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Nonprofiteer
← DIAKON

Form 990 for tax year 2023

Filed by DIAKON.

Totals

Total revenue
$1,195,854
Total expenses
$1,685,399
Contributions and grants received
$128,189
Grants paid
$1,476,497
Program service revenue
$0
Investment income
$567,703
Other revenue
$499,962
Total assets, end of year
$35,010,397
Total liabilities, end of year
$1,210,069
Net assets or fund balances, end of year
$33,800,328
Program services expenses (Part IX)
$1,539,904
Management and general expenses
$145,495
Fundraising expenses
$0
Program service expenses (Part III)
$1,539,904

Program services were 91.4% 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

    $128,189

  • 3 · Investment income

    total $595,453 · excluded $595,453

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

    securities $27,750

  • 7c · Gain or loss

    securities -$27,750

  • 7d · Net gain or loss

    total -$27,750 · excluded -$27,750

  • 11a · Other revenue: TRUST INCOME

    total $362,881 · related or exempt $362,881

  • 11b · Other revenue: MANAGEMENT FEE REVENUE

    total $136,626 · related or exempt $136,626

  • 11c · Other revenue: OTHER INCOME

    total $455 · related or exempt $455

  • 11e · Other revenue, total

    $499,962

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,437,601 · program services $1,437,601

  • 2 · Grants to domestic individuals

    total $38,896 · program services $38,896

  • 11c · Fees: accounting

    total $136,252 · management and general $136,252

  • 11f · Fees: investment management

    total $6,700 · program services $31 · management and general $6,669

  • 11g · Fees: other

    total $8,194 · program services $5,620 · management and general $2,574

  • 13 · Office expenses

    total $2,638 · program services $2,638

  • 16 · Occupancy

    total $29,100 · program services $29,100

  • 17 · Travel

    total $2,002 · program services $2,002

  • 24e · All other expenses

    total $24,016 · program services $24,016

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $82,904 · end of year $12,042

  • 2 · Savings and temporary cash investments

    beginning of year $270,438 · end of year $270,438

  • 4 · Accounts receivable

    beginning of year -$677 · end of year $54,106

  • 9 · Prepaid expenses and deferred charges

    beginning of year $28,390 · end of year $48,991

  • 11 · Investments: publicly traded securities

    beginning of year $1,480,440 · end of year $25,311,788

  • 15 · Other assets

    beginning of year -$3,438 · end of year $9,313,032

  • 17 · Accounts payable and accrued expenses

    beginning of year $178,226 · end of year $125,753

  • 25 · Other liabilities

    beginning of year $5,056,530 · end of year $1,084,316

  • 27 · Net assets without donor restrictions

    beginning of year -$3,523,436 · end of year $21,035,843

  • 28 · Net assets with donor restrictions

    beginning of year $146,737 · end of year $12,764,485

Mission and programs · 2023

Mission

IN RESPONSE TO GOD'S LOVE IN JESUS CHRIST, DIAKON WILL DEMONSTRATE GOD'S COMMAND TO LOVE THE NEIGHBOR THROUGH ACTS OF SERVICE.

Activities or mission (Part I)

THE ORGANIZATION IS THE SOLE MEMBER OF VARIOUS SUBSIDIARY ORGANIZATIONS THROUGH WHICH IT PROVIDES SENIOR LIVING SERVICES AND OTHER SOCIAL SERVICES IN PENNSYLVANIA AND MARYLAND.

  • 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.

    Expenses $1,437,601 · Grants $1,437,601 · Revenue $362,881

  • MANAGEMENT FEES FOR SERVICES PROVIDED TO DIAKON LUTHERAN SOCIAL MINISTRIES.

    Revenue $136,626

  • YOUTH SCHOLARSHIPS. IN 2023, DIAKON LUTHERAN FUND CONTINUED AWARDING SCHOLARSHIPS TO YOUTHS THROUGH ENDOWMENT FUNDS COLLECTIVELY REFERRED TO AS THE DIAKON YOUTH SCHOLARSHIP FUND. 13 SCHOLARSHIPS TOTALING $38,896 WERE AWARDED.

    Expenses $38,896 · Grants $38,896

  • OTHER PROGRAMS

    Expenses $63,407 · Revenue $455

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 Esq

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Kenneth G Mertz II

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Rev Dr Don Main

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Susan Schellenberg

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Peter Knudsen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Maurice Bobst

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Scott Habecker

    CEO/PRESIDENT

    Total calculated
    $939,024
    From this org
    $0
    From related orgs
    $735,567
    Other
    $203,457
    Hours/week
    5 + 32.5 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

  • Diane Batchik

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jennifer Schlegel

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Lisa Webster

    VP/FINANCE

    Total calculated
    $231,165
    From this org
    $0
    From related orgs
    $215,494
    Other
    $15,671
    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 + $12,772 related
    Filer's total
    $0 + $231,165 related

  • Jarrod 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

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.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • DIAKON LUTHERAN SNR LIVING-MARYLAND LLC

    SENIOR HOUSING · MD · income $0 · assets $0

    Directly controlled by DIAKON

  • DIAKON HOME CARE SERVICES LLC

    HOSPICE/HOMECARE · PA · income $0 · assets $0

    Directly controlled by DIAKON

  • DIAKON MEDICAL GROUP

    MEDICAL SERVICES · PA · income $0 · assets $0

    Directly controlled by DIAKON

  • DIAKON LUTHERAN FUND

    FUND PROGRAMS · PA · income -$493,030 · assets $32,980,641

    Directly controlled by DIAKON

Provenance

Return type
form_990
Tax year
2023
Filed
31 October 2024
IRS schema version
2023v5.1
Source object
202423199349302162

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