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← LUTHERAN CHARITY ASSOCIATION

Form 990 for tax year 2022

Filed by LUTHERAN CHARITY ASSOCIATION.

Totals

Total revenue
$76,355,923
Total expenses
$73,982,858
Contributions and grants received
$841,075
Grants paid
$9,805
Program service revenue
$75,678,128
Investment income
-$171,030
Other revenue
$7,750
Total assets, end of year
$100,349,147
Total liabilities, end of year
$55,297,466
Net assets or fund balances, end of year
$45,051,681
Program services expenses (Part IX)
$66,447,117
Management and general expenses
$7,535,741
Fundraising expenses
$0
Program service expenses (Part III)
$66,447,117

Program services were 89.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Wanda Vining-Alber

    Chairperson until 10/22

    Total calculated
    $0
    Hours/week
    1

  • Mark Anderson - Vice Chair

    until 10/22/Chair as of 11/22

    Total calculated
    $0
    Hours/week
    1

  • Casey Henderson - SecrTreas

    until 10/22/Vice Chair as of 11/22

    Total calculated
    $0
    Hours/week
    1

  • Steve Ottmar - Board Member

    until 10/22/Secr/Treas as of 11/22

    Total calculated
    $0
    Hours/week
    1

  • Teree Rittenbach

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Terry Wanzek

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Tim Burchill

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Randy Jaspers

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Briana Bohn

    Board Member as of 11/22

    Total calculated
    $0
    Hours/week
    1

  • Jeremy Rham

    Board Member as of 11/22

    Total calculated
    $0
    Hours/week
    1

  • Amanda Thrift

    Board Member as of 11/22

    Total calculated
    $0
    Hours/week
    1

  • Mike Delfs

    CEO

    Total calculated
    $423,747
    From this org
    $361,737
    From related orgs
    $0
    Other
    $62,010
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $320,689
    Bonus
    $41,048
    Other
    $0
    Deferred
    $42,250
    Nontaxable benefits
    $19,929
    Filer's total
    $423,916

  • Beverly Fiferlick

    CFO

    Total calculated
    $241,812
    From this org
    $221,477
    From related orgs
    $0
    Other
    $20,335
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $220,108
    Bonus
    $1,369
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $20,504
    Filer's total
    $241,981

  • Dr Michael Dean

    Orthopedic Surgeon

    Total calculated
    $768,057
    From this org
    $725,233
    From related orgs
    $0
    Other
    $42,824
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $694,373
    Bonus
    $30,860
    Other
    $0
    Deferred
    $33,814
    Nontaxable benefits
    $9,179
    Filer's total
    $768,226

  • Dr Scott Geocke

    ER Physician

    Total calculated
    $448,850
    From this org
    $424,590
    From related orgs
    $0
    Other
    $24,260
    Hours/week
    48

    Schedule J breakdown matched by us

    Base
    $423,730
    Bonus
    $860
    Other
    $0
    Deferred
    $15,250
    Nontaxable benefits
    $9,179
    Filer's total
    $449,019

  • Dr Timothy Volk

    Orthopedic Surgeon

    Total calculated
    $710,909
    From this org
    $680,239
    From related orgs
    $0
    Other
    $30,670
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $651,379
    Bonus
    $28,860
    Other
    $0
    Deferred
    $16,250
    Nontaxable benefits
    $14,588
    Filer's total
    $711,077

  • Dr Christopher Cost

    Urologist

    Total calculated
    $729,373
    From this org
    $673,288
    From related orgs
    $0
    Other
    $56,085
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $672,428
    Bonus
    $860
    Other
    $0
    Deferred
    $35,750
    Nontaxable benefits
    $20,504
    Filer's total
    $729,542

  • Dr Brent Williams

    Urologist

    Total calculated
    $435,783
    From this org
    $414,366
    From related orgs
    $0
    Other
    $21,417
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $414,366
    Bonus
    $0
    Other
    $0
    Deferred
    $9,066
    Nontaxable benefits
    $12,451
    Filer's total
    $435,883

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 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 7
There is an incentive plan specifically for the CEO. This plan is designed to encourage, recognize and reward superior job and organizational performance. Incentive awards that may be paid under the terms of this plan are determined by overall organizational and individual performance for the annual operating period. The Chair of the Board of Directors has the responsibility to implement this plan. The incentives for the CEO are expressed as a percentage of the participant's base salary at the end of the incentive plan year. The maximum award is approved by the Board for each plan year. There is a detailed criterion for the results of what the organization considers a superior job. The criteria uses goal driven measures that intend to incentivize important long term strategic objectives over short term efforts only. The CEO's performance is measured based on the following areas of focus: Service, Quality, Financial, People, Growth, and Personal Growth. There is a ranking system for sets of criterion, and the Board of Directors is to utilize this system in determining the level of incentive the CEO will receive.

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.

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.

  • Nierling Jamestown Hospital Trust

    T · Charitable Trust · ND · 100% owned · share of income $13,008 · share of assets $107,018 · controlled entity

    Directly controlled by Lutheran Charity Association (DBA Jamestown Regional Medical Center)

Provenance

Return type
form_990
Tax year
2022
Filed
18 April 2024
IRS schema version
2022v5.0
Source object
202421249349301147

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