Together we empower older adults and families to lead lives of purpose and joy, guided by the mennonite tradition of care and service to others.

501(c)(3) charity; gifts are tax-deductible.
24¢ of each $1 spent went to programs.
$1.4M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $1.3M a year · 28% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
24%
of spending
Concern: 24% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.4M
to officers and key staff · 42% of spending
Concern: pay to officers and key staff is 42% of spending; over 30%.
Pt VII · Sec A
3 mo
of spending, in cash
Plus $5.1M in investments, Pt X · Ln 11–13
Fine: 2.6 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $2K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2.1M
28% of total assets
Looks good: liabilities are 28% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.3M
Spent
$3.4M
To programs
24%
Net assets
$5.3M
By yearFY2020–FY2025
Revenue
$3.3M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$3.3M
FY2021$3.2M
FY2022$3.4M
FY2023$3.5M
FY2024$4.1M
FY2025$10.8M
Expenses
$3.4M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$3.4M
FY2021$3.0M
FY2022$3.3M
FY2023$3.3M
FY2024$3.5M
FY2025$3.9M
Net assets
$5.3M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$5.3M
FY2021$5.5M
FY2022$5.0M
FY2023$5.6M
FY2024$7.8M
FY2025$14.4M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1981.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

24 cents of each dollar spent went to programs.

Program services 24% · $813K Management & general 74% · $2.5M Fundraising 2% · $55K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

19 people listed on the 990; $1.4M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
President & CEO
$340,807Pt VII · Sec A
Chief Financial & Tech Officer
$211,396Pt VII · Sec A
Executive Director - Dw
$174,285Pt VII · Sec A
Executive Director - Smh & Wls
$164,851Pt VII · Sec A
Chief Human Resource Officer
$143,079Pt VII · Sec A
Chief Marketing Officer
$141,633Pt VII · Sec A
Chief Risk Officer
$132,351Pt VII · Sec A
Dir. of Risk Mgmt and Compliance
$106,867Pt VII · Sec A

Edward D Brubaker’s $379K as President & CEO is at the 89th percentile of top reported officer pay among 676 $10–100M housing nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Edward D Brubaker$379,488$384,264$369,133$315,592$354,376$340,807
Steven D Myers$236,268$243,409$234,699$209,641$231,448$211,396
Monique Cole$197,526$193,206$176,562$159,548$171,096$164,851
Nancy Donnelly————$184,277$174,285
Alexandra Metricarti—$160,103$156,125$143,721$158,573$141,633
Alexandra K Metricarti$156,673—————
Katherine Shott———$139,742$154,537$143,079
Kristin Thim$151,362$153,707$143,079———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides management services for elder housing and healthcare.

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Provided by the organization

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1 program · $813K · in their own filed words · FY2019
01

Living branches plans, establishes, operates, and maintains housing for senior adults and provides, on a nonprofit basis, housing facilities and services specially designed to meet the spiritual, physical, emotional, social, and psychological needs of aging.

$813Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$2K
Grants paid · 8 grants · $300K · 2019–2024
Dock Mennonite AcademyPA · FY2024$75,000
Unitemized GrantFY2023$6,250
Living Branches FoundationPA · FY2020$38,640
Living Branches FoundationPA · FY2019$138,255

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$3.3M
Ln 12
Fees for servicesLn 2g$2.8M
Other incomeLn 4–11$361K
Investment incomeLn 3$204K
Money outPt IX
$3.4M
Ln 25
Programscol B$813K
Managementcol C$2.5M
Fundraisingcol D$55K
Owns and owesPt X
$5.3M
net assets · Ln 32
Cash and savingsLn 1–2$737K
Total assetsLn 16$7.4M
LiabilitiesLn 26$2.1M
PeoplePt VI, VII
19
listed · VII A
PaidVII A8
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$2.8M
Investment incomeLn 3$204K
Other incomeLn 4–11$361K
Gains on assetsLn 7$8K
Total revenueLn 12$3.3M
Assets in detailPt X, end of year
CashLn 1$500
SavingsLn 2$736K
Cash and savings togetherLn 1–2$737K
InvestmentsLn 11–13$5.1M
Land, buildings, equipmentLn 10c$833K
Other assetsLn 15$0
Total assetsLn 16$7.4M
LiabilitiesLn 26$2.1M
Net assetsLn 32$5.3M
OperationsPt I, VI
EmployeesI 5117
VolunteersI 611
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$657K$737K
InvestmentsLn 11–13$6.1M$5.1M
Land, buildings, equipmentLn 10c$749K$833K
Total assetsLn 16$8.3M$7.4M
LiabilitiesLn 26$3.0M$2.1M
Net assetsLn 32$5.3M$5.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$138K$138K
Pay of current officers, directors and key staffLn 5$1.0M$399K$642K
Other salaries and wagesLn 7$1.1M$44K$1.0M
Pension plan contributionsLn 8$32K$32K
Other employee benefitsLn 9$233K$233K
Payroll taxesLn 10$120K$3K$117K
Legal feesLn 11b$12K$12K
Accounting feesLn 11c$38K$38K
Professional fundraising feesLn 11e$40K$40K
Investment management feesLn 11f$8K$8K
Other fees for servicesLn 11g$14K$14K
Advertising and promotionLn 12$10K$10K
Office expensesLn 13$76K$13K$48K$15K
Information technologyLn 14$69K$6K$63K
OccupancyLn 16$285K$169K$117K
TravelLn 17$17K$17K
Conferences, conventions and meetingsLn 19$6K$6K
Depreciation, depletion and amortizationLn 22$137K$41K$96K
InsuranceLn 23$4K$4K
Other expenses (24a–d)Ln 24$33K$33K
Total functional expensesLn 25$3.4M$813K$2.5M$55K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $10.8M$3.9M$6.9M$14.4M 990 PDF
FY2024 $4.1M$3.5M$537K$7.8M 990 PDF
FY2023 $3.5M$3.3M$249K$5.6M 990 PDF
FY2022 $3.4M$3.3M$139K$5.0M 990 PDF
FY2021 $3.2M$3.0M$153K$5.5M 990 PDF
FY2020 Viewing $3.3M$3.4M−$37K$5.3M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $3,331,693 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $6,000$0
I-9 Program service revenuePrior year $2,753,611$2,766,457
I-10 Investment incomePrior year $301,122$203,768
I-11 Other revenuePrior year $352,212$361,468
I-12 Total revenuePrior year $3,412,945$3,331,693
I-13 Grants and similar amounts paidPrior year $36,320$138,255
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $2,318,810$2,480,228
I-16a Professional fundraising feesPrior year $5,500$40,429
I-17 Other expensesPrior year $716,757$709,661
I-18 Total expensesPrior year $3,077,387$3,368,573
I-19 Revenue less expensesPrior year $335,558−$36,880
Part VI · Governance 11 of 11 board members independent, 1 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $3,331,693 across 5 lines filed
Lines not itemized here account for $136 of total revenue; see the IRS return.
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,766,457$2,766,457
VIII-3 Investment incomeExcluded from tax $196,153$196,153
VIII-7 Net gain or loss on sales of assetsExcluded from tax $7,615$7,615
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $361,332$361,332
VIII-12 Total revenueRelated to mission $2,766,457 · Unrelated business $0 · Excluded from tax $565,236$3,331,693
Part IX · Statement of functional expenses $3,368,573 across 20 lines filed
IX-1 Grants to domestic organizationsPrograms $138,255$138,255
IX-5 Pay of current officers, directors and key staffPrograms $399,422 · Management $641,596$1,041,018
IX-7 Other salaries and wagesPrograms $43,805 · Management $1,009,717$1,053,522
IX-8 Pension plan contributionsManagement $32,127$32,127
IX-9 Other employee benefitsManagement $233,441$233,441
IX-10 Payroll taxesPrograms $2,644 · Management $117,476$120,120
IX-11b Legal feesManagement $12,383$12,383
IX-11c Accounting feesManagement $37,622$37,622
IX-11e Professional fundraising feesFundraising $40,429$40,429
IX-11f Investment management feesManagement $8,098$8,098
IX-11g Other fees for servicesManagement $13,521$13,521
IX-12 Advertising and promotionManagement $9,955$9,955
IX-13 Office expensesPrograms $13,199 · Management $48,198 · Fundraising $14,691$76,088
IX-14 Information technologyPrograms $5,892 · Management $63,372$69,264
IX-16 OccupancyPrograms $168,747 · Management $116,702$285,449
IX-17 TravelManagement $17,025$17,025
IX-19 Conferences, conventions and meetingsManagement $5,892$5,892
IX-22 Depreciation, depletion and amortizationPrograms $40,925 · Management $95,949$136,874
IX-23 InsuranceManagement $4,175$4,175
IX-24 Other expenses (24a–d)Management $33,315$33,315
IX-25 Total functional expensesPrograms $812,889 · Management $2,500,564 · Fundraising $55,120$3,368,573
Part X · Balance sheet $7,400,567 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $500$500
X-2 Savings and temporary cash investmentsStart of year $656,217$736,371
X-4 Accounts receivableStart of year $128,576$208,517
X-9 Prepaid expenses and deferred chargesStart of year $497,347$558,258
X-10c Land, buildings and equipment, netStart of year $749,136$832,967
X-11 Publicly traded securitiesStart of year $5,677,777$4,791,411
X-12 Other securitiesStart of year $381,835$272,543
X-15 Other assetsStart of year $166,493$0
X-16 Total assetsStart of year $8,257,881$7,400,567
X-17 Accounts payable and accrued expensesStart of year $2,367,572$1,565,692
X-25 Other liabilitiesStart of year $591,450$536,830
X-26 Total liabilitiesStart of year $2,959,022$2,102,522
X-27 Net assets without donor restrictionsStart of year $5,298,859$5,298,045
X-32 Total net assets or fund balancesStart of year $5,298,859$5,298,045
X-33 Total liabilities and net assetsStart of year $8,257,881$7,400,567
Part XI · Reconciliation of net assets $5,298,045 net assets at year end
XI-1 Total revenue$3,331,693
XI-2 Total expenses$3,368,573
XI-3 Revenue less expenses−$36,880
XI-4 Net assets at start of year$5,298,859
XI-5 Net unrealized gains (losses) on investments$36,066
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$5,298,045

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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