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Nonprofiteer
← THE EVANGELICAL LUTHERAN GOOD SAMARITAN SOCIETY

Form 990 for tax year 2023

Filed by THE EVANGELICAL LUTHERAN GOOD SAMARITAN SOCIETY.

Totals

Total revenue
$953,277,804
Total expenses
$985,078,142
Contributions and grants received
$15,850,892
Grants paid
$2,136,909
Program service revenue
$911,306,536
Investment income
$11,546,880
Other revenue
$14,573,496
Total assets, end of year
$1,105,454,446
Total liabilities, end of year
$193,170,490
Net assets or fund balances, end of year
$912,283,956
Program services expenses (Part IX)
$874,315,175
Management and general expenses
$110,761,925
Fundraising expenses
$1,042
Program service expenses (Part III)
$874,315,175

Program services were 88.8% 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

    $7,555,729

  • 1e · Government grants (contributions)

    $7,385,783

  • 1f · All other contributions, gifts and grants

    $909,380

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

    total $645,933,982 · related or exempt $645,933,982

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

    total $170,518,951 · related or exempt $170,518,951

  • 2c · Program service revenue: HCBS REVENUE

    total $38,824,500 · related or exempt $38,824,500

  • 2d · Program service revenue: ANCILLARY & PHARMACY

    total $38,517,035 · related or exempt $38,517,035

  • 2e · Program service revenue: ALL OTHER PROGRAM SERV

    total $11,553,112 · related or exempt $11,868,660 · unrelated business -$315,548

  • 2f · All other program service revenue

    total $5,958,956 · related or exempt $5,958,956 · unrelated business $0

  • 3 · Investment income

    total $705,016 · excluded $705,016

  • 6a · Gross rents

    real property $6,559,683 · personal property $1,785

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $6,559,683 · personal property $1,785

  • 6d · Net rental income or loss

    total $6,561,468 · related or exempt $1,785 · excluded $6,559,683

  • 7a · Gross sales of assets other than inventory

    other assets $112,828,674

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

    other assets $101,986,810

  • 7c · Gain or loss

    other assets $10,841,864

  • 7d · Net gain or loss

    total $10,841,864 · excluded $10,841,864

  • 11a · Other revenue: ADMINISTRATIVE SERVICE

    total $4,348,160 · related or exempt $2,549,760 · unrelated business $1,798,400

  • 11b · Other revenue: CAFETERIA/VENDING

    total $3,236,425 · excluded $3,236,425

  • 11c · Other revenue: EMPLOYEE & GUEST MEALS

    total $210,826 · unrelated business $210,826

  • 11d · All other revenue

    total $216,617 · excluded $216,617

  • 11e · Other revenue, total

    $8,012,028

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,122,620 · program services $2,122,620

  • 3 · Grants to foreign organizations and individuals

    total $14,289 · program services $14,289

  • 5 · Compensation of officers, directors and key employees

    total $9,400,537 · program services $9,356,823 · management and general $43,714

  • 6 · Compensation of disqualified persons

    total $1,526,343 · program services $1,519,245 · management and general $7,098

  • 7 · Other salaries and wages

    total $431,930,639 · program services $430,407,390 · management and general $1,523,249

  • 8 · Pension plan contributions

    total $15,421,966 · program services $15,409,970 · management and general $11,996

  • 9 · Other employee benefits

    total $47,483,390 · program services $47,265,745 · management and general $217,645

  • 10 · Payroll taxes

    total $38,829,236 · program services $38,740,623 · management and general $88,613

  • 11a · Fees: management

    total $118,015 · management and general $118,015

  • 11b · Fees: legal

    total $105,308 · management and general $105,308

  • 11c · Fees: accounting

    total $148,988 · management and general $148,988

  • 11d · Fees: lobbying

    total $354,027 · management and general $354,027

  • 11f · Fees: investment management

    total $71 · management and general $71

  • 11g · Fees: other

    total $87,458,741 · program services $70,480,141 · management and general $16,978,600

  • 12 · Advertising and promotion

    total $2,264,022 · program services $2,264,022

  • 13 · Office expenses

    total $7,573,420 · program services $7,810,524 · management and general -$237,104

  • 16 · Occupancy

    total $47,683,681 · program services $46,894,736 · management and general $788,945

  • 17 · Travel

    total $8,636,976 · program services $8,632,088 · management and general $4,888

  • 19 · Conferences, conventions and meetings

    total $1,125,284 · program services $1,125,284

  • 20 · Interest

    total $23,020,457 · program services $21,829,335 · management and general $1,191,122

  • 22 · Depreciation, depletion and amortization

    total $47,313,923 · program services $44,647,797 · management and general $2,666,126

  • 23 · Insurance

    total $15,179,163 · program services $14,889,385 · management and general $289,778

  • 24a · Other expenses: PURCHASED SERVICES FROM

    total $85,154,405 · management and general $85,154,405

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $64,605,893 · program services $64,605,893

  • 24c · Other expenses: PROVIDER CARE TAXES

    total $15,491,578 · program services $15,491,578

  • 24d · Other expenses: UNCOLLECTIBLE EXPENSE

    total $15,159,870 · program services $14,796,850 · management and general $363,020

  • 24e · All other expenses

    total $16,955,300 · program services $16,010,837 · management and general $943,421 · fundraising $1,042

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $13,553,955 · end of year $8,585,011

  • 2 · Savings and temporary cash investments

    beginning of year $2,306,800 · end of year $2,828,436

  • 4 · Accounts receivable

    beginning of year $132,930,450 · end of year $88,743,032

  • 7 · Other notes and loans receivable

    beginning of year $8,030,401 · end of year $1,108,474

  • 8 · Inventories for sale or use

    beginning of year $3,282,176 · end of year $1,780,445

  • 9 · Prepaid expenses and deferred charges

    beginning of year $726,151 · end of year $338,913

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

    $1,639,462,201

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

    $701,837,712

  • 10c · Land, buildings and equipment, net

    beginning of year $984,606,925 · end of year $937,624,489

  • 11 · Investments: publicly traded securities

    end of year $5,627,818

  • 13 · Investments: program-related

    beginning of year $10,297,298 · end of year $0

  • 14 · Intangible assets

    beginning of year $21,137,999 · end of year $18,477,120

  • 15 · Other assets

    beginning of year $45,929,929 · end of year $40,340,708

  • 17 · Accounts payable and accrued expenses

    beginning of year $56,126,889 · end of year $51,568,323

  • 19 · Deferred revenue

    beginning of year $3,627,980 · end of year $6,268,272

  • 21 · Escrow or custodial account liability

    beginning of year $150,961,709 · end of year $121,380,039

  • 23 · Secured mortgages and notes payable

    beginning of year $369,943 · end of year $333,927

  • 25 · Other liabilities

    beginning of year $10,751,693 · end of year $13,619,929

  • 27 · Net assets without donor restrictions

    beginning of year $1,000,963,870 · end of year $912,283,956

Mission and programs · 2023

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 2,010,186 SKILLED NURSING HOME DAYS OF CARE AND SERVICE IN 2023. THE SOCIETY CONTINUES TO REINVEST MUCH OF ITS REVENUE TO BUILD AND REVITALIZE ITS FACILITIES ON CAMPUSES THROUGHOUT THE COUNTRY.

    Expenses $659,870,543 · Grants $2,136,909 · Revenue $684,958,909

  • 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; DINING SERVICES; 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 $82,922,227 · Revenue $94,241,886

  • ASSISTED LIVING SERVICES - ASSISTED LIVING SERVICES RESPOND TO THE SOCIETY'S RESIDENTS' NEEDS EACH DAY IN A "HOME-LIKE" ENVIRONMENT. IN 2023, THE SOCIETY PROVIDED 1,441,277 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 $89,860,581 · Revenue $87,203,800

  • 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 $41,661,824 · Revenue $47,769,034

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Michelle Bruhn

    TREASURER (END 6/23)

    Total calculated
    $3,631,305
    From this org
    $0
    From related orgs
    $3,526,262
    Other
    $105,043
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $517,911 related
    Bonus
    $0 + $185,400 related
    Other
    $0 + $2,822,951 related
    Deferred
    $0 + $88,278 related
    Nontaxable benefits
    $0 + $16,765 related
    Filer's total
    $0 + $3,631,305 related

  • Matt Hocks

    DIRECTOR

    Total calculated
    $2,350,131
    From this org
    $0
    From related orgs
    $2,082,393
    Other
    $267,738
    Hours/week
    0.5 + 59.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,450,706 related
    Bonus
    $0 + $363,092 related
    Other
    $0 + $268,595 related
    Deferred
    $0 + $232,735 related
    Nontaxable benefits
    $0 + $35,003 related
    Filer's total
    $0 + $2,350,131 related

  • Bill Marlette

    INTERIM TREASURER (BEG 6/23)

    Total calculated
    $1,306,708
    From this org
    $0
    From related orgs
    $1,306,330
    Other
    $378
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $856,004 related
    Bonus
    $0
    Other
    $0 + $450,326 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $378 related
    Filer's total
    $0 + $1,306,708 related

  • Nathan Schema

    PRESIDENT & CEO

    Total calculated
    $993,962
    From this org
    $0
    From related orgs
    $850,439
    Other
    $143,523
    Hours/week
    58.1 + 1.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $623,111 related
    Bonus
    $0 + $126,242 related
    Other
    $0 + $101,086 related
    Deferred
    $0 + $110,994 related
    Nontaxable benefits
    $0 + $32,529 related
    Filer's total
    $0 + $993,962 related

  • Eric Vanden Hull

    FORMER OFFICER - VP, FINANCE

    Total calculated
    $613,975
    From this org
    $0
    From related orgs
    $569,890
    Other
    $44,085
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $447,084 related
    Bonus
    $0 + $65,051 related
    Other
    $0 + $57,755 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $27,585 related
    Filer's total
    $0 + $613,975 related

  • Julie Rieken

    STAFF NURSE - RN

    Total calculated
    $421,920
    From this org
    $394,987
    From related orgs
    $0
    Other
    $26,933
    Hours/week
    111.84

    Schedule J breakdown matched by us

    Base
    $83,284
    Bonus
    $0
    Other
    $311,703
    Deferred
    $16,500
    Nontaxable benefits
    $10,433
    Filer's total
    $421,920

  • Aimee Middleton

    VP, OPERATIONS

    Total calculated
    $413,476
    From this org
    $0
    From related orgs
    $372,945
    Other
    $40,531
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $309,593 related
    Bonus
    $0 + $26,657 related
    Other
    $0 + $36,695 related
    Deferred
    $0 + $12,640 related
    Nontaxable benefits
    $0 + $27,891 related
    Filer's total
    $0 + $413,476 related

  • Thomas Syverson

    FORMER OFFICER - EVP

    Total calculated
    $391,667
    From this org
    $0
    From related orgs
    $349,366
    Other
    $42,301
    Hours/week
    5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $348,034 related
    Bonus
    $0 + $300 related
    Other
    $0 + $1,032 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $25,801 related
    Filer's total
    $0 + $391,667 related

  • Joel Fluit

    VP, FINANCE

    Total calculated
    $383,064
    From this org
    $0
    From related orgs
    $355,009
    Other
    $28,055
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $306,492 related
    Bonus
    $0 + $9,104 related
    Other
    $0 + $39,413 related
    Deferred
    $0 + $15,962 related
    Nontaxable benefits
    $0 + $12,093 related
    Filer's total
    $0 + $383,064 related

  • Randy Bury

    FORMER PRESIDENT & CEO-SEE SCH J

    Total calculated
    $283,920
    From this org
    $0
    From related orgs
    $283,920
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $283,920 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $283,920 related

  • Rose Ntambwe

    NURSING ASSISTANT

    Total calculated
    $260,621
    From this org
    $238,270
    From related orgs
    $0
    Other
    $22,351
    Hours/week
    115.73

    Schedule J breakdown matched by us

    Base
    $45,166
    Bonus
    $0
    Other
    $193,104
    Deferred
    $11,997
    Nontaxable benefits
    $10,354
    Filer's total
    $260,621

  • Anneris Zachman

    STAFF NURSE - RN

    Total calculated
    $258,769
    From this org
    $246,013
    From related orgs
    $0
    Other
    $12,756
    Hours/week
    77.85

    Schedule J breakdown matched by us

    Base
    $69,808
    Bonus
    $5,300
    Other
    $170,905
    Deferred
    $2,027
    Nontaxable benefits
    $10,729
    Filer's total
    $258,769

  • Dustin Scholz

    FORMER KEY EMPLOYEE - REGIONAL VP

    Total calculated
    $236,782
    From this org
    $0
    From related orgs
    $195,242
    Other
    $41,540
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $174,024 related
    Bonus
    $0
    Other
    $0 + $21,218 related
    Deferred
    $0 + $9,128 related
    Nontaxable benefits
    $0 + $32,412 related
    Filer's total
    $0 + $236,782 related

  • Boakai Kamara

    SR NURSING ASSISTANT

    Total calculated
    $197,285
    From this org
    $197,226
    From related orgs
    $0
    Other
    $59
    Hours/week
    79.96

    Schedule J breakdown matched by us

    Base
    $32,801
    Bonus
    $6,058
    Other
    $158,367
    Deferred
    $0
    Nontaxable benefits
    $59
    Filer's total
    $197,285

  • Jackline Oigo

    STAFF NURSE - RN

    Total calculated
    $196,721
    From this org
    $194,244
    From related orgs
    $0
    Other
    $2,477
    Hours/week
    56.55

    Schedule J breakdown matched by us

    Base
    $69,905
    Bonus
    $10,300
    Other
    $114,039
    Deferred
    $2,388
    Nontaxable benefits
    $89
    Filer's total
    $196,721

  • Scott Petersen

    DIRECTOR, CHAIRPERSON (END 6/23)

    Total calculated
    $0
    Hours/week
    3.3 + 0.1 related

  • Darrell Schmith

    VICE CHAIR(END 6/23),CHAIR(BEG 6/23)

    Total calculated
    $0
    Hours/week
    3.3 + 0.1 related

  • Linda Norman

    DIRECTOR, VICE CHAIR (BEG 6/23)

    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 (END 11/23)

    Total calculated
    $0
    Hours/week
    3.3 + 0.1 related

  • Dean Bresciani PhD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3.3 + 0.1 related

  • Norval Buckneberg

    DIRECTOR (END 6/23)

    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

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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 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
SANFORD 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 2023.
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: MICHELLE BRUHN: SEPARATION..................................$2,157,592 NONQUALIFIED RETIREMENT PLAN.................$576,899 TOTAL.......................................$2,734,491 BILL MARLETTE: NON-COMPETE..................................$436,802 RANDY BURY: NON-COMPETE..................................$283,920

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.

  • 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

  • PENNINGTON COUNTY GOOD SAMARITAN HOUSING GP LLC

    PROVIDER OF AFFORDABLE SENIOR HOUSING · SD · income $0 · assets $0

    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

  • 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

  • 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 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 · SPORTS/ALTERNATIVE INVESTMENTS · 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
2023
Filed
8 November 2024
IRS schema version
2023v5.1
Source object
202403139349300640

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