2017-09-12T09:39:05-05:00 2016-12-31 390859910 Baker Tilly Virchow Krause LLP 1650 Market Street Suite 4500 Philadelphia PA 191037341 990 2016-01-01 221487237 Lutheran Social Ministries of New Jersey Inc LUTH 6093867171 3 Manhattan Drive Burlington NJ 08016 Jennifer Cripps CPA SVP & CFO 6093867171 2017-08-31 1 Julius C Green CPA P00350393 2159720701 73.29.93.82 2017-08-31 14:17:55 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 D9079DD28A529C8CC17D76080D235F96F7AA2E40 2016 2021-01-29 14:40:06Z LSMNJ Colleen P Frankenfield 3 Manhattan Drive Burlington NJ 08016 6417987 0 X WWW.LSMNJ.ORG X 1904 NJ LSMNJ is a faith-based service organization that provides a wide array of community-based services. 13 12 103 2103 0 0 180027 72358 7719648 6188768 1554244 105885 65707 50976 9519626 6417987 218664 74450 0 0 4773879 4582497 0 0 0 2870242 1893095 7862785 6550042 1656841 -132055 33907527 36783230 12921625 14014739 20985902 22768491 Through the power of the Holy Spirit and in response to God's love as revealed in the gospel, the mission of Lutheran Social Ministries Of NJ is to SERVE THOSE who HURT, WHO ARE IN NEED, OR WHO HAVE LIMITED CHOICES THROUGH AN ARRAY OF HEALTH CARE AND SOCIAL SERVICES IN NJ. 0 0 767446 5230807 LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY, INC. PROVIDES A WIDE ARRAY OF HOUSING SERVICES INCLUDING RESIDENTIAL HOUSING FOR SENIORS AND FAMILIES, AND A TEMPORARY SHELTER FOR CHILDREN. The shelter for children is a 24-hour a day program servicing youth 13 to 17 years old. The youth are in crisis and can stay a maximum of 30 days. 836192 74450 412679 LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY, INC. ALSO PROVIDES A WIDE ARRAY OF COMMUNITY-BASED SERVICES, INCLUDING ADOPTION SERVICES, DISASTER RESPONSE, AND "NEW VISIONS", A HOMELESS DAY SHELTER. The adoption program services birth mothers in need of counseling and an adoption plan. The program also matches families looking to adopt infants and "waiting children" as well as other adoption services. Lutheran Disaster Response responds to those in need of long-term recovery after a natural disaster. "New Visions" serves homeless men, women and children as a daytime safe-haven and provides meals, showers, clothing, laundry facilities, mail and other social service connections. 439551 545282 LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY, INC. PROVIDES IMMIGRATION SERVICES. SERVICES INCLUDE AN ADULT LITERACY PROGRAM AND JOB PLACEMENT. Approximately 900 clients were served in 2016. 2043189 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 28 0 1 103 1 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X jennifer cripps 6093867171 3 Manhattan Drive Burlington NJ 08016 David Waddell Chair 0.50 4.00 X X 0 0 0 James O'Neil Vice Chair 0.50 3.50 X X 0 0 0 Edward P Noble Treasurer 0.50 3.50 X X 0 0 0 Angelique Williams SECRETARY 0.50 4.00 X X 0 0 0 Colleen P Frankenfield President & CEO 7.00 33.00 X X 417394 0 13519 Rev Tracie Bartholomew trustee 0.50 3.50 X 0 0 0 Rev Bruce Davidson Trustee 0.50 2.00 X 0 0 0 Rev Thomas Dorsey Trustee 0.50 2.00 X 0 0 0 LINDA KASSEKERT Trustee 0.50 2.00 X 0 0 0 ALLEN PONSINI Trustee 0.50 2.00 X 0 0 0 JUHAN RUNNE Trustee 0.50 3.50 X 0 0 0 KENNETH VAN DONGEN Trustee 0.50 2.00 X 0 0 0 Rev Dr Anthony Steinbronn Trustee 0.50 2.50 X 0 0 0 WILLIAM MCCRACKEN CHAIR (TERM 10/2016) 0.50 3.50 X X 0 0 0 REV WILLIAM R KLETTKE TRUSTEE (TERM 9/2016) 0.50 2.00 X 0 0 0 Jennifer Cripps sr Vice President & CFO 7.00 33.00 X 207526 0 14171 ELIZABETH SPARLING sr vice President & COO 4.00 36.00 X 205268 0 13588 John Hoffler chief information officer 40.00 X 136437 0 11364 Krista Jacobs VP Human Resources 40.00 X 133662 0 4969 Ruth Lewis Executive Director, Marketing 40.00 X 116202 0 7412 MICHELLE HODGSON IMMIGRATION DIR., MANAGING ATTORNEY 40.00 X 109667 0 7593 JOSEPH CLAFFEY VP PHILANTHROPY 40.00 X 106434 0 0 1432590 0 72616 10 0 1 0 Flik Lifestyles PO Box 102289 Atlanta GA 30368 Dining, Housekeeping & Maint. Services 621587 Provinet Solutions 18645 West Creek Drive Tinley Park IL 60477 IT Contractor 605397 Giordano Halleran Ciesla 125 Half Mile Road Suite 300 RED BANK NJ 07701 LEGAL SERVICES 309773 Friends Services for Aging 670 Sentry Parkway Suite 120 BLUE BELL PA 19422 COMPLIANCE SERVICES 153992 Brown & Connery LLP 36 Haddon Avenue Westmont NJ 08108 LEGAL SERVICES 133757 6 72358 72358 MANAGEMENT FEES 561439 5203387 5203387 Net Program Serv Rev 561439 985381 985381 6188768 105885 105885 insurance reimbursemen 900099 43826 43826 Miscellaneous Income 900099 7150 7150 50976 6417987 6188768 0 156861 74450 74450 871466 208095 663371 3063873 733991 2329882 129467 28897 100570 248286 119598 128688 269405 64885 204520 117593 3042 114551 42200 42200 82704 4652 78052 53965 9650 44315 172088 86601 85487 70016 11703 58313 203347 151512 51835 30334 9034 21300 42526 9171 33355 165842 165842 294785 106035 188750 121070 53008 68062 Repairs & Maintenance 79732 31543 48189 Dues, Licenses & Fees 61976 5635 56341 Printing and Publicity 19774 1371 18403 SPECIAL ACTIVITIES 7109 2282 4827 328034 328034 6550042 2043189 4506853 0 100 100 229985 645522 341733 376446 139388 139388 141257 105373 5160560 1355241 4222419 3805319 28832645 31711082 33907527 36783230 1036495 1178637 206070 34708 4004524 3899122 7674536 8902272 12921625 14014739 X 11462511 13214620 9523391 9553871 20985902 22768491 33907527 36783230 X -132055 1914644 X 0 1 X 1 1 1 X 1558560 161000 774840 180027 72358 2746785 6447073 6938574 6290056 7719648 6188768 33584119 8005633 7099574 7064896 7899675 6261126 36330904 0 0 0 36330904 811770 1422228 881542 950754 105885 4172179 811770 1422228 881542 950754 105885 4172179 276 152358 33871 65707 50976 303188 8817679 8674160 7980309 8916136 6417987 40806271 0.89030 0.88680 0.10220 0.10560 X Schedule A, Part III, Line 12, Explanation of Other Income: Miscellaneous Income - 2012 Amount: $ 276. 2013 Amount: $ 41,500. 2014 Amount: $ 33,871. 2015 Amount: $ 5,586. 2016 Amount: $ 7,150. contract service revenue - 2013 Amount: $ 110,858. INSURANCE REIMBURSEMENT - 2015 Amount: $ 60,121. 2016 Amount: $ 43,826. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9523391 30480 9553871 10305237 -781846 9523391 10181546 123691 10305237 8973076 1208470 10181546 8660395 312681 8973076 0.00000 1.00000 0.00000 1 0 313160 313160 3731743 911250 2820493 242409 144168 98241 873248 299823 573425 3805319 Due From Affiliates 22157211 BENEFICIAL INTEREST IN Perpetual Trusts 9553871 31711082 REFUNDABLE ADVANCES 48867 Deficit Investment in Limited Partnerships 7692430 DUE TO AFFILIATES 1160975 8902272 X 8332631 1914644 1914644 6417987 0 6417987 6550042 0 6550042 0 6550042 Part V, Line 4: To support the organization's mission programs. Part X, Line 2: The Corporation accounts for uncertainty in income taxes by prescribing a recognition threshold of more-likely-than-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold has been met. Part XI, Line 2d - Other Adjustments: investment in LIMITED PARTNERSHIPS -51,336. valuation gain, beneficial interest in perpetual trusts 30,480. TRANSFERS FROM AFFILIATES 1,935,500. 1 CASH GRANTS 16 40811 DONATIONS OF CLOTHING, HYGIENE KITS, FOOD, ETC. 600 33639 COST OF ITEMS DONATIONS OF CLOTHING, HYGIENE KITS, FOOD, ETC. ARE DISTRIBUTED TO INDIVIDUALS IN NEED AT NEW VISIONS, A HOMELESS DAY SHELTER, BY STAFF MEMBERS OF LSMNJ. Part I, Line 2: The organization monitors the usage of funds through either supervision of staff to ensure they are performing the role granted or review of reports provided by the grantee organization for individual support. Grantee organizations maintain records of receipts and are provided upon request. Money is not given directly to families, but rather utilized to purchase construction supplies, pay contractors, etc. X X X X X 0 0 0 0 0 0 0 1 0 Colleen P Frankenfield President & CEO 345894 0 71500 0 0 0 13519 0 0 0 430913 0 0 0 Jennifer Cripps sr Vice President & CFO 194226 0 13300 0 0 0 14171 0 0 0 221697 0 0 0 ELIZABETH SPARLING sr vice President & COO 192178 0 13090 0 0 0 13588 0 0 0 218856 0 0 0 Part I, Line 4 No employees received a severance payment or distribution from a non-qualified retirement plan in 2016. Part I, Line 7 For the listed persons identified in part VII, section A, line 1A, a minor percentage of compensation is in the form of incentive payments. The non-fixed incentive payment is based on formulas that consider each individual's accomplishments in three key areas of organizational performance. The three key areas are: furtherance of the mission statement, program performance, and accomplishment of the organization's strategic directions document. Each of the three key areas is part of the formula, with the furtherance of the organization's mission being first and most essential. Program performance looks at program quality, growth, and financial viability. Strategic directions accomplishment is measured against the goals listed in the strategic directions document of Lutheran Social Ministries of New Jersey,inc. The structure of the incentive program is developed with the Board's executive and human resources committee and approved by Lutheran Social ministries of New Jersey, Inc.'s Board of Trustees. Form 990, Part VI, Section A, line 1 The executive committee is made up of Board officers and at-large members. All of the committee members are on the governing body. The executive committee has the authority to act on behalf of the full Board, except for the following actions: 1) to elect or appoint any Trustee, or remove any officer or Trustee; 2) to amend or repeal any resolution previously adopted by the Board; or 3) to make, alter or repeal the Certificate of Incorporation or any bylaw of the corporation. Form 990, Part VI, Section A, line 4 IT IS NO LONGER REQUIRED THAT THE TREASURER BE CHAIR OF THE FINANCE COMMITTEE. ALSO, TERM LIMITS FOR BOARD MEMBERS HAVE BEEN REMOVED. BOARD MEMBERS ARE NO LONGER REQUIRED TO TAKE A YEAR OF LEAVE AFTER SERVING FIVE CONSECUTIVE BOARD TERMS. Form 990, Part VI, Section B, line 11b A COPY OF THE PREPARED FORM 990 WAS PROVIDED TO EACH MEMBER OF THE BOARD OF TRUSTEES. MEMBERS WERE REQUESTED TO SEND QUESTIONS, IF ANY, TO MANAGEMENT. THOSE QUESTIONS THAT WERE ADDRESSED TO MANAGEMENT WERE CONSIDERED AND RESOLVED TO THE SATISFACTION OF EACH BOARD MEMBER. Form 990, Part VI, Section B, line 12c Pursuant to the organization's Conflict of Interest Policy, the Board of Trustees and Senior Management disclose actual and potential conflicts on an annual basis and as they arise during the year, using a form distributed to them. These disclosures are reviewed by the organization's COMPLIANCE OFFICER. In addition, staff are to disclose actual or potential conflicts of interest as they arise during the year to their Vice President/Executive Director, who reviews the disclosure with the President and CEO and Compliance Officer. The President and CEO works with trustees and senior management to resolve any conflicts that arise or, where appropriate, refers the matter to the Board of Trustees. The Vice President/Executive Director works with staff to resolve conflicts of interest if they arise. A conflict of interest may be resolved in a number of ways depending on the circumstances. For example, staff may be asked to change their job duties, an officer may have to withdraw from an external and conflicting activity, or a trustee may have to be excused from a board meeting where a matter involving the trustee is discussed and resolved. Form 990, Part VI, Section B, line 15 THE BOARD OF TRUSTEES DEVELOPED A PLAN FOR SENIOR MANAGEMENT COMPENSATION THAT maintains COMPENSATION at MARKET LEVELS, REWARDS EXCEPTIONAL PERFORMANCE, AND ENCOURAGES LONGEVITY. THE STRUCTURE OF THE PLAN WAS DEVELOPED AND APPROVED BY THE BOARD OF TRUSTEES. THE PLAN INCLUDED AN ASSESSMENT OF COMPARABLE MARKET DATA. THE DELIBERATIONS OF THE BOARD OF TRUSTEES WERE DOCUMENTED AND HAVE BEEN MAINTAINED IN THE FORM OF WRITTEN MINUTES. SALARY SURVEY DATA WAS USED TO DETERMINE COMPENSATION RANGES FOR THE SENIOR MANAGEMENT TEAM ("SMT"), INCLUDING THE PRESIDENT / CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, AND CHIEF OPERATING OFFICER. THE GOAL IS TO MAINTAIN THE SMT AT MARKET COMPENSATION FOR COMPARABLE POSITIONS AS DEFINED IN THE EXECUTIVE COMPENSATION REVIEW OF THE MARKET FOR COMPARABLE POSITIONS. THE BOARD APPROVES THE PLAN AND DEVELOPS A CEO BASE SALARY AND INCENTIVE COMPENSATION RECOMMENDATION EACH YEAR TO BE APPROVED BY THE BOARD OF TRUSTEES. THE BOARD WILL REVIEW THE SALARY AND INCENTIVES THAT THE CEO DEVELOPS FOR THE SMT. Form 990, Part VI, Section C, line 19 INTERESTED PARTIES MAY OBTAIN A COPY OF THE BYLAWS, ARTICLES OF INCORPORATION, CONFLICT OF INTEREST POLICy AND FINANCIAL STATEMENTS AT THE CORPORATE OFFICE UPON REQUEST. Form 990, Part XI, line 9: BENEFICIAL INTEREST IN PERPETUAL TRUSTS 30,480. INVESTMENT IN LIMITED PARTNERSHIPS -51,336. transfers from affiliates 1,935,500. LUTHERAN SOCIAL MINISTRIES AT CRANE'S MILL INC 3 Manhattan Drive BURLINGTON NJ 08016 223368378 Continuing Care Retirement Community NJ 501(C)(3) Line 10 Lutheran Social Ministries of New Jersey Inc 1 LUTHERAN HOME AT MOORESTOWN 3 Manhattan Drive BURLINGTON NJ 08016 220643360 Skilled Nursing and Assisted Living Facility NJ 501(C)(3) Line 10 lutheran Social Ministries of New Jersey Inc 1 ABIDING PEACE SENIOR HOUSING CORPORATION 3 Manhattan Drive BURLINGTON NJ 08016 222886002 Affordable Senior Housing NJ 501(C)(3) Line 10 lutheran Social Ministries of New Jersey Inc 1 ATONEMENT LUTHERAN HOUSING INC 3 Manhattan Drive BURLINGTON NJ 08016 223056189 Residential program for individuals with mental health needs NJ 501(C)(3) Line 10 lutheran Social Ministries of New Jersey Inc 1 PENNSAUKEN LUTHERAN HOUSING INC 3 Manhattan Drive BURLINGTON NJ 08016 223509264 Affordable Senior Housing NJ 501(C)(3) Line 10 lutheran Social Ministries of New Jersey Inc 1 LUTHERAN FOUNDATION OF NEW JERSEY INC 3 Manhattan Drive BURLINGTON NJ 08016 223640683 Solicit and distribute charitable contributions NJ 501(C)(3) Line 7 lutheran Social Ministries of New Jersey Inc 1 LUTHERAN SENIOR HEALTHCARE INC 3 Manhattan Drive BURLINGTON NJ 08016 352321534 Program for All-Inclusive Care for the Elderly NJ 501(C)(3) Line 10 lutheran Social Ministries of New Jersey Inc 1 piscataway lutheran housing inc 3 Manhattan Drive bURLINGTON NJ 08016 223707174 Group home for developmentally disabled women NJ 501(C)(3) Line 10 lutheran Social Ministries of New Jersey Inc 1 lutheran senior Healthcare at Brick Inc 3 Manhattan Drive burlington NJ 08016 800488698 PRogram for All-Inclusive Care for the Elderly NJ 501(C)(3) Line 10 LUtheran Social Ministries of New Jersey Inc 1 THE VILLA AT FLORHAM PARK INC 3 Manhattan Drive BURLINGTON NJ 08016 475324404 Skilled Nursing and Assisted Living Facility NJ 501(C)(3) Line 10 Lutheran Social Ministries of New Jersey Inc 1 OLD BRIDGE URBAN RENEWAL LP 3 Manhattan Drive bURLINGTON NJ 08016 223539632 Affordable Senior Housing NJ N/A PEAPACK GLADSTONE URBAN RENEWAL HOUSING LP 3 Manhattan Drive bURLINGTON NJ 08016 223548781 Affordable family Housing NJ N/A PROJECT HOME URBAN RENEWAL LP 3 Manhattan Drive bURLINGTON NJ 08016 223509273 Affordable transitional Housing NJ N/A WEST HANOVER URBAN RENEWAL LP 3 Manhattan Drive bURLINGTON NJ 08016 223509277 Affordable Housing NJ N/A WHITEHOUSE SENIOR HOUSING LP 3 Manhattan Drive bURLINGTON NJ 08016 223456196 Affordable Senior Housing NJ N/A SOUTH PLAINFIELD URBAN RENEWAL LP 3 Manhattan Drive bURLINGTON NJ 08016 223575419 Affordable Senior Housing NJ N/A Lutheran Social Ministries of Camden LP 3 Manhattan Drive bURLINGTON NJ 08016 262032374 Affordable family Housing NJ N/A humboldt sweets urban renewal lp 3 Manhattan Drive burLINGTON NJ 08016 223364455 affordable Family Housing NJ N/A 27 NORTH CLINTON URBAN RENEWAL LP 3 Manhattan Drive bURLINGTON NJ 08016 223479381 AFFORDABLE HOUSING NJ N/A CIRCLE F URBAN RENEWAL LP 3 Manhattan Drive bURLINGTON NJ 08016 223392913 Affordable Senior Housing NJ N/A MOTT CENTRE STREET APARTMENTS LP 3 Manhattan Drive bURLINGTON NJ 08016 223327009 Affordable family Housing NJ N/A LUTHERAN PROJECT HOME INC 3 Manhattan Drive BURLINGTON NJ 08016 223547992 Affordable transitional Housing NJ N/A C 0 OLDBRIDGE LUTHERAN HOUSING INC 3 Manhattan Drive BURLINGTON NJ 08016 223539149 Affordable Senior Housing NJ N/A C 0 PEAPACK LUTHERAN HOUSING INC 3 Manhattan Drive BURLINGTON NJ 08016 223547994 Affordable family Housing NJ N/A C 0 SOUTH PLAINFIELD LUTHERAN HOUSING INC 3 Manhattan Drive BURLINGTON NJ 08016 223575417 Affordable Senior Housing NJ N/A C 0 HANOVER STREET HOUSING INC 3 Manhattan Drive BURLINGTON NJ 08016 223509924 Affordable family Housing NJ N/A C 0 READINGTON LUTHERAN HOUSING INC 3 Manhattan Drive BURLINGTON NJ 08016 223456195 Affordable Senior Housing NJ N/A C 0 Lutheran Social Ministries of Camden inc 3 Manhattan Drive bURLINGTON NJ 08016 262032301 Affordable family Housing NJ N/A C 0 FOuntain sweets housing inc 3 Manhattan Drive buRLINGTON NJ 08016 223520477 Affordable family Housing NJ N/A C 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 Atonement Lutheran Housing Corporation R 119753 cost Atonement Lutheran Housing Corporation Q 166019 cost Atonement Lutheran Housing Corporation O 70935 cost Humboldt Sweets Urban Renewal LP Q 79845 cost Humboldt Sweets Urban Renewal LP R 175024 cost Lutheran Foundation of New Jersey Inc R 994212 cost Lutheran Foundation of New Jersey Inc Q 1167592 cost Lutheran Foundation of New Jersey Inc O 173380 COST Lutheran Home at Moorestown Inc R 2951742 cost Lutheran Home at Moorestown Inc Q 2452000 COST Lutheran Home at Moorestown Inc O 130337 cost Lutheran Home at Moorestown Inc B 155000 cost Lutheran Senior Healthcare Inc S 2200100 cost lutheran senior Healthcare Inc R 1276355 cost Lutheran Senior Healthcare Inc Q 2870000 cost Lutheran Senior Healthcare Inc O 182825 cost Lutheran Social Ministries at Crane's Mill Inc D 210000 cost Lutheran Social Ministries at Crane's Mill Inc R 4425375 cost Lutheran Social Ministries at Crane's Mill Inc Q 4866000 cost Lutheran Social Ministries at Crane's Mill Inc O 205580 cost Lutheran Social Ministries of Camden LP R 348981 cost Lutheran Social Ministries of Camden LP Q 463170 cost Lutheran Social Ministries of Camden LP O 141121 Cost Mount Olive I & II R 356247 cost Mount Olive I & II Q 478066 cost Mount Olive I & II O 150038 cost Oldbridge Urban Renewals LP R 178912 cost Oldbridge Urban Renewals LP Q 263000 cost Oldbridge Urban Renewals LP O 88701 cost Peapack Gladstone Urban Renewal Housing LP Q 83500 cost Peapack Gladstone Urban Renewal Housing LP R 55358 cost Pennsauken Lutheran Housing Inc R 280732 cost Pennsauken Lutheran Housing Inc Q 349238 cost Pennsauken Lutheran Housing Inc O 90441 cost Piscataway Lutheran Housing Inc Q 57300 cost Piscataway Lutheran Housing Inc R 99109 cost Project Home Urban Renewal LP Q 137561 cost Project Home Urban Renewal LP R 134677 cost south Plainfield Urban Renewal LP R 350266 cost South Plainfield Urban Renewal LP Q 435699 cost South Plainfield Urban Renewal LP O 105103 cost The Villa at Florham Park Inc B 117403 cost The Villa at Florham Park Inc Q 384963 cost The Villa at Florham Park Inc R 1056485 cost West Hanover Urban Renewal LP R 50250 cost Whitehouse Senior Housing LP R 105701 cost Whitehouse Senior Housing LP Q 91500 cost