Skip to content
Nonprofiteer
← SPIRITRUST LUTHERAN LIFE

Form 990 for tax year 2023

Filed by SPIRITRUST LUTHERAN LIFE.

Totals

Total revenue
$6,492,317
Total expenses
$4,333,121
Contributions and grants received
$1,232
Grants paid
$0
Program service revenue
$4,993,362
Investment income
$1,497,723
Other revenue
$0
Total assets, end of year
$264,136
Total liabilities, end of year
$1,387,461
Net assets or fund balances, end of year
-$1,123,325
Program services expenses (Part IX)
$3,725,153
Management and general expenses
$607,968
Fundraising expenses
$0
Program service expenses (Part III)
$3,725,153

Program services were 86.0% 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

    $1,232

  • 2a · Program service revenue: PATIENT SERVICE REVENUE

    total $4,993,362 · related or exempt $4,993,362

  • 3 · Investment income

    total $4,613 · excluded $4,613

  • 7a · Gross sales of assets other than inventory

    securities $1,493,110

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $1,493,110

  • 7d · Net gain or loss

    total $1,493,110 · excluded $1,493,110

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $1,276,744 · program services $1,118,718 · management and general $158,026

  • 8 · Pension plan contributions

    total $20,004 · program services $17,528 · management and general $2,476

  • 9 · Other employee benefits

    total $206,195 · program services $180,674 · management and general $25,521

  • 10 · Payroll taxes

    total $88,220 · program services $77,301 · management and general $10,919

  • 11c · Fees: accounting

    total $12,840 · management and general $12,840

  • 11g · Fees: other

    total $1,018,192 · program services $865,467 · management and general $152,725

  • 12 · Advertising and promotion

    total $38,416 · program services $38,416

  • 13 · Office expenses

    total $16,571 · program services $8,974 · management and general $7,597

  • 14 · Information technology

    total $69,150 · management and general $69,150

  • 16 · Occupancy

    total $285,609 · program services $285,609

  • 17 · Travel

    total $67,856 · program services $52,923 · management and general $14,933

  • 19 · Conferences, conventions and meetings

    total $2,371 · program services $1,606 · management and general $765

  • 20 · Interest

    total $68,465 · program services $68,465

  • 22 · Depreciation, depletion and amortization

    total $29,661 · program services $29,661

  • 23 · Insurance

    total $96,150 · management and general $96,150

  • 24a · Other expenses: MEDICAL EQUIPMENT AND S

    total $632,627 · program services $632,627

  • 24b · Other expenses: BAD DEBT EXPENSE

    total $217,011 · program services $217,011

  • 24c · Other expenses: VEHICLE/TRANSPORTATION

    total $70,214 · program services $70,214

  • 24d · Other expenses: FOOD/MEAL EXPENSE

    total $42,307 · program services $42,307

  • 24e · All other expenses

    total $74,518 · program services $17,652 · management and general $56,866

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $163,380 · end of year $201,807

  • 4 · Accounts receivable

    beginning of year $2,244,054 · end of year $62,329

  • 9 · Prepaid expenses and deferred charges

    beginning of year $161,341

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $118,610

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,205,485 · end of year $1,172,461

  • 23 · Secured mortgages and notes payable

    beginning of year $1,990,628 · end of year $215,000

  • 25 · Other liabilities

    beginning of year $4,414,933 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year -$5,924,611 · end of year -$1,123,325

  • 28 · Net assets with donor restrictions

    beginning of year $950 · end of year $0

Mission and programs · 2023

Mission

SPIRITRUST LUTHERAN LIFE WITNESSES TO THE GOSPEL OF JESUS CHRIST BY PROVIDING COMPREHENSIVE HEALTH CARE AND SOCIAL SUPPORT TO MAXIMIZE THE QUALITY OF LIFE FOR OLDER ADULTS IN THE COMMUNITIES THAT WE SERVE.

  • SPIRITRUST LUTHERAN LIFE (LIVING INDEPENDENCE FOR THE ELDERLY) IS A CREATIVE PROGRAM THAT SERVES SENIORS WHO ARE ELIGIBLE FOR NURSING HOME LEVEL OF CARE BUT CAN BE MAINTAINED SAFELY IN THE COMMUNITY WITH THE ASSISTANCE OF LIFE. VIRTUALLY ALL PROGRAM PARTICIPANTS ARE AT AN INCOME LEVEL THAT MAKES THEM ELIGIBLE FOR MEDICAL ASSISTANCE SUPPORT. THE PROGRAM PROVIDES ACCESS TO THE FULL CONTINUUM OF PREVENTIVE, PRIMARY, ACUTE AND LONG-TERM CARE SERVICES. AN INTERDISCIPLINARY TEAM COMPRISED OF DOCTORS, NURSES, SOCIAL WORKERS, REHABILITATION SPECIALISTS, OTHER HEALTH CARE PROFESSIONALS, THE PARTICIPANT AND/OR CAREGIVERS DETERMINE INDIVIDUAL NEEDS AND TOGETHER DEVELOP A PLAN FROM WHICH SERVICES ARE COORDINATED.

    Expenses $3,725,153 · Revenue $4,993,362

As filed on the 2023 return.

Listed in Part VII

  • Robert L Rundle Jr

    PRESIDENT/CEO

    Total calculated
    $520,507
    From this org
    $0
    From related orgs
    $491,452
    Other
    $29,055
    Hours/week
    3.5 + 46.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $488,436 related
    Bonus
    $0
    Other
    $0 + $3,016 related
    Deferred
    $0 + $15,000 related
    Nontaxable benefits
    $0 + $14,055 related
    Filer's total
    $0 + $520,507 related

  • John Reinert

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • Angela Thomas

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • Donna Hocker

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • Dana Blouch-Hanson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Janyce Collier

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Farooq Khokhar

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Andrea McPherson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Tom Murphy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Jorge M Diduszyn MD

    MEDICAL DIRECTOR

    Total calculated
    $165,390
    From this org
    $160,579
    From related orgs
    $0
    Other
    $4,811
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,377
    Bonus
    $0
    Other
    $202
    Deferred
    $4,811
    Nontaxable benefits
    $0
    Filer's total
    $165,390

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
SPIRITRUST LUTHERAN LIFE'S PRINCIPAL OFFICER/CEO ROBERT L. RUNDLE, JR. IS PAID BY SPIRITRUST LUTHERAN. SPIRITRUST LUTHERAN USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE CEO: -COMPENSATION COMMITTEE -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 4B
ROBERT L. RUNDLE, JR. - $277,186

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
2023
Filed
30 October 2024
IRS schema version
2023v5.1
Source object
202423199349303237

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.