THE LUTHERAN VILLAGE AT MILLERS GRANT INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE LUTHERAN VILLAGE AT MILLERS GRANT INC (EIN 32-0154392)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202541359349313114
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T15:11:54-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232108173 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RKL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 PICKERING WAY STE 300 | AddressLine1Txt |
| City | EXTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19341 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320154392 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN VILLAGE AT MILLER'S GRANT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUTH | BusinessNameControlTxt |
| Phone | 4108480090 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 SAINT LUKE CIRCLE | AddressLine1Txt |
| City | WESTMINSTER | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21158 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY W BRANCH | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 4108480090 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHANIE E KANE CPA | PreparerPersonNm |
| PTIN | P01275157 | PTIN |
| Phone | 4848742200 | PhoneNum |
| Preparation | 2025-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFFREY W BRANCH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 SAINT LUKE CIRCLE | AddressLine1Txt |
| City | WESTMINSTER | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21158 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,641,121 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MILLERSGRANT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | RESIDENTIAL, ASSISTED AND SKILLED CARE TO RESIDENTS OVER THE AGE OF 60. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 266 | TotalEmployeeCnt |
| Total Volunteers | 98 | TotalVolunteersCnt |
| Total Gross UBI | $13,113 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $12,113 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $187,819 | PYContributionsGrantsAmt |
| CY Contributions Grants | $355,234 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $22,946,281 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $24,452,993 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,568,991 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,630,815 | CYInvestmentIncomeAmt |
| PY Other Revenue | $107,963 | PYOtherRevenueAmt |
| CY Other Revenue | $193,245 | CYOtherRevenueAmt |
| PY Total Revenue | $24,811,054 | PYTotalRevenueAmt |
| CY Total Revenue | $27,632,287 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $26,005 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $30,164 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,037,127 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,988,163 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $16,836 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $16,674,703 | PYOtherExpensesAmt |
| CY Other Expenses | $16,996,836 | CYOtherExpensesAmt |
| PY Total Expenses | $23,737,835 | PYTotalExpensesAmt |
| CY Total Expenses | $25,015,163 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,073,219 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,617,124 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $134,358,263 | TotalAssetsBOYAmt |
| Total Assets EOY | $194,164,898 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $150,516,944 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $206,509,448 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$16,158,681 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$12,344,550 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $19,933,854 | ExpenseAmt |
| Grant | $30,164 | GrantAmt |
| Revenue | $24,452,993 | RevenueAmt |
| Desc | 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 SITE 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. | Desc |
| Total Program Service Expenses | $19,933,854 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 42 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 266 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN D POWELL - VP OF FINANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4108480090 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 SAINT LUKE CIRCLE | AddressLine1Txt |
| City | WESTMINSTER | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21158 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JAY ZUMBRUN UNTIL 1023 | ||||||||
| CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DOROTHY PLANTZ START 1023 | ||||||||
| CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BOB MUIR | ||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| R ANTHONY MCLAUGHLIN UNTIL 1023 | ||||||||
| SECRETARY/TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GEORGE CONKLIN | ||||||||
| BOARD | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD FUNKE | ||||||||
| BOARD | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM GEIER | ||||||||
| BOARD | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SANDY HORNOR | ||||||||
| BOARD | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KEN HUNTER | ||||||||
| BOARD | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDRE LINGHAM | ||||||||
| BOARD | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HOWARD A MILLER UNTIL 1023 | ||||||||
| BOARD | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL MILLER | ||||||||
| BOARD | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH CONNELLY | ||||||||
| VP OF OPERATIONS | 16.00 | 24.00 | Yes (X) | $0 | $225,773 | $17,481 | ||
| STEVEN POWELL | ||||||||
| VP OF FINANCE | 16.00 | 24.00 | Yes (X) | $0 | $247,307 | $11,032 | ||
| JEFFREY W BRANCH | ||||||||
| PRESIDENT/CEO | 16.00 | 24.00 | Yes (X) | $0 | $490,990 | $20,468 | ||
| MICHELLE ROSENHEIM | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | Yes (X) | $191,143 | $0 | $12,271 | ||
| SHEETAL PATEL | ||||||||
| DIRECTOR OF REHAB SERVICES | 40.00 | 0.00 | $112,432 | $0 | $4,797 | Yes (X) | ||
| DONNA SNYDER | ||||||||
| DIRECTOR OF SALES | 40.00 | 0.00 | $122,383 | $0 | $4,826 | Yes (X) | ||
| NICOLE SCHERR | ||||||||
| DIRECTOR OF HCC | 40.00 | 0.00 | $115,394 | $0 | $10,471 | Yes (X) | ||
| AMELIA SAYDEE | ||||||||
| DIRECTOR OF NURSING | 40.00 | 0.00 | $127,237 | $0 | $8,996 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $668,589 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $964,070 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $90,342 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SODEXO INC & AFFILIATES | |||||
| PO BOX 360170 | PITTSBURGH | PA | 152516170 | CONTRACTED SERVICES | $2,270,457 |
| RIGHT AT HOME | |||||
| PO BOX 62601 | BALTIMORE | MD | 212642601 | SENIOR CARE SERVICES | $506,696 |
| REESE LOWER PATRICK & SCOTT LTD | |||||
| 250 VALLEYBROOK DRIVE | LANCASTER | PA | 17601 | LEGAL SERVICES | $301,970 |
| WOODBINE RESTORATIONS LLC | |||||
| 779 CHESSIE CROSSING WAY | WOODBINE | MD | 12797 | SERVICES | $255,735 |
| LEVEL GREEN LANDSCAPE LLC | |||||
| 6408 DOWER HOUSE ROAD | UPPER MARLBORO | MD | 20772 | SERVICES | $222,339 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $39,626 | FundraisingAmt |
| All Other Contributions | $315,608 | AllOtherContributionsAmt |
| Noncash Contributions | $39,147 | NoncashContributionsAmt |
| Total Contributions | $355,234 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENT SERVICE REVENUE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $24,452,993 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,452,993 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $24,452,993 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,624,462 | TotalRevenueColumnAmt |
| Exclusion | $2,624,462 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $21,947 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,834 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $13,113 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,113 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $13,113 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,353 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,353 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,353 | TotalRevenueColumnAmt |
| Exclusion | $6,353 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $39,626 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | 623000 | $103,376 | $103,376 |
| SPECIAL FUNCTION INCOME | 623000 | $38,720 | $38,720 |
| COFFEE SHOP | 623000 | $33,836 | $33,836 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,200 | TotalRevenueColumnAmt |
| Exclusion | $4,200 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $180,132 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,632,287 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,452,993 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $13,113 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,810,947 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,164 | TotalAmt |
| Program Services | $30,164 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,359 | TotalAmt |
| Management And General | $209,359 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,204,572 | TotalAmt |
| Program Services | $5,263,351 | ProgramServicesAmt |
| Management And General | $941,221 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,733 | TotalAmt |
| Management And General | $115,733 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,458,499 | TotalAmt |
| Program Services | $913,325 | ProgramServicesAmt |
| Management And General | $545,174 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,744,741 | TotalAmt |
| Management And General | $1,744,741 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,127 | TotalAmt |
| Management And General | $31,127 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,430 | TotalAmt |
| Management And General | $90,430 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,665,748 | TotalAmt |
| Program Services | $1,549,698 | ProgramServicesAmt |
| Management And General | $116,050 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,447 | TotalAmt |
| Management And General | $68,447 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $663,470 | TotalAmt |
| Program Services | $600,882 | ProgramServicesAmt |
| Management And General | $50,796 | ManagementAndGeneralAmt |
| Fundraising | $11,792 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,541 | TotalAmt |
| Program Services | $8,541 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,763,762 | TotalAmt |
| Program Services | $2,752,953 | ProgramServicesAmt |
| Management And General | $10,809 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,199 | TotalAmt |
| Program Services | $1,031 | ProgramServicesAmt |
| Management And General | $168 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,085 | TotalAmt |
| Program Services | $1,325 | ProgramServicesAmt |
| Management And General | $826 | ManagementAndGeneralAmt |
| Fundraising | $2,934 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,434,067 | TotalAmt |
| Program Services | $3,312,600 | ProgramServicesAmt |
| Management And General | $121,467 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,593,930 | TotalAmt |
| Program Services | $3,676,118 | ProgramServicesAmt |
| Management And General | $917,812 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $411,284 | TotalAmt |
| Program Services | $378,357 | ProgramServicesAmt |
| Management And General | $32,927 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD SERVICES EXPENSE | $1,244,690 | $1,244,690 | ||
| OTHER OPERATING | $172,610 | $171,739 | $871 | |
| BOOKS, DUES, LICENSES | $69,743 | $25,011 | $44,732 | |
| MISC. EXPENSE | $18,513 | $4,069 | $12,334 | $2,110 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,449 | TotalAmt |
| Management And General | $9,449 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,015,163 | TotalAmt |
| Program Services | $19,933,854 | ProgramServicesAmt |
| Management And General | $5,064,473 | ManagementAndGeneralAmt |
| Fundraising | $16,836 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $900 | BOYAmt |
| EOY | $900 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,052,378 | BOYAmt |
| EOY | $6,833,369 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $244,052 | BOYAmt |
| EOY | $364,039 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,294 | BOYAmt |
| EOY | $64,744 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,931 | BOYAmt |
| EOY | $11,575 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $134,557,085 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $36,434,283 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,637,055 | BOYAmt |
| EOY | $98,122,802 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,606,159 | BOYAmt |
| EOY | $17,199,370 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,086,624 | BOYAmt |
| EOY | $1,857,040 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,604,870 | BOYAmt |
| EOY | $69,711,059 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,358,263 | BOYAmt |
| EOY | $194,164,898 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,172,733 | BOYAmt |
| EOY | $2,385,976 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,449,062 | BOYAmt |
| EOY | $89,758,089 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,959,291 | BOYAmt |
| EOY | $104,763,255 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,910 | BOYAmt |
| EOY | $3,205,252 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,911,948 | BOYAmt |
| EOY | $6,396,876 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,516,944 | BOYAmt |
| EOY | $206,509,448 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$17,326,863 | BOYAmt |
| EOY | -$12,910,288 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,168,182 | BOYAmt |
| EOY | $565,738 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$16,158,681 | BOYAmt |
| EOY | -$12,344,550 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,358,263 | BOYAmt |
| EOY | $194,164,898 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,617,124 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,630,271 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$433,264 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $439,287 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,671,257 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $678,751 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $187,819 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $355,234 | CurrentTaxYearAmt |
| Total | $3,332,348 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,495,563 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,881,627 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,217,179 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,946,281 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,452,993 | CurrentTaxYearAmt |
| Total | $110,993,643 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $71,018 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $94,747 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $709,910 | CurrentTaxYearAmt |
| Total | $875,675 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,934,850 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,552,884 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,966,948 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,228,847 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,518,137 | CurrentTaxYearAmt |
| Total | $115,201,666 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $64,374 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $67,282 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,748 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76,660 | CurrentTaxYearAmt |
| Total | $221,064 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $64,374 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $67,282 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,748 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76,660 | CurrentTaxYearAmt |
| Total | $221,064 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $114,980,602 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $752,430 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $556,271 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,292,829 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,367,211 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,624,462 | CurrentTaxYearAmt |
| Total | $6,593,203 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $10,204 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,308 | CurrentTaxYearMinus1YearAmt |
| Total | $31,512 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $752,430 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $556,271 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,303,033 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,388,519 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,624,462 | CurrentTaxYearAmt |
| Total | $6,624,715 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,256 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,757 | CurrentTaxYearMinus3YearsAmt |
| Total | $90,013 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,749,536 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,136,912 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,269,981 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,617,366 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,142,599 | CurrentTaxYearAmt |
| Total | $121,916,394 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.94310 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95500 | PublicSupportPY509Pct |
| Investment Income CY | 0.05430 | InvestmentIncomeCYPct |
| Investment Income PY | 0.04220 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $1,279 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $1,279 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | 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 $1,279. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $334,424 | BeginningYearBalanceAmt |
| Contributions | $42,576 | ContributionsAmt |
| Administrative Expenses | $9,988 | AdministrativeExpensesAmt |
| End Year Balance | $367,012 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $296,786 | BeginningYearBalanceAmt |
| Contributions | $37,638 | ContributionsAmt |
| End Year Balance | $334,424 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $270,242 | BeginningYearBalanceAmt |
| Contributions | $26,544 | ContributionsAmt |
| End Year Balance | $296,786 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $253,313 | BeginningYearBalanceAmt |
| Contributions | $16,929 | ContributionsAmt |
| End Year Balance | $270,242 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $140,955 | BeginningYearBalanceAmt |
| Contributions | $112,358 | ContributionsAmt |
| End Year Balance | $253,313 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,600,000 | OtherCostOrOtherBasisAmt |
| Book Value | $11,600,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $106,883,614 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,748,799 | DepreciationAmt |
| Book Value | $78,134,815 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,545,972 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,685,484 | DepreciationAmt |
| Book Value | $1,860,488 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,527,499 | OtherCostOrOtherBasisAmt |
| Book Value | $6,527,499 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $98,122,802 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (8 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CAPITALIZED INTEREST FUND | $1,656,199 | C |
| DEBT SERVICE RESERVE FUND | $4,675,749 | C |
| CONSTRUCTION FUND | $235 | C |
| CASH IN ESCROW | $8,262,402 | C |
| BOND PRINCIPAL FUND | $1,244,215 | C |
| CASH IN FUNDS | $817,394 | C |
| TRUSTEE HELD | $53,077,103 | C |
| COST OF ISSUANCE FUND | -$22,238 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $69,711,059 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RESIDENT FUND PAYABLE | $5,915,689 |
| DUE TO RELATED PARTY | $481,187 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,396,876 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $29,180,962 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,630,271 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $8,834 | OtherRevenueAmt |
| Revenue Not Reported | $1,639,105 | RevenueNotReportedAmt |
| Revenue Subtotal | $27,541,857 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $90,430 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $90,430 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $27,632,287 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $24,933,567 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $8,834 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $8,834 | ExpensesNotReportedAmt |
| Expenses Subtotal | $24,924,733 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $90,430 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $90,430 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $25,015,163 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 2021. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 8,834. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 8,834. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CHARITY WALK | Event1Nm |
| Gross Receipts Event1 | $39,626 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $39,626 | CharitableContriEvent1Amt |
| Gross Receipts Total | $39,626 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $39,626 | CharitableContributionsTotAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 2 | RecipientCnt |
| Cash Grant | $30,164 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEFFREY W BRANCH | ||||||||||||||
| PRESIDENT/CEO | $0 | $490,990 | $0 | $0 | $0 | $0 | $0 | $14,584 | $0 | $5,884 | $0 | $511,458 | $0 | $0 |
| STEVEN POWELL | ||||||||||||||
| VP OF FINANCE | $0 | $247,307 | $0 | $0 | $0 | $0 | $0 | $7,286 | $0 | $3,746 | $0 | $258,339 | $0 | $0 |
| KENNETH CONNELLY | ||||||||||||||
| VP OF OPERATIONS | $0 | $225,773 | $0 | $0 | $0 | $0 | $0 | $6,713 | $0 | $10,768 | $0 | $243,254 | $0 | $0 |
| MICHELLE ROSENHEIM | ||||||||||||||
| EXECUTIVE DIRECTOR | $191,143 | $0 | $0 | $0 | $0 | $0 | $5,632 | $0 | $6,639 | $0 | $203,414 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | 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 | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| THE MAYOR AND COMMON COUNCIL OF WESTMINSTER | ||||||||
| A | 526000811 | 960735AS7 | 2014-09-04 | $103,295,000 | CONSTRUCTION BONDS FOR FACILITIES | 0 | 0 | 0 |
| THE MAYOR AND COMMON COUNCIL OF WESTMINSTER | ||||||||
| B | 526000811 | 2023-12-28 | $16,000,000 | EXPANSION | 0 | 0 | 0 | |
| THE MAYOR AND COMMON COUNCIL OF WESTMINSTER | ||||||||
| C | 526000811 | 2023-12-28 | $15,550,000 | PERFORMING ARTS CENTER | 0 | 0 | 0 | |
| THE MAYOR AND COMMON COUNCIL OF WESTMINSTER | ||||||||
| D | 526000811 | 2023-12-28 | $22,500,000 | EXPANSION | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $52,094,543 | $102,807,798 | $4,541,875 | $1,784,638 | $2,051,679 | $8,393,134 | $86,036,472 | 2016 | 0 | 0 | Yes (1) | Yes (1) | |
| B | $38,450,000 | $204,339 | $15,795,661 | 0 | 0 | 0 | Yes (1) | $22,450,000 | |||||
| C | $15,550,000 | $82,639 | $15,467,361 | 0 | 0 | Yes (1) | Yes (1) | ||||||
| D | $22,500,000 | $119,574 | $22,380,426 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line2GICProviderName/BusinessNameLine2Txt | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Business Name Line2HedgeProviderName/BusinessNameLine2Txt | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NATAXIS FUNDING | |||||||||||||||
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | Yes (1) | CORP | 2.300000000000 | Yes (1) | 0 | Yes (1) | |||
| FULTON BANK NA | |||||||||||||||
| B | 0 | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | Yes (1) | AND OLD NATIONAL | 0 | 0 | |||
| FULTON BANK NA | |||||||||||||||
| C | 0 | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | Yes (1) | AND OLD NATIONAL | 0 | 0 | |||
| FULTON BANK NA | |||||||||||||||
| D | 0 | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | Yes (1) | AND OLD NATIONAL | 0 | 0 | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $34,147 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | SUPPLIES | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | ALL STOCK DONATIONS COME INTO THE CHARLES SCHWAB ACCOUNT AND ARE SOLD BY THE INVESTMENT BROKER. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 XII, LINE 2C | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 0 | N/A | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LVMG HOSPITALITY INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9000 FATHERS LEGACY | AddressLine1Txt |
| City | ELLICOTT CITY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823349200 | EIN |
| Primary Activities | FOOD SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $4,972 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $4,286 | ShareOfEOYAssetsAmt |
| Ownership | 0.90000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LVMG HOSPITALITY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | A | TransactionTypeTxt |
| Involved | $21,947 | InvolvedAmt |
| Method Of Amount Determination | COST | MethodOfAmountDeterminationTxt |