Totals
- Total revenue
- $631,964
- Total expenses
- $646,362
- Contributions and grants received
- $13,769
- Grants paid
- $13,769
- Program service revenue
- $586,936
- Investment income
- $23,866
- Other revenue
- $7,393
- Total assets, end of year
- $2,756,905
- Total liabilities, end of year
- $4,665,410
- Net assets or fund balances, end of year
- -$1,908,505
- Program services expenses (Part IX)
- $451,430
- Management and general expenses
- $194,932
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $451,430
Program services were 69.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$13,769
-
1g · Noncash contributions included above
$13,769
-
2a · Program service revenue: RENT REVENUE - APARTME
total $586,936 · related or exempt $586,936
-
3 · Investment income
total $23,866 · excluded $23,866
-
11a · Other revenue: LAUNDRY AND VENDING
total $4,973 · excluded $4,973
-
11b · Other revenue: DAMAGES & CLEANING FEE
total $2,136 · excluded $2,136
-
11c · Other revenue: MISCELLANEOUS
total $284 · excluded $284
-
11e · Other revenue, total
$7,393
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $13,769 · program services $13,769
-
7 · Other salaries and wages
total $168,435 · program services $76,848 · management and general $91,587
-
9 · Other employee benefits
total $29,258 · program services $13,349 · management and general $15,909
-
10 · Payroll taxes
total $12,354 · program services $5,636 · management and general $6,718
-
11a · Fees: management
total $39,345 · management and general $39,345
-
11b · Fees: legal
total $592 · management and general $592
-
11c · Fees: accounting
total $16,834 · management and general $16,834
-
11g · Fees: other
total $90,622 · program services $89,716 · management and general $906
-
12 · Advertising and promotion
total $190 · management and general $190
-
13 · Office expenses
total $31,979 · program services $15,477 · management and general $16,502
-
16 · Occupancy
total $47,623 · program services $47,147 · management and general $476
-
19 · Conferences, conventions and meetings
total $1,666 · management and general $1,666
-
22 · Depreciation, depletion and amortization
total $124,956 · program services $123,706 · management and general $1,250
-
23 · Insurance
total $50,522 · program services $50,017 · management and general $505
-
24a · Other expenses: RECREATION EXPENSE
total $7,408 · program services $7,408
-
24b · Other expenses: TENANT SERVICES
total $7,252 · program services $7,252
-
24c · Other expenses: MISCELLANEOUS EXPENSE
total $2,452 · management and general $2,452
-
24d · Other expenses: DAMAGES
total $1,105 · program services $1,105
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,520 · end of year $3,117
-
2 · Savings and temporary cash investments
beginning of year $608,440 · end of year $618,199
-
4 · Accounts receivable
beginning of year $2,203 · end of year $3,236
-
9 · Prepaid expenses and deferred charges
beginning of year $4,901 · end of year $4,836
-
10a · Land, buildings and equipment: cost or other basis
$5,110,253
-
10b · Land, buildings and equipment: accumulated depreciation
$3,001,212
-
10c · Land, buildings and equipment, net
beginning of year $2,126,908 · end of year $2,109,041
-
15 · Other assets
beginning of year $17,694 · end of year $18,476
-
17 · Accounts payable and accrued expenses
beginning of year $17,943 · end of year $15,114
-
19 · Deferred revenue
beginning of year $3,869 · end of year $2,355
-
23 · Secured mortgages and notes payable
beginning of year $4,548,800 · end of year $4,548,800
-
25 · Other liabilities
beginning of year $86,161 · end of year $99,141
-
27 · Net assets without donor restrictions
beginning of year -$1,894,107 · end of year -$1,908,505
Mission and programs · 2023
Mission
TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY.
Activities or mission (Part I)
PROVIDE LOW INCOME HOUSING FOR THE ELDERLY. SEE SCHEDULE O FOR SUMMARY OF LSS CONSOLIDATED OPERATIONS.
-
TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY IN 62 UNITS UNDER THE NATIONAL HOUSING ACT REGULATED BY HOUSING AND URBAN DEVELOPMENT. THE PROJECT'S OCCUPANCY RATE IN 2023 AND 2022 WAS 98.00% AND 98.80%, RESPECTIVELY.LSS INCOME-BASED SENIOR LIVING COMMUNITIES SERVE OLDER ADULTS (62+) WITH LIMITED OR RESTRICTED RESOURCES. THESE BEAUTIFUL, SOCIALLY VIBRANT COMMUNITIES FOSTER INTELLECTUAL, PHYSICAL, AND SPIRITUAL WELL-BEING BY SUPPORTING SENIORS WITH WELLNESS RESOURCES AND CONNECTING THEM WITH FRIENDLY NEIGHBORS.INCOME-BASED SENIOR LIVING IS CORE TO LUTHERAN SENIOR SERVICES CHRISTIAN MISSION.
Expenses $451,430 · Grants $13,769 · Revenue $586,936
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
PAUL N TICE
CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 0.2 + 2 related
-
DAVID ANDERSON
VICE CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 0.2 + 2 related
-
DR F MATTHEW KUHLMANN
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.2 + 2 related
-
DAN BROWN
ASSISTANT SECRETARY
- Total calculated
- $0
- Hours/week
- 0.2 + 2 related
-
BRENT BEUMER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2 + 2 related
-
REV ROY CHRISTELL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2 + 2 related
-
DIANE R DROLLINGER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2 + 2 related
-
JEFFREY L DUNN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2 + 2 related
-
ELISE MCCLINE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2 + 2 related
-
MEAGAN MEADOWS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2 + 2 related
-
HARRY MUELLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2 + 2 related
-
LISA J SOMBART
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2 + 2 related
-
REV CHRISTOPHER SOMMER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2 + 2 related
-
NORMAN TOON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2 + 2 related
-
JULIE BANTLE
BOARD MEMBER (TERM ENDED 6/23)
- Total calculated
- $0
- Hours/week
- 0.2 + 2 related
-
REV JOEL CHRISTIANSEN
BOARD MEMBER (TERM ENDED 6/23)
- Total calculated
- $0
- Hours/week
- 0.2 + 2 related
-
ADAM MARLES
PRESIDENT/CEO
- Total calculated
- $562,776
- From this org
- $0
- From related orgs
- $528,482
- Other
- $34,294
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $447,242 related
- Bonus
- $0 + $81,000 related
- Other
- $0 + $240 related
- Deferred
- $0 + $25,625 related
- Nontaxable benefits
- $0 + $8,669 related
- Filer's total
- $0 + $562,776 related
-
LISA NORWINE
CHIEF ADVANCEMENT OFFICER
- Total calculated
- $331,091
- From this org
- $0
- From related orgs
- $301,984
- Other
- $29,107
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $281,408 related
- Bonus
- $0 + $19,029 related
- Other
- $0 + $1,547 related
- Deferred
- $0 + $24,793 related
- Nontaxable benefits
- $0 + $4,314 related
- Filer's total
- $0 + $331,091 related
-
RON SCHAEFER
CHIEF OPERATING OFFICER
- Total calculated
- $325,637
- From this org
- $0
- From related orgs
- $301,322
- Other
- $24,315
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $300,608 related
- Bonus
- $0
- Other
- $0 + $714 related
- Deferred
- $0 + $20,000 related
- Nontaxable benefits
- $0 + $4,315 related
- Filer's total
- $0 + $325,637 related
-
CHAD SNEED
CHIEF FINANCIAL OFFICER
- Total calculated
- $344,796
- From this org
- $0
- From related orgs
- $308,547
- Other
- $36,249
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $284,408 related
- Bonus
- $0 + $23,587 related
- Other
- $0 + $552 related
- Deferred
- $0 + $26,165 related
- Nontaxable benefits
- $0 + $10,084 related
- Filer's total
- $0 + $344,796 related
-
VALERIE COOPER
VP, LIFE PLAN COMMUNITIES
- Total calculated
- $240,131
- From this org
- $0
- From related orgs
- $209,722
- Other
- $30,409
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $209,292 related
- Bonus
- $0
- Other
- $0 + $430 related
- Deferred
- $0 + $24,155 related
- Nontaxable benefits
- $0 + $6,254 related
- Filer's total
- $0 + $240,131 related
-
COLLEEN BOTTENS
VP HCBS
- Total calculated
- $223,313
- From this org
- $0
- From related orgs
- $193,255
- Other
- $30,058
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $192,528 related
- Bonus
- $0
- Other
- $0 + $727 related
- Deferred
- $0 + $23,808 related
- Nontaxable benefits
- $0 + $6,250 related
- Filer's total
- $0 + $223,313 related
-
LISA WILLIAMS
SR VP OF WORKFORCE EXCELLENCE
- Total calculated
- $240,641
- From this org
- $0
- From related orgs
- $234,403
- Other
- $6,238
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $198,334 related
- Bonus
- $0 + $34,703 related
- Other
- $0 + $1,366 related
- Deferred
- $0 + $2,154 related
- Nontaxable benefits
- $0 + $4,084 related
- Filer's total
- $0 + $240,641 related
-
BEN CAFFEY
EX DIR OF REVENUE ENHANCEMENT
- Total calculated
- $178,639
- From this org
- $0
- From related orgs
- $161,542
- Other
- $17,097
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $161,413 related
- Bonus
- $0
- Other
- $0 + $129 related
- Deferred
- $0 + $12,082 related
- Nontaxable benefits
- $0 + $5,015 related
- Filer's total
- $0 + $178,639 related
-
BRIAN REINHOLD
VP OF RISK/SAFETY/COMPLIANCE
- Total calculated
- $207,633
- From this org
- $0
- From related orgs
- $173,795
- Other
- $33,838
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $173,584 related
- Bonus
- $0
- Other
- $0 + $211 related
- Deferred
- $0 + $23,469 related
- Nontaxable benefits
- $0 + $10,369 related
- Filer's total
- $0 + $207,633 related
-
JOSH KING
VP OF INFORMATION TECHNOLOGY
- Total calculated
- $213,054
- From this org
- $0
- From related orgs
- $181,774
- Other
- $31,280
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $181,631 related
- Bonus
- $0
- Other
- $0 + $143 related
- Deferred
- $0 + $20,909 related
- Nontaxable benefits
- $0 + $10,371 related
- Filer's total
- $0 + $213,054 related
-
BETH RUSERT
CHIEF EXPERIENCE OFFICER
- Total calculated
- $369,865
- From this org
- $0
- From related orgs
- $347,284
- Other
- $22,581
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $340,601 related
- Bonus
- $0 + $5,769 related
- Other
- $0 + $914 related
- Deferred
- $0 + $20,000 related
- Nontaxable benefits
- $0 + $2,581 related
- Filer's total
- $0 + $369,865 related
-
BECKY ZIMMER
EX DIR OF PLANNED GIVING
- Total calculated
- $138,619
- From this org
- $0
- From related orgs
- $134,488
- Other
- $4,131
- Hours/week
- 1 + 39 related
-
MARYANNE WALLACE
EX DIR OF MARKETING & COMMUNICATION
- Total calculated
- $149,510
- From this org
- $0
- From related orgs
- $128,815
- Other
- $20,695
- Hours/week
- 1 + 39 related
-
NIKKI JENNINGS
EX DIR OF AFFORDABLE HOUSING
- Total calculated
- $118,933
- From this org
- $0
- From related orgs
- $106,507
- Other
- $12,426
- Hours/week
- 1 + 39 related
-
ADAM PENG
PHYSICAL THERAPIST
- Total calculated
- $202,245
- From this org
- $0
- From related orgs
- $197,411
- Other
- $4,834
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $197,368 related
- Bonus
- $0
- Other
- $0 + $43 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $4,834 related
- Filer's total
- $0 + $202,245 related
-
SHERRI ROGERS
CONTROLLER
- Total calculated
- $175,658
- From this org
- $0
- From related orgs
- $175,347
- Other
- $311
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $175,042 related
- Bonus
- $0
- Other
- $0 + $305 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $311 related
- Filer's total
- $0 + $175,658 related
-
RACHEL LITTLE
DIR OF CLINICAL COMPLIANCE
- Total calculated
- $165,170
- From this org
- $0
- From related orgs
- $161,722
- Other
- $3,448
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $161,520 related
- Bonus
- $0
- Other
- $0 + $202 related
- Deferred
- $0 + $3,140 related
- Nontaxable benefits
- $0 + $308 related
- Filer's total
- $0 + $165,170 related
-
TODD YOUNG
NETWORK DIRECTOR
- Total calculated
- $164,801
- From this org
- $0
- From related orgs
- $157,594
- Other
- $7,207
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $157,394 related
- Bonus
- $0
- Other
- $0 + $200 related
- Deferred
- $0 + $3,220 related
- Nontaxable benefits
- $0 + $3,987 related
- Filer's total
- $0 + $164,801 related
-
DONNA ALTURA
RN
- Total calculated
- $159,257
- From this org
- $0
- From related orgs
- $154,028
- Other
- $5,229
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $151,488 related
- Bonus
- $0 + $2,440 related
- Other
- $0 + $100 related
- Deferred
- $0 + $425 related
- Nontaxable benefits
- $0 + $4,804 related
- Filer's total
- $0 + $159,257 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- THE PARENT ORGANIZATION, LUTHERAN SENIOR SERVICES, USES A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR.
- PART I, LINE 4B
- DEPOSITS MADE INTO ACCOUNTS BY ORGANIZATION: LISA NORWINE - SEC 457(B) PLAN - $20,000 CHAD SNEED - SEC 457(B) PLAN - $20,000 BRIAN REINHOLD - SEC 457(B) PLAN - $20,000 JOSH KING - SEC 457(B) PLAN - $20,000 VALERIE COOPER - SEC 457(B) PLAN - $20,000 COLLEEN BOTTENS - SEC 457(B) PLAN - $20,000 ADAM MARLES SEC 457(B) PLAN - $20,000 BEN CAFFEY SEC 457(B) PLAN - $10,000 MARYANNE WALLACE SEC 457(B) PLAN - $10,000 NIKKI JENNINGS SEC 457(B) PLAN - $10,000 BETH RUSERT SEC 457(B) PLAN - $20,000 RON SCHAEFER SEC 457(B) PLAN - $20,000 LISA NORWINE - SEC 457(F) PLAN - $19,029 CHAD SNEED SEC 457(F) PLAN - $25,587 LISA WILLIAMS SEC 457(F) PLAN - $14,703 ADAM MARLES SEC 457(F) PLAN - $36,000 BETH RUSERT SEC 457(F) PLAN - $5,769 SEC 457(F) PLAN CONTRIBUTIONS ARE REPORTED IN THE BONUS/INCENTIVE COMPENSATION COLUMN OF SCHEDULE J. PAYMENTS RECEIVED FROM PLAN: LISA NORWINE - SEC 457(B) PLAN - $18,127 CHAD SNEED - SEC 457(B) PLAN - $2,487 BRIAN REINHOLD - SEC 457(B) PLAN - $10,027 JOSH KING - SEC 457(B) PLAN - $10,106 VALERIE COOPER - SEC 457(B) PLAN - $10,145 COLLEEN BOTTENS - SEC 457(B) PLAN - $9,942
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · SENIOR LIVING · MO
-
LUTHERAN SENIOR SERVICES ENDOWMENT FUND
501(C)(3) · MANAGES CHARITABLE FUNDS FOR ALL LSS RELATED ENTITIES · MO
Directly controlled by LUTHERAN SENIOR SERVICES
-
501(C)(3) · SENIOR LIVING · MO
-
501(C)(3) · SENIOR LIVING · MO
-
WESTFIELD MANOR ASSOCIATION INC
501(C)(3) · SENIOR LIVING · IL
-
501(C)(3) · SENIOR LIVING · MO
-
501(C)(3) · SENIOR LIVING · MO
-
501(C)(3) · SENIOR LIVING · MO
-
501(C)(3) · SENIOR LIVING · MO
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433209349304043
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