2024-03-08T16:41:24-06:00 2023-06-30 232108173 RKL LLP 102 PICKERING WAY STE 300 EXTON PA 19341 990 2022-07-01 320154392 LUTHERAN VILLAGE AT MILLER'S GRANT LUTH 4108480090 300 SAINT LUKE CIRCLE WESTMINSTER MD 21158 JEFFREY W BRANCH PRESIDENT/CEO 4108480090 2024-03-04 1 JEFFREY BRANCH 999009999 0 STEPHANIE E KANE CPA P01275157 4848742200 2024-03-04 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JEFFREY W BRANCH 300 SAINT LUKE CIRCLE WESTMINSTER MD 21158 30582403 0 X WWW.MILLERSGRANT.ORG X 2005 MD RESIDENTIAL, ASSISTED AND SKILLED CARE TO RESIDENTS OVER THE AGE OF 60. 9 9 282 70 -417078 12216 678751 187819 22217179 22946281 213014 1568991 81222 107963 23190166 24811054 10563 26005 0 0 6738553 7037127 0 0 21059 16406769 16674703 23155885 23737835 34281 1073219 137650325 134358263 150335835 150516944 -12685510 -16158681 X THE LUTHERAN VILLAGE AT MILLER'S GRANT IS ORGANIZED TO RECEIVE AND ADMINISTER FUNDS FOR, TO ESTABLISH, MAINTAIN, SUPERVISE, COORDINATE, ASSIST AND PERFORM PLANNING AND OTHER FUNCTIONS FOR THE BENEFIT OF, OR TO CARRY OUT THE CHARITABLE, EDUCATIONAL, AND SERVICE PURPOSES OF THE SUPPORTED ORGANIZATIONS. 0 0 19036519 26005 22946281 THE LUTHERAN VILLAGE AT MILLER'S GRANT OFFERS THE AGING ADULT QUALITY SERVICES ON A PROPERLY AND BEAUTIFULLY MAINTAINED CAMPUS WHERE QUALITY OF LIFE AND A SPIRIT OF COMMUNITY ARE EMPHASIZED. RESIDENTS MAY SELECT ACCOMMODATIONS FROM A WIDE RANGE OF UNIT SIZES WITH ENTRANCE FEES IN ACCORD WITH AREA HOME VALUES. HEALTH, WELLNESS, AND FITNESS PROGRAMMING IS INCLUDED IN MONTHLY FEES, AS IS ACCESS TO AN ART STUDIO, INDOOR POOL, AND WOODSHOP. RESIDENTS ARE ENCOURAGED TO ENGAGE IN ALL ASPECTS OF WELLNESS WITHIN THE COMMUNITY AND HAVE ACCESS TO MULTIPLE ACTIVITY ROOMS, A BILLIARDS ROOM, PUB AND VARIOUS LOUNGES. RESIDENCES ARE EQUIPPED WITH AN EMERGENCY CALL SYSTEM. RESIDENTS HAVE ACCESS TO HEALTHCARE SERVICES ON SIT AND VIA THIRD PARTY HEALTHCARE PROFESSIONALS.ORGANIZATIONAL GOVERNANCE IS ACHIEVED BY VOLUNTEER BOARD MEMBERS WITH SKILLSETS THAT COMPLIMENT THE NEED AND MISSION OF THE ORGANIZATION. BOARD MEMBERS INCLUDE TWO RESIDENT BOARD MEMBERS. THE RESIDENT ASSOCIATION IS ENCOURAGED TO PARTNER WITH MANAGEMENT TO ENHANCE RESIDENT LIFE AND OTHER SERVICES. THE COMMUNITY ALSO OFFERS APPETIZING AND NUTRITIONAL DINING SERVICES IN A VARIETY OF VENUES, TRANSPORTATION TO MEDICAL APPOINTMENTS WITHIN A RADIUS OF THE COMMUNITY, SHOPPING EXCURSIONS, AND HOUSEKEEPING SERVICES. THE LUTHERAN VILLAGE AT MILLER'S GRANT ENCOURAGES RESIDENT PARTICIPATION IN ALL OF ITS ACTIVITIES AND ENDEAVORS TO PROVIDE PROGRAMMING TO MEET THE INTERESTS OF ITS DIVERSE POPULATION. ALL LEVELS OF RESIDENCY ARE SUPPORTED BY ON-CAMPUS ACCESS TO MEDICAL CARE, THERAPY SERVICES, DIVERSE RELIGIOUS SERVICES, AND SALON SERVICES. THE LUTHERAN VILLAGE AT MILLER'S GRANT CURRENTLY PROVIDES RESIDENTIAL LIVING WITH 205 APARTMENTS AND 36 HOMES TOTALING 241 INDEPENDENT LIVING UNITS. 20 ASSISTED LIVING SUITES AND 12 SKILLED NURSING BEDS ARE AVAILABLE FOR LONG-TERM CARE OR SHORT-TERM REHABILITATION. THE LUTHERAN VILLAGE AT MILLER'S GRANT IS DEDICATED NOT ONLY TO ITS RESIDENTS, BUT ALSO TO ITS STAFF, THE HEALTH PROFESSIONS AND THE COMMUNITY AT LARGE. THE PLAN FOR AN ANNUAL RESIDENT APPEAL TO RAISE FUNDS FOR STAFF SCHOLARSHIPS IS WELL UNDERWAY TO SUPPORT STAFF IN THEIR PROFESSIONAL AND ACADEMIC DEVELOPMENT. THE VILLAGE OFFERS SUPPORT TO OTHER NON-PROFIT ORGANIZATIONS IN THE COMMUNITY THROUGH SPONSORSHIP OF EVENTS AND PROFESSIONAL AFFILIATIONS. STAFF IS ENCOURAGED TO SERVE THE COMMUNITY THROUGH ADVISORY OR LEADERSHIP ROLES IN THE NON-PROFIT SECTOR. AS THE VILLAGE MATURES, IT WILL PROVIDE DIRECT BENEVOLENT CARE TO RESIDENTS WHO MEET CERTAIN CRITERIA WITHOUT CHARGE OR AT AMOUNTS LESS THAN ESTABILISHED TO HELP FUND THIS NEED.RESIDENTIAL LIVING - THE VILLAGE OFFERS THE AGING ADULT ACCESS TO QUALITY SERVICES ON A BEAUTIFULLY MAINTAINED CAMPUS WHERE QUALITY OF LIFE AND A SPIRIT OF COMMUNITY ARE EMPHASIZED. RESIDENTS MAY SELECT ACCOMMODATIONS FROM A WIDE RANGE OF UNIT SIZES WITH ENTRANCE FEES CONSISTENT WITH THE SURROUNDING COMMUNITY HOUSING VALUES. HEALTH, WELLNESS, AND FITNESS PROGRAMMING IS INCLUDED IN MONTHLY FEES. RESIDENTS ARE ENCOURAGED TO ENGAGE IN ALL ASPECTS OF WELLNESS. RESIDENCES ARE EQUIPPED WITH ACCESS THROUGH A CALL SYSTEM. HEALTH CARE AND ASSISTED LIVING - THE ASSISTED LIVING AND SKILLED NURSING WINGS OF THE LUTHERAN VILLAGE AT MILLER'S GRANT ARE FULLY LICENSED. THE VILLAGE PROVIDES QUALITY ASSISTED LIVING, REHABILITATION AND SKILLED NURSING CARE IN A COMFORTABLE ENVIRONMENT TO ALL RESIDENTS, INCLUDING THOSE WHO HAVE OUTLIVED THEIR ASSETS OR WHOSE ANNUAL INCOME IS NO LONGER SUFFICIENT TO MEET EXPENSES. EARNINGS FROM A RESTRICTED ENDOWMENT WILL BE USED TO SUBSIDIZE RESIDENTS AS NEEDS ARE DEMONSTRATED. THE VILLAGE PARTICIPATES IN MEDICARE AND HAS APPLIED FOR MEDICAID. THE VILLAGE ALSO PARTICIPATES IN THE HOWARD COUNTY MODERATE INCOME HOUSING UNIT PROGRAM.ADDITIONAL SUPPORT SERVICES - RESIDENTIAL LIVING IS CURRENTLY SUPPORTED BY ON-CAMPUS ACCESS TO MEDICAL CARE (INCLUDING PRIMARY CARE PHYSICIANS, PODIATRY, DERMATOLOGY, AUDIOLOGY, LAB SERVICES AND RADIOLOGY), NUTRITIONAL FOOD SERVICE, TRANSPORTATION, HOUSEKEEPING SERVICES, THERAPY SERVICES AND DIVERSE RELIGIOUS SERVICES. 19036519 1 1 0 1 0 0 0 0 1 1 1 0 1 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 31 0 1 282 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MD X X STEVEN D POWELL - VP OF FINANCE 4108480090 300 SAINT LUKE CIRCLE WESTMINSTER MD 21158 JAY ZUMBRUN CHAIR 1.00 1.00 X X 0 0 0 R ANTHONY MCLAUGHLIN SECRETARY/TREASURER 1.00 0.00 X X 0 0 0 HOWARD A MILLER BOARD 1.00 0.00 X 0 0 0 GEORGE CONKLIN BOARD 1.00 0.00 X 0 0 0 ANDRE LINGHAM BOARD 1.00 0.00 X 0 0 0 DOROTHY PLANTZ BOARD 1.00 0.00 X 0 0 0 PAUL MILLER BOARD 1.00 1.00 X 0 0 0 RICHARD FUNKE BOARD 1.00 0.00 X 0 0 0 BOB MUIR BOARD 1.00 0.00 X 0 0 0 JEFFREY W BRANCH PRESIDENT/CEO 16.00 24.00 X 0 451429 30183 STEVEN POWELL VP OF FINANCE 16.00 24.00 X 0 235176 11509 MICHELLE ROSENHEIM EXECUTIVE DIRECTOR 40.00 0.00 X 175127 0 9297 KENNETH CONNELLY VP OF OPERATIONS 16.00 24.00 X 0 198302 21459 SHEETAL PATEL DIRECTOR OF REHAB SERVICES 40.00 0.00 X 110149 0 5779 AMELIA SAYDEE DIRECTOR OF NURSING 40.00 0.00 X 119325 0 9781 NICOLE SCHERR DIRECTOR OF HCC 40.00 0.00 X 106838 0 9832 511439 884907 97840 4 0 1 0 SODEXO INC & AFFILIATES PO BOX 360170 PITTSBURGH PA 152516170 CONTRACTED SERVICES 2152059 REESE LOWER PATRICK & SCOTT LTD 250 VALLEYBROOK DRIVE LANCASTER PA 17601 LEGAL SERVICES 1453462 RIGHT AT HOME PO BOX 62601 BALTIMORE MD 212642601 SENIOR CARE SERVICES 558084 EVENTUS STRATEGIC PARTNERS PO BOX 826098 PHILADELPHIA PA 19182 SERVICES 378077 RACHUBA HOME SERCIES LLC 779 CHESSIE CROSSING WAY WOODBINE MD 21797 CONSTRUCTION SERVICES 313028 6 42957 144862 52303 187819 RESIDENT SERVICE REVENUE 623000 22946281 22946281 22946281 936917 -430294 1367211 21308 8092 13216 13216 13216 6395331 5763257 632074 632074 632074 0 42957 0 0 SPECIAL FUNCTION INCOME 623000 32761 32761 MISCELLANEOUS INCOME 623000 26752 26752 COFFEE SHOP 623000 23734 23734 11500 11500 94747 24811054 22946281 -417078 2094032 26005 26005 194984 194984 5467061 4719275 747786 74257 74257 1300825 799022 501803 1773121 1773121 13369 13369 107154 107154 1563494 1471776 91718 56733 56733 782362 718845 49321 14196 2800640 2788493 12147 1158 1158 3224 1540 838 846 3496692 3372657 124035 4105240 3310337 794903 392654 361250 31404 FOOD SERVICES EXPENSE 1180610 1180610 OTHER OPERATING 257871 256644 1227 BOOKS, DUES, LICENSES 67466 26696 40770 SPECIAL PROJECTS 50337 50337 22578 2211 14350 6017 23737835 19036519 4680257 21059 900 900 2605506 2052378 264184 244052 230231 87294 38931 131044143 31407088 101592821 99637055 22977069 19606159 847097 1086624 9132517 11604870 137650325 134358263 2682533 2172733 87203807 89449062 53947625 52959291 73738 23910 6428132 5911948 150335835 150516944 X -13736522 -17326863 1051012 1168182 -12685510 -16158681 137650325 134358263 X 1073219 102957 -4649347 X X 0 1 X 1 0 X 244558 439287 1671257 678751 187819 3221672 18768483 20495563 20881627 22217179 22946281 105309133 71018 94747 165765 19013041 20934850 22552884 22966948 23228847 108696570 64374 67282 12748 144404 0 64374 67282 12748 144404 108552166 798754 752430 556271 1292829 1367211 4767495 10204 21308 31512 798754 752430 556271 1303033 1388519 4799007 83285 62256 27757 173298 19895080 21749536 23136912 24269981 24617366 113668875 0.95500 0.95980 0.04220 0.03600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1245 1245 0 PART II-B, LINE 1: LUTHERAN VILLAGE AT MILLER'S GRANT PAYS DUES TO LEADINGAGE. A PORTION OF THE DUES PAID TO THIS ORGANIZATION IS ALLOCABLE TO ADVOCACY. THE TOTAL AMOUNT OF DUES PAID BY LUTHERAN VILLAGE AT MILLER'S GRANT THAT IS ALLOCABLE TO ADVOCACY IS $1,245. 0 1 X 296786 37638 334424 270242 26544 296786 253313 16929 270242 140955 112358 253313 94335 46620 140955 0.00000 1.00000 0.00000 0 0 11600000 11600000 106405354 24640092 81765262 9335528 6766996 2568532 3703261 3703261 99637055 CAPITALIZED INTEREST FUND 1763125 C DEBT SERVICE RESERVE FUND 4559667 C CONSTRUCTION FUND 224 C CASH IN ESCROW 3621456 C BOND PRINCIPAL FUND 1181217 C CASH IN FUNDS 479181 C 11604870 RESIDENT FUND PAYABLE 5325622 DUE TO RELATED PARTY 586326 5911948 X 25245243 102957 438386 541343 24703900 107154 107154 24811054 23638773 8092 8092 23630681 107154 107154 23737835 PART IV, LINE 2B: THE LUTHERAN VILLAGE AT MILLER'S GRANT (LVMG) TRANSFERS DEPOSITS RECEIVED FROM PROSPECTIVE RESIDENTS TO AN ESCROW AGENT. INTEREST ACCRUES FOR THE BENEFIT OF LVMG; HOWEVER THE FUNDS ARE KEPT IN THE NAME OF THE DEPOSITOR. THE PROSPECTIVE RESIDENT IS ENTITLED TO THE RETURN OF ALL OR PART OF THE DEPOSIT AS DETERMINED BY THE RESIDENT CARE AGREEMENT. PART V, LINE 4: EARNINGS FROM THE PERMANENTLY RESTRICTED ENDOWMENT ARE USED TO SUBSIDIZE RESIDENTS AS NEEDS ARE DEMONSTRATED. PART X, LINE 2: THE COPRORATION FOLLOWS THE STANDARDS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ACCORDING TO THE PRINCIPLES OF FASB ASC 740, INCOME TAXES, WHICH PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTED FOR THE CONSOLIDATED FINANCIAL STATEMENTS RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IT REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE CORPORATION, INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE CORPORATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS THE CORPORATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 8,092. TAXABLE INCOME FROM PASS-THROUGH 430,294. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 8,092. CHARITY WALK 42957 42957 42957 42957 1 SCHOLARSHIPS 2 26005 PART I, LINE 2: EMPLOYEES ARE ELIGIBLE FOR A VARIETY OF SCHOLARSHIPS AND TUITION ASSISTANCE BASED UPON CRITERIA ESTABLISHED BY THE ORGANIZATION. INTERESTED EMPLOYEES MUST MEET ALL CRITERIA AND APPLY BASED ON THEIR ELIGIBILITY. THE VICE PRESIDENT OF HUMAN RESOURCES ADMINISTERS ALL SCHOLARSHIP PROGRAMS. A SCHOLARSHIP COMMITTEE HAS BEEN ESTABLISHED THAT REVIEWS AND APPROVES SCHOLARSHIP AWARDS. THE COMMITTEE INCLUDES STAFF MEMBERS FROM THE PHILANTHROPY AND HUMAN RESOURCES DEPARTMENTS. THE VICE PRESIDENTS OF PHILANTHROPY AND HUMAN RESOURCES SERVE AS DESIGNEES FOR THE PRESIDENT/CEO REGARDING SCHOLARSHIP AWARD DECISIONS. ALL FUNDS ARE REMITTED TO THE EDUCATIONAL INSTITUTION DIRECTLY AND STUDENTS ARE EXPECTED TO MAINTAIN CERTAIN STANDARDS WHILE PARTICPATING IN A SCHOLARSHIP PROGRAM. X X X X X 0 0 0 0 0 0 0 0 0 JEFFREY W BRANCH PRESIDENT/CEO 0 451429 0 0 0 0 0 13712 0 16471 0 481612 0 0 STEVEN POWELL VP OF FINANCE 0 235176 0 0 0 0 0 6850 0 4659 0 246685 0 0 KENNETH CONNELLY VP OF OPERATIONS 0 198302 0 0 0 0 0 6136 0 15323 0 219761 0 0 MICHELLE ROSENHEIM EXECUTIVE DIRECTOR 175127 0 0 0 0 0 5265 0 4032 0 184424 0 0 0 PART I, LINE 3 LUTHERAN VILLAGE AT MILLER'S GRANT RELIES ON THE METHODS USED BY ITS PARENTS ORGANIZATION, LUTHERAN SOCIAL MINISTRIES OF MARYLAND, TO ESTABLISH COMPENSATION FOR OFFICERS AND KEY EMPLOYEES. THE METHODS USED ARE AS FOLLOWS: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -FORM 990 OF OTHER ORGANIZATIONS -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OF TRUSTEES A THE MAYOR AND COMMON COUNCIL OF WESTMINSTER 526000811 960735AS7 2014-09-04 103295000 CONSTRUCTION BONDS FOR FACILITIES 0 0 0 A 49848507 102807798 4541875 1784638 2051679 8393134 86036472 2016 0 0 0 1 A 0 0 0 1 0 0 1 NATAXIS FUNDING CORP 2.300000000000 1 0 1 A 1 X 2 52303 FMV 0 0 1 1 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS IS THE NUMBER OF CONTRIBUTORS THAT CONTRIBUTED THAT TYPE OF PROPERTY. PART I, LINE 32B: ALL STOCK DONATIONS COME INTO THE CHARLES SCHWAB ACCOUNT AND ARE SOLD BY THE INVESTMENT BROKER. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF LUTHERAN VILLAGE AT MILLER'S GRANT IS LUTHERAN SOCIAL MINISTRIES OF MARYLAND (LSMMD), A MARYLAND NONSTOCK CORPORATION. SOME MILLER'S GRANT BOARD MEMBERS ARE PARENT BOARD MEMBERS OF LSMMD OR KEY MANAGEMENT OF LSMMD. FORM 990, PART VI, SECTION A, LINE 7A THE TRUSTEES SHALL BE APPOINTED BY THE PARENT, LUTHERAN SOCIAL MINISTRIES OF MARYLAND. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS FIRST REVIEWED BY BOTH THE PRESIDENT/CEO AND VP OF FINANCE. ONCE THEIR REVIEW HAS BEEN COMPLETED, THE 990 IS GIVEN TO THE ENTIRE BOARD TO REVIEW PRIOR TO THE RETURN BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE LUTHERAN VILLAGE AT MILLERS GRANT (LVMG), AS THE WHOLLY OWNED SUBSIDIARY OF LUTHERAN SOCIAL MINISTRIES OF MARYLAND (LSMMD), FOLLOWS LUTHERAN SOCIAL MINISTRIES OF MARYLAND'S ESTABLISHED CONFLICTS OF INTEREST POLICY. LUTHERAN SOCIAL MINISTRIES OF MARYLAND HAS AN ESTABLISHED POLICY AND STANDARDS REGARDING CONFLICTS OF INTEREST TO ASSURE THAT THE VILLAGE'S BUSINESS IS CONDUCTED IN A FAIR AND INDEPENDENT MANNER. THE POLICY APPLIES TO OFFICERS, DIRECTORS, BOARD COMMITTEE MEMBERS, AND EMPLOYEES OF LSMDD, EACH OF WHOM IS CONSIDERED AN INTERESTED PERSON. ALL POLICIES OF THE BOARD OF LVMG HAVE BEEN AMENDED TO REFER TO THE LSMMD POLICY. THIS POLICY ALSO APPLIES TO THE OFFICERS, DIRECTORS, BOARD COMMITTEE MEMBERS, AND EMPLOYEES OF THE LUTHERAN VILLAGE AT MILLER'S GRANT AS THE WHOLLY OWNED SUBSIDIARY. ALL MEMBERS OF THE BOARD OF TRUSTEES ARE REQUIRED TO SIGN A STATEMENT ACKNOWLEDGING THE CODE OF CONDUCT, WHICH INCLUDES A CONFLICT OF INTEREST STATEMENT AND A COMMITMENT TO COMPLIANCE UPON INITIAL SERVICE AND ANNUALLY THEREAFTER. ALL EMPLOYEES ARE REQUIRED TO ATTEND MANDATORY TRAINING ON COMPLIANCE AND THE CODE OF INTEGRITY. THE POLICY CLEARLY STATES THAT AN INTERESTED PERSON MAY HAVE A CONFLICT WHEN THAT PERSON, OR AN IMMEDIATE FAMILY MEMBER, IS OR HAS A FINANCIAL INTEREST IN AN ENTITY THAT CONDUCTS BUSINESS WITH LVMG. IT IS THE RESPONSIBILITY OF ANY INTERESTED PERSON WHO HAS A CONFLICT OF INTEREST TO DISCLOSE IT IN ACCORDANCE WITH THE CODE OF INTEGRITY. THE PRESIDENT/CEO REVIEWS DISCLOSURES OF CONFLICTS OF INTEREST TO DETERMINE IF A CONFLICT EXISTS. IF AN INTERESTED PERSON FAILS TO DISCLOSE A CONFLICT OF INTEREST, APPROPRIATE DISCIPLINARY AND/OR CORRECTIVE ACTION WILL BE TAKEN. IF PROPERLY DISCLOSED, THE INTERESTED PERSON WILL RECUSE HIMSELF OR HERSELF FROM ANY DECISIONS INVOLVING THE CONFLICT. IN 2013, LUTHERAN VILLAGE AT MILLER'S GRANT (LVMG) CONTRACTED WITH FRIENDS SERVICE COMPLIANCE PROGRAM TO ASSIST WITH THE ORGANIZATION'S ONGOING COMPLIANCE EFFORTS. ALL EMPLOYEES OF CLV AND THE LUTHERAN VILLAGE AT MILLER'S GRANT ARE REQUIRED TO ATTEND MANDATORY TRAINING ON COMPLIANCE AND THE CODE OF INTEGRITY. FURTHER, A TRI-FOLD PAMPHLET WITH AN OVERVIEW OF CLV'S AND LVMG'S CODE OF INTEGRITY IS PROVIDED TO ALL VENDORS WITH WHOM LVMG HAS AN AGREEMENT OR CONTRACTUAL RELATIONSHIP. THE PAMPHLET ALSO OUTLINES THE CONFLICT OF INTEREST POLICY AND HOW VENDORS MAY REQUEST A FULL COPY. THE CODE OF INTEGRITY IS POSTED PUBLICLY ON THE LVMG WEBSITE. WWW.MILLERSGRANT.ORG FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, FORM 990, AND OTHER OPERATING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CERTAIN GOVERNING DOCUMENTS AND POLICIES ARE CONSIDERED PROPRIETARY AND ARE NOT GENERALLY DISCLOSED. THE ORGANIZATION IS IN FULL COMPLIANCE WITH ALL REGULATIONS CONCERNING DISCLOSURE AT THE FEDERAL, STATE, AND LOCAL LEVELS. FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS -5,079,641. TAXABLE INCOME FROM PASS-THROUGH 430,294. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. CARROLL LUTHERAN VILLAGE INC 300 ST LUKE CIRCLE WESTMINSTER MD 21158 521127007 PROVIDE NURSING CARE TO THE ELDERLY MD 501(C)(3) LINE 10 LUTHERAN SOCIAL MINISTRIES OF MARYLAND INC 0 LUTHERAN SOCIAL MINISTRIES OF MARYLAND INC 300 ST LUKE CIRCLE WESTMINSTER MD 21158 832095898 PROVIDE STRATEGIC DIRECTION, OPERATIONAL OVERSIGHT AND PLANNING MD 501(C)(3) LINE 12C, III-FI N/A 0 LVMG HOSPITALITY INC 9000 FATHERS LEGACY ELLICOTT CITY MD 21042 823349200 FOOD SERVICES MD C -4544 4746 0.90000 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0