2021-05-06T12:43:14-05:00 2020-06-30 410746749 CLIFTONLARSONALLEN LLP 501 GRANT STREET SUITE 425 PITTSBURGH PA 15219 990 2019-07-01 251527666 LUTHERAN SENIORLIFE LUTH 7247422246 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 JEFFREY CARRAWAY CFO 7247422246 2021-04-28 1 RYAN SANTARELLA P02069285 4124856700 2021-04-28 2019 2022-09-23 18:48:47Z DAVID J FENOGLIETTO 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 12789951 0 X WWW.LUTHERANSENIORLIFE.ORG X 1986 PA SUPPORT AND MANAGEMENT OF RELATED TAX EXEMPT ORGANIZATIONS 17 16 171 18 0 0 0 0 12050697 12141603 79903 280165 81398 107485 12211998 12529253 0 0 0 0 8104670 8337623 0 0 0 2463779 2777477 10568449 11115100 1643549 1414153 45667708 46979111 17658080 17582792 28009628 29396319 LUTHERAN SENIORLIFE PROVIDES SUPPORT AND MANAGEMENT TO ITS RELATED TAX EXEMPT ORGANIZATIONS. 0 0 3072648 12141603 LUTHERAN SENIORLIFE WAS ESTABLISHED TO PROVIDE MANAGEMENT SERVICES INCLUDING ACCOUNTING, RISK MANAGEMENT, INFORMATION TECHNOLOGY, MARKETING AND HUMAN RESOURCES FOR ITS AFFILIATED TAX-EXEMPT ORGANIZATIONS. 3072648 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 8 0 171 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 16 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X JEFFREY CARRAWAY 7247422246 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 DAVID J FENOGLIETTO CHIEF EXECUTIVE OFFICER 40.00 12.00 X X 351838 0 37206 MARILYN LANDIS CHAIR 1.00 1.00 X X 0 0 0 JEANNETTE CHRISTENSEN SECRETARY 1.00 0.00 X X 0 0 0 CHRISOPHER JORDHEIM VICE CHAIR 1.00 0.00 X X 0 0 0 REV RONALD A BROWN DIRECTOR 1.00 0.00 X 0 0 0 GEORGE EHRINGER DIRECTOR 1.00 0.00 X 0 0 0 PASTOR BRIAN EVANS DIRECTOR 1.00 0.00 X 0 0 0 REV RANDALL FRENZ - RESIGNED 62020 DIRECTOR 1.00 0.00 X 0 0 0 KURT HERBST DIRECTOR 1.00 0.00 X 0 0 0 ERIC D KOFMEHL PHD DIRECTOR 1.00 1.00 X 0 0 0 PASTOR TARA LYNN DIRECTOR 1.00 0.00 X 0 0 0 DAVE MERRICK-RESIGNED 32020 DIRECTOR 1.00 0.00 X 0 0 0 MICHELE REUSS-TERMED OUT 72021 DIRECTOR 1.00 0.00 X 0 0 0 REV SANDRA SAMUEL DIRECTOR 1.00 0.00 X 0 0 0 REV MARGARET SUHR-BARKLEY DIRECTOR 1.00 0.00 X 0 0 0 MARK TRAUMAN DIRECTOR 1.00 0.00 X 0 0 0 REV ANGELA SMITH DIRECTOR 1.00 0.00 X 0 0 0 REV ROBERT ZIMMERMAN DIRECTOR 1.00 0.00 X 0 0 0 CHAD ZUTTER PHD DIRECTOR 1.00 0.00 X 0 0 0 JEFFREY L CARRAWAY CFO 40.00 11.00 X 203589 0 34195 DONNA VAN KIRK VP OF BUSINESS DEVELOPMENT 40.00 10.00 X 185439 0 30540 KATHY CASTLE VP OF HUMAN RESOURCES 40.00 0.00 X 183119 0 23092 CHARLES E LAMB VP QUALITY AND TECHNOLOGY 40.00 0.00 X 151068 0 30464 LAURA ROY EXECUTIVE DIRECTOR 40.00 2.00 X 164419 0 22174 DAVE E GRITZER EXECUTIVE DIRECTOR 40.00 2.00 X 168349 0 11148 MARJORIE K WALSH EXECUTIVE DIRECTOR 40.00 1.00 X 169266 0 16166 JANE ELLYN BITTCHER VP FOUNDATION 40.00 0.00 X 141053 0 18920 ROCCO MASTERANGELO CORP DIR CONSTRUCTION/FACILITIES MGMT 40.00 0.00 X 109777 0 18642 1827917 0 242547 14 0 1 0 RED HOUSE COMMUNICATIONS INC 1908 SARAH STREET PITTSBURGH PA 15203 ADVERTISING 340971 LONGWOOD AT HOME INC 1215 HULTON ROAD OAKMONT PA 15139 MISCELLANEOUS 300000 DELL MARKETING LP C/O DELL USA PO BOX 643561 PITTSBURGH PA 15264 SUPPLIES 242635 SAGE INTACCT PO BOX 123237 DALLAS TX 75312 SOFTWARE 202300 NAS RECRUITMENT PO BOX 1450 MINNEAPOLIS MN 55485 RECRUITMENT 149400 5 SHARED SERVICE REVENUE 623000 12053859 12053859 GAIN FROM INVESTMENT IN NON-PROFI 623000 87744 87744 12141603 233893 233893 323568 260698 62870 62870 62870 46272 0 46272 46272 46272 MISCELLANEOUS 900099 44615 44615 44615 12529253 12141603 0 387650 1233192 383980 849212 5829418 1791699 4037719 133426 36547 96879 672743 283198 389545 468844 157735 311109 410787 410787 131549 131549 20510 20510 230468 59784 170684 275509 275509 95892 19316 76576 424694 179894 244800 232491 50140 182351 56506 24897 31609 8687 6152 2535 14783 14783 338179 27501 310678 21265 21265 TRAINING & RECRUITMENT 326914 643 326271 MAINTENANCE & EQUIPMENT 75323 35036 40287 DUES & SUBSCRIPTIONS 57964 496 57468 STRATEGIC PLAN INITIATI 36426 36426 19530 847 18683 11115100 3072648 8042452 0 1080 200 13692808 15134571 64968 208241 572205 428819 7984921 4523500 3235235 3461421 2028929 2083076 26072483 25662783 45667708 46979111 1546729 1700532 1940548 2254551 14170803 13627709 17658080 17582792 X 28009131 29395914 497 405 28009628 29396319 45667708 46979111 1414153 -27462 0 X 0 1 X 1 0 X X X 21 ST JOHN LUTHERN CARE CENTER 250969478 10 1 0 0 PASSAVANT RETIREMENT AND HEALTH CENTER 250986051 10 1 0 0 LUTHER COURT INC 251527660 10 1 0 0 LAS GERIATRIC CARE SERVICES INC 251738347 10 0 0 0 SAMARITAN HEALTHCARE INC 251527663 10 0 0 0 LUTHERAN SENIORLIFE FOUNDATION 251705233 7 0 0 0 VIECARE ARMSTRONG LLC 463692084 10 0 0 0 VIECARE BEAVER LLC 250363509 7 0 0 0 VIECARE BUTLER LLC 208512169 10 0 0 0 VIECARE INC 205900922 10 0 0 0 BEHOME PARTNERS 202932676 10 0 0 0 VISITING NURSES ASSOCIATION OF BUTLER COUNTY INC 237040715 10 0 0 0 HOSPICE SERVICES INC 251468529 10 0 0 0 THE LUTHERAN SERVICE SOCIETY OF W PA 250965419 10 0 0 0 VALLEY CARE ASSOCIATION 251349943 10 0 0 0 CHIPPEWA LUTHERAN HOUSING CORP 208314767 10 0 0 0 GIRARD LUTHERAN HOUSING CORPORATION 030596955 10 0 0 0 JAMESTOWN LUTHERAN HOUSING CORPORATION 208315015 10 0 0 0 LUTHERAN HOUSING CORP OF OIL CITY 251699268 10 0 0 0 STONEBORO DEVELOPMENT CORPORATION 251419863 10 0 0 0 TITUSVILLE SENIOR HOUSING CORPORATION 270115829 10 0 0 0 21 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 1: THE ENTITIES (SUPPORTED ORGANIZATIONS) THAT HAVE BEEN ACQUIRED SUBSEQUENT TO THOSE LISTED IN THE GOVERNING DOCUMENTS SHARE THE SAME EXEMPT MISSION AND PURPOSE OF THE PARENT (SUPPORTING ORGANIZATION). 4114118 1925770 2188348 67875 24029 43846 3640196 2573701 1066495 162732 162732 3461421 OTHER ASSETS 354412 AFFILIATE RECEIVABLES 13415536 INVESTMENT IN AFFILIATES 11892835 25662783 AFFILIATE PAYABLES 13617540 OTHER LIABILITIES 10169 13627709 12762581 -27462 260790 233328 12529253 0 12529253 11375798 260698 260698 11115100 0 11115100 PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 260,698. NET ASSETS RELEASED FROM RESTRICTIONS 92. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 260,698. X 0 0 0 0 0 0 0 0 0 DAVID J FENOGLIETTO CHIEF EXECUTIVE OFFICER 351838 0 0 0 0 0 8400 0 28806 0 389044 0 0 0 JEFFREY L CARRAWAY CFO 203589 0 0 0 0 0 6259 0 27936 0 237784 0 0 0 DONNA VAN KIRK VP OF BUSINESS DEVELOPMENT 185439 0 0 0 0 0 5299 0 25241 0 215979 0 0 0 KATHY CASTLE VP OF HUMAN RESOURCES 183119 0 0 0 0 0 5651 0 17441 0 206211 0 0 0 CHARLES E LAMB VP QUALITY AND TECHNOLOGY 151068 0 0 0 0 0 4639 0 25825 0 181532 0 0 0 LAURA ROY EXECUTIVE DIRECTOR 164419 0 0 0 0 0 5081 0 17093 0 186593 0 0 0 DAVE E GRITZER EXECUTIVE DIRECTOR 168349 0 0 0 0 0 0 0 11148 0 179497 0 0 0 MARJORIE K WALSH EXECUTIVE DIRECTOR 169266 0 0 0 0 0 4433 0 11733 0 185432 0 0 0 JANE ELLYN BITTCHER VP FOUNDATION 141053 0 0 0 0 0 2887 0 16033 0 159973 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 TARA LYNN, BOARD MEMBER IS WIFE OF REV. JONATHAN LYNN, LUTHERAN SERVICE SOCIETY BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 11B PROVIDED A COPY OF THE FINAL FORM 990 TO MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE REQUIRED FROM ALL BOARD MEMBERS AND EXECUTIVES. BOARD MEMBERS SHALL DISCLOSE TO THE EXECUTIVE COMMITTEE BOARD MEMBERSHIP ON, A SUBSTANTIAL FINANCIAL INTEREST IN, OR EMPLOYMENT OF THE BOARD MEMBER OR A RELATIVE OF THE BOARD MEMBER BY ANY ORGANIZATION DOING BUSINESS WITH LUTHERAN SENIORLIFE. THE EXECUTIVE COMMITTEE SHALL DETERMINE WHETHER AN UNACCEPTABLE CONFLICT OF INTEREST EXISTS AND ARRANGE WITH THE MEMBER TO CEASE ANY INAPPROPRIATE ACTIVITY. MATTERS LEFT UNSETTLED AFTER REVIEW OF THE EXECUTIVE COMMITTEE SHALL BE REPORTED TO THE BOARD FOR APPROPRIATE ACTION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS CONDUCTS AN ANNUAL PERFORMANCE REVIEW IN JULY. MARKET BASED COMPENSATION INFORMATION IS CONDUCTED ANNUALLY FROM INFORMATION COPILED BY EXTERNAL SOURCES. THE BOAD THEN DETERMINES THE COMPENSATION FOR THE CEO. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND TAX FORMS ARE AVAILABLE UPON REQUEST AT THE CORPORATE OFFICE. ST JOHN LUTHERAN CARE CENTER 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 250969478 SKILLED NURSING AND PERSONAL CARE FACILITY SERVICING MORE THAN 300 RESIDENTS PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 1 LUTHER COURT INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251527660 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 1 PASSAVANT RETIREMENT AND HEALTH CENTER 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 250986051 PROVIDER OF RESIDENTIAL, PERSONAL CARE AND SKILLED NURSING CARE TO ELDERS PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 1 LAS GERIATRIC CARE SERVICES INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251738347 PROVIDER OF MEDICAL GERIATRIC THERAPY SERVICES TO ITS EXEMPT AFFILIATES PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 1 LUTHERAN SENIORLIFE FOUNDATION 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251705233 ORGANIZATION THAT PROMOTOES THE CHARITABLE INTERESTS OF ITS EXEMPT AFFILIATE PA 501(C)(3) LINE 7 LUTHERAN SENIORLIFE 1 SAMARITAN HEALTHCARE INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251527663 TO PROVIDE HEALTH CARE SERVICES TO THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 1 VIECARE INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 255900922 PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 1 VIECARE BEAVER LLC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 260363509 PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 1 VIECARE BUTLER LLC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 208512169 PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 1 MARS HOLDINGS INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251883384 PROVIDER OF DEMENTIA ASSISTED LIVING AND RESIDENTAL. PA 501(C)(3) LINE 12A, I LUTHERAN SENIORLIFE 1 BEHOME PARTNERS 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 202932676 PROVIDER OF HOME HEALTH SERVICES IN SKILLED NURSING, THERAPY & PRIVATE DUTY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 1 VISITING NURSES ASSOCIATION OF BUTLER COUNTY INC 154 HINDMAN ROAD BUTLER PA 16001 237040715 TO OPTIMIZE HEALTH AND INDEPENDENCE AND TO KEEP RESIDENTS OF OUR COMMUNITY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 1 HOSPICE SERVICES INC 154 HINDMAN ROAD BUTLER PA 16001 251468529 TO PROVIDE COMPASSIONATE, QUALITY CARE FOR PEOPLE WITH LIFE-LIMITING ILLNESS PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 1 VALLEY CARE ASSOCIATION 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251349943 TO PROVIDE DAY CARE SERVICES FOR OLDER AULTS TO ENHANCE QUALITY OF LIFE PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 1 THE LUTHERAN SERVICE SOCIETY OF W PA 440 LINCOLN AVENUE PITTSBURGH PA 15202 250965419 PROVIDE PROGRAMS AND SERVICES FOR PEOPLE TO LEAD INDEPENDENT DIGNIFIED LIVES PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 1 VIECARE ARMSTRONG LLC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 463692084 PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 1 CHIPPEWA LUTHERAN HOUSING CORP 440 LINCOLN AVENUE PITTSBURGH PA 15202 208314767 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 1 GIRARD LUTHERAN HOUSING CORPORATION 440 LINCOLN AVENUE PITTSBURGH PA 15202 030596955 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 1 JAMESTOWN LUTHERAN HOUSING CORPORATION 440 LINCOLN AVENUE PITTSBURGH PA 15202 208315015 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 1 LUTHERAN HOUSING CORP OF OIL CITY 440 LINCOLN AVENUE PITTSBURGH PA 15202 251699268 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 1 TITUSVILLE SENIOR HOUSING CORPORATION 440 LINCOLN AVENUE PITTSBURGH PA 15202 270115829 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 1 TIMON PROPERTY DEVELOPMENT COMPANY 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 205133658 PROVIDOR OF SENIOR HOUSING PA LUTHERAN SENIORLIFE C -46983 2838315 1.00000 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 BEHOME PARTNERS D 25694 COST LAS GERIATRIC CARE SERVICES INC D 105310 COST SAMARITAN HEALTH CARE INC D 41261 COST TIMON PROPERTY DEVELOPMENT COMPANY D 44339 COST PASSAVANT RETIREMENT AND HEALTH CENTER D 1291655 COST ST JOHN LUTHERAN CARE SENTER D 897897 COST VISITING NURSES ASSOCIATION OF BUTLER COUNTY INC D 231236 COST THE LUTHERAN SERVICE SOCIETY OF W PA D 108038 COST VIECARE BUTLER LLC D 1079566 COST VIECARE BEAVER LLC D 1272594 COST HOSPICE SERVICES INC D 159476 COST MARS HOLDINGS INC D 170176 COST VIECARE ARMSTRONG LLC D 200131 COST VIECARE INC D 27718 COST