2023-05-02T10:20:29-05:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP 501 GRANT STREET SUITE 425 PITTSBURGH PA 15219 990 2021-07-01 251527666 LUTHERAN SENIORLIFE LUTH 7247422246 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 JEFFREY CARRAWAY CFO 7247422246 2023-04-12 1 JEFFREY CARRAWAY 999009999 RYAN SANTARELLA P02069285 4124856700 2023-04-11 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z DAVID J FENOGLIETTO 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 10548782 0 X WWW.LUTHERANSENIORLIFE.ORG X 1986 PA SUPPORT AND MANAGEMENT OF RELATED TAX EXEMPT ORGANIZATIONS 18 17 161 17 0 0 0 0 17695781 10005853 163925 180500 80356 79039 17940062 10265392 0 0 0 0 8344336 8297078 0 0 432962 3355592 3237904 11699928 11534982 6240134 -1269590 55877970 51881721 19413367 17123299 36464603 34758422 LUTHERAN SENIORLIFE PROVIDES SUPPORT AND MANAGEMENT TO ITS RELATED TAX EXEMPT ORGANIZATIONS. 0 0 3666812 10005853 LUTHERAN SENIORLIFE WAS ESTABLISHED TO PROVIDE MANAGEMENT SERVICES INCLUDING ACCOUNTING, RISK MANAGEMENT, INFORMATION TECHNOLOGY, MARKETING AND HUMAN RESOURCES FOR ITS AFFILIATED TAX-EXEMPT ORGANIZATIONS. 3666812 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 11 0 161 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 17 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X JEFFREY CARRAWAY 7247422246 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 DAVID J FENOGLIETTO CHIEF EXECUTIVE OFFICER 40.00 13.00 X X 352722 0 38560 CHRISTOPHER JORDHEIM CHAIR 1.00 1.00 X X 0 0 0 GEORGE EHRINGER VICE CHAIR 1.00 1.00 X X 0 0 0 PASTOR BRIAN EVANS TREASURER 1.00 1.00 X X 0 0 0 KURT HERBST-TERMED 622 DIRECTOR 1.00 1.00 X 0 0 0 ERIC D KOFMEHL PHD DIRECTOR 1.00 2.00 X 0 0 0 MARK TRAUMAN DIRECTOR 1.00 0.00 X 0 0 0 REV ANGELA SMITH SECRETARY 1.00 1.00 X X 0 0 0 REV ROBERT ZIMMERMAN DIRECTOR 1.00 0.00 X 0 0 0 CHAD ZUTTER PHD DIRECTOR 1.00 0.00 X 0 0 0 DR SCOTT CELIN DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL SPARLIN DIRECTOR 1.00 1.00 X 0 0 0 JOHN MILLER DIRECTOR 1.00 0.00 X 0 0 0 JESSICA HVABOVSKI DIRECTOR 1.00 0.00 X 0 0 0 MELVA FAIR DIRECTOR 1.00 0.00 X 0 0 0 REV KARI SMAIL DIRECTOR 1.00 0.00 X 0 0 0 REV KIMBERLY VAN DRIEL DIRECTOR 1.00 1.00 X 0 0 0 SAMANTHA RAPUK EXECUTIVE DIRECTOR 40.00 2.00 X 63217 66387 28225 MARILYN LANDIS - TERM 622 DIRECTOR 1.00 1.00 X 0 0 0 JEFFREY L CARRAWAY CFO 40.00 16.00 X 215671 0 35631 DONNA VAN KIRK - TERM 1121 VP OF BUSINESS DEVELOPMENT 40.00 10.00 X 210642 0 31304 KATHY CASTLE - CASUAL 422 VP OF HUMAN RESOURCES 40.00 0.00 X 183071 0 23472 CHARLES E LAMB VP QUALITY AND TECHNOLOGY 40.00 3.00 X 158993 0 31871 LAURA ROY EXECUTIVE DIRECTOR 40.00 2.00 X 184919 0 22952 MARJORIE K WALSH EXECUTIVE DIRECTOR 40.00 1.00 X 180032 0 15232 JANE ELLYN BITTCHER VP FOUNDATION 40.00 0.00 X 150505 0 21137 ROCCO MASTERANGELO CORP DIR CONSTRUCTION/FACILITIES MGMT 40.00 0.00 X 122147 0 18758 MARLA BONNEY DIRECTOR, HR CORPORATE 40.00 0.00 X 191523 0 23372 2013442 66387 290514 16 0 1 0 AT&T PO BOX 5019 CAROL STREAM IL 60197 TECHNOLOGY 389953 UKG INC PO BOX 930953 ATLANTA GA 31193 TECHNOLOGY 318956 SAGE INTACCT PO BOX 123237 DALLAS TX 75312 SOFTWARE 238623 STRUCTURAL MODULARS INC PO BOX 315 STRATTANVILLE PA 16258 CONSTRUCTION 214859 GALINO CONSTRUCTION INC 475 CHAPEL RD BEAVER PA 15009 CONSTRUCTION 178245 5 SHARED SERVICE REVENUE 623000 11762916 11762916 LOSS FROM INVESTMENT IN NON-PROFI 623000 -1757063 -1757063 10005853 85843 85843 309198 283390 25808 25808 25808 94657 0 94657 94657 94657 NONOPERATING INCOME & EXPENSE 900099 53231 53231 53231 10265392 10005853 0 259539 2820105 920929 1896537 2639 4441558 1460967 2976404 4187 82893 31999 50713 181 470646 178549 291140 957 481876 172778 308327 771 424147 424147 69055 69055 20410 20410 281854 281854 202377 13578 188799 121620 40138 81482 788895 476636 312259 328224 153444 174780 35546 26083 9463 4082 3000 1082 19226 19529 -303 409244 54621 354623 11038 42402 -31364 TRAINING & RECRUITMENT 308045 111 307934 MAINTENANCE & EQUIPMENT 91778 59493 32285 DUES & SUBSCRIPTIONS 83351 2532 80819 MISCELLANEOUS 30829 10023 20726 80 8183 8183 11534982 3666812 7435208 432962 200 79796 16785865 10295493 65002 62078 35108 35589 841917 991873 9156480 5531950 3724632 3624530 2548758 2233252 31876488 34559110 55877970 51881721 1655307 1551946 2008916 1751231 15749144 13820122 19413367 17123299 X 36464198 34758017 405 405 36464603 34758422 55877970 51881721 -1269590 -436591 0 X 0 1 X 1 0 X X X 21 ST JOHN LUTHERN CARE CENTER 250969478 10 1 0 0 PASSAVANT RETIREMENT AND HEALTH CENTER 250986051 10 1 0 0 LUTHER COURT INC 251527660 10 1 0 0 LAS GERIATRIC CARE SERVICES INC 251738347 10 0 0 0 SAMARITAN HEALTHCARE INC 251527663 10 0 0 0 LUTHERAN SENIORLIFE FOUNDATION 251705233 7 0 0 0 VIECARE ARMSTRONG LLC 463692084 10 0 0 0 VIECARE BEAVER LLC 250363509 7 0 0 0 VIECARE BUTLER LLC 208512169 10 0 0 0 VIECARE INC 205900922 10 0 0 0 BEHOME PARTNERS 202932676 10 0 0 0 VISITING NURSES ASSOCIATION OF BUTLER COUNTY INC 237040715 10 0 0 0 HOSPICE SERVICES INC 251468529 10 0 0 0 THE LUTHERAN SERVICE SOCIETY OF W PA 250965419 10 0 0 0 VALLEY CARE ASSOCIATION 251349943 10 0 0 0 CHIPPEWA LUTHERAN HOUSING CORP 208314767 10 0 0 0 GIRARD LUTHERAN HOUSING CORPORATION 030596955 10 0 0 0 JAMESTOWN LUTHERAN HOUSING CORPORATION 208315015 10 0 0 0 LUTHERAN HOUSING CORP OF OIL CITY 251699268 10 0 0 0 STONEBORO DEVELOPMENT CORPORATION 251419863 10 0 0 0 TITUSVILLE SENIOR HOUSING CORPORATION 270115829 10 0 0 0 21 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 1: THE ENTITIES (SUPPORTED ORGANIZATIONS) THAT HAVE BEEN ACQUIRED SUBSEQUENT TO THOSE LISTED IN THE GOVERNING DOCUMENTS SHARE THE SAME EXEMPT MISSION AND PURPOSE OF THE PARENT (SUPPORTING ORGANIZATION). 4312079 2182540 2129539 114970 47967 67003 3754053 3301443 452610 975378 975378 3624530 OTHER ASSETS 327412 AFFILIATE RECEIVABLES 18560332 INVESTMENT IN AFFILIATES 15671366 34559110 RELATED PARTY PAYABLES 13812191 FUNDS HELD FOR RESIDENTS 7931 13820122 10112191 -436591 283390 -153201 10265392 0 10265392 11818372 283390 283390 11534982 0 11534982 PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 283,390. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 283,390. X 0 0 0 0 0 0 0 0 0 DAVID J FENOGLIETTO CHIEF EXECUTIVE OFFICER 352722 0 0 0 0 0 8700 0 29860 0 391282 0 0 0 JEFFREY L CARRAWAY CFO 215671 0 0 0 0 0 6648 0 28983 0 251302 0 0 0 DONNA VAN KIRK - TERM 1121 VP OF BUSINESS DEVELOPMENT 210642 0 0 0 0 0 4942 0 26362 0 241946 0 0 0 MARLA BONNEY DIRECTOR, HR CORPORATE 191523 0 0 0 0 0 2953 0 20419 0 214895 0 0 0 LAURA ROY EXECUTIVE DIRECTOR 184919 0 0 0 0 0 5370 0 17582 0 207871 0 0 0 KATHY CASTLE - CASUAL 422 VP OF HUMAN RESOURCES 183071 0 0 0 0 0 5445 0 18027 0 206543 0 0 0 MARJORIE K WALSH EXECUTIVE DIRECTOR 180032 0 0 0 0 0 4260 0 10972 0 195264 0 0 0 CHARLES E LAMB VP QUALITY AND TECHNOLOGY 158993 0 0 0 0 0 4922 0 26949 0 190864 0 0 0 JANE ELLYN BITTCHER VP FOUNDATION 150505 0 0 0 0 0 4550 0 16587 0 171642 0 0 0 SAMANTHA RAPUK EXECUTIVE DIRECTOR 63217 66387 0 0 0 0 1233 1372 13043 12577 77493 80336 0 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBER PASTOR KARI SMAIL IS THE WIFE OF PASTOR DAN SMAIL, WHO IS A MEMBER OF THE LUTHERAN SENIORLIFE FOUNDATION BOARD. FORM 990, PART VI, SECTION B, LINE 11B PROVIDED A COPY OF THE FINAL FORM 990 TO MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE REQUIRED FROM ALL BOARD MEMBERS AND EXECUTIVES. BOARD MEMBERS SHALL DISCLOSE TO THE EXECUTIVE COMMITTEE BOARD MEMBERSHIP ON, A SUBSTANTIAL FINANCIAL INTEREST IN, OR EMPLOYMENT OF THE BOARD MEMBER OR A RELATIVE OF THE BOARD MEMBER BY ANY ORGANIZATION DOING BUSINESS WITH LUTHERAN SENIORLIFE. THE EXECUTIVE COMMITTEE SHALL DETERMINE WHETHER AN UNACCEPTABLE CONFLICT OF INTEREST EXISTS AND ARRANGE WITH THE MEMBER TO CEASE ANY INAPPROPRIATE ACTIVITY. MATTERS LEFT UNSETTLED AFTER REVIEW OF THE EXECUTIVE COMMITTEE SHALL BE REPORTED TO THE BOARD FOR APPROPRIATE ACTION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS CONDUCTS AN ANNUAL PERFORMANCE REVIEW IN JULY. MARKET BASED COMPENSATION INFORMATION IS CONDUCTED ANNUALLY FROM INFORMATION COPILED BY EXTERNAL SOURCES. THE BOAD THEN DETERMINES THE COMPENSATION FOR THE CEO. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND TAX FORMS ARE AVAILABLE UPON REQUEST AT THE CORPORATE OFFICE. ST JOHN LUTHERAN CARE CENTER 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 250969478 SKILLED NURSING AND PERSONAL CARE FACILITY SERVICING MORE THAN 300 RESIDENTS PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 1 LUTHER COURT INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251527660 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 1 PASSAVANT RETIREMENT AND HEALTH CENTER 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 250986051 PROVIDER OF RESIDENTIAL, PERSONAL CARE AND SKILLED NURSING CARE TO ELDERS PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 1 LAS GERIATRIC CARE SERVICES INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251738347 PROVIDER OF MEDICAL GERIATRIC THERAPY SERVICES TO ITS EXEMPT AFFILIATES PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 1 LUTHERAN SENIORLIFE FOUNDATION 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251705233 ORGANIZATION THAT PROMOTOES THE CHARITABLE INTERESTS OF ITS EXEMPT AFFILIATE PA 501(C)(3) LINE 7 LUTHERAN SENIORLIFE 1 SAMARITAN HEALTHCARE INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251527663 TO PROVIDE HEALTH CARE SERVICES TO THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 1 VIECARE INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 255900922 PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 1 VIECARE BEAVER LLC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 260363509 PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 1 VIECARE BUTLER LLC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 208512169 PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 1 MARS HOLDINGS INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251883384 PROVIDER OF DEMENTIA ASSISTED LIVING AND RESIDENTAL. PA 501(C)(3) LINE 12A, I LUTHERAN SENIORLIFE 1 BEHOME PARTNERS 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 202932676 PROVIDER OF HOME HEALTH SERVICES IN SKILLED NURSING, THERAPY & PRIVATE DUTY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 1 VISITING NURSES ASSOCIATION OF BUTLER COUNTY INC 154 HINDMAN ROAD BUTLER PA 16001 237040715 TO OPTIMIZE HEALTH AND INDEPENDENCE AND TO KEEP RESIDENTS OF OUR COMMUNITY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 1 HOSPICE SERVICES INC 154 HINDMAN ROAD BUTLER PA 16001 251468529 TO PROVIDE COMPASSIONATE, QUALITY CARE FOR PEOPLE WITH LIFE-LIMITING ILLNESS PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 1 VALLEY CARE ASSOCIATION 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251349943 TO PROVIDE DAY CARE SERVICES FOR OLDER AULTS TO ENHANCE QUALITY OF LIFE PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 1 THE LUTHERAN SERVICE SOCIETY OF W PA 440 LINCOLN AVENUE PITTSBURGH PA 15202 250965419 PROVIDE PROGRAMS AND SERVICES FOR PEOPLE TO LEAD INDEPENDENT DIGNIFIED LIVES PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 1 VIECARE ARMSTRONG LLC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 463692084 PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 1 CHIPPEWA LUTHERAN HOUSING CORP 440 LINCOLN AVENUE PITTSBURGH PA 15202 208314767 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 1 GIRARD LUTHERAN HOUSING CORPORATION 440 LINCOLN AVENUE PITTSBURGH PA 15202 030596955 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 1 JAMESTOWN LUTHERAN HOUSING CORPORATION 440 LINCOLN AVENUE PITTSBURGH PA 15202 208315015 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 1 LUTHERAN HOUSING CORP OF OIL CITY 440 LINCOLN AVENUE PITTSBURGH PA 15202 251699268 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 1 TITUSVILLE SENIOR HOUSING CORPORATION 440 LINCOLN AVENUE PITTSBURGH PA 15202 270115829 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 1 TIMON PROPERTY DEVELOPMENT COMPANY 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 205133658 PROVIDOR OF SENIOR HOUSING PA LUTHERAN SENIORLIFE C 1.00000 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 LAS GERIATRIC CARE SERVICES INC D 864328 COST SAMARITAN HEALTH CARE INC D 62224 COST PASSAVANT RETIREMENT AND HEALTH CENTER D 1360678 COST ST JOHN LUTHERAN CARE SENTER D 1709897 COST VISITING NURSES ASSOCIATION OF BUTLER COUNTY INC D 708244 COST THE LUTHERAN SERVICE SOCIETY OF W PA D 138198 COST VIECARE BUTLER LLC D 1369268 COST VIECARE BEAVER LLC D 2900689 COST HOSPICE SERVICES INC D 396785 COST MARS HOLDINGS INC D 452798 COST VIECARE ARMSTRONG LLC D 556981 COST VIECARE INC D 197791 COST