2025-06-30T06:43:09-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-01-01 231365374 LUTHERCARE LUTH 7176261171 600 EAST MAIN STREET LITITZ PA 17543 JIM WALKO CPA SVP FINANCE/TREASURER 7176261171 2025-06-27 1 0 X KERRI N BOGDA CPA P00760402 7177404863 2025-06-27 2024 2025-03-06 01:10:19Z MARISSA PICCHINI 600 EAST MAIN STREET LITITZ PA 17543 75757331 0 9386 X WWW.LUTHERCARE.ORG X 1949 PA LUTHERCARE SERVES SENIORS' HOUSING/HEALTH NEEDS AND FAMILIES' CHILD CARE/EARLY LEARNING NEEDS. 14 14 587 200 0 0 1479187 1817723 49360141 52549342 965630 6214832 557208 800371 52362166 61382268 66403 95703 0 0 22168459 24404113 0 0 396893 33010971 33555089 55245833 58054905 -2883667 3327363 92032022 92433887 90385679 86085862 1646343 6348025 X "LUTHERCARE REFLECTS CHRIST'S LOVE THROUGH SERVICE TO OTHERS." OUR MISSION IS TO ENHANCE THE QUALITY OF LIFE THROUGH CREATIVE SENIOR LIVING OPPORTUNITIES, FAMILY LIFE THROUGH QUALITY CHILD CARE AND EARLY LEARNING CENTERS, APPROPRIATE SUPPORTS FOR PEOPLE IN THEIR HOMES AND MEANINGFUL VOLUNTEER EXPERIENCE, WITH AN EMPHASIS ON COMMUNITY, WELLNESS AND THE WHOLE PERSON. WE FOSTER LIFE SETTINGS IN WHICH PEOPLE CONNECT WITH OTHERS AND EXPERIENCE VITALITY AND PURPOSE, OFTEN BEYOND THE REACH OF THEIR CURRENT RESOURCES. 0 0 26014730 27229621 LUTHERCARE'S SENIOR LIVING COMMUNITIES OFFER AN INDEPENDENT LIVING EXPERIENCE TO OLDER ADULTS, ENRICHED WITH OPPORTUNITIES TO ENGAGE IN MANY SOCIAL AND LEARNING ACTIVITIES ON AND OFF CAMPUS. APPROXIMATELY 579 OLDER ADULTS WERE PART OF THE INDEPENDENT LIVING PROGRAM IN 2024, FOR A TOTAL OF 211,676 CENSUS DAYS AND AN AVERAGE OF 97% OCCUPANCY RATE. IN ADDITION, VALUABLE SUPPORT IS OFFERED THROUGH OCCUPATIONAL, SPEECH AND PHYSICAL THERAPY, AND PERSONAL CARE SERVICES, INCLUDING ASSISTANCE WITH DAILY LIVING ACTIVITIES. PERSONAL CARE WAS PROVIDED TO APPROXIMATELY 120 INDIVIDUALS IN 2024, FOR 43,704 CENSUS DAYS AND AN AVERAGE 91% OCCUPANCY RATE. 22981482 95703 24054719 LUTHERCARE PROVIDES LONG-TERM CARE AND SHORT-TERM REHABILITATION ALONG WITH OCCUPATIONAL, SPEECH AND PHYSICAL THERAPY IN OUR HEALTH CARE CENTERS LOCATED IN LITITZ AND LEBANON, PENNSYLVANIA. THE LEBANON HEALTH CARE CENTER WAS SOLD ON DECEMBER 26, 2024. MEMORY SUPPORT SERVICES ARE PROVIDED IN A SPECIALIZED CARE UNIT. AN INNOVATIVE APPROACH AND PHILOSOPHY IS EMBRACED, WITH A FOCUS ON THE OVERALL WELLNESS OF THE INDIVIDUAL - PHYSICAL, PSYCHOLOGICAL AND SPIRITUAL. STRONG SUPPORT IS PROVIDED BY VOLUNTEERS, APPROXIMATELY 200 INDIVIDUALS IN 2024 WHO DONATED 10,940 HOURS, EXTENDING COMPASSION AND CARING BEYOND THE LIMITATIONS OF STAFF CAPACITY. IN 2024, LUTHERCARE PROVIDED SKILLED NURSING CARE SERVICES FOR APPROXIMATELY 167 OLDER ADULTS, FOR A TOTAL OF 61,101 CENSUS DAYS AND AN AVERAGE 94% OCCUPANCY RATE. 1664807 1265002 LUTHERCARE IS DEEPLY COMMITTED TO SUPPORTING CHILDREN AND FAMILIES IN A VARIETY OF WAYS. WE OFFER CHILD CARE AND EARLY LEARNING OPPORTUNITIES THROUGH TWO CHILD CARE CENTERS IN LANCASTER AND LEBANON COUNTIES. INFANTS AND CHILDREN THROUGH AGE 12 WERE SERVED BY OUR PROGRAMS IN 2024. SUPPORT WAS PROVIDED THROUGH PUBLIC FUNDING, PRIVATE PAYMENT AND SCHOLARSHIP SUBSIDY. WE ALSO OPERATE A MENTORING PROGRAM FOR HOME CHILD CARE PROVIDERS. 0 0 0 LUTHERCARE PROVIDES CARE TO RESIDENTS WHO MEET CERTAIN CRITERIA WITHOUT CHARGE OR AT AMOUNTS LESS THAN ITS ESTABLISHED RATES. BECAUSE LUTHERCARE DOES NOT PURSUE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY AS BENEVOLENT CARE, THEY ARE NOT REPORTED AS REVENUES. LUTHERCARE MAINTAINS RECORDS TO IDENTIFY AND MONITOR THE LEVEL OF BENEVOLENT CARE IT PROVIDES. CHARGES FOREGONE, BASED ON ESTABLISHED RATES, FOR SERVICES RENDERED AND SUPPLIES FURNISHED WERE APPROXIMATELY $2,457,000 IN 2024 AND $2,228,000 IN 2023. THESE AMOUNTS ARE NOT MATERIALLY DIFFERENT THAN THE DIFFERENCE BETWEEN THE COST OF PROVIDING SERVICES TO RESIDENTS THAT QUALIFIED FOR BENEVOLENT CARE AND THE AMOUNTS THESE RESIDENTS WERE ABLE TO PAY FOR SERVICES RENDERED. IN ADDITION, LUTHERCARE PROVIDED SERVICES TO CHILDREN IN ITS CHILDCARE FACILITIES AND RECOGNIZED FORGONE CHARGES OF APPROXIMATELY $63,000 IN 2024 AND $122,000 IN 2023. THE FORGONE CHARGES APPROXIMATE THE COST OF SERVICES PROVIDED. 0 0 0 50661019 1 1 0 1 0 0 0 0 1 1 1 0 0 1 1 0 0 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 0 0 0 1 135 0 587 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X JIM WALKO SENIOR VICE PRESIDENT - 7176261171 600 EAST MAIN STREET LITITZ PA 17543 STUART S SMITH CHAIR 1.00 1.00 X X 0 0 0 TODD STEWART ESQ CHAIR TO APRIL 2024 1.00 1.00 X X 0 0 0 ALISA MILLER VICE CHAIR 1.00 1.00 X X 0 0 0 REV HANS BECKLIN DIRECTOR TO APRIL 2024 1.00 1.00 X 0 0 0 KEITH BOYER SECRETARY/DIRECTOR 1.00 1.00 X X 0 0 0 DAVID R BRADBURY DIRECTOR 1.00 1.00 X 0 0 0 ONEIDA DELUCA DIRECTOR 1.00 1.00 X 0 0 0 REV DAVID R FISHER DIRECTOR 1.00 1.00 X 0 0 0 BERNARD J LAPINE ESQ DIRECTOR 1.00 1.00 X 0 0 0 REV THOMAS E MCKEE ASSISTANT SECRETARY/DIRECTOR 1.00 1.00 X 0 0 0 DR RAYMOND MILLEN DIRECTOR 1.00 1.00 X 0 0 0 DONALD MURRAY DIRECTOR 1.00 1.00 X 0 0 0 ALEXANDER PUSKAR ESQ DIRECTOR 1.00 1.00 X 0 0 0 JAMES J SMARILLI DIRECTOR 1.00 1.00 X 0 0 0 DAVID STOUDT DIRECTOR 1.00 1.00 X 0 0 0 DR MATTHEW TORRES MD DIRECTOR 1.00 1.00 X 0 0 0 CARL MCALOOSE PRESIDENT & CEO UNTIL 6/30/24 40.00 1.00 X 636351 0 38375 MARISSA PICCHINI PRESIDENT & CEO AS OF 7/1/24 40.00 1.00 X 280662 0 37552 JAMES WALKO SVP FINANCE AS OF 10/6/24/TREASURER 40.00 1.00 X 153540 0 39706 MATTHEW C OATHOUT SR. VP OF OPERATIONS 40.00 0.00 X 224994 0 9619 KRISTEN O'LEARY SVP OF MARKETING & DEVELOPMENT 40.00 0.00 X 211070 0 27645 JODI WEAVER VP OF HUMAN RESOURCES 40.00 0.00 X 179299 0 7791 DANIEL DEITZEL SR. DIRECTOR HEALTHCARE SERVICES 40.00 0.00 X 151522 0 28918 HEATHER DENNIS SR. EXECUTIVE DIRECTOR PERSONAL CARE 40.00 0.00 X 146477 0 33756 RENE BONILLA LICENSED PRACTICAL NURSE 40.00 0.00 X 143205 0 14100 HEATHER CRAIG LICENSED PRACTICAL NURSE 40.00 0.00 X 127725 0 33006 GLENN BEARD JR VP CHURCH RELATIONS/PASTORAL CARE 40.00 0.00 X 141369 0 28100 2396214 0 298568 20 0 1 0 MORRISON LIVING 400 NORTHRIDGE ROAD SUITE 600 SANDY SPRINGS GA 30350 DINING MANAGEMENT 6319690 PENWAY CONSTRUCTION 56 DOE RUN ROAD MANHEIM PA 17545 CONSTRUCTION SERVICES 3140933 HEALTHPRO THERAPY SERVICES PO BOX 69268 BALTIMORE MD 212649268 THERAPY REHAB SERVICES 2347467 INTELYCARE INC 1250 HANCOCK STREET SUITE 501N QUINCY MA 02169 AGENCY NURSING SERVICES 1744373 MERIPLEX SOLUTIONS LLC 10111 RICHMOND AVE SUITE 500 HOUSTON TX 77042 INFORMATION TECHNOLOGY SERVICES 876896 32 18906 35595 143159 1620063 5479 1817723 RESIDENT SERVICES 623000 51033338 51033338 DAYCARE AND DAY CAMPS 623000 1258677 1258677 NH ASSESSMENT REVENUE 623000 257327 257327 52549342 1311371 1311371 37987 21760 16227 16227 16227 14968388 4252154 13847795 469286 1120593 3782868 4903461 4903461 26100 35595 21609 4491 4491 48634 14613 34021 34021 BEAUTY/BARBER SHOP 623000 199433 199433 RESIDENT RENOVATIONS 623000 124048 124048 ACTIVITIES INCOME 623000 122447 122447 299704 299704 745632 61382268 52549342 0 7015203 X 77703 77703 18000 18000 1846603 1846603 17303910 16045989 1020601 237320 503949 475600 22099 6250 2983712 2655978 281517 46217 1765939 1556378 196765 12796 60333 10760 49573 79200 79200 4711 4711 15296721 14167970 1128751 385500 385500 1212369 818499 299560 94310 727746 7195 720551 5453816 5122565 331251 83115 30282 52833 141643 46963 94680 13754 13754 7257894 7220754 37140 422345 351818 70527 MEDICAL SUPPLIES 1126167 1126167 NH ASSESSMENT TAX 481809 481809 RECRUITMENT 230925 230925 BAD DEBT EXPENSE 225053 225053 351988 207782 144206 58054905 50661019 6996993 396893 7923 11731 2754779 5221149 56116 56116 2545307 2707402 1414628 1304757 140569067 93278310 53476632 47290757 26827460 30762569 4949177 5079406 92032022 92433887 6027119 6602163 29186873 31058910 37569635 30319899 15208541 15911527 1685000 1685000 708511 508363 90385679 86085862 X -2827637 1556758 4473980 4791267 1646343 6348025 92032022 92433887 X 3327363 1416716 -42397 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 4711 4711 0 PART II-B, LINE 1: LUTHERCARE PAYS DUES TO THE ORGANIZATIONS LEADINGAGE AND LEADINGAGE PA. A PORTION OF THE DUES PAID TO THESE ORGANIZATIONS IS ALLOCABLE TO LOBBYING EXPENSES. THE TOTAL AMOUNT OF DUES PAID BY LUTHERCARE THAT IS ALLOCABLE TO LOBBYING IS $4,711. 0 1 X 10218415 1421841 11640256 8816075 1402340 10218415 10529980 -1554185 159720 8816075 9397556 1171629 39205 10529980 8434165 9910 985182 31701 9397556 0.79150 0.20850 0.00000 1 0 2046937 2046937 124189490 83192584 40996906 202673 164094 38579 13323846 9921632 3402214 806121 806121 47290757 CSV OF LIFE INSURANCE 8677 OTHER CURRENT ASSETS 717344 TEMPORARILY RESTRICTED CASH 1065323 INTEREST RATE SWAP AGREEMENT 654339 STATUTORY MINIMUM LIQUID RESERVE RECLASS 2632000 DUE FROM RELATED PARTIES 1723 5079406 UNEARNED INCOME 219261 DEPOSITS HELD 712 GIFT CERTIFICATES PAYABLE 111 DEFERRED SWAP TERMINATION FEES 288279 508363 62814569 1416716 -42397 1374319 61440250 -57982 -57982 61382268 58112887 57982 57982 58054905 0 58054905 PART IV, LINE 2B: WHEN PROSPECTIVE RESIDENTS PLACE A DEPOSIT TO HOLD AN APARTMENT OR COTTAGE, A PORTION OF THIS DEPOSIT IS REFUNDABLE. THESE FUNDS ARE HELD IN ESCROW BY LUTHERCARE ON BEHALF OF THE RESIDENTS UNTIL THE DEPOSIT IS REFUNDED, IF NECESSARY, BASED ON THE TERMS OF THEIR CONTRACT. PART V, LINE 4: THE ENDOWMENTS, AS FUNDED BY THE ORGANIZATION AND ITS DONORS, HAVE BEEN ESTABLISHED FOR A VARIETY OF REASONS RELATED TO THE CHARITABLE PURPOSE OF LUTHERCARE AND ITS RESIDENTS' NEEDS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF DEFERRED GIFTS 252,577. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENTS -294,974. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -21,760. STORE EXPENSES -14,613. FUNDRAISING EVENTS DIRECT EXPENSES -21,609. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS DIRECT EXPENSES 21,609. STORE EXPENSE 14,613. RENTAL EXPENSES 21,760. ANNUAL GOLF TOURNAMENT 61695 35595 26100 0 3061 17932 616 61695 35595 26100 3061 17932 616 21609 4491 1 NURSING SCHOLARSHIPS 8 18000 PART I, LINE 2: SCHOLARSHIPS ARE PAID DIRECTLY TO APPROVED NURSING INSTITUTIONS. RECIPIENTS MUST SUBMIT GRADE REPORTS TO LUTHERCARE EVERY 6 MONTHS, INDICATING A MINIMUM GRADE AVERAGE OF "C AND MUST REMAIN ON STAFF WITH LUTHERCARE FOR A MINIMUM OF TWO YEARS AFTER RECEIPT OF THE FINAL SCHOLARSHIP PAYMENT. GRANTS MAY ALSO BE PAID TO ORGANIZATIONS. THE PRESIDENT REVIEWS ALL REQUESTS FOR GIFTS AND SELECTS THE ORGANIZATIONS TO WHICH LUTHERCARE WILL CONTRIBUTE. DONEE ORGANIZATIONS ARE MONITORED BY MANAGEMENT TO ENSURE THAT THEY MEET THE STANDARDS OF A CHARITABLE ORGANIZATION. THE ORGANIZATION DOES NOT, HOWEVER, REQUIRE ADDITIONAL DOCUMENTATION ONCE THE EXEMPT STATUS OF DONEES HAS BEEN ESTABLISHED GIVEN THE LOW RISK ASSOCIATED WITH THE AMOUNTS GIVEN. FOR 2024, GRANTS TO ORGANIZATIONS ARE UNDER THE $5,000 THRESHOLD. 1 X X X X 0 1 0 0 0 0 0 1 0 CARL MCALOOSE PRESIDENT & CEO UNTIL 6/30/24 466870 0 166250 0 3231 0 25462 0 12913 0 674726 0 0 0 MARISSA PICCHINI PRESIDENT & CEO AS OF 7/1/24 271969 0 0 0 8693 0 26226 0 11326 0 318214 0 0 0 KRISTEN O'LEARY SVP OF MARKETING & DEVELOPMENT 201349 0 9721 0 0 0 8459 0 19186 0 238715 0 0 0 MATTHEW C OATHOUT SR. VP OF OPERATIONS 224994 0 0 0 0 0 9016 0 603 0 234613 0 0 0 JAMES WALKO SVP FINANCE AS OF 10/6/24/TREASURER 146936 0 6604 0 0 0 6142 0 33564 0 193246 0 0 0 JODI WEAVER VP OF HUMAN RESOURCES 171538 0 7761 0 0 0 7188 0 603 0 187090 0 0 0 DANIEL DEITZEL SR. DIRECTOR HEALTHCARE SERVICES 145079 0 6443 0 0 0 6077 0 22841 0 180440 0 0 0 HEATHER DENNIS SR. EXECUTIVE DIRECTOR PERSONAL CARE 138498 0 7979 0 0 0 5859 0 27897 0 180233 0 0 0 GLENN BEARD JR VP CHURCH RELATIONS/PASTORAL CARE 110171 0 1198 0 30000 0 5655 0 22445 0 169469 0 0 0 HEATHER CRAIG LICENSED PRACTICAL NURSE 126625 0 1100 0 0 0 5109 0 27897 0 160731 0 0 0 RENE BONILLA LICENSED PRACTICAL NURSE 140305 0 2900 0 0 0 5728 0 8372 0 157305 0 0 0 PART I, LINE 4B MARISSA PICCHINI PARTICIPATES IN A 457(B) PLAN BEGINNING 7/1/24. PART I, LINE 7 TEAM MEMBERS RECEIVE BONUSES BASED UPON VARIOUS PERFORMANCE CRITERIA. THE CRITERIA IS NOT BASED ON NET REVENUE OR OTHER PROSCRIBED METHODS OF CALCULATING BONUSES. A LANCASTER COUNTY HOSPITAL AUTHORITY 236648018 2016-09-29 52817000 TO REFUND BONDS & DEBT FROM M&T TO PAY FOR ISSUANCE AND CONSTRUCTION 0 0 0 B LANCASTER MUNICIPAL AUTHORITY 237334160 2019-11-26 10000000 INITIAL DRAW, CONSTRUCTION, SETTLEMENT EXPENSES, TITLE INSURANCE 0 0 0 A 26904000 52817000 46026932 569459 6002299 48875910 2017 1 1 1 1 B 342000 10000000 146900 4941263 4911837 2023 0 0 1 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 1 1 PNC BANK 3.000000000000 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 A 1 B 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: LANCASTER COUNTY HOSPITAL AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 09/29/2021 FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS DELEGATES DECISION-MAKING POWER TO THE EXECUTIVE COMMITTEE AS NEEDED. THE EXECUTIVE COMMITTEE WILL MAKE DECISIONS WHEN IT ISN'T POSSIBLE TO CONVENE THE ENTIRE BOARD ON A VOTING MATTER IN A TIMELY FASHION. FORM 990, PART VI, SECTION A, LINE 6 GREENSTONE LIVING IS THE SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S BY-LAWS STIPULATE THAT EIGHT BOARD DIRECTORS WILL BE ELECTED BY THE LOWER SUSQUEHANNA SYNOD OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA (ELCA) AND SEVEN BOARD DIRECTORS SHALL BE ELECTED BY GREENSTONE LIVING. AT LEAST 51% OF THE MEMBERS SHALL BE VOTING MEMBERS OF AN ELCA CONGREGATION. FORM 990, PART VI, SECTION A, LINE 7B THE EVANGELICAL LUTHERAN CHURCH IN AMERICA (ELCA) MUST GIVE WRITTEN APPROVAL TO ANY AMENDMENT OF AN ARTICLE OR PARAGRAPH OF GOVERNING DOCUMENTS WITH REGARD TO: A. AFFILIATION B. THE PURPOSE STATEMENT C. THE MISSION STATEMENT D. DISSOLUTION OF THE CORPORATION E. RESPONSIBILITY FOR MANAGEMENT AND FISCAL AFFAIRS F. CORPORATE LIABILITY DISCLAIMER G. BOARD MEMBERSHIP ANY PROPOSED AMENDMENT MUST BE SUBMITTED TO THE DIVISION FOR CHURCH IN SOCIETY OF THE ELCA FOR REVIEW PRIOR TO ACTION BY THE SYNOD. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S PRESIDENT AND TREASURER WILL REVIEW A DRAFT OF THE FEDERAL FORM 990. AFTER MANAGEMENT HAS REVIEWED THE FORM 990, THE BOARD OF DIRECTORS WILL BE PROVIDED WITH AN ELECTRONIC COPY OF THE FORM 990 FOR THEIR REVIEW. AFTER THE BOARD AND MANAGEMENT ARE SATISFIED WITH THE FILING COPY, THE PRESIDENT WILL SIGN THE FORM 990 AND RELEASE THE ELECTRONIC VERSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL NEWLY ELECTED BOARD DIRECTORS COMPLETE A CONFLICT OF INTEREST FORM. ALL EXISTING BOARD DIRECTORS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY. IF A BOARD DIRECTOR HAS A CONFLICT OF INTEREST, THE RELATED PARTY TRANSACTION IS MONITORED AND EVALUATED BY THE REMAINING BOARD AND MANAGEMENT TO ENSURE THAT THE TRANSACTION IS AT ARM'S LENGTH. HAVING A RELATED PARTY TRANSACTION WITH A BOARD DIRECTOR DOES NOT PRECLUDE THAT PERSON FROM SERVING ON THE BOARD. IF A CONFLICT DOES EXIST, THE INTERESTED INDIVIDUAL MAY MAKE A PRESENTATION AT A BOARD OR COMMITTEE MEETING. HOWEVER, AFTER THE PRESENTATION HAS BEEN MADE, THE INTERESTED PERSON MUST LEAVE THE MEETING DURING THE DISCUSSION OF, AND VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN THE CONFLICT OF INTEREST. THE CONFLICT OF INTEREST POLICY INCLUDES LANGUAGE THAT INDICATES FAMILY AND BUSINESS RELATIONSHIPS CAN BE A SOURCE OF CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 LUTHERCARE CONTRACTS WITH AN INDEPENDENT PARTY TO PERFORM A SALARY MARKET REVIEW FOR THE CEO AND EXECUTIVE LEADERSHIP TEAM. THE SALARY MARKET REVIEW INCLUDES A REVIEW OF THE COMPENSATION AGREEMENTS IN PLACE BETWEEN COMPARABLE NON-PROFIT ORGANIZATIONS AND THEIR EXECUTIVES TO ENSURE THAT COMPENSATION IS WITHIN FAIR VALUE RANGE. THE REPORT IS SUBMITTED TO THE BOARD AND COMPENSATION COMMITTEE WHICH APPROVES ANY INCREASE FOR THE CEO. THE CEO USES THE REPORT TO DETERMINE INCREASES FOR THE EXECUTIVE LEADERSHIP TEAM. THE PROCESS IS PERFORMED IN CONJUNCTION WITH ANNUAL EMPLOYEE SALARY INCREASES. THIS PROCESS HAS BEEN DISCUSSED AT THE EXECUTIVE COMMITTEE LEVEL AND THEN DISCUSSED IN AN EXECUTIVE SESSION WITH THE BOARD. THE EXECUTIVE COMMITEE DOCUMENTS BOARD AND COMMITTEE DISCUSSIONS ON CEO COMPENSATION AS WELL AS COMPENSATION OF THE EXECUTIVE LEADERSHIP TEAM. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 86,467. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 86,467. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 10,138,874. MANAGEMENT AND GENERAL EXPENSES 584,976. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,723,850. CONTRACTED SERVICES - BACKGROUND CHECKS: PROGRAM SERVICE EXPENSES 6,416. MANAGEMENT AND GENERAL EXPENSES 14,073. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,489. CONTRACTED SERVICES - PAYROLL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 176,891. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 176,891. CONTRACTED SERVICES - SPECIAL PROJECTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 339,108. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 339,108. MAINTENANCE CONTRACTS: PROGRAM SERVICE EXPENSES 5,397. MANAGEMENT AND GENERAL EXPENSES 13,703. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,100. PHARMACY FEES: PROGRAM SERVICE EXPENSES 43,336. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43,336. TEMP LABOR: PROGRAM SERVICE EXPENSES 3,887,480. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,887,480. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF DEFERRED GIFTS 252,577. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENT -294,974. YOUR NEIGHBORHOOD CONNECTION 400 ST LUKE DRIVE LITITZ PA 17543 475266288 HOME HEALTH PA 501(C)(3) LINE 10 N/A 0 GREENSTONE LIVING 600 E MAIN ST LITITZ PA 17543 833440209 MANAGEMENT SERVICES PA 501(C)(3) LINE 10 N/A 0 JACOB S PEACOCK C/O FULTON FINANCIAL ADVISORS ONE P LANCASTER PA 17602 INVESTMENTS PA FULTON FINANCIAL ADVISORS T 1.00000 0 E FRANCEANNA STONER C/O WELLS FARGO 420 MONTGOMERY STRE SAN FRANCISCO CA 94104 INVESTMENTS PA WELLS FARGO T 0.50000 0 HENRY E BUSHMAN C/O BNY MELLON 28 PENN SQUARE 2 LANCASTER PA 17603 INVESTMENTS PA BNY MELLON T 1.00000 0 WALTER FORREY C/O BNY MELLON 28 PENN SQUARE 2 LANCASTER PA 17603 INVESTMENTS PA BNY MELLON T 0.50000 0 GREENSTONE MOSAIC LLC 600 E MAIN ST LITITZ PA 17543 833454085 CONSULTING PA N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0