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Nonprofiteer
← LUTHERAN SERVICES FOR THE AGING INC

Form 990 for tax year 2024

Filed by LUTHERAN SERVICES FOR THE AGING INC.

Totals

Total revenue
$543,546
Total expenses
$216,381
Contributions and grants received
$59,657
Grants paid
$0
Program service revenue
$0
Investment income
$493,889
Other revenue
-$10,000
Total assets, end of year
$11,336,438
Total liabilities, end of year
$908
Net assets or fund balances, end of year
$11,335,530
Program services expenses (Part IX)
$17,510
Management and general expenses
$198,871
Fundraising expenses
$0
Program service expenses (Part III)
$17,510

Program services were 8.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • TED GOINS

    PRESIDENT/CEO

    Total calculated
    $467,013
    From this org
    $0
    From related orgs
    $430,398
    Other
    $36,615
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $420,898 related
    Bonus
    $0 + $500 related
    Other
    $0 + $9,000 related
    Deferred
    $0 + $28,954 related
    Nontaxable benefits
    $0 + $7,661 related
    Filer's total
    $0 + $467,013 related

  • BRIAN VAN HORN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CARY M GRANT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DAVID TURNER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DOUG NELSON

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DR ALFREDO OVIEDO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DR AVERY STALEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DR EUNIKA SIMONS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DR LEROY CANNON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DR NISHA SINGH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DR RENEE ROGERS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOEL MILLER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KAYE R LEONARD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LARRY GATES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MARY FINKLEA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • RICHARD HERMAN

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • SHARON GRAEBER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • TAMI HEFNER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • WILL ROSE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ZACH OSBORNE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KAREN MADDRY

    EXECUTIVE ASSISTANT

    Total calculated
    $94,863
    From this org
    $0
    From related orgs
    $86,227
    Other
    $8,636
    Hours/week
    1 + 40 related

  • KIRBY NICKERSON

    CHIEF FINANCIAL OFFICER

    Total calculated
    $336,954
    From this org
    $0
    From related orgs
    $310,130
    Other
    $26,824
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $295,943 related
    Bonus
    $0 + $14,187 related
    Other
    $0
    Deferred
    $0 + $16,786 related
    Nontaxable benefits
    $0 + $10,038 related
    Filer's total
    $0 + $336,954 related

  • KESHA SMITH

    CHIEF OPERATING OFFICER

    Total calculated
    $323,120
    From this org
    $0
    From related orgs
    $308,014
    Other
    $15,106
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $281,971 related
    Bonus
    $0 + $26,043 related
    Other
    $0
    Deferred
    $0 + $5,456 related
    Nontaxable benefits
    $0 + $9,650 related
    Filer's total
    $0 + $323,120 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

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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)

SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN
TED GOINS AND KIRBY NICKERSON PARTICIPATE IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN OFFERED BY THE LUTHERAN SERVICES FOR THE AGING. AMOUNTS WILL BE DISTRIBUTED TO THE EMPLOYEE THROUGH A PAYMENT SCHEDULE COMMENCING AT RETIREMENT. NO AMOUNTS WERE CONTRIBUTED TO THE PLAN DURING CALENDAR YEAR 2024.

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.

Provenance

Return type
form_990
Tax year
2024
IRS schema version
2024v5.1
Source object
202642199349300039

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