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← LUTHERAN SENIORLIFE FOUNDATION

Form 990 for tax year 2022

Filed by LUTHERAN SENIORLIFE FOUNDATION.

Totals

Total revenue
$1,057,603
Total expenses
$718,818
Contributions and grants received
$428,548
Grants paid
$0
Program service revenue
$509,701
Investment income
$166,351
Other revenue
-$46,997
Total assets, end of year
$7,464,934
Total liabilities, end of year
$2,450,915
Net assets or fund balances, end of year
$5,014,019
Program services expenses (Part IX)
$272,953
Management and general expenses
$189,582
Fundraising expenses
$256,283
Program service expenses (Part III)
$272,953

Program services were 38.0% 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.

  • 1c · Fundraising events

    $192,287

  • 1f · All other contributions, gifts and grants

    $236,261

  • 2a · Program service revenue: ADMINISTRATIVE SUPPORT

    total $509,701 · related or exempt $509,701

  • 3 · Investment income

    total $116,581 · excluded $116,581

  • 7a · Gross sales of assets other than inventory

    securities $49,770

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

    securities $0

  • 7c · Gain or loss

    securities $49,770

  • 7d · Net gain or loss

    total $49,770 · excluded $49,770

  • 8a · Fundraising events: gross income

    $19,500

  • 8a · Fundraising events: contributions included on line 1c

    $192,287

  • 8b · Fundraising events: direct expenses

    $66,497

  • 8c · Net income from fundraising events

    total -$46,997 · excluded -$46,997

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $315,376 · management and general $166,206 · fundraising $149,170

  • 9 · Other employee benefits

    total $41,734 · management and general $9,047 · fundraising $32,687

  • 11b · Fees: legal

    total $2,990 · management and general $150 · fundraising $2,840

  • 11c · Fees: accounting

    total $10,151 · management and general $10,151

  • 11g · Fees: other

    total $77,435 · program services $27,474 · management and general $100 · fundraising $49,861

  • 13 · Office expenses

    total $2,309 · management and general $2,025 · fundraising $284

  • 16 · Occupancy

    total $14,224 · program services $13,200 · management and general $1,024

  • 17 · Travel

    total $4,945 · fundraising $4,945

  • 22 · Depreciation, depletion and amortization

    total $732 · program services $550 · management and general $104 · fundraising $78

  • 24a · Other expenses: DISTRIBUTIONS TO AFFILI

    total $207,018 · program services $207,018

  • 24b · Other expenses: EVENTS & ACTIVITIES

    total $37,861 · program services $24,711 · management and general $775 · fundraising $12,375

  • 24c · Other expenses: MAINTENANCE & EQUIPMENT

    total $4,043 · fundraising $4,043

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $500 · end of year $30,952

  • 2 · Savings and temporary cash investments

    beginning of year $1,545,573 · end of year $2,147,929

  • 3 · Pledges and grants receivable

    beginning of year $2,564 · end of year $2,144

  • 9 · Prepaid expenses and deferred charges

    beginning of year $15,931 · end of year $18,568

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

    $422,191

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

    $53,429

  • 10c · Land, buildings and equipment, net

    beginning of year $368,248 · end of year $368,762

  • 11 · Investments: publicly traded securities

    beginning of year $4,341,341 · end of year $4,583,280

  • 15 · Other assets

    beginning of year $305,293 · end of year $313,299

  • 17 · Accounts payable and accrued expenses

    beginning of year $22,478 · end of year $29,901

  • 25 · Other liabilities

    beginning of year $1,863,282 · end of year $2,421,014

  • 27 · Net assets without donor restrictions

    beginning of year $4,191,339 · end of year $4,551,053

  • 28 · Net assets with donor restrictions

    beginning of year $502,351 · end of year $462,966

Mission and programs · 2022

Mission

THE LUTHERAN SENIORLIFE FOUNDATION FACILITATES CHARITABLE GIVING FROM DONORS - INDIVIDUALS, CHURCHES, EMPLOYEES, FOUNDATIONS AND CORPORATIONS - DEDICATED TO SUPPORTING OUR BENEVOLENT CARE, SENIOR COMMUNITIES, AND PROGRAMS AND SERVICES FOR ELDERS.

Activities or mission (Part I)

FUNDRAISING AND ASSET MANAGEMENT PROVIDED FOR RELATED EXEMPT ORGANIZATIONS SERVING THE FRAIL ELDERLY.

  • LUTHERAN SENIORLIFE FOUNDATION IS A 501(C)(3) CHARITABLE ORGANIZATION THAT PROMOTES THE CHARITABLE INTERESTS OF LUTHERAN SENIOR LIFE, ST. JOHN SPECIALTY CARE CENTER, PASSAVANT RETIREMENT COMMUNITY AND OTHER AFFILIATED ORGANIZATIONS DESCRIBED BY SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION WAS FOUNDED IN SEPTEMBER 1992. THE FOUNDATION ACTS PRIMARILY TO:1. SOLICIT AND RECEIVE CONTRIBUTIONS FROM ALL SOURCES, WHETHER FOR UNRESTRICTED OR RESTRICTED PURPOSES; 2. PROVIDE OVERSIGHT AND STWEARDSHIP OF CONTRIBUTED FUNDS;3. MANAGE THE POOLING AND DISBURSEMENT OF FUNDS FOR INVESTMENT PURPOSES; AND4. PROVIDE FUNDS TO FURTHER THE MISSION OF AFFILIATED ORGANIZATIONS TO SERVE ELDERS, INTENDING THAT THE RECIPIENTS OF THE SERVICES WILL EXPERIENCE A MORE ABUNDANT LIFE REGARDLESS OF THEIR PHYSICAL CONDITION OR FINANCIAL CIRCUMSTANCES. IN THE YEAR ENDED JUNE 30, 2023, GIFTS AND BEQUESTS TOTALED $379,872. UNRESTRICTED CONTRIBUTIONS EQUALED $88,059.INVESTMENTS HELD AS OF JUNE 30, 2023 CONSIST OF CASH EQUIVALENTS AND SECURITIES VALUED AT $4,583,280 AND A REAL ESTATE INVESTMENT OF LAND RECORDED AT $367,620.LUTHERAN SENIORLIFE FOUNDATION IS REGISTERED AS A CHARITABLE ORGANIZATION WITH THE PENNSYLVANIA DEPARTMENT OF STATE'S BUREAU OF CHARITABLE ORGANIZATIONS.

    Expenses $272,953 · Revenue $509,701

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

Listed in Part VII

  • Kurt Herbst

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Rev Michael Sourwine

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Kenneth E Lewis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lance Whiteman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Laura Keuchler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael Sparlin

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • David J Fenoglietto

    DIRECTOR/CEO

    Total calculated
    $418,740
    From this org
    $0
    From related orgs
    $379,438
    Other
    $39,302
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $379,438 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $9,186 related
    Nontaxable benefits
    $0 + $30,116 related
    Filer's total
    $0 + $418,740 related

  • Patrick King

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rev Dan Smail

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Mary Jeanne Krob

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Suzanne Newpher

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Claudine Matthews Jordheim

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Benjamin Jamieson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey L Carraway

    TREASURER

    Total calculated
    $255,687
    From this org
    $0
    From related orgs
    $222,862
    Other
    $32,825
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $222,862 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $6,839 related
    Nontaxable benefits
    $0 + $25,986 related
    Filer's total
    $0 + $255,687 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 · Approval by the board or compensation committee

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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.

  • LUTHERAN SENIORLIFE

    501(C)(3) · TO PROVIDE SUPPORT AND MANAGEMENT TO EXEMPT AFFILIATES · PA

  • ST JOHN LUTHERAN CARE CENTER

    501(C)(3) · SKILLED NURSING AND PERSONAL CARE FACILITY SERVICING MORE THAN 300 RESIDENTS · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • LUTHER COURT INC

    501(C)(3) · TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • PASSAVANT RETIREMENT AND HEALTH CENTER

    501(C)(3) · PROVIDER OF RESIDENTIAL, PERSONAL CARE AND SKILLED NURSING CARE TO ELDERS · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • LAS GERIATRIC CARE SERVICES INC

    501(C)(3) · PROVIDER OF MEDICAL GERIATRIC THERAPY SERVICES TO ITS EXEMPT AFFILIATES · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • SAMARITAN HEALTHCARE INC

    501(C)(3) · TO PROVIDE HEALTH CARE SERVICES TO THE ELDERLY · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • VIECARE INC

    501(C)(3) · PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • VIECARE BEAVER LLC

    501(C)(3) · PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • VIECARE BUTLER LLC

    501(C)(3) · PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • MARS HOLDING INC

    501(C)(3) · PROVIDER OF DEMENTIA ASSISTED LIVING AND RESIDENTIAL · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • BEHOME PARTNERS

    501(C)(3) · PROVIDER OF HOME HEALTH SERVICES IN SKILLED NURSING, THERAPY & PRIVATE DUTY · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • VISITING NURSES ASSOCIATION OF BUTLER COUNTY INC

    501(C)(3) · TO OPTIMIZE HEALTH AND INDEPENDENCE AND TO KEEP RESIDENTS OF OUR COMMUNITY · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • HOSPICE SERVICES INC

    501(C)(3) · TO PROVIDE COMPASSIONATE, QUALITY CARE FOR PEOPLE WITH LIFE-LIMITING ILLNESS · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • VALLEY CARE ASSOCIATION

    501(C)(3) · TO PROVIDE DAY CARE SERVICES FOR OLDER AULTS TO ENHANCE QUALITY OF LIFE · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • THE LUTHERAN SERVICE SOCIETY OF W PA

    501(C)(3) · PROVIDE PROGRAMS AND SERVICES FOR PEOPLE TO LEAD INDEPENDENT DIGNIFIED LIVES · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • VIECARE ARMSTRONG LLC

    501(C)(3) · PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • CHIPPEWA LUTHERAN HOUSING CORP

    501(C)(3) · TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • GIRARD LUTHERAN HOUSING CORPORATION

    501(C)(3) · TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • JAMESTOWN LUTHERAN HOUSING CORPORATION

    501(C)(3) · TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • LUTHERAN HOUSING CORP OF OIL CITY

    501(C)(3) · TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • TITUSVILLE SENIOR HOUSING CORPORATION

    501(C)(3) · TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY · PA

    Directly controlled by LUTHERAN SENIORLIFE

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.

  • TIMON PROPERTY DEVELOPMENT COMPANY

    C · PROVIDOR OF SENIOR HOUSING · PA

Provenance

Return type
form_990
Tax year
2022
Filed
21 April 2024
IRS schema version
2022v5.0
Source object
202401149349301610

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