Skip to content
Nonprofiteer
← DIAKON LUTHERAN SENIOR HOUSING AT LUTHER MEADOWS

Form 990 for tax year 2022

Filed by DIAKON LUTHERAN SENIOR HOUSING AT LUTHER MEADOWS.

Totals

Total revenue
$484,685
Total expenses
$451,863
Contributions and grants received
$251,398
Grants paid
$0
Program service revenue
$228,787
Investment income
$133
Other revenue
$4,367
Total assets, end of year
$1,039,193
Total liabilities, end of year
$1,938,850
Net assets or fund balances, end of year
-$899,657
Program services expenses (Part IX)
$404,021
Management and general expenses
$47,842
Fundraising expenses
$0
Program service expenses (Part III)
$404,021

Program services were 89.4% 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.

  • 1e · Government grants (contributions)

    $251,180

  • 1f · All other contributions, gifts and grants

    $218

  • 2a · Program service revenue: APARTMENT RENT

    total $228,787 · related or exempt $228,787

  • 3 · Investment income

    total $133 · excluded $133

  • 11a · Other revenue: LAUNDRY & VENDING REVE

    total $4,367 · related or exempt $4,367

  • 11e · Other revenue, total

    $4,367

Functional expenses

Part IX, the statement of functional expenses.

  • 11a · Fees: management

    total $29,400 · management and general $29,400

  • 11c · Fees: accounting

    total $18,442 · management and general $18,442

  • 11g · Fees: other

    total $625 · program services $625

  • 12 · Advertising and promotion

    total $20 · program services $20

  • 13 · Office expenses

    total $10,017 · program services $10,017

  • 16 · Occupancy

    total $122,004 · program services $122,004

  • 17 · Travel

    total $69 · program services $69

  • 22 · Depreciation, depletion and amortization

    total $76,800 · program services $76,800

  • 23 · Insurance

    total $28,979 · program services $28,979

  • 24a · Other expenses: REIMBURSED SALARY/BENEF

    total $116,371 · program services $116,371

  • 24b · Other expenses: HUD RESIDUAL RECEIPTS O

    total $48,767 · program services $48,767

  • 24c · Other expenses: MISCELLANEOUS EXPENSE

    total $369 · program services $369

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $50 · end of year $50

  • 2 · Savings and temporary cash investments

    beginning of year $730,303 · end of year $754,926

  • 9 · Prepaid expenses and deferred charges

    beginning of year $17,326 · end of year $23,510

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

    $2,524,209

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

    $2,263,502

  • 10c · Land, buildings and equipment, net

    beginning of year $310,289 · end of year $260,707

  • 17 · Accounts payable and accrued expenses

    beginning of year $74,875 · end of year $77,244

  • 23 · Secured mortgages and notes payable

    beginning of year $1,881,927 · end of year $1,827,191

  • 25 · Other liabilities

    beginning of year $33,645 · end of year $34,415

  • 27 · Net assets without donor restrictions

    beginning of year -$932,479 · end of year -$899,657

Mission and programs · 2022

Mission

IN RESPONSE TO GOD'S LOVE IN JESUS CHRIST, DIAKON LUTHERAN SENIOR HOUSING AT LUTHER MEADOWS WILL DEMONSTRATE GOD'S COMMAND TO LOVE THE NEIGHBOR THROUGH ACTS OF SERVICE.

Activities or mission (Part I)

DIAKON LUTHERAN SENIOR HOUSING AT LUTHER MEADOWS OFFERS AFFORDABLE, EQUAL OPPORTUNITY SENIOR HOUSING ACCOMMODATIONS.

  • DIAKON LUTHERAN SENIOR HOUSING AT LUTHER MEADOWS OFFERS AFFORDABLE, EQUAL OPPORTUNITY SENIOR HOUSING ACCOMMODATIONS. IN 2022, THE DIAKON LUTHERAN SENIOR HOUSING AT LUTHER MEADOWS PROVIDED 18,131 DAYS OF ACCOMMODATION, FOR AN OCCUPANCY RATE OF 99.35%.

    Expenses $404,021 · Revenue $233,154

As filed on the 2022 return.

Listed in Part VII

  • Scott Habecker

    CEO/PRESIDENT

    Total calculated
    $913,549
    From this org
    $0
    From related orgs
    $726,993
    Other
    $186,556
    Hours/week
    0.1 + 37.4 related

    Schedule J breakdown matched by us

    Base
    $0 + $515,423 related
    Bonus
    $0 + $211,570 related
    Other
    $0
    Deferred
    $0 + $157,714 related
    Nontaxable benefits
    $0 + $28,842 related
    Filer's total
    $0 + $913,549 related

  • Lisa Webster

    VICE PRESIDENT OF FINANCE, SECRETARY/TREASURER

    Total calculated
    $213,917
    From this org
    $0
    From related orgs
    $194,342
    Other
    $19,575
    Hours/week
    0.1 + 37.4 related

    Schedule J breakdown matched by us

    Base
    $0 + $165,152 related
    Bonus
    $0 + $29,190 related
    Other
    $0
    Deferred
    $0 + $2,413 related
    Nontaxable benefits
    $0 + $17,162 related
    Filer's total
    $0 + $213,917 related

  • Jarrod Leo

    SENIOR VP/CFO (UNTIL 3/22)

    Total calculated
    $135,867
    From this org
    $0
    From related orgs
    $129,958
    Other
    $5,909
    Hours/week
    0.1 + 37.4 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 $154,600 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

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
2022
Filed
7 November 2023
IRS schema version
2022v5.0
Source object
202313129349304086

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.