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Nonprofiteer
← THE EVANGELICAL LUTHERAN GOOD SAMARITAN SOCIETY

Form 990 for tax year 2022

Filed by THE EVANGELICAL LUTHERAN GOOD SAMARITAN SOCIETY.

Totals

Total revenue
$1,036,832,642
Total expenses
$1,085,202,736
Contributions and grants received
$23,047,294
Grants paid
$4,006
Program service revenue
$984,586,960
Investment income
$16,785,980
Other revenue
$12,412,408
Total assets, end of year
$1,222,802,084
Total liabilities, end of year
$221,838,214
Net assets or fund balances, end of year
$1,000,963,870
Program services expenses (Part IX)
$1,076,798,050
Management and general expenses
$8,403,692
Fundraising expenses
$994
Program service expenses (Part III)
$1,076,798,050

Program services were 99.2% 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

    $4,860,845

  • 1e · Government grants (contributions)

    $17,981,732

  • 1f · All other contributions, gifts and grants

    $204,717

  • 2a · Program service revenue: LTC - ROOM REVENUE

    total $627,945,593 · related or exempt $627,945,593

  • 2b · Program service revenue: LTC - THERAPY SERVICES

    total $184,483,855 · related or exempt $184,483,855

  • 2c · Program service revenue: INS/CLAIM RECOVERY

    total $53,471,472 · related or exempt $53,471,472

  • 2d · Program service revenue: HCBS REVENUE

    total $49,627,381 · related or exempt $49,627,381

  • 2e · Program service revenue: ANCILLARY & PHARMACY

    total $42,275,948 · related or exempt $42,275,948

  • 2f · All other program service revenue

    total $26,782,711 · related or exempt $26,711,118 · unrelated business $71,593

  • 3 · Investment income

    total $449,578 · excluded $449,578

  • 6a · Gross rents

    real property $3,948,486 · personal property $24,659

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $3,948,486 · personal property $24,659

  • 6d · Net rental income or loss

    total $3,973,145 · related or exempt $24,659 · unrelated business $21,175 · excluded $3,927,311

  • 7a · Gross sales of assets other than inventory

    securities $1,025,000 · other assets $71,843,616

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

    securities $1,133,076 · other assets $55,399,138

  • 7c · Gain or loss

    securities -$108,076 · other assets $16,444,478

  • 7d · Net gain or loss

    total $16,336,402 · excluded $16,336,402

  • 11a · Other revenue: ADMINISTRATIVE SERVICE

    total $4,779,357 · related or exempt $2,837,711 · unrelated business $1,941,646

  • 11b · Other revenue: CAFETERIA/VENDING

    total $3,448,815 · excluded $3,448,815

  • 11c · Other revenue: EMPLOYEE & GUEST MEALS

    total $227,404 · unrelated business $227,404 · excluded $0

  • 11d · All other revenue

    total -$16,313 · excluded -$16,313

  • 11e · Other revenue, total

    $8,439,263

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $4,006 · program services $4,006

  • 5 · Compensation of officers, directors and key employees

    total $6,819,445 · program services $6,821,812 · management and general -$2,367

  • 6 · Compensation of disqualified persons

    total $3,685,302 · program services $3,686,581 · management and general -$1,279

  • 7 · Other salaries and wages

    total $439,048,504 · program services $439,200,923 · management and general -$152,419

  • 8 · Pension plan contributions

    total $15,646,331 · program services $15,635,699 · management and general $10,632

  • 9 · Other employee benefits

    total $45,820,201 · program services $45,702,676 · management and general $117,525

  • 10 · Payroll taxes

    total $38,820,880 · program services $38,820,880

  • 11a · Fees: management

    total $381,855 · program services $381,855

  • 11b · Fees: legal

    total $123,874 · program services $123,874

  • 11c · Fees: accounting

    total $31,752 · management and general $31,752

  • 11d · Fees: lobbying

    total $420,599 · management and general $420,599

  • 11f · Fees: investment management

    total $435 · management and general $435

  • 11g · Fees: other

    total $119,784,225 · program services $119,350,365 · management and general $433,860

  • 12 · Advertising and promotion

    total $2,259,842 · program services $2,259,842

  • 13 · Office expenses

    total $8,296,961 · program services $8,128,694 · management and general $168,267

  • 14 · Information technology

    total $1,892 · program services $1,892

  • 16 · Occupancy

    total $54,965,645 · program services $54,135,758 · management and general $829,887

  • 17 · Travel

    total $8,151,103 · program services $8,280,531 · management and general -$129,428

  • 19 · Conferences, conventions and meetings

    total $1,406,066 · program services $1,406,066

  • 20 · Interest

    total $23,525,323 · program services $22,307,810 · management and general $1,217,513

  • 22 · Depreciation, depletion and amortization

    total $99,467,672 · program services $95,372,574 · management and general $4,095,098

  • 23 · Insurance

    total $14,197,446 · program services $13,984,208 · management and general $213,238

  • 24a · Other expenses: INTERCOMPANY PURCHASED

    total $92,754,675 · program services $92,516,342 · management and general $238,333

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $68,211,850 · program services $68,164,799 · management and general $47,051

  • 24c · Other expenses: MINNESOTA CARE TAX

    total $14,792,218 · program services $14,792,218

  • 24d · Other expenses: UNCOLLECTIBLE EXPENSE

    total $12,591,039 · program services $12,162,188 · management and general $428,851

  • 24e · All other expenses

    total $13,993,595 · program services $13,556,457 · management and general $436,144 · fundraising $994

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $20,828,894 · end of year $13,553,955

  • 2 · Savings and temporary cash investments

    beginning of year $11,599,277 · end of year $2,306,800

  • 4 · Accounts receivable

    beginning of year $80,644,246 · end of year $132,930,450

  • 7 · Other notes and loans receivable

    beginning of year $9,888,000 · end of year $8,030,401

  • 8 · Inventories for sale or use

    beginning of year $3,223,846 · end of year $3,282,176

  • 9 · Prepaid expenses and deferred charges

    beginning of year $903,298 · end of year $726,151

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

    $2,006,632,820

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

    $1,022,025,895

  • 10c · Land, buildings and equipment, net

    beginning of year $1,072,794,292 · end of year $984,606,925

  • 11 · Investments: publicly traded securities

    beginning of year $867,895 · end of year $0

  • 13 · Investments: program-related

    beginning of year $4,853,539 · end of year $10,297,298

  • 14 · Intangible assets

    beginning of year $23,306,000 · end of year $21,137,999

  • 15 · Other assets

    beginning of year $51,225,469 · end of year $45,929,929

  • 17 · Accounts payable and accrued expenses

    beginning of year $70,187,671 · end of year $56,126,889

  • 19 · Deferred revenue

    beginning of year $3,440,081 · end of year $3,627,980

  • 21 · Escrow or custodial account liability

    beginning of year $157,579,837 · end of year $150,961,709

  • 23 · Secured mortgages and notes payable

    beginning of year $2,881,033 · end of year $369,943

  • 25 · Other liabilities

    beginning of year $12,496,393 · end of year $10,751,693

  • 27 · Net assets without donor restrictions

    beginning of year $1,033,436,417 · end of year $1,000,963,870

  • 28 · Net assets with donor restrictions

    beginning of year $113,324 · end of year $0

Mission and programs · 2022

Mission

THE MISSION OF THE GOOD SAMARITAN SOCIETY - TO SHARE GOD'S LOVE THROUGH THE WORK OF HEALTH, HEALING AND COMFORT - IS A LOCAL MISSION. IT PLAYS OUT IN HUNDREDS OF HOMETOWNS ACROSS AMERICA EVERY DAY.

Activities or mission (Part I)

DEDICATED TO SHARING GOD'S LOVE THROUGH THE WORK OF HEALTH, HEALING AND COMFORT.

  • SKILLED NURSING SERVICES - REHABILITATION/SKILLED NURSING SERVICES HAVE BEEN AT THE CORE OF THE SOCIETY'S SERVICES OVER ITS 100-YEAR HISTORY. THE SOCIETY APPROACHES CARE FOR THE SPIRITUAL, EMOTIONAL AND SOCIAL DIMENSIONS OF OUR SKILLED NURSING RESIDENTS IS AS IMPORTANT AS THE PHYSICAL CARE THAT IS PROVIDED TO SOCIETY RESIDENTS EVERY HOUR OF EVERY DAY. SERVICES PROVIDED IN SOCIETY SKILLED NURSING FACILITIES INCLUDE COMPREHENSIVE PROFESSIONAL NURSING CARE; REHABILITATION SERVICES; AS WELL AS A HIGH QUALITY OF RELATED SERVICES SUCH AS DIETARY, RECREATIONAL AND OTHER ACTIVITIES; MEDICATION ADMINISTRATION; AND OTHER SERVICES THAT MEET THE HOLISTIC NEEDS OF THOSE THE SOCIETY IS CALLED TO SERVE. THE SOCIETY IS THE LARGEST NOT-FOR-PROFIT PROVIDER OF REHABILITATION/SKILLED NURSING SERVICES IN THE UNITED STATES. BUT SIZE IS NOT THE SOCIETY'S OBJECTIVE. INSTEAD, SEEKING TO MEET THE NEEDS OF "OLDER PERSONS AND OTHERS IN NEED" TO IMPROVE THEIR WELL-BEING - AS THEY DEFINE IT - REMAINS PARAMOUNT. STATISTICALLY, THE SOCIETY PROVIDED A TOTAL OF 2,193,497 SKILLED NURSING HOME DAYS OF CARE AND SERVICE IN 2022. THE SOCIETY CONTINUES TO REINVEST MUCH OF ITS REVENUE TO BUILD AND REVITALIZE ITS FACILITIES ON CAMPUSES THROUGHOUT THE COUNTRY.

    Expenses $832,267,184 · Grants $4,006 · Revenue $737,509,810

  • HOUSING WITH SERVICES - ALSO REFERRED TO AS INDEPENDENT OR SENIOR HOUSING, HOUSING WITH SERVICES HAS BEEN A GROWING PART OF THE SOCIETY'S MINISTRY FOR MANY YEARS. WITH ABOUT 10,000 PEOPLE RETIRING EACH AND EVERY DAY IN THE UNITED STATES - AND WITH EVER-INCREASING NUMBERS OCCURRING IN FUTURE YEARS - THE PROVISION OF SENIOR LIVING/HOUSING WILL TAKE ON INCREASING IMPORTANCE IN YEARS TO COME. THE SOCIETY RECOGNIZES THIS GROWTH AND HAS MADE EXPANSION OF SENIOR LIVING SERVICES AND LOCATIONS A MAJOR PART OF THIS CORPORATE STRATEGIC PLANNING. CAMPUSES FEATURE ATTRACTIVE GROUNDS; A VARIETY OF COMMON SPACE AND MULTI-PURPOSE ROOMS FOR RESIDENT AND FAMILY INTERACTION AND COMMUNITY GATHERINGS; LIBRARIES AND READING ROOMS, LARGE COMMON KITCHENS; CABLE TV AND PHONE SERVICE; AND THE AVAILABILITY OF COMPUTER/INTERNET SERVICES TO ALLOW AND ENCOURAGE ELECTRONIC CONNECTIVITY WITH FAMILY AND FRIENDS. FURTHER, VARIOUS SENIOR LEARNING OPPORTUNITIES ARE PROVIDED ON SENIOR LIVING CAMPUSES IN ADDITION TO THE SPIRITUAL AND SOCIAL PROGRAMS OFFERED IN REHABILITATION/SKILLED NURSING SERVICES AND ASSISTED LIVING.

    Expenses $94,405,700 · Revenue $98,092,641

  • ASSISTED LIVING SERVICES - ASSISTED LIVING SERVICES RESPOND TO THE SOCIETY'S RESIDENTS' NEEDS EACH DAY IN A "HOME-LIKE" ENVIRONMENT. IN 2022, THE SOCIETY PROVIDED 1,694,580 RESIDENT DAYS IN ASSISTED LIVING LOCATIONS. THIS IMPORTANT LEVEL OF CARE PROVIDES A VITAL, INTERMEDIATE LEVEL OF CARE FOR INDIVIDUALS WHO ARE NEITHER ABLE TO LIVE INDEPENDENTLY NOR ARE IN NEED OF SKILLED NURSING SERVICES. THE LIST OF SERVICES PROVIDED IN SOCIETY ASSISTED LIVING FACILITIES HIGHLIGHTS AN ENVIRONMENT THAT PROVIDES FOR THE HOLISTIC CARE OF ITS RESIDENTS. SERVICES INCLUDE THREE NUTRITIOUS MEALS A DAY, HOUSEKEEPING, LAUNDRY SERVICE, 24-HOUR STAFFING (IN ADDITION TO EMERGENCY CALL SYSTEMS), SCHEDULED TRANSPORTATION, SPIRITUAL SERVICES, AND MEDICATION ASSISTANCE. COORDINATED SPIRITUAL AND SOCIAL PROGRAMS ARE OFFERED FOR THE TOTAL WELL-BEING OF THE RESIDENTS.

    Expenses $93,149,190 · Revenue $79,494,912

  • HOME HEALTH SERVICES - THE EVANGELICAL LUTHERAN GOOD SAMARITAN SOCIETY OFFERS LICENSED HOME HEALTH CARE, HOSPICE AND SERVICES@HOME (PRIVATE DUTY) SERVICES IN 18 STATES. THESE AGENCIES PROVIDE SKILLED HEALTH CARE IN A CLIENT'S HOME. SKILLED CARE INCLUDES PROFESSIONAL NURSING CARE, HOME HEALTH AIDE ASSISTANCE, SOCIAL SERVICES AND THERAPISTS TO MEET THE SKILLED-MEDICAL NEEDS OF THE CLIENT. WE PROVIDE CLINICAL SUPERVISION AND TREATMENT FOR THE PERSON ON A SHORT-TERM OR INTERMITTENT BASIS TO MEET HIS OR HER MEDICAL AND PERSONAL NEEDS.THE LICENSED HOSPICE AGENCIES AND GENERAL INPATIENT UNIT PROVIDED SERVICES INCLUDING PHYSICIAN, PROFESSIONAL NURSE, MEDICAL SOCIAL WORKER, CHAPLAIN, BEREAVEMENT SERVICE, HOME HEALTH AIDE, VOLUNTEERS AND THERAPY AS DIRECTED BY THE PATIENT'S CARE PLAN. THE COMPASSIONATE, LOVING CARE AT THE END OF A PERSON'S LIFE PROVIDES THE PATIENT AND THEIR FAMILIES WITH THE SUPPORT AND CARE NEEDED TO MEET THE GOALS OF CARE.SERVICES@HOME, OUR PRIVATE DUTY AGENCIES, TAILORS SERVICES TO SUPPORT SENIORS, WHICH ALLOWS THEM THE CHOICE TO REMAIN HOME WHILE RECEIVING THE COMPASSIONATE CARE AND SERVICES NEEDED. THESE SERVICES INCLUDE MEAL PREPARATION, HOUSEKEEPING, COMPANIONSHIP, PERSONAL HYGIENE AND GROOMING, BATHING, EXERCISE, RESPITE CARE, MEMORY CARE, TRANSPORTATION, APPOINTMENT ESCORT, MEDICATION REMINDERS AND MORE.

    Expenses $56,975,976 · Revenue $72,280,374

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Randy Bury

    FORMER PRESIDENT & CEO

    Total calculated
    $56,688
    From this org
    $0
    From related orgs
    $56,688
    Other
    $0
    Hours/week
    0

  • Randy Bury

    SEE SCH J, PART III, LINES 4A-4B

    Total calculated
    $2,769,572
    From this org
    $0
    From related orgs
    $2,769,572
    Other
    $0
    Hours/week
    0

  • Matt Hocks

    DIRECTOR

    Total calculated
    $2,412,825
    From this org
    $0
    From related orgs
    $2,164,525
    Other
    $248,300
    Hours/week
    0.5 + 59.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,448,268 related
    Bonus
    $0 + $482,335 related
    Other
    $0 + $233,922 related
    Deferred
    $0 + $219,455 related
    Nontaxable benefits
    $0 + $28,845 related
    Filer's total
    $0 + $2,412,825 related

  • Michelle Bruhn

    TREASURER

    Total calculated
    $1,717,536
    From this org
    $0
    From related orgs
    $1,530,538
    Other
    $186,998
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,012,253 related
    Bonus
    $0 + $350,000 related
    Other
    $0 + $168,285 related
    Deferred
    $0 + $160,681 related
    Nontaxable benefits
    $0 + $26,317 related
    Filer's total
    $0 + $1,717,536 related

  • Nathan Schema

    PRESIDENT & CEO

    Total calculated
    $901,826
    From this org
    $0
    From related orgs
    $774,197
    Other
    $127,629
    Hours/week
    58.1 + 1.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $603,028 related
    Bonus
    $0 + $67,815 related
    Other
    $0 + $103,354 related
    Deferred
    $0 + $101,312 related
    Nontaxable benefits
    $0 + $26,317 related
    Filer's total
    $0 + $901,826 related

  • Gregory Johnson

    VP, MEDICAL OFFICER, GSS

    Total calculated
    $501,590
    From this org
    $0
    From related orgs
    $465,382
    Other
    $36,208
    Hours/week
    55

  • Gregory Johnson

    SEE SCH J, PART III, LINES 4A-4B

    Total calculated
    $294,769
    From this org
    $0
    From related orgs
    $294,769
    Other
    $0
    Hours/week
    55

  • Eric Vanden Hull

    VP, FINANCE-END 12/22

    Total calculated
    $570,818
    From this org
    $0
    From related orgs
    $529,683
    Other
    $41,135
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $411,619 related
    Bonus
    $0 + $60,986 related
    Other
    $0 + $57,078 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $25,885 related
    Filer's total
    $0 + $570,818 related

  • Thomas Syverson

    FORMER OFFICER - EVP

    Total calculated
    $386,131
    From this org
    $0
    From related orgs
    $343,564
    Other
    $42,567
    Hours/week
    53.12 + 1.88 related

    Schedule J breakdown matched by us

    Base
    $0 + $341,742 related
    Bonus
    $0 + $300 related
    Other
    $0 + $1,522 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $27,317 related
    Filer's total
    $0 + $386,131 related

  • Julie Rieken

    STAFF NURSE - RN

    Total calculated
    $376,648
    From this org
    $352,000
    From related orgs
    $0
    Other
    $24,648
    Hours/week
    103.43

    Schedule J breakdown matched by us

    Base
    $83,347
    Bonus
    $3,114
    Other
    $265,539
    Deferred
    $15,250
    Nontaxable benefits
    $9,398
    Filer's total
    $376,648

  • Aimee Middleton

    VP, OPERATIONS

    Total calculated
    $351,191
    From this org
    $0
    From related orgs
    $322,508
    Other
    $28,683
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $284,034 related
    Bonus
    $0
    Other
    $0 + $38,474 related
    Deferred
    $0 + $5,680 related
    Nontaxable benefits
    $0 + $23,003 related
    Filer's total
    $0 + $351,191 related

  • Clint Graybill

    EXEC DIRECTOR, OPERATIONS, GSS

    Total calculated
    $341,750
    From this org
    $0
    From related orgs
    $316,945
    Other
    $24,805
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $269,183 related
    Bonus
    $0 + $10,941 related
    Other
    $0 + $36,821 related
    Deferred
    $0 + $12,855 related
    Nontaxable benefits
    $0 + $11,950 related
    Filer's total
    $0 + $341,750 related

  • Joel Fluit

    VP, FINANCE-BEG 10/22

    Total calculated
    $325,091
    From this org
    $0
    From related orgs
    $301,279
    Other
    $23,812
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $238,604 related
    Bonus
    $0 + $30,000 related
    Other
    $0 + $32,675 related
    Deferred
    $0 + $12,216 related
    Nontaxable benefits
    $0 + $11,596 related
    Filer's total
    $0 + $325,091 related

  • Michael Rogers

    DIRECTOR, SECRETARY-BEG 6/22

    Total calculated
    $308,885
    From this org
    $0
    From related orgs
    $273,894
    Other
    $34,991
    Hours/week
    3.3 + 56.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $236,680 related
    Bonus
    $0
    Other
    $0 + $37,214 related
    Deferred
    $0 + $12,328 related
    Nontaxable benefits
    $0 + $22,663 related
    Filer's total
    $0 + $308,885 related

  • Rochelle Rindels

    VP, NURSING & CLINICAL SVC

    Total calculated
    $292,705
    From this org
    $0
    From related orgs
    $261,250
    Other
    $31,455
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $202,780 related
    Bonus
    $0 + $30,196 related
    Other
    $0 + $28,274 related
    Deferred
    $0 + $10,316 related
    Nontaxable benefits
    $0 + $21,139 related
    Filer's total
    $0 + $292,705 related

  • David Horazdovsky

    FORMER CEO-SEE SCH J, PART III, 4A-4B

    Total calculated
    $246,600
    From this org
    $0
    From related orgs
    $246,600
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $246,600 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $246,600 related

  • Comfort Alowonle

    STAFF NURSE - RN

    Total calculated
    $244,008
    From this org
    $233,402
    From related orgs
    $0
    Other
    $10,606
    Hours/week
    75.07

    Schedule J breakdown matched by us

    Base
    $65,936
    Bonus
    $2,756
    Other
    $164,710
    Deferred
    $10,517
    Nontaxable benefits
    $89
    Filer's total
    $244,008

  • Dustin Scholz

    FORMER KEY EMPLOYEE - REGIONAL VP

    Total calculated
    $226,311
    From this org
    $0
    From related orgs
    $191,012
    Other
    $35,299
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $165,868 related
    Bonus
    $0
    Other
    $0 + $25,144 related
    Deferred
    $0 + $8,852 related
    Nontaxable benefits
    $0 + $26,447 related
    Filer's total
    $0 + $226,311 related

  • Lisa Melby

    DIRECTOR-END 7/22

    Total calculated
    $112,470
    From this org
    $90,020
    From related orgs
    $0
    Other
    $22,450
    Hours/week
    50 + 0.1 related

  • Traci Woolfolk

    DIRECTOR-END 2/22

    Total calculated
    $33,067
    From this org
    $31,223
    From related orgs
    $0
    Other
    $1,844
    Hours/week
    50 + 0.1 related

  • Traci Woolfolk

    SEE SCH J, PART III, LINES 4A-4B

    Total calculated
    $50,237
    From this org
    $50,237
    From related orgs
    $0
    Other
    $0
    Hours/week
    50 + 0.1 related

  • Marnie Herrmann

    DIRECTOR, VICE CHAIR-END 6/22

    Total calculated
    $35,500
    From this org
    $0
    From related orgs
    $35,500
    Other
    $0
    Hours/week
    3.3 + 0.1 related

  • Scott Petersen

    DIRECTOR, CHAIRPERSON

    Total calculated
    $0
    Hours/week
    3.3 + 0.1 related

  • Darrell Schmith

    DIRECTOR, VICE CHAIR-BEG 6/22

    Total calculated
    $0
    Hours/week
    3.3 + 0.1 related

  • David Austad

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3.3 + 0.1 related

  • David Brechtelsbauer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3.3 + 0.1 related

  • Dean Bresciani PhD

    DIRECTOR-BEG 6/22

    Total calculated
    $0
    Hours/week
    3.3 + 0.1 related

  • Norval Buckneberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3.3 + 0.1 related

  • Thomas Koop

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3.3 + 0.1 related

  • Helen Melland

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3.3 + 0.1 related

  • Linda Norman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3.3 + 0.1 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

Itemized on Schedule J with no Part VII listing of the same name on this return:

  • Randy Bury

    FORMER PRESIDENT & CEO

    Schedule J breakdown

    Base
    $0 + $36,400 related
    Bonus
    $0
    Other
    $0 + $20,288 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $56,688 related

  • Randy Bury

    SEE SCH J, PART III, LINES 4A-4B

    Schedule J breakdown

    Base
    $0
    Bonus
    $0
    Other
    $0 + $2,769,572 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $2,769,572 related

  • Gregory Johnson

    VP, MEDICAL OFFICER, GSS

    Schedule J breakdown

    Base
    $0 + $353,391 related
    Bonus
    $0 + $62,462 related
    Other
    $0 + $49,529 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $20,958 related
    Filer's total
    $0 + $501,590 related

  • Gregory Johnson

    SEE SCH J, PART III, LINES 4A-4B

    Schedule J breakdown

    Base
    $0
    Bonus
    $0
    Other
    $0 + $294,769 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $294,769 related

Answered yes

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

Answered no

  • 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 1A
FIRST CLASS OR CHARTER TRAVEL - FIRST CLASS TRAVEL OR CHARTER TRAVEL IS PROVIDED FOR INDIVIDUALS AS NEEDED AND AS COST APPROPRIATE, IN ACCORDANCE WITH WRITTEN POLICIES. THESE COSTS ARE NOT INCLUDED IN THE W-2'S OF THE INDIVIDUALS AS THEY ARE INCURRED FOR BUSINESS PURPOSES OF THE SOCIETY. CERTAIN ITEMS LISTED ON LINE 1A ARE PROVIDED BY RELATED ORGANIZATIONS.
PART I, LINE 3
THE EXECUTIVE COMPENSATION COMMITTEE OF THE SANFORD BOARD OF TRUSTEES DIRECTLY ENGAGES A NATIONALLY RECOGNIZED INDEPENDENT COMPENSATION CONSULTING FIRM ANNUALLY TO REVIEW THE TOTAL COMPENSATION ARRANGEMENTS OF THE OFFICERS AND EXECUTIVES OF THE ORGANIZATION, INCLUDING THE CEO, AND TO REPORT THE FINDINGS TO THEM FOR DELIBERATION AND ACTION. THE DELIBERATIONS AND ACTIONS ARE RECORDED IN THE MINUTES OF THE SANFORD BOARD OF TRUSTEES. THE MOST RECENT STUDY WAS COMPLETED IN 2022.
PART I, LINES 4A-B
LINE 4A - SEVERANCE OR CHANGE OF CONTROL UPON HIRE OR PROMOTION, SELECT OFFICERS AND KEY EMPLOYEES SIGN AN EXECUTIVE SEVERANCE AGREEMENT (THE "AGREEMENT"). THE AGREEMENT PROVIDES THAT THE EXECUTIVE WILL RECEIVE A MULTIPLE OF HIS OR HER SALARY (BASED ON YEARS OF SERVICE OR POSITION) AS A PAYMENT IN THE EVENT OF A DEFINED SEPARATION EVENT, WHICH CAN INCLUDE AN INVOLUNTARY SEPARATION OR AN EMPLOYEE VOLUNTARILY LEAVING FOR A DEFINED CONTRACTUAL REASON. EXECUTIVES MAY ALSO QUALIFY FOR A PAYMENT FOR SATISFYING A NON-COMPETE. FINAL SEPARATION PAYMENTS MIGHT VARY FROM THE AMOUNT PROVIDED IN THE AGREEMENT AS A RESULT OF NEGOTIATIONS SURROUNDING POST-SEPARATION OBLIGATIONS AND INCENTIVES (THE "SEPARATION" PAYMENT). LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PAYMENTS SANFORD SPONSORS NONQUALIFIED RETIREMENT PLANS FOR SELECT OFFICERS OR KEY EMPLOYEES. CERTAIN OF THE BELOW OFFICERS OR KEY EMPLOYEES WERE PAID AS A RESULT OF A VESTING EVENT. LINES 4A AND 4B - PAYMENTS THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE OR CHANGE OF CONTROL PAYMENTS AND/OR SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PAYMENTS: RANDY BURY: SEPARATION.........................$2,769,572 GREGORY JOHNSON: SEPARATION...........................$294,769 DAVID HORAZDOVSKY: NON-COMPETE PAYMENT..................$246,600 TRACI WOOLFOLK: SEPARATION...........................$50,237

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.

Disregarded entities

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

  • AH GOOD SAMARITAN HOUSING LTD

    SENIOR HOUSING · SD · income $0 · assets $0

    Directly controlled by THE EVANGELICAL LUTHERAN GOOD SAMARITAN SOCIETY

  • GOOD SAMARITAN SOCIETY HCBS - SERVICESHOME LLC

    PROVIDER OF PRIVATE DUTY SERVICES · ND · income $0 · assets $0

    Directly controlled by GOOD SAMARITAN SOCIETY HCBS - HERITAGE LLC

  • GOOD SAMARITAN SOCIETY HCBS LLC

    SOLE MEMBER OF HOME AND COMMUNITY BASED SERVICES & HOSPICE LLC'S · SD · income $0 · assets $0

    Directly controlled by THE EVANGELICAL LUTHERAN GOOD SAMARITAN SOCIETY

  • GOOD SAMARITAN SOCIETY HCBS-HERITAGE LLC

    PROVIDE HOME AND COMMUNITY BASED SERVICES · SD · income $0 · assets $0

    Directly controlled by GOOD SAMARITAN SOCIETY HCBS LLC

  • GOOD SAMARITAN SOCIETY HCBS-TX LLC

    PROVIDE HOME AND COMMUNITY BASED SERVICES · ND · income $0 · assets $0

    Directly controlled by GOOD SAMARITAN SOCIETY HCBS LLC

  • MOUNT PLEASANT GOOD SAMARITAN HOUSING LLC

    PROVIDE LOW INCOME SENIOR HOUSING · SD · income $82,937 · assets $280,572

    Directly controlled by THE EVANGELICAL LUTHERAN GOOD SAMARITAN SOCIETY

  • PENNINGTON COUNTY GOOD SAMARITAN HOUSING GP LLC

    PROVIDER OF AFFORDABLE SENIOR HOUSING · SD · income $0 · assets $360,046

    Directly controlled by THE EVANGELICAL LUTHERAN GOOD SAMARITAN SOCIETY

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • ADA COUNTY GOOD SAMARITAN HOUSING LP

    PROVIDE LOW-INCOME HOUSING TO SENIORS AND OTHER ELIGIBLE POPULATIONS · SD

  • ADAMS COUNTY GOOD SAMARITAN HOUSING LP

    PROVIDE LOW-INCOME HOUSING TO SENIORS AND OTHER ELIGIBLE POPULATIONS · SD

  • COLLISTER DRIVE HOUSING LLC

    LOW-INCOME HOUSING TO SENIORS AND OTHER ELIGIBLE POPULATIONS AS GP · SD

  • HASTINGS VILLAGE GARDENS GOOD SAMARITAN HOUSING LP

    PROVIDE LOW-INCOME HOUSING TO SENIORS AND OTHER ELIGIBLE POPULATIONS · SD

  • LILAC WAY GOOD SAMARITAN HOUSING LP

    PROVIDE LOW-INCOME HOUSING TO SENIORS AND OTHER ELIGIBLE POPULATIONS · SD

  • MILLARD GOOD SAMARITAN HOUSING LP

    PROVIDE LOW-INCOME HOUSING TO SENIORS AND OTHER ELIGIBLE POPULATIONS · SD

  • NATIONAL STUDENT HOUSING-SOUTH DAKOTA LLC

    INVESTMENT · SD

  • OLATHE GOOD SAMARITAN HOUSING LP

    PROVIDE LOW-INCOME HOUSING TO SENIORS AND OTHER ELIGIBLE POPULATIONS · SD

  • PENNINGTON COUNTY GOOD SAMARITAN HOUSING LP

    PROVIDE LOW-INCOME HOUSING TO SENIORS AND OTHER ELIGIBLE POPULATIONS · SD

  • PRESCOTT GOOD SAMARITAN HOUSING LP

    PROVIDE LOW-INCOME HOUSING TO SENIORS AND OTHER ELIGIBLE POPULATIONS · SD

  • RAC RENTALS LLC

    INVESTMENT · SD

  • RAPID CITY GOOD SAMARITAN HOUSING LP

    PROVIDE LOW-INCOME HOUSING TO SENIORS AND OTHER ELIGIBLE POPULATIONS · SD

  • RUTH STREET GOOD SAMARITAN HOUSING LLC

    LOW-INCOME HOUSING TO SENIORS AND OTHER ELIGIBLE POPULATIONS AS GP · SD

  • SIOUX FALLS DOWNTOWN GOOD SAMARITAN LP

    PROVIDE LOW-INCOME HOUSING TO SENIORS AND OTHER ELIGIBLE POPULATIONS · SD

  • TEXAS GOOD SAMARITAN HOUSING LLC

    LOW-INCOME HOUSING TO SENIORS AND OTHER ELIGIBLE POPULATIONS AS GP · SD

Related corporations and trusts

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

  • GOOD SAMARITAN INSURANCE PLAN OF NEBRASKA INC

    C · INSURANCE · NE

  • GOOD SAMARITAN INSURANCE PLAN OF NORTH DAKOTA

    C · INSURANCE · ND

  • GOOD SAMARITAN INSURANCE PLAN OF SOUTH DAKOTA INC

    C · INSURANCE · SD

  • GOOD SAMARITAN SOCIETY INSURANCE LTD

    C · INSURANCE · CJ

  • HERITAGE HEALTHCARE OF NORTHERN NEW MEXICO INC

    S · PROVIDE HOME AND COMMUNITY BASED SERVICES · NM

  • HERITAGE HEALTHCARE SERVICES INC

    S · PROVIDE HOME AND COMMUNITY BASED SERVICES · NM

  • HERITAGE HOME HEALTHCARE & HOSPICE INC

    S · PROVIDE HOME AND COMMUNITY BASED SERVICES · NM

  • HERITAGE HOME HEALTHCARE OF ARIZONA INC

    S · PROVIDE HOME AND COMMUNITY BASED SERVICES · NM

  • HERITAGE HOME HEALTHCARE SERVICES INC

    S · PROVIDE HOME AND COMMUNITY BASED SERVICES · NM

  • SANFORD FRONTIERS

    C · WEIGHT LOSS/FITNESS · SD

  • SANFORD HEALTH PLAN

    C · INSURANCE · SD

  • SANFORD HEALTH PLAN OF MN

    C · INSURANCE · MN

  • SANFORD INTERNATIONAL - MUNICH GMBH

    C · HEALTHCARE · GM

  • SANFORD WORLD CLINICS - GHANA

    C · HEALTHCARE · GH

  • SHANGHAI SANFORD HEALTHCARE MANAGEMENT CONSULTING CO LTD

    C · HEALTHCARE · CH

Provenance

Return type
form_990
Tax year
2022
Filed
9 November 2023
IRS schema version
2022v5.0
Source object
202313139349306211

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