Form 990 for tax year 2024
Filed by LUTHERAN SOCIAL MINISTRIES OF MARYLAND INC.
Totals
- Total revenue
- $6,922,178
- Total expenses
- $6,594,900
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $6,922,178
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $3,018,541
- Total liabilities, end of year
- $674,629
- Net assets or fund balances, end of year
- $2,343,912
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $5,519,264
- Fundraising expenses
- $1,075,636
- Program service expenses (Part III)
- not reported
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
DAVE BOND
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
JOE HIKEL
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
CHRIS BORCIK
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
VICTORIA B HATHAWAYUNTIL 1024
SECRETARY/CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
REV DAVID BOLLINGER
BOARD
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
DAVE BOWERSOX
BOARD
- Total calculated
- $0
- Hours/week
- 1
-
VIC BROCCOLINOUNTIL 1024
BOARD
- Total calculated
- $0
- Hours/week
- 1
-
REV CRISTOPHER FRIGMUNTIL 1024
BOARD
- Total calculated
- $0
- Hours/week
- 1
-
ANANTA HEJEEBU
BOARD
- Total calculated
- $0
- Hours/week
- 1
-
STEVE LAMBERTSON
BOARD
- Total calculated
- $0
- Hours/week
- 1
-
PASTOR CHRIS LITTON
BOARD
- Total calculated
- $0
- Hours/week
- 1
-
LINDSAY MOSS
BOARD
- Total calculated
- $0
- Hours/week
- 1
-
PASTOR MATT PENSIGNER
BOARD
- Total calculated
- $0
- Hours/week
- 1
-
DOROTHY PLANTZ
BOARD
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
DAVID SCHAFERUNTIL 1024
BOARD
- Total calculated
- $0
- Hours/week
- 1
-
KENNETH CONNELLY
VP OF OPERATIONS
- Total calculated
- $264,264
- From this org
- $236,046
- From related orgs
- $0
- Other
- $28,218
- Hours/week
- 8 + 32 related
Schedule J breakdown matched by us
- Base
- $215,546
- Bonus
- $20,500
- Other
- $0
- Deferred
- $7,284
- Nontaxable benefits
- $20,934
- Filer's total
- $264,264
-
JEFFREY W BRANCH
PRESIDENT/CEO
- Total calculated
- $562,742
- From this org
- $527,238
- From related orgs
- $0
- Other
- $35,504
- Hours/week
- 8 + 32 related
Schedule J breakdown matched by us
- Base
- $427,238
- Bonus
- $100,000
- Other
- $0
- Deferred
- $14,546
- Nontaxable benefits
- $20,958
- Filer's total
- $562,742
-
STEVE POWELL
CHIEF FINANCIAL OFFICER
- Total calculated
- $281,181
- From this org
- $272,812
- From related orgs
- $0
- Other
- $8,369
- Hours/week
- 8 + 32 related
Schedule J breakdown matched by us
- Base
- $249,800
- Bonus
- $23,012
- Other
- $0
- Deferred
- $8,369
- Nontaxable benefits
- $0
- Filer's total
- $281,181
-
TERRY MORSE
ASSISTANT VP CONSTRUCTION AND FACILITIES MANAGEME
- Total calculated
- $165,446
- From this org
- $160,112
- From related orgs
- $0
- Other
- $5,334
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $160,112
- Bonus
- $0
- Other
- $0
- Deferred
- $5,334
- Nontaxable benefits
- $0
- Filer's total
- $165,446
-
SUZANNE DYER-GEAR
VP OF HUMAN RESOURCES
- Total calculated
- $228,222
- From this org
- $221,452
- From related orgs
- $0
- Other
- $6,770
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $201,952
- Bonus
- $19,500
- Other
- $0
- Deferred
- $6,770
- Nontaxable benefits
- $0
- Filer's total
- $228,222
-
MONICA SLOAN
CONTROLLER
- Total calculated
- $180,293
- From this org
- $162,312
- From related orgs
- $0
- Other
- $17,981
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $148,822
- Bonus
- $13,490
- Other
- $0
- Deferred
- $5,060
- Nontaxable benefits
- $12,921
- Filer's total
- $180,293
-
LISA PEARRE
VP OF MARKETING & COMMUNICATIONS
- Total calculated
- $214,664
- From this org
- $206,585
- From related orgs
- $0
- Other
- $8,079
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $206,585
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $8,079
- Filer's total
- $214,664
-
REGINA MILLS-HAAG
VP OF PHILANTHROPY
- Total calculated
- $210,994
- From this org
- $201,638
- From related orgs
- $0
- Other
- $9,356
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $184,138
- Bonus
- $17,500
- Other
- $0
- Deferred
- $565
- Nontaxable benefits
- $8,791
- Filer's total
- $210,994
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 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 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.
-
501(C)(3) · PROVIDE NURSING CARE TO THE ELDERLY · MD · controlled entity
Directly controlled by LUTHERAN SOCIAL MINISTRIES OF MARYLAND
-
LUTHERAN VILLAGE AT MILLERS GRANT
501(C)(3) · RETIREMENT VILLAGE · MD · controlled entity
Directly controlled by LUTHERAN SOCIAL MINISTRIES OF MARYLAND
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.
-
C · CATERING · MD
-
C · FOOD SERVICES · MD
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 24 April 2026
- IRS schema version
- 2024v5.5
- Source object
- 202621209349302702
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