Totals
- Total revenue
- $0
- Total expenses
- $0
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $0
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $0
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
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.
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $0
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $77,044 · end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
beginning of year $21,631,338 · end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $8,528,955 · end of year $0
-
25 · Other liabilities
beginning of year $252,048 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $18,487,951 · end of year $0
-
28 · Net assets with donor restrictions
beginning of year $11,497,338 · end of year $0
Mission and programs · 2023
Mission
IN RESPONSE TO GOD'S LOVE IN JESUS CHRIST, DIAKON LUTHERAN FUND WILL DEMONSTRATE GOD'S COMMAND TO LOVE THE NEIGHBOR THROUGH ACTS OF SERVICE.
Activities or mission (Part I)
THE ORGANIZATION PROVIDES FINANCIAL SUPPORT TO DIAKON AND ITS VARIOUS AFFILIATE ORGANIZATIONS THAT PROVIDE SENIOR LIVING AND OTHER SOCIAL SERVICES.
-
GRANTS SUPPORTING DIAKON LUTHERAN SOCIAL MINISTRIES AND OTHER RELATED NON-PROFIT ORGANIZATIONS. DIAKON LUTHERAN FUND PROVIDES GRANTS TO AFFILIATED DIAKON ENTITIES: DIAKON LUTHERAN SOCIAL MINISTRIES AND DIAKON CHILD, FAMILY AND COMMUNITY MINISTRIES. SUCH GRANTS SUPPORT CHARITABLE ENDEAVORS OF THE DIAKON ENTERPRISE, INCLUDING: BENEVOLENT CARE FOR SENIORS IN A RETIREMENT COMMUNITY, DISASTER RELIEF PROGRAMMING, AND VARIOUS CHILDREN, FAMILY AND COMMUNITY SERVICES, INCLUDING ADOPTION AND FOSTER CARE, COUNSELING SERVICES AND SERVICES TO ADJUDICATED YOUTH.AS OF JANUARY 1, 2023, DLF WAS CONVERTED TO A DISREGARDED LIMITED LIABILITY COMPANY OF DIAKON.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Emried D Cole Jr EsqEMRIED D COLE JR ESQ
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Kenneth G MertzKENNETH G MERTZ
VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Diane BatchikDIANE BATCHIK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Maury BobstMAURY BOBST
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Peter KnudsenPETER KNUDSEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Rev Dr Don MainREV DR DON MAIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Scott HabeckerSCOTT HABECKER
CEO/PRESIDENT
- Total calculated
- $939,024
- From this org
- $0
- From related orgs
- $735,567
- Other
- $203,457
- Hours/week
- 1 + 36.5 related
Schedule J breakdown matched by us
- Base
- $0 + $534,257 related
- Bonus
- $0 + $201,310 related
- Other
- $0
- Deferred
- $0 + $171,947 related
- Nontaxable benefits
- $0 + $31,510 related
- Filer's total
- $0 + $939,024 related
-
Susan SchellenbergSUSAN SCHELLENBERG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jennifer SchlegelJENNIFER SCHLEGEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Lisa WebsterLISA WEBSTER
VP/FINANCE
- Total calculated
- $231,166
- From this org
- $0
- From related orgs
- $215,494
- Other
- $15,672
- Hours/week
- 1 + 36.5 related
Schedule J breakdown matched by us
- Base
- $0 + $188,704 related
- Bonus
- $0 + $26,790 related
- Other
- $0
- Deferred
- $0 + $2,899 related
- Nontaxable benefits
- $0 + $12,773 related
- Filer's total
- $0 + $231,166 related
-
Jarrod LeoJARROD LEO
FORMER SENIOR VP/CFO
- Total calculated
- $115,000
- From this org
- $0
- From related orgs
- $115,000
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0 + $115,000 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $115,000 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
- ALL EMPLOYEES ARE COMPENSATED BY DIAKON LUTHERAN SOCIAL MINISTRIES (DLSM). SEE SCHEDULE O IN REFERENCE TO PART VI, SECTION B, LINE 15 FOR A DETAILED DESCRIPTION OF DLSM'S EXECUTIVE COMPENSATION PROGRAM. THE CEO'S COMPENSATION IS PAID BY DIAKON LUTHERAN SOCIAL MINISTRIES (DLSM). DLSM USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE CEO: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -FORM 990 OF OTHER ORGANIZATIONS -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
- PART I, LINE 4B
- DLSM HAS A 457(F) SUPPLEMENTAL NONQUALIFIED BENEFIT PLAN TO RECOGNIZE CERTAIN EMPLOYEES FOR THEIR SIGNIFICANT CONTRIBUTIONS AND IN CONSIDERATION OF EXPECTED CONTRIBUTION TO THE GROWTH OF DLSM, ITS AFFILIATES AND SUBSIDIARIES IN THE FUTURE. THE ANNUAL ACCRUALS AND INTEREST EARNINGS FOR THE 457(F) SUPPLEMENTAL NONQUALIFIED BENEFIT PLAN IS REPORTED IN PART VII, SECTION A, COLUMN F AND SCHEDULE J, PART II, COLUMN C AND IS LISTED BELOW: SCOTT D. HABECKER $168,330 AS A CONDITION FOR PARTICIPATING IN THE 457(F) SUPPLEMENTAL NON QUALIFIED BENEFIT PLAN, THE INDIVIDUAL MUST BE EMPLOYED AT THE VESTING DATE AND HAVE AGREED TO CERTAIN RESTRICTIVE COVENANTS.
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) · SUB OVERSIGHT · PA
-
DIAKON LUTHERAN SOCIAL MINISTRIES
501(C)(3) · PRGM OPERATIONS · PA
Directly controlled by DIAKON
-
501(C)(3) · HUD HOUSING · PA
Directly controlled by DLSM
-
501(C)(3) · HUD HOUSING · PA
Directly controlled by DLSM
-
DIAKON CHILD FAMILY & COMMUNITY MINISTRIES
501(C)(3) · SOCIAL SVS · PA
Directly controlled by DIAKON
Assets distributed on this return
Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 31 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413199349302686
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.