2025-05-15T14:58:11-05:00 2024-06-30 232108173 RKL LLP 102 PICKERING WAY STE 300 EXTON PA 19341 990 2023-07-01 521127007 CARROLL LUTHERAN VILLAGE INC CARR 4108480090 300 SAINT LUKE CIRCLE WESTMINSTER MD 21158 JEFFREY W BRANCH PRESIDENT/CEO 4108480090 2025-05-15 1 0 STEPHANIE E KANE CPA P01275157 4848742200 2025-05-15 2023 2025-03-06 01:10:19Z JEFFREY W BRANCH 300 SAINT LUKE CIRCLE WESTMINSTER MD 21158 38228072 0 X WWW.CARROLLLUTHERANVILLAGE.ORG X 1981 MD RESID., ASSISTED & SKILLED CARE TO RESIDENTS OVER 60 AND SKILLED REHAB. SVC TO QUALIFIED PERSONS. 9 9 452 237 51073 50073 517841 723368 32091568 35238304 169361 1727334 394796 483015 33173566 38172021 24184 48168 0 0 15416337 16283098 0 0 429346 18997532 21391516 34438053 37722782 -1264487 449239 114532146 117798877 92995835 96384367 21536311 21414510 X LUTHERAN SOCIAL MINISTRIES 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 15037714 0 16850026 RESIDENTAL LIVING - THE VILLAGE OFFERS SENIORS 60 YEARS OF AGE AND OLDER 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 FOR THE MAJORITY OF UNITS BELOW THE U.S. MEDIAN HOME PRICE. HEALTH, WELLNESS, AND FITNESS PROGRAMMING IS INCLUDED IN MONTHLY FEES. RESIDENTS ARE ENCOURAGED TO ENGAGE IN ALL ASPECTS OF WELLNESS. RESIDENTS HAVE ACCESS TO ON SITE MEDICAL SERVICES. THE VILLAGE RESIDENTIAL LIVING PROGRAM HAD 121,845 CENSUS DAYS DURING THE YEAR, WHICH REPRESENTS 84.30% OCCUPANCY. 14736733 48168 16512771 HEALTH CARE AND ASSISTED LIVING - THE VILLAGE PROVIDES QUALITY, SKILLED NURSING CARE, LONG TERM CARE AND ASSISTED LIVING IN A COMFORTABLE, HOMELIKE ENVIRONMENT TO ALL RESIDENTS, INCLUDING THOSE WHO HAVE OUTLIVED THEIR ASSETS (PROVIDED APPROPRIATE STEWARDSHIP). EARNINGS FROM A RESTRICTED ENDOWMENT ARE USED TO SUBSIDIZE RESIDENTS AS NEEDS ARE DEMONSTRATED. THE VILLAGE PARTICIPATES IN MEDICARE AND MEDICAID PROGRAMS AND ACCEPTS REIMBURSEMENT FOR CARE THAT DOES NOT FULLY COVER COSTS. THE VILLAGE HEALTH CARE CENTER HAD 22,830 HEALTHCARE CENSUS DAYS, WHICH REPRESENTS 60.73% OCCUPANCY, AND 14,487 ASSISTED LIVING CENSUS DAYS, WHICH REPRESENTS 79.38% OCCUPANCY. 1673786 1875507 ADDITIONAL SUPPORT SERVICES - ALL LEVELS OF CARE ARE SUPPORTED BY ON-CAMPUS ACCESS TO MEDICAL CARE (INCLUDING PRIMARY CARE PHYSICIAN, PODIATRY, DERMATOLOGY, AUDIOLOGY, LAB SERVICES AND RADIOLOGY), THERAPY SERVICES, NUTRITIONAL FOOD SERVICE, HOME HEALTH SERVICES, DIVERSE RELIGIOUS SERVICES, TRANSPORTATION, MAINTENANCE, HOUSEKEEPING, AND LAUNDRY SERVICES. ORGANIZATIONAL GOVERNANCE IS ACCOMPLISHED THROUGH A PROCESS THAT ENCOURAGES RESIDENT PARTICIPATION.CARROLL LUTHERAN VILLAGE IS DEDICATED NOT ONLY TO ITS RESIDENTS, BUT ALSO TO ITS STAFF, THE HEALTH PROFESSIONS, AND THE COMMUNITY AT LARGE. RESIDENTS CONDUCT AN ANNUAL APPEAL TO RAISE FUNDS FOR STAFF SCHOLARSHIPS. SUNDAY CHAPEL OFFERINGS ARE OFTEN DESIGNATED TO PROVIDE FINANCIAL SUPPORT WHERE IT IS CRITICALLY NEEDED. A COMPASSIONATE RESPONSE FUND EXISTS AND IS ADMINISTRERED WITHIN THE GOVERNANCE STRUCTURE. THE VILLAGE OFFERS SUPPORT TO OTHER NON-PROFIT ORGANIZATIONS BY ENCOURAGING STAFF AND RESIDENTS TO ACT IN VOLUNTEER, ADVISORY OR BOARD ROLES.LOCAL COLLEGES ARE SUPPORTED FINANCIALLY, SPECIFICALLY TO ENHANCE PROGRAMS THAT TRAIN AND DEVELOP SKILLED HEALTHCARE PROFESSIONALS. THE LOCAL HOSPITAL IS SUPPORTED FINANCIALLY AS WE ARE ENGAGED IN A GROWING, MUTUALLY BENEFICIAL PARTNERSHIP TO PROVIDE QUALITY HEALTHCARE SERVICES AND INFORMATION TO RESIDENTS OF CARROLL LUTHERAN VILLAGE AND TO MEMBERS OF THE GREATER COMMUNITY IN NEED OF HEALTHY AGING SUPPORT.INTERNALLY, MEETING SPACE ON THE CAMPUS IS OFFERED FOR USE BY NON-PROFIT COMMUNITY GROUPS. CLINICAL TRAINING IS PROVIDED FOR LOCAL COLLEGES AND TECH SCHOOLS. MORE SPECIFICALLY, THE VILLAGE SUPPORTS CARROLL COMMUNITY COLLEGE BY HAVING OUR SKILLED NURSING FACILITY SERVE AS THE CLINICAL TRAINING SITE FOR NEW GNAS. WE ALSO PARTNER WITH THE SECONDARY SCHOOL SYSTEM'S CAREER AND TECHNICAL CENTER BY HAVNING GNA INTERNS WORK IN OUR SKILLED AND ASSISTED LIVING UNITS. 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. 31448233 1 1 0 1 0 0 0 0 0 1 1 0 0 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 0 0 0 0 0 1 1 0 0 0 1 59 0 1 452 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MD X X X STEVEN D POWELL - VP OF FINANCE 4108480090 300 SAINT LUKE CIRCLE WESTMINSTER MD 21158 DAVID BOLLINGER CHAIR 2.00 1.00 X X 0 0 0 DAVID MORGAN VICE CHAIR 2.00 1.00 X X 0 0 0 DONALD B MEYERS SECRETARY/TREASURER 2.00 0.00 X X 0 0 0 JOHN OLSH BOARD 2.00 0.00 X 0 0 0 JENNI GLENNON BOARD 2.00 0.00 X 0 0 0 DOT SISLER BOARD 2.00 0.00 X 0 0 0 JOSEPH CONKLIN BOARD 2.00 0.00 X 0 0 0 NEIL SALONEN BOARD 2.00 0.00 X 0 0 0 JAMES SCHWARTZ BOARD 2.00 0.00 X 0 0 0 VIRGINIA HARRISON UNTIL 1023 BOARD 2.00 0.00 X 0 0 0 SHARON MCCLERNAN UNTIL 1023 BOARD 2.00 0.00 X 0 0 0 JEFFREY W BRANCH PRESIDENT/CEO 16.00 24.00 X 0 490990 20468 STEVEN POWELL VP FINANCE 16.00 24.00 X 0 247307 11032 KENNETH CONNELLY VP OF OPERATIONS 16.00 24.00 X 0 225773 17481 KERRIE ROMERIL DIRECTOR OF NURSING 40.00 0.00 X 148130 0 6770 ANN MCDERMOTT ASSOCIATE EXECUTIVE DIRECT 40.00 0.00 X 149740 0 9111 TAMMY PORTER REGISTERED NURSE 40.00 0.00 X 111396 0 4140 CHARLOTTE SCHAFFER CHARGE NURSE 40.00 0.00 X 107378 0 6309 SABRINA HUDICKA ASSISTANT DIRECTOR OF NURSING & INFECTION PREVENTI 40.00 0.00 X 101058 0 10582 617702 964070 85893 9 0 1 0 HARKINS BUILDERS INC 10490 LITTLE PATUXENT PARKWAY SUIT COLUMBIA MD 21044 CONSTRUCTION CONTRACTOR 9247170 SODEXO INC & AFFILIATES PO BOX 370170 PITTSBURG PA 152516170 CONTRACTED SERVICES 2344606 RIGHT AT HOME PO BOX 62601 BALTIMORE MD 21264 CONTRACTED SERVICES 1065921 SEAVIEW CONSTRUCTION SERVICES LLC 4755 BARK HILL ROAD UNION BRIDGE MD 21791 CONSTRUCTION SERVICES 1026873 CLASSIC HVAC SERVICES LLC PO BOX 428 NEW WINDSOR MD 21776 HVAC SERVICES 622345 16 96117 627251 723368 RESIDENT SERVICE REVENUE 623000 35238304 35238304 35238304 1257429 1257429 170633 27211 143422 143422 51073 92349 469905 0 469905 469905 469905 10440 96117 22188 -11748 -11748 11349 6652 4697 4697 MISC. INCOME 623000 199802 199802 COFFEE SHOP 623000 78875 78875 APPLICATION FEES 623000 66700 66700 1267 1267 346644 38172021 35238304 51073 2159276 48168 48168 12452302 11631064 821238 229411 229411 3601385 3444365 157020 3465888 3135958 329930 31114 31114 125288 125288 1317888 1062038 255850 183939 750 183189 1485523 1253535 133989 97999 12264 735 11529 4030203 4028627 1576 97645 95091 2378 176 11868 4678 7190 2038451 1959548 77662 1241 4945625 4176327 769298 835812 835812 FOOD 1860234 1860234 MEDICAL EXPENSES 484866 484866 BAD DEBTS 278040 278040 BOOKS, DUES, LICENSES 143871 44606 99265 42997 10338 32659 37722782 31448233 5845203 429346 1025 1025 1910265 3111789 1147490 2076099 230999 209581 152452 138020 170235611 96049962 66785706 74185649 41282093 35035861 2977116 2995853 45000 45000 114532146 117798877 3427583 1814559 33955834 38933285 50665746 50697594 4946672 4938929 92995835 96384367 X 10721788 10244069 10814523 11170441 21536311 21414510 114532146 117798877 449239 41019 -612059 0 X X 0 1 X 1 0 X 1380864 4776710 1298542 517841 723368 8697325 31209103 30416547 29788119 32091568 35238304 158743641 178700 67188 180923 311649 368433 1106893 32768667 35260445 31267584 32921058 36330105 168547859 40228 63781 7192 20071 131272 0 40228 63781 7192 20071 131272 168416587 989703 336435 1270540 620468 1376989 4594135 198949 48181 49585 51073 347788 989703 535384 1318721 670053 1428062 4941923 24494 14022 38516 33782864 35809851 32586305 33591111 37758167 173528298 0.97050 0.96940 0.02850 0.02860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1461 1461 0 PART II-B, LINE 1: CARROLL LUTHERAN VILLAGE PAYS DUES TO LEADINGAGE. A PORTION OF THE DUES PAID TO THIS ORGANIZATION IS ALLOCABLE TO LOBBYING EXPENSES. THE TOTAL AMOUNT OF DUES PAID BY CARROLL LUTHERAN VILLAGE THAT IS ALLOCABLE TO LOBBYING IS $1,461 17114918 283930 1553862 542855 18409855 16883924 299964 430539 499509 17114918 13666724 316780 3409897 509477 16883924 12452904 214783 1530865 531828 13666724 12107687 191588 579324 425695 12452904 0.49830 0.50170 0.00000 0 0 1067705 1067705 140000117 83543737 56456380 15916181 12506225 3409956 13251608 13251608 74185649 RESIDENT FUND PAYABLE 1549716 REFUNDABLE DEPOSITS 376704 REFUNDABLE ENTRANCE FEES 2889804 DUE TO RELATED PARTY 122705 4938929 X 38143803 41019 56051 97070 38046733 125288 125288 38172021 37653545 56051 56051 37597494 125288 125288 37722782 PART V, LINE 4: THE VILLAGE RECOGNIZES THAT FUNDS THAT ARE DONOR DESIGNATED FOR ENDOWMENT ARE TO BE PERPETUATED. EARNINGS FROM ENDOWMENT FUNDS ARE TRANSFERRED TO A BOARD DESIGNATED, TEMPORARILY RESTRICTED FUND THAT CAN BE USED FOR RESIDENT ASSISTANCE AND SCHOLARSHIPS ACCORDING TO A SPENDING ALLOWANCE DEFINED IN THE BOARD'S INVESTMENT POLICY. UNREALIZED LOSSES ON THE INVESTMENT PORTOFLIO ARE NOT ALLOCATED TO ENDOWMENT FUNDS. 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 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 27,211. FUNDRAISING 22,188. COGS 6,652. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 27,211. FUNDRAISING 22,188. COGS 6,652. GOLF TOURNAMENT 106557 96117 10440 3620 4921 6993 4717 1937 106557 96117 10440 3620 4921 6993 4717 1937 22188 -11748 1 SCHOLARSHIPS 14 48168 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 490990 0 0 0 0 0 14584 0 5884 0 511458 0 0 STEVEN POWELL VP FINANCE 0 247307 0 0 0 0 0 7286 0 3746 0 258339 0 0 KENNETH CONNELLY VP OF OPERATIONS 0 225773 0 0 0 0 0 6713 0 10768 0 243254 0 0 ANN MCDERMOTT ASSOCIATE EXECUTIVE DIRECT 149740 0 0 0 0 0 4406 0 4705 0 158851 0 0 0 KERRIE ROMERIL DIRECTOR OF NURSING 148130 0 0 0 0 0 4361 0 2409 0 154900 0 0 0 PART I, LINE 3 CARROLL LUTHERAN VILLAGE RELIES ON THE METHODS USED BY ITS PARENT 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 ORGANIZATION -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OF TRUSTEES A THE MAYOR AND COMMON COUNCIL OF WESTMINISTER 526000811 960735AG3 2022-09-09 41342510 CURRENT REFUNDING OF PRIOR YEAR BOND 0 0 0 B THE MAYOR AND COMMON COUNCIL OF WESTMINISTER 526000811 960735AF5 2022-09-09 10000000 CURRENT REFUNDING OF PRIOR YEAR BOND 0 0 0 A 519305 41342510 497931 40723679 120900 2034 1 0 1 1 B 125611 10000000 9947517 52483 2023 1 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 0 0 1 0 0 0 0 0 B 0 0 0 1 0 0 0 0 0 A 1 B 1 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE, COMPOSED OF THE FOUR BOARD OFFICES, CAN ACT FOR THE BOARD ON ROUTINE BUSINESS BETWEEN MEETINGS AND IN EMERGENCIES. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION OUTSOURCES MANAGEMENT OF FACILITIES AND FOOD SERVICE. FORM 990, PART VI, SECTION A, LINE 6 THE CONGREGATIONS OF THE WESTMINISTER CONFERENCE OF THE DELAWARE-MARYLAND SYNOD OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA (THE "ELCA") CONSTITUTE THE ORIGINAL MEMBERS. CURRENT MEMBER CONGREGATIONS ARE NOTED IN THE BYLAWS. ANY OTHER DULY ORGANIZED LUTHERAN CONGREGATION OF THE DELAWARE-MARYLAND SYNOD OF THE ELCA ("SYNOD") OR ITS SUCCESSOR MAY BECOME A MEMBER CONGREGATION UPON APPROVAL BY THE CORPORATION. ANY CONGREGATION THAT IS NO LONGER AFFILIATED WITH THE SYNOD WILL IMMEDIATELY CEASE TO BE A MEMBER CONGREGATION. 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 A, LINE 7B THE CORPORATE CONGREGATIONS' APPROVAL ARE REQUIRED TO ELECT THE BOARD AND APPROVE THE INDEPENDENT AUDIT FIRM. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY BOTH THE PRESIDENT/CEO AND THE VP OF FINANCE. ONCE THE REVIEW HAS BEEN COMPLETED, THE 990 IS GIVEN TO THE ENTIRE BOARD AND REVIEWED AT A REGULARLY SCHEDULED BOARD MEETING PRIOR TO THE RETURN BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C CARROLL LUTHERAN VILLAGE (CLV), AS THE WHOLLY OWNED SUBSIDIARY OF LUTHERAN SOCIAL MINISTRIES OF MARYLAND (LSMMD), FOLLOWS LUTHERAN SOCIAL MINISTRIES OF MARYLAND'S ESTABLISHED POLICY AND STANDARDS REGARDING CODE OF CONDUCT AND 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 CLV, EACH OF WHOM IS CONSIDERED AN INTERESTED PERSON. 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 CLV. 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. CARROLL LUTHERAN VILLAGE CONTRACTED WITH FRIENDS SERVICES ALLIANCE COMPLIANCE PROGRAM IN 2013 TO ASSIST WITH THE ORGANIZATION'S ONGOING COMPLIANCE EFFORTS. THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE BOARD AND IS INCLUDED AS PART OF ALL AGREEMENTS AND/OR CONTRACTS. FURTHER, A TRI-FOLD PAMPHLET WITH AN OVERVIEW OF CLV'S CODE OF INTEGRITY IS PROVIDED TO ALL VENDORS WITH WHOM CLV 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 CLV WEB SITE WWW. CLVILLAGE.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 XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILTY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. LUTHERAN VILLAGE AT MILLERS GRANT 300 ST LUKE CIRCLE WESTMINSTER MD 21158 320154392 RETIREMENT VILLAGE 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 CLV CATERING INC 300 ST LUKE CIRCLE WESTMINSTER MD 21158 753195092 CATERING MD C -33076 77233 0.90000 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0 CLV CATERING INC A 51073 COST