary cash investments | $1,448,764 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $628,522 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $75,371 |
| Prepaid expenses and deferred charges | $142,096 |
| Net Land, buildings, and equipment | $22,559,129 |
| Investments—publicly traded securities | $13,622,725 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $795,363 |
| Total assets | $39,548,246 |
| Accounts payable and accrued expenses | $1,185,258 |
| Grants payable | $0 |
| Deferred revenue | $4,679,024 |
| Tax-exempt bond liabilities | $18,384,855 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $817,663 |
| Total liabilities | $25,066,800 |
| Net assets without donor restrictions | $11,740,733 |
| Net assets with donor restrictions | $2,740,713 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $39,548,246 |
Grants Recieved
Over the last fiscal year, we have identified 3 grants that United Zion Retirement Community has recieved totaling $51,039.
| Awarding Organization | Amount |
|---|---|
The Orpah H Graybill Declaration Of Trust Orlando, FL PURPOSE: GENERAL OPERATING | $32,107 |
Lancaster County Community Foundation Lancaster, PA PURPOSE: DESIGNATED FOR GENERAL OPERATING SUPPORT | $18,844 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $88 |
Endowment Analysis
| Beg. Balance | $2,420,498 |
| Earnings | $236,410 |
| Other Expense | $89,041 |
| Ending Balance | $2,567,867 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
New York Armenian Home Inc Forest Hills, NY | $920,237 | $91,924 |
Messiah Home Mechanicsburg, PA | $178,549,269 | $51,412,413 |
Fellowship Senior Living Inc Basking Ridge, NJ | $187,391,253 | $47,338,549 |
Brethren Home Community New Oxford, PA | $203,107,620 | $47,521,434 |
Maple Knoll Communities Inc Cincinnati, OH | $123,123,326 | $44,611,272 |
The Mennonite Home Lancaster, PA | $196,485,253 | $48,109,566 |
The Village At Rockville Inc Frederick, MD | $175,992,547 | $34,000,172 |
Landis Homes Retirement Community Lititz, PA | $172,325,737 | $44,637,724 |
Asbury Inc Frederick, MD | $80,704,465 | $39,927,876 |
Otterbein Lebanon Lebanon, OH | $186,378,501 | $44,867,411 |
United Methodist Homes Of New Jersey Neptune, NJ | $66,409,487 | $39,329,714 |
Meadowood Corporation Worcester, PA | $160,208,688 | $42,941,264 |