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Nonprofiteer
← LUTHERAN SENIORLIFE

Form 990 for tax year 2022

Filed by LUTHERAN SENIORLIFE.

Totals

Total revenue
$15,106,256
Total expenses
$11,583,061
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$14,613,759
Investment income
$371,972
Other revenue
$120,525
Total assets, end of year
$54,927,291
Total liabilities, end of year
$16,284,124
Net assets or fund balances, end of year
$38,643,167
Program services expenses (Part IX)
$3,869,371
Management and general expenses
$7,205,288
Fundraising expenses
$508,402
Program service expenses (Part III)
$3,869,371

Program services were 33.4% 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.

  • 2a · Program service revenue: SHARED SERVICE REVENUE

    total $12,796,845 · related or exempt $12,796,845

  • 2b · Program service revenue: GAIN FROM INVESTMENT IN NON-PROFI

    total $1,816,914 · related or exempt $1,816,914

  • 3 · Investment income

    total $328,315 · excluded $328,315

  • 6a · Gross rents

    real property $360,235

  • 6b · Less rental expenses

    real property $275,169

  • 6c · Rental income or loss

    real property $85,066

  • 6d · Net rental income or loss

    total $85,066 · excluded $85,066

  • 7a · Gross sales of assets other than inventory

    securities $43,657

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

    securities $0

  • 7c · Gain or loss

    securities $43,657

  • 7d · Net gain or loss

    total $43,657 · excluded $43,657

  • 11a · Other revenue: NONOPERATING INCOME & EXPENSE

    total $35,459 · excluded $35,459

  • 11e · Other revenue, total

    $35,459

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $889,107 · program services $296,242 · management and general $592,945 · fundraising -$80

  • 7 · Other salaries and wages

    total $6,394,917 · program services $2,130,726 · management and general $4,264,766 · fundraising -$575

  • 8 · Pension plan contributions

    total $135,533 · program services $46,049 · management and general $89,553 · fundraising -$69

  • 9 · Other employee benefits

    total $657,213 · program services $223,215 · management and general $434,329 · fundraising -$331

  • 10 · Payroll taxes

    total $531,951 · program services $180,292 · management and general $351,902 · fundraising -$243

  • 11a · Fees: management

    total $509,700 · fundraising $509,700

  • 11b · Fees: legal

    total $49,179 · management and general $49,179

  • 11c · Fees: accounting

    total $14,475 · management and general $14,475

  • 11g · Fees: other

    total $236,454 · program services $1,856 · management and general $234,598

  • 12 · Advertising and promotion

    total $66,944 · program services $7,286 · management and general $59,658

  • 13 · Office expenses

    total $76,855 · program services $23,810 · management and general $53,045

  • 14 · Information technology

    total $837,415 · program services $581,501 · management and general $255,914

  • 16 · Occupancy

    total $371,231 · program services $174,853 · management and general $196,378

  • 17 · Travel

    total $39,109 · program services $29,172 · management and general $9,937

  • 19 · Conferences, conventions and meetings

    total $3,954 · program services $3,400 · management and general $554

  • 20 · Interest

    total $8,059 · management and general $8,059

  • 22 · Depreciation, depletion and amortization

    total $276,908 · program services $49,596 · management and general $227,312

  • 23 · Insurance

    total $11,339 · program services $7,048 · management and general $4,291

  • 24a · Other expenses: TRAINING & RECRUITMENT

    total $224,312 · program services $582 · management and general $223,730

  • 24b · Other expenses: MAINTENANCE & EQUIPMENT

    total $120,434 · program services $89,328 · management and general $31,106

  • 24c · Other expenses: DUES & SUBSCRIPTIONS

    total $84,667 · program services $5,112 · management and general $79,555

  • 24e · All other expenses

    total $43,305 · program services $19,303 · management and general $24,002

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $79,796 · end of year $79,796

  • 2 · Savings and temporary cash investments

    beginning of year $10,295,493 · end of year $7,843,340

  • 4 · Accounts receivable

    beginning of year $62,078 · end of year $389,740

  • 8 · Inventories for sale or use

    beginning of year $35,589 · end of year $35,108

  • 9 · Prepaid expenses and deferred charges

    beginning of year $991,873 · end of year $1,048,206

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

    $9,565,044

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

    $5,913,263

  • 10c · Land, buildings and equipment, net

    beginning of year $3,624,530 · end of year $3,651,781

  • 11 · Investments: publicly traded securities

    beginning of year $2,233,252 · end of year $2,425,794

  • 15 · Other assets

    beginning of year $34,559,110 · end of year $39,453,526

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,551,946 · end of year $1,548,068

  • 23 · Secured mortgages and notes payable

    beginning of year $1,751,231 · end of year $1,504,563

  • 25 · Other liabilities

    beginning of year $13,820,122 · end of year $13,231,493

  • 27 · Net assets without donor restrictions

    beginning of year $34,758,017 · end of year $38,642,762

  • 28 · Net assets with donor restrictions

    beginning of year $405 · end of year $405

Mission and programs · 2022

Mission

LUTHERAN SENIORLIFE PROVIDES SUPPORT AND MANAGEMENT TO ITS RELATED TAX EXEMPT ORGANIZATIONS.

Activities or mission (Part I)

SUPPORT AND MANAGEMENT OF RELATED TAX EXEMPT ORGANIZATIONS

  • LUTHERAN SENIORLIFE WAS ESTABLISHED TO PROVIDE MANAGEMENT SERVICES INCLUDING ACCOUNTING, RISK MANAGEMENT, INFORMATION TECHNOLOGY, MARKETING AND HUMAN RESOURCES FOR ITS AFFILIATED TAX-EXEMPT ORGANIZATIONS.

    Expenses $3,869,371 · Revenue $14,613,759

As filed on the 2022 return.

Listed in Part VII

  • David J Fenoglietto

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $418,740
    From this org
    $379,438
    From related orgs
    $0
    Other
    $39,302
    Hours/week
    40 + 12 related

    Schedule J breakdown matched by us

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

  • Christopher Jordheim

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • George Ehringer

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Pastor Brian Evans

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Eric D Kofmehl PhD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Mark Trauman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rev Angela Smith

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Rev Robert Zimmerman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Chad Zutter PhD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Samantha Rapuk

    EXECUTIVE DIRECTOR

    Total calculated
    $175,821
    From this org
    $149,019
    From related orgs
    $0
    Other
    $26,802
    Hours/week
    40 + 3 related

    Schedule J breakdown matched by us

    Base
    $149,019
    Bonus
    $0
    Other
    $0
    Deferred
    $4,284
    Nontaxable benefits
    $22,518
    Filer's total
    $175,821

  • Dr Scott Celin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael Sparlin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • John Miller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jessica Hvabovski

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Melva Fair

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rev Kari Smail

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rev Kimberly Van Driel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Dr Ken Huber

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rev Ronald Brown

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeannette Christensen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Don Stoebe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey L Carraway

    CFO

    Total calculated
    $255,687
    From this org
    $222,862
    From related orgs
    $0
    Other
    $32,825
    Hours/week
    40 + 15 related

    Schedule J breakdown matched by us

    Base
    $222,862
    Bonus
    $0
    Other
    $0
    Deferred
    $6,839
    Nontaxable benefits
    $25,986
    Filer's total
    $255,687

  • Charles E Lamb

    VP QUALITY AND TECHNOLOGY

    Total calculated
    $192,857
    From this org
    $164,796
    From related orgs
    $0
    Other
    $28,061
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $164,796
    Bonus
    $0
    Other
    $0
    Deferred
    $5,092
    Nontaxable benefits
    $22,969
    Filer's total
    $192,857

  • Laura Roy

    EXECUTIVE DIRECTOR

    Total calculated
    $213,236
    From this org
    $194,122
    From related orgs
    $0
    Other
    $19,114
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $194,122
    Bonus
    $0
    Other
    $0
    Deferred
    $5,531
    Nontaxable benefits
    $13,583
    Filer's total
    $213,236

  • Marjorie K Walsh

    EXECUTIVE DIRECTOR

    Total calculated
    $200,348
    From this org
    $189,288
    From related orgs
    $0
    Other
    $11,060
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $189,288
    Bonus
    $0
    Other
    $0
    Deferred
    $3,962
    Nontaxable benefits
    $7,098
    Filer's total
    $200,348

  • Jane Ellyn Bittcher

    VP FOUNDATION

    Total calculated
    $170,665
    From this org
    $154,392
    From related orgs
    $0
    Other
    $16,273
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,392
    Bonus
    $0
    Other
    $0
    Deferred
    $4,664
    Nontaxable benefits
    $11,609
    Filer's total
    $170,665

  • Leslie Kisow

    EXECUTIVE DIRECTOR

    Total calculated
    $162,415
    From this org
    $150,395
    From related orgs
    $0
    Other
    $12,020
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,395
    Bonus
    $0
    Other
    $0
    Deferred
    $4,444
    Nontaxable benefits
    $7,576
    Filer's total
    $162,415

  • Cheryl Kaclik

    DIRECTOR CORP BENEFITS

    Total calculated
    $142,552
    From this org
    $120,487
    From related orgs
    $0
    Other
    $22,065
    Hours/week
    40

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.

  • ST JOHN LUTHERAN CARE CENTER

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

    Directly controlled by LUTHERAN SENIORLIFE

  • LUTHER COURT INC

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

    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 · controlled entity

    Directly controlled by LUTHERAN SENIORLIFE

  • LAS GERIATRIC CARE SERVICES INC

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

    Directly controlled by LUTHERAN SENIORLIFE

  • LUTHERAN SENIORLIFE FOUNDATION

    501(C)(3) · ORGANIZATION THAT PROMOTOES THE CHARITABLE INTERESTS OF ITS EXEMPT AFFILIATE · PA · controlled entity

    Directly controlled by LUTHERAN SENIORLIFE

  • SAMARITAN HEALTHCARE INC

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

    Directly controlled by LUTHERAN SENIORLIFE

  • VIECARE INC

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

    Directly controlled by LUTHERAN SENIORLIFE

  • VIECARE BEAVER LLC

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

    Directly controlled by LUTHERAN SENIORLIFE

  • VIECARE BUTLER LLC

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

    Directly controlled by LUTHERAN SENIORLIFE

  • MARS HOLDINGS INC

    501(C)(3) · PROVIDER OF DEMENTIA ASSISTED LIVING AND RESIDENTAL. · PA · controlled entity

    Directly controlled by LUTHERAN SENIORLIFE

  • BEHOME PARTNERS

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

    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 · controlled entity

    Directly controlled by LUTHERAN SENIORLIFE

  • HOSPICE SERVICES INC

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

    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 · controlled entity

    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 · controlled entity

    Directly controlled by LUTHERAN SENIORLIFE

  • VIECARE ARMSTRONG LLC

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

    Directly controlled by LUTHERAN SENIORLIFE

  • CHIPPEWA LUTHERAN HOUSING CORP

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

    Directly controlled by LUTHERAN SENIORLIFE

  • GIRARD LUTHERAN HOUSING CORPORATION

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

    Directly controlled by LUTHERAN SENIORLIFE

  • JAMESTOWN LUTHERAN HOUSING CORPORATION

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

    Directly controlled by LUTHERAN SENIORLIFE

  • LUTHERAN HOUSING CORP OF OIL CITY

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

    Directly controlled by LUTHERAN SENIORLIFE

  • TITUSVILLE SENIOR HOUSING CORPORATION

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

    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 · 100% owned · share of income -$90,981 · share of assets $2,740,720

    Directly controlled by LUTHERAN SENIORLIFE

Provenance

Return type
form_990
Tax year
2022
Filed
27 April 2024
IRS schema version
2022v5.0
Source object
202431219349300918

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