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Nonprofiteer
← LUTHERAN SENIOR SERVICES EAST

Form 990 for tax year 2024

Filed by LUTHERAN SENIOR SERVICES EAST.

Totals

Total revenue
$116,578,894
Total expenses
$105,741,580
Contributions and grants received
$2,188,222
Grants paid
$271,077
Program service revenue
$94,761,716
Investment income
$17,858,128
Other revenue
$1,770,828
Total assets, end of year
$499,935,877
Total liabilities, end of year
$235,389,947
Net assets or fund balances, end of year
$264,545,930
Program services expenses (Part IX)
$98,203,225
Management and general expenses
$7,538,355
Fundraising expenses
$0
Program service expenses (Part III)
$98,203,225

Program services were 92.9% 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.

  • 1d · Related organizations

    $600,200

  • 1f · All other contributions, gifts and grants

    $1,588,022

  • 2a · Program service revenue: LIFE PLAN COMMUNITIES REVENUE

    total $85,295,947 · related or exempt $85,295,947

  • 2b · Program service revenue: AMORTIZATION OF ENTRANCE FEES

    total $10,698,496 · related or exempt $10,698,496

  • 2c · Program service revenue: MANAGEMENT FEES

    total $128,372 · related or exempt $128,372

  • 2d · Program service revenue: BENEVOLENT CARE

    total -$1,361,099 · related or exempt -$1,361,099

  • 3 · Investment income

    total $9,560,675 · excluded $9,560,675

  • 4 · Income from investment of tax-exempt bond proceeds

    total $49,624 · excluded $49,624

  • 6a · Gross rents

    real property $24,199

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $24,199

  • 6d · Net rental income or loss

    total $24,199 · excluded $24,199

  • 7a · Gross sales of assets other than inventory

    securities $93,981,729

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

    securities $85,733,900

  • 7c · Gain or loss

    securities $8,247,829

  • 7d · Net gain or loss

    total $8,247,829 · excluded $8,247,829

  • 10a · Gross sales of inventory

    $25,953

  • 10b · Cost of goods sold

    $23,233

  • 10c · Net income from sales of inventory

    total $2,720 · excluded $2,720

  • 11a · Other revenue: TRANSPORTATION

    total $329,355 · excluded $329,355

  • 11b · Other revenue: MEAL INCOME

    total $306,588 · excluded $306,588

  • 11c · Other revenue: BARBER AND BEAUTY

    total $275,281 · excluded $275,281

  • 11d · All other revenue

    total $832,685 · unrelated business $84,987 · excluded $747,698

  • 11e · Other revenue, total

    $1,743,909

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $271,077 · program services $271,077

  • 5 · Compensation of officers, directors and key employees

    total $1,543,871 · management and general $1,543,871

  • 7 · Other salaries and wages

    total $26,166,196 · program services $26,008,669 · management and general $157,527

  • 8 · Pension plan contributions

    total $306,912 · program services $288,068 · management and general $18,844

  • 9 · Other employee benefits

    total $4,238,287 · program services $3,978,056 · management and general $260,231

  • 10 · Payroll taxes

    total $2,039,930 · program services $1,914,678 · management and general $125,252

  • 11b · Fees: legal

    total $190,255 · program services $178,573 · management and general $11,682

  • 11d · Fees: lobbying

    total $27,000 · management and general $27,000

  • 11f · Fees: investment management

    total $52,548 · management and general $52,548

  • 11g · Fees: other

    total $17,632,068 · program services $16,549,458 · management and general $1,082,610

  • 12 · Advertising and promotion

    total $1,150,088 · management and general $1,150,088

  • 13 · Office expenses

    total $4,469,008 · program services $4,194,611 · management and general $274,397

  • 14 · Information technology

    total $3,089,286 · program services $2,899,604 · management and general $189,682

  • 16 · Occupancy

    total $5,313,150 · program services $4,986,923 · management and general $326,227

  • 17 · Travel

    total $1,207,219 · program services $1,133,096 · management and general $74,123

  • 19 · Conferences, conventions and meetings

    total $32,055 · program services $30,087 · management and general $1,968

  • 20 · Interest

    total $6,117,367 · program services $5,741,761 · management and general $375,606

  • 22 · Depreciation, depletion and amortization

    total $16,857,369 · program services $15,822,327 · management and general $1,035,042

  • 23 · Insurance

    total $1,105,136 · program services $1,037,281 · management and general $67,855

  • 24a · Other expenses: FOOD

    total $10,926,647 · program services $10,255,751 · management and general $670,896

  • 24b · Other expenses: NURSING HOME ASSESSMENT

    total $1,020,587 · program services $1,020,587

  • 24c · Other expenses: MEDICAL SUPPLIES

    total $983,845 · program services $923,437 · management and general $60,408

  • 24d · Other expenses: BAD DEBT EXPENSE

    total $472,403 · program services $472,403

  • 24e · All other expenses

    total $529,276 · program services $496,778 · management and general $32,498

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,850,941

  • 2 · Savings and temporary cash investments

    beginning of year $2,999,914 · end of year $91,861

  • 3 · Pledges and grants receivable

    beginning of year $143,960 · end of year $2,688

  • 4 · Accounts receivable

    beginning of year $14,245,259 · end of year $4,927,336

  • 7 · Other notes and loans receivable

    end of year $2,030

  • 8 · Inventories for sale or use

    end of year $58,823

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,739,807 · end of year $1,165,864

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

    $532,591,502

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

    $192,418,044

  • 10c · Land, buildings and equipment, net

    beginning of year $160,701,081 · end of year $340,173,458

  • 11 · Investments: publicly traded securities

    beginning of year $170,545,150 · end of year $152,768,562

  • 15 · Other assets

    beginning of year $35,066,731 · end of year $745,255

  • 17 · Accounts payable and accrued expenses

    beginning of year $37,243,530 · end of year $7,376,611

  • 19 · Deferred revenue

    beginning of year $57,998,318 · end of year $39,505,611

  • 20 · Tax-exempt bond liabilities

    beginning of year $124,628,950 · end of year $118,268,091

  • 21 · Escrow or custodial account liability

    end of year $51,799

  • 23 · Secured mortgages and notes payable

    beginning of year $7,674,392

  • 25 · Other liabilities

    beginning of year $45,828,242 · end of year $70,187,835

  • 27 · Net assets without donor restrictions

    beginning of year $66,997,999 · end of year $210,699,539

  • 28 · Net assets with donor restrictions

    beginning of year $51,921,412 · end of year $53,846,391

Mission and programs · 2024

Mission

TO HELP OLDER ADULTS LIVE PURPOSEFULLY AND JOYFULLY.

Activities or mission (Part I)

FAITH BASED ORGANIZATION WHICH PROVIDES SENIOR LIVING SERVICES AND ACCOMMODATIONS IN PA & MD.

  • MOST OF LUTHERAN SENIOR SERVICES EAST'S ("LSS EAST") SENIOR LIVING COMMUNITIES OFFER A CONTINUUM OF SERVICES FOR OLDER ADULTS INCLUDING RESIDENTIAL ACCOMMODATIONS, PERSONAL CARE SERVICES, AND SKILLED NURSING AND REHABILITATIVE CARE.

    Expenses $97,829,961 · Revenue $96,122,815

  • THE LUTHERAN SENIOR SERVICES EAST FOUNDATION PROVIDES GRANTS TO RELATED ORGANIZATIONS FOR BENEVOLENT CARE AND OTHER CHARITABLE PURPOSES.

    Expenses $373,264 · Grants $271,077

  • A BENEVOLENT CARE FUND EXISTS TO PROVIDE FINANCIAL ASSISTANCE TO RESIDENTS WHO, THROUGH NO FAULT OF THEIR OWN, OUTLIVE THEIR FINANCIAL ABILITY TO PAY. PROVIDING A GIFT THAT WILL BRING COMFORT AND HOPE TO THOSE IN NEED DURING A VULNERABLE TIME IN THEIR LIVES.

    Revenue -$1,361,099

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • MICHAEL LEHMAN

    CHAIR (TERM ENDED)

    Total calculated
    $0
    Hours/week
    1

  • NELS HENDRICKSON

    VICE CHAIR (TERM ENDED)

    Total calculated
    $0
    Hours/week
    1

  • DOUG HOUGH

    BOARD MEMBER (TERM ENDED)

    Total calculated
    $0
    Hours/week
    1

  • REV DON MAIN

    BOARD MEMBER (TERM ENDED)

    Total calculated
    $0
    Hours/week
    1

  • SCOTT REHR

    BOARD MEMBER (TERM ENDED)

    Total calculated
    $0
    Hours/week
    1

  • SUSAN SCHELLENBERG

    BOARD MEMBER (TERM ENDED)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JENNIFER SCHLEGEL

    BOARD MEMBER (TERM ENDED)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CAROL TAYLOR

    BOARD MEMBER (TERM ENDED)

    Total calculated
    $0
    Hours/week
    1

  • LARRY DELP

    BOARD MEMBER (TERM ENDED)

    Total calculated
    $0
    Hours/week
    1

  • SCOTT HABECKER

    CEO/PRESIDENT (TERM ENDED)

    Total calculated
    $288,504
    From this org
    $288,504
    From related orgs
    $0
    Other
    $0
    Hours/week
    27.5 + 10 related

    Schedule J breakdown matched by us

    Base
    $288,504
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $288,504

  • BRENT BEUMER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 2 related

  • MEGAN MEADOWS

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.2 + 2 related

  • NORMAN TOON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 2 related

  • DAN BROWN

    ASSISTANT SECRETARY

    Total calculated
    $0
    Hours/week
    0.2 + 2 related

  • PAUL N TICE

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    0.2 + 2 related

  • LISA J SOMBART

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 2 related

  • HARRY MUELLER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 2 related

  • REV CHRISTOPHER SOMMER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 2 related

  • DEBORAH SCHROEDER-SAULNIER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 2 related

  • REV ROY CHRISTELL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 2 related

  • DAVID ANDERSON

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    0.2 + 2 related

  • LAUREN COLLING

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 2 related

  • LISA WEBSTER

    VP/FINANCE

    Total calculated
    $125,388
    From this org
    $125,388
    From related orgs
    $0
    Other
    $0
    Hours/week
    27 + 10.5 related

  • RON SCHAEFER

    CHIEF OPERATING OFFICER

    Total calculated
    $428,060
    From this org
    $0
    From related orgs
    $394,784
    Other
    $33,276
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $336,759 related
    Bonus
    $0 + $56,993 related
    Other
    $0 + $1,032 related
    Deferred
    $0 + $26,145 related
    Nontaxable benefits
    $0 + $7,131 related
    Filer's total
    $0 + $428,060 related

  • ADAM MARLES

    PRESIDENT/CEO

    Total calculated
    $655,988
    From this org
    $0
    From related orgs
    $614,791
    Other
    $41,197
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $521,830 related
    Bonus
    $0 + $92,721 related
    Other
    $0 + $240 related
    Deferred
    $0 + $31,500 related
    Nontaxable benefits
    $0 + $9,697 related
    Filer's total
    $0 + $655,988 related

  • CHAD SNEED

    CFO

    Total calculated
    $384,406
    From this org
    $0
    From related orgs
    $343,030
    Other
    $41,376
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $316,781 related
    Bonus
    $0 + $25,697 related
    Other
    $0 + $552 related
    Deferred
    $0 + $29,712 related
    Nontaxable benefits
    $0 + $11,664 related
    Filer's total
    $0 + $384,406 related

  • LISA NORWINE

    CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $429,520
    From this org
    $0
    From related orgs
    $395,136
    Other
    $34,384
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $368,487 related
    Bonus
    $0 + $25,065 related
    Other
    $0 + $1,584 related
    Deferred
    $0 + $27,210 related
    Nontaxable benefits
    $0 + $7,174 related
    Filer's total
    $0 + $429,520 related

  • DAVID BAKER

    SVP/FACILITIES & IT

    Total calculated
    $286,262
    From this org
    $286,262
    From related orgs
    $0
    Other
    $0
    Hours/week
    27 + 10.5 related

    Schedule J breakdown matched by us

    Base
    $255,086
    Bonus
    $31,176
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $286,262

  • JENNIFER D RAUTZHAN

    VP HUMAN RESOURCES & COMPLIANCE

    Total calculated
    $222,421
    From this org
    $222,421
    From related orgs
    $0
    Other
    $0
    Hours/week
    34 + 3.5 related

    Schedule J breakdown matched by us

    Base
    $32,183
    Bonus
    $110,707
    Other
    $79,531
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $222,421

  • SHARI E VANDERGAST

    SENIOR VP, OPERATIONS

    Total calculated
    $621,296
    From this org
    $621,296
    From related orgs
    $0
    Other
    $0
    Hours/week
    11.25 + 26.25 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $325,855
    Other
    $295,441
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $621,296

  • JOSH KING

    VP OF INFORMATION TECHNOLOGY

    Total calculated
    $252,847
    From this org
    $0
    From related orgs
    $218,868
    Other
    $33,979
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $218,695 related
    Bonus
    $0
    Other
    $0 + $173 related
    Deferred
    $0 + $22,098 related
    Nontaxable benefits
    $0 + $11,881 related
    Filer's total
    $0 + $252,847 related

  • BEN CAFFEY

    CORPORATE DIR OF REVENUE

    Total calculated
    $201,690
    From this org
    $0
    From related orgs
    $180,816
    Other
    $20,874
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $180,589 related
    Bonus
    $0
    Other
    $0 + $227 related
    Deferred
    $0 + $15,486 related
    Nontaxable benefits
    $0 + $5,388 related
    Filer's total
    $0 + $201,690 related

  • LISA WILLIAMS

    VP OF HR

    Total calculated
    $250,083
    From this org
    $0
    From related orgs
    $236,759
    Other
    $13,324
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $215,305 related
    Bonus
    $0 + $20,000 related
    Other
    $0 + $1,454 related
    Deferred
    $0 + $6,799 related
    Nontaxable benefits
    $0 + $6,525 related
    Filer's total
    $0 + $250,083 related

  • MATTHEW PETRAUSKAS

    DIRECTOR OF REVENUE ENHANCEMENT

    Total calculated
    $161,908
    From this org
    $161,908
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $119,723
    Bonus
    $42,185
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $161,908

  • SHANNON KIDD

    ST. OPERATIONS & CLINICAL ED

    Total calculated
    $197,405
    From this org
    $197,405
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,025
    Bonus
    $27,380
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $197,405

  • SHERRI ROGERS

    CONTROLLER

    Total calculated
    $185,990
    From this org
    $0
    From related orgs
    $179,904
    Other
    $6,086
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $179,233 related
    Bonus
    $0
    Other
    $0 + $671 related
    Deferred
    $0 + $5,403 related
    Nontaxable benefits
    $0 + $683 related
    Filer's total
    $0 + $185,990 related

  • DENIS THIEN

    DIR OF TOTAL REWARDS

    Total calculated
    $182,554
    From this org
    $0
    From related orgs
    $165,628
    Other
    $16,926
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $160,418 related
    Bonus
    $0 + $5,000 related
    Other
    $0 + $210 related
    Deferred
    $0 + $5,344 related
    Nontaxable benefits
    $0 + $11,582 related
    Filer's total
    $0 + $182,554 related

  • RACHEL LITTLE

    DIR OF CLINICAL COMPLIANCE

    Total calculated
    $174,859
    From this org
    $0
    From related orgs
    $169,504
    Other
    $5,355
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $169,173 related
    Bonus
    $0
    Other
    $0 + $331 related
    Deferred
    $0 + $5,075 related
    Nontaxable benefits
    $0 + $280 related
    Filer's total
    $0 + $174,859 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 committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 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)

PART I, LINE 3
SEE SCHEDULE O IN REFERENCE TO PART VI, SECTION B, LINE 15 FOR A DETAILED DESCRIPTION OF THE ORGANIZATION'S EXECUTIVE COMPENSATION POLICIES BEFORE AND AFTER THE MEMBER SUBSTITUTION.
PART I, LINE 4B
PRIOR TO THE MEMBER SUBSTITUTION, THE ORGANIZATION HAD 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 THE ORGANIZATION, ITS AFFILIATES AND SUBSIDIARIES IN THE FUTURE. THE ANNUAL ACCRUALS, EARNINGS AND PAYMENTS FOR THE 457(F) SUPPLEMENTAL NONQUALIFIED BENEFIT PLAN IS REPORTED IN PART VII, SECTION A, COLUMN F AND SCHEDULE J, PART II, COLUMNS C AND F AND IS LISTED BELOW: SHARI VANDERGAST: PAYMENT FROM PLAN - $295,441 JENNIFER RAUTZHAN: PAYMENT FROM PLAN - $79,531 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 THE COMPENSATION COMMITTEE OF THE DIAKON BOARD REVIEWS THE PERFORMANCE OF PREVIOUSLY ESTABLISHED GOALS AND OBJECTIVES. THE CHAIR OF THE COMPENSATION AGREED TO CERTAIN RESTRICTIVE COVENANTS. AFTER THE MEMBER SUBSTITUTION, THE SOLE MEMBER HAS CERTAIN EMPLOYEES, WHO ARE OFFICERS OF THE ORGANIZATION, WHO PARTICIPATE IN A 457(F) SUPPLEMENTAL NON QUALIFIED BENEFIT PLAN. THE FOLLOWING EMPLOYEES RECEIVED 457(F) PLAN DEPOSITS DURING THE YEAR: LISA NORWINE - SEC 457(F) PLAN - $25,065 CHAD SNEED SEC 457(F) PLAN - $25,697 RON SCHAEFER SEC 457(F) PLAN - $24,909 ADAM MARLES SEC 457(F) PLAN - $43,721

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.

Provenance

Return type
form_990
Tax year
2024
Filed
14 November 2025
IRS schema version
2024v5.2
Source object
202513189349302821

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