Living Branches

Legal name: Souderton Mennonite Homes

Nonprofit profile at a glance

EIN
231433891
IRS 990 coverage
2009–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024
Location
Souderton, PA, USA
Phone
215-412-5510
Rating
75
Verdict
SUPPORTED
Rating confidence
Moderate
Affiliation
Christianity

Official website

Reported finances

Revenue
$31,096,330
Expenses
$26,954,062
Assets
$91,800,430
Liabilities
$34,536,579

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

18 people listed

Executive titles in this filing

  • EDWARD D BRUBAKER (PRESIDENT & CEO)
  • MONIQUE COLE (EXECUTIVE DIRECTOR - SMH & WLS)

Highest reported compensation

  • EDWARD D BRUBAKER (PRESIDENT & CEO): $430,070 total reported compensation
  • STEVEN D MYERS (CHIEF FINANCIAL & TECH OFF): $270,019 total reported compensation
  • MONIQUE COLE (EXECUTIVE DIRECTOR - SMH & WLS): $227,462 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

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. Living Branches is a not-for-profit system of retirement living and affordable housing communities dedicated to providing quality, life-enriching services on three campuses in southeastern Pennsylvania. The organization employs more than 600 team members and offers a wide range of housing, support services, and engaging activities for more than 1,350 residents. The name Living Branches is derived from John 15:5, where Jesus teaches his disciples that he is the vine and, as branches, they will draw their strength and sense of mission from him. Living Branches communities are vibrant places where older adults and families lead lives of purpose and joy. Residents benefit from fitness and wellne.

What it reported doing in 2024

Through non-profit housing and related services for senior adults, souderton mennonite homes meets the physical, emotional, mental, social, and spiritual needs of its residents. Souderton mennonite homes helps residents find purpose and joy by contributing to their health, security, and happiness through programs designed to foster holistic well-being.residents at souderton mennonite homes receive housing, nursing, rehabilitation, life enrichment, and other related services in its 69-bed skilled nursing community; 21-bed personal care community for those living with dementia (serenata); 78 unit personal care community; and 197-unit residential living community with apartments, cottages, and villas.during the fiscal year ending june 30, 2025, 285 residents received a combined total of 59,236 days of medical care. Fifty of those individuals received financial assistance from medicaid or facility-funded benevolent care, which provides aid if a resident's resources are not sufficient to cover the full cost of their care despite their prudent financial stewardship. The total cost of unfunded and benevolent care was $2,326,247. During the same 12-month reporting period, 267 residents received services in the residential living community.the organization serves the broader community by providing educational and service opportunities for local students. Souderton mennonite homes is a clinical training site for a local college nursing program and for the public vocational school's health care program.

Operating model

Revenue model
Earned-program. 87% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 98% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 67
  • Transparency & Controls: 71
  • Accountability: 91
  • Sustainability: 73
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 71.1%; rating input score 71
  • Program expense ratio: 83.3%; rating input score 83
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 13.3%; rating input score 74; 74th percentile among comparable filings
  • Total-asset coverage ratio: 3.41; rating input score 78; 78th percentile among comparable filings
  • Liabilities to assets ratio: 0.38; rating input score 39; 39th percentile among comparable filings
  • Officer compensation ratio: 0.7%; rating input score 88; 88th percentile among comparable filings

Growth

  • Program expense growth: 4.3% per year; rating input score 100; 36th percentile among comparable filings
  • Revenue growth: 4.5% per year; rating input score 100; 40th percentile among comparable filings
  • Asset growth: 4.7% per year; rating input score 100; 34th percentile among comparable filings

Details

  • What they do: 1 operating location identified
  • Where the money goes: 71.1% of revenue deployed · 83.3% of spending went to programs
  • Governance: 11 of 11 board members independent · 7 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $22.4M in reported program spending
  • Leadership: top reported pay $430K · 18 people listed · 0 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $17.3M reported
  • Consistency: 38 of 38 current checks pass
  • Schedules: 9 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 7 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • Moderate — Sustainability: Liabilities to assets ratio scored 39/100.