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← LUTHERAN SERVICE SOCIETY OF WESTERN PENNSYLVANIA

Form 990 for tax year 2023

Filed by LUTHERAN SERVICE SOCIETY OF WESTERN PENNSYLVANIA.

Totals

Total revenue
$1,746,491
Total expenses
$1,854,697
Contributions and grants received
$158,995
Grants paid
$0
Program service revenue
$1,586,564
Investment income
$782
Other revenue
$150
Total assets, end of year
$3,124,731
Total liabilities, end of year
$1,533,979
Net assets or fund balances, end of year
$1,590,752
Program services expenses (Part IX)
$1,409,386
Management and general expenses
$445,311
Fundraising expenses
$0
Program service expenses (Part III)
$1,409,386

Program services were 76.0% 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.

  • 1a · Federated campaigns

    $12,561

  • 1e · Government grants (contributions)

    $35,955

  • 1f · All other contributions, gifts and grants

    $110,479

  • 2a · Program service revenue: SENIOR SERVICES

    total $1,458,266 · related or exempt $1,458,266

  • 2b · Program service revenue: MANAGEMENT FEE INCOME

    total $128,298 · related or exempt $128,298

  • 3 · Investment income

    total $782 · excluded $782

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $150 · related or exempt $150

  • 11e · Other revenue, total

    $150

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $841,765 · program services $805,758 · management and general $36,007

  • 8 · Pension plan contributions

    total $11,561 · program services $10,889 · management and general $672

  • 9 · Other employee benefits

    total $112,237 · program services $105,711 · management and general $6,526

  • 10 · Payroll taxes

    total $61,575 · program services $57,995 · management and general $3,580

  • 11a · Fees: management

    total $223,010 · management and general $223,010

  • 11b · Fees: legal

    total $1,049 · management and general $1,049

  • 11c · Fees: accounting

    total $42,409 · management and general $42,409

  • 11g · Fees: other

    total $15,789 · program services $15,705 · management and general $84

  • 12 · Advertising and promotion

    total $420 · program services $420

  • 13 · Office expenses

    total $22,737 · program services $21,029 · management and general $1,708

  • 14 · Information technology

    total $7,429 · program services $6,969 · management and general $460

  • 16 · Occupancy

    total $79,467 · program services $67,388 · management and general $12,079

  • 17 · Travel

    total $28,684 · program services $26,908 · management and general $1,776

  • 19 · Conferences, conventions and meetings

    total $542 · program services $508 · management and general $34

  • 22 · Depreciation, depletion and amortization

    total $72,785 · program services $41,934 · management and general $30,851

  • 23 · Insurance

    total $20,649 · program services $6,638 · management and general $14,011

  • 24a · Other expenses: STAFF TRAINING & EDUCAT

    total $99,859 · program services $93,677 · management and general $6,182

  • 24b · Other expenses: MAINTENANCE & EQUIPMENT

    total $76,040 · program services $63,922 · management and general $12,118

  • 24c · Other expenses: RESIDENTS

    total $67,385 · program services $67,385

  • 24d · Other expenses: NURSING & MEDICAL SUPPL

    total $3,511 · program services $3,294 · management and general $217

  • 24e · All other expenses

    total $65,794 · program services $13,256 · management and general $52,538

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,112,957 · end of year $888,874

  • 3 · Pledges and grants receivable

    beginning of year $380 · end of year $1,071

  • 4 · Accounts receivable

    beginning of year $259,158 · end of year $221,880

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,743 · end of year $7,188

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

    $1,855,808

  • 10b · Land, buildings and equipment: accumulated depreciation

    $818,266

  • 10c · Land, buildings and equipment, net

    beginning of year $936,864 · end of year $1,037,542

  • 15 · Other assets

    beginning of year $1,048,337 · end of year $968,176

  • 17 · Accounts payable and accrued expenses

    beginning of year $151,587 · end of year $122,508

  • 25 · Other liabilities

    beginning of year $1,481,072 · end of year $1,411,471

  • 27 · Net assets without donor restrictions

    beginning of year $1,649,594 · end of year $1,541,388

  • 28 · Net assets with donor restrictions

    beginning of year $81,186 · end of year $49,364

Mission and programs · 2023

Mission

WITH CHRIST'S GUIDANCE, LUTHERAN SERVICE SOCIETY OFFERS PROGRAMS THAT EMPOWER OUR NEIGHBORS TO LEAD INDEPENDENT, DIGNIFIED, AND SECURE LIVES.

Activities or mission (Part I)

TO EMPOWER INDIVIDUALS TO LEAD INDEPENDENT, DIGNIFIED, AND SECURE LIVES.

  • SENIOR CENTERS - LUTHERAN SERVICE SOCIETY MANAGES TWO SENIOR COMMUNITY CENTERS, EACH OFFERING A VARIETY OF PROGRAMS AND ACTIVITIES THAT PROMOTE A HEALTHY LIFESTYLE INCLUDING: NUTRITIOUS LUNCH; CLASSES AND WORKSHOPS -EXERCISE, DANCE, ARTS & CRAFTS, COMPUTERS, PREVENTION WORKSHOPS AND WELLNESS PROGRAMS; SILVER SNEAKERS AND SILVER AND FIT PROGRAMS; AND OTHER SERVICES INCLUDING FLU SHOTS, FARMER'S MARKET VOUCHERS, INCOME TAX ASSISTANCE, SAFE DRIVING CLASSES, AND APPRISE HEALTH INSURANCE COUNSELING.

    Expenses $710,940 · Revenue $820,157

  • ADOPTION SERVICES - LUTHERAN SERVICE SOCIETY OFFERS MORE THAN 80 YEARS OF ADOPTION EXPERIENCE TO CHILDREN AND FAMILIES IN WESTERN PENNSYLVANIA. PROFESSIONAL SERVICES ARE PROVIDED TO FAMILIES WHO HAVE ADOPTED OR WHO ARE SEEKING TO ADOPT DOMESTIC INFANTS, OLDER AMERICAN CHILDREN, CHILDREN WITH SPECIAL NEEDS AND INTERNATIONAL CHILDREN.ADOPTION SERVICES INCLUDE: GUIDING FAMILIES THROUGH THE ADOPTION PROCESS WITH A FREE ORIENTATION; PROVIDING SUPPORT SERVICES AFTER PLACEMENT; AND OFFERING COMPREHENSIVE TRAINING AND IMPORTANT RESOURCES.

    Expenses $419,561 · Revenue $546,492

  • FOOD AND NUTRITION SERVICES (MEALS ON WHEELS) - LUTHERAN SERVICE SOCIETY'S MEALS ON WHEELS PROGRAM FOCUSES ON TWO PRIMARY COMPONENTS: NUTRITION AND DAILY HOME VISITS. EACH DAY, SERVING OVER 100 HOME BOUND ELDERLY AND/OR DISABLED PERSONS THROUGHOUT THE BEAVER COUNTY AREA OF WESTERN PENNSYLVANIA, INDIVIDUALS RECEIVE TWO MEALS PER DAY DELIVERED TO THEIR HOME. THE MEALS ARE NUTRITIONALLY BALANCED FOR THE DIETARY NEEDS OF SENIOR ADULTS. IN ADDITION, EACH DRIVER MAKES A FACE-TO-FACE VISIT TO EACH CLIENT TO CHECK ON THEIR WELL-BEING (MEALS ARE NOT LEFT AT THE DOOR.) A PAYMENT IS REQUESTED TO OFFSET THE COST OF THE MEALS AND DELIVERY. INDIVIDUALS WHO CANNOT PAY ARE NOT TURNED AWAY BUT ARE PAID BY FUND RAISING ENDEAVORS IN THE COMMUNITY.

    Expenses $278,885 · Revenue $220,065

As filed on the 2023 return.

Listed in Part VII

  • Rev Gregory S Clagg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey L Carraway

    TREASURER

    Total calculated
    $267,705
    From this org
    $0
    From related orgs
    $230,416
    Other
    $37,289
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $230,416 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $6,912 related
    Nontaxable benefits
    $0 + $30,377 related
    Filer's total
    $0 + $267,705 related

  • Rev Paul Poersche

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • R Brandon James

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • Jeffrey Schock

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rev Beth Clementson

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Karin Trauman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Larry Nugent

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Pastor Brandon Johns

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • David J Fenoglietto

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $464,231
    From this org
    $0
    From related orgs
    $406,921
    Other
    $57,310
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $406,921 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $9,991 related
    Nontaxable benefits
    $0 + $47,319 related
    Filer's total
    $0 + $464,231 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 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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

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.

  • LUTHERN SENIORLIFE

    501(C)(3) · TO PROVIDE SUPPORT AND MANAGEMENT TO EXEMPT AFFILIATES · PA

  • ST JOHN LUTHERAN CARE CENTER

    501(C)(3) · SKILLED NURSING AND PERSONAL CARE FACILITY SERVICING MORE THAN 300 RESIDENTS · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • LUTHER COURT INC

    501(C)(3) · TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • PASSAVANT RETIREMENT AND HEALTH CENTER

    501(C)(3) · PROVIDER OF RESIDENTIAL, PERSONAL CARE AND SKILLED NURSING CARE TO ELDERS · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • LAS GERIATRIC CARE SERVICES INC

    501(C)(3) · PROVIDER OF MEDICAL GERIATRIC THERAPY SERVICES TO ITS EXEMPT AFFILIATES · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • LUTHERAN SENIORLIFE FOUNDATION

    501(C)(3) · ORGANIZATION THAT PROMOTOES THE CHARITABLE INTERESTS OF ITS EXEMPT AFFILIATE · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • SAMARITAN HEALTHCARE INC

    501(C)(3) · TO PROVIDE HEALTH CARE SERVICES TO THE ELDERLY · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • VIECARE INC

    501(C)(3) · PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • VIECARE BEAVER LLC

    501(C)(3) · PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • VIECARE BUTLER LLC

    501(C)(3) · PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • MARS HOLDINGS INC

    501(C)(3) · PROVIDER OF DEMENTIA ASSISTED LIVING AND RESIDENTAL. · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • BEHOME PARTNERS

    501(C)(3) · PROVIDER OF HOME HEALTH SERVICES IN SKILLED NURSING, THERAPY & PRIVATE DUTY · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • VISITING NURSES ASSOCIATION OF BUTLER COUNTY INC

    501(C)(3) · TO OPTIMIZE HEALTH AND INDEPENDENCE AND TO KEEP RESIDENTS OF OUR COMMUNITY · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • HOSPICE SERVICES INC

    501(C)(3) · TO PROVIDE COMPASSIONATE, QUALITY CARE FOR PEOPLE WITH LIFE-LIMITING ILLNESS · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • VALLEY CARE ASSOCIATION

    501(C)(3) · TO PROVIDE DAY CARE SERVICES FOR OLDER AULTS TO ENHANCE QUALITY OF LIFE · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • VIECARE ARMSTRONG LLC

    501(C)(3) · PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • CHIPPEWA LUTHERAN HOUSING CORP

    501(C)(3) · TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • GIRARD LUTHERAN HOUSING CORPORATION

    501(C)(3) · TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • JAMESTOWN LUTHERAN HOUSING CORPORATION

    501(C)(3) · TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • LUTHERAN HOUSING CORP OF OIL CITY

    501(C)(3) · TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • TITUSVILLE SENIOR HOUSING CORPORATION

    501(C)(3) · TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY · PA

    Directly controlled by LUTHERAN SENIORLIFE

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • TIMON PROPERTY DEVELOPMENT COMPANY

    C · PROVIDER OF SENIOR HOUSING · PA

Provenance

Return type
form_990
Tax year
2023
Filed
12 April 2025
IRS schema version
2023v6.0
Source object
202521269349302922

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