SPIRITRUST LUTHERAN: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SPIRITRUST LUTHERAN (EIN 23-1476329)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-07
- IRS object ID
- 202523119349302717
- Schema version
- 2024v5.2
- 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 J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-07T11:27:14-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 STANWIX STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231476329 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPIRITRUST LUTHERAN | BusinessNameLine1Txt |
| Business Name Line2 | FKA LUTHERAN SOCIAL SERVICES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SPIR | BusinessNameControlTxt |
| Phone | 7178543971 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 PENNSYLVANIA AVENUE | AddressLine1Txt |
| City | YORK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17404 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELISSA FROWNFELTER | PersonNm |
| Person Title | INTERIM PRESIDENT, CEO/COO | PersonTitleTxt |
| Phone | 7178543971 | PhoneNum |
| Signature | 2025-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY A BROCIOUS | PreparerPersonNm |
| PTIN | P01254262 | PTIN |
| Phone | 4126976400 | PhoneNum |
| Preparation | 2025-10-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MELISSA FROWNFELTER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 PENNSYLVANIA AVENUE | AddressLine1Txt |
| City | YORK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $65,270,369 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 9386 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SPIRITRUSTLUTHERAN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1951 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDES HOUSING, HEALTHCARE & RELATED SERVICES THROUGH THE OPERATION OF RETIREMENT COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 1166 | TotalEmployeeCnt |
| Total Volunteers | 1536 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,379,022 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,438,820 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $59,214,803 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $61,584,714 | CYProgramServiceRevenueAmt |
| PY Investment Income | $192,289 | PYInvestmentIncomeAmt |
| CY Investment Income | $651,536 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,259,370 | PYOtherRevenueAmt |
| CY Other Revenue | $1,563,423 | CYOtherRevenueAmt |
| PY Total Revenue | $63,045,484 | PYTotalRevenueAmt |
| CY Total Revenue | $65,238,493 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $37,623,927 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $37,626,092 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $271,424 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $33,531,119 | PYOtherExpensesAmt |
| CY Other Expenses | $31,079,589 | CYOtherExpensesAmt |
| PY Total Expenses | $71,155,046 | PYTotalExpensesAmt |
| CY Total Expenses | $68,705,681 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$8,109,562 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,467,188 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $142,143,661 | TotalAssetsBOYAmt |
| Total Assets EOY | $126,409,797 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $155,531,067 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $152,004,196 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$13,387,406 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$25,594,399 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SPIRITRUST LUTHERAN, AN AGENCY OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA, WITNESSES TO THE GOSPEL OF JESUS CHRIST THROUGH ACTS OF SERVING AND CARING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $58,737,026 | ExpenseAmt |
| Revenue | $62,936,659 | RevenueAmt |
| Desc | ESTABLISHED IN 1951, SPIRITRUST LUTHERAN PROVIDES RESIDENTIAL AND ASSISTED LIVING, NURSING, AND REHABILITATION SERVICES IN SIX SENIOR LIVING COMMUNITIES LOCATED IN YORK, SHREWSBURY, GETTYSBURG, HANOVER, AND CHAMBERSBURG, PENNSYLVANIA. IN ADDITION TO THE SIX RETIREMENT COMMUNITIES, SPIRITRUST LUTHERAN WORKS IN PARTNERSHIP WITH LOCAL ORGANIZATIONS, CONGREGATIONS, VOLUNTEERS, DONORS, EDUCATION PROVIDERS, AND THE BUSINESS COMMUNITY. THE ORGANIZATION PROVIDES VARIOUS COMMUNITY OUTREACH SERVICES INCLUDING DOMESTIC ABUSE SOLUTIONS, FINANCIAL EDUCATION AND COACHING, SENIOR COMPANION, STEPHEN MINISTRY, TOUCH-A-LIFE PROGRAMS, AND VOLUNTEER INCOME TAX ASSISTANCE. SPIRITRUST LUTHERAN LIFE, A WHOLLY-OWNED SUBSIDIARY OF SPIRITRUST LUTHERAN ESTABLISHED IN 2006, OFFERS SENIORS 55 YEARS AND OLDER HEALTH CARE ALTERNATIVES TO RESIDENCY IN A SKILLED NURSING FACILITY THROUGH COMPREHENSIVE MEDICAL AND SOCIAL SERVICES THAT ARE PROVIDED BY A TEAM OF HEALTH PROFESSIONALS AT A SPIRITRUST LUTHERAN LIFE HEALTH CENTER, THE PARTICIPANTS' HOMES, AND/OR AN INPATIENT FACILITY. LIFE LUTHERAN SERVICES OPERATIONS COMMENCED IN 2008. HOME CARE AND HOSPICE SERVICES ARE PROVIDED THROUGHOUT FRANKLIN, PERRY, DAUPHIN, ADAMS, YORK, SCHUYLKILL, BERKS, LEHIGH, LUZERNE, CARBON, NORTHAMPTON, LACKAWANNA AND MONROE COUNTIES IN PENNSYLVANIA AND WASHINGTON, FREDERICK, AND CARROLL COUNTIES IN NORTHERN MARYLAND THROUGH SPIRITRUST LUTHERAN HOME CARE & HOSPICE, INC. A WHOLLY-OWNED SUBSIDIARY. TO ENSURE THAT THOSE WHO ARE NOT ABLE TO LIVE WITHIN THE RETIREMENT COMMUNITIES HAVE SAFE AND SECURE HOUSING, SPIRITRUST LUTHERAN PROVIDES 107 UNITS OF INCOME QUALIFIED HOUSING IN PARTNERSHIP WITH THE UNITED STATES DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT THROUGH THREE SUBSIDIARIES: SHREWSBURY HOUSING, INC., CHAMBERSBURG HOUSING, INC., AND WEST MANHEIM HOUSING, INC. MANY PEOPLE THINK THAT SPIRITRUST LUTHERAN IS ONLY FOR LUTHERANS, BUT THE ORGANIZATION WELCOMES PEOPLE OF ALL FAITHS AND LIFE EXPERIENCES. BEGAN AS A MINISTRY OF THE LUTHERAN CHURCH, SPIRITRUST LUTHERAN HAS GROWN IN SERVICE WELL BEYOND THE LUTHERAN CIRCLE AND SERVES THOSE IN NEED IN THE COMMUNITY, WITHOUT REGARD TO CREED OR BELIEF. THE SPIRITRUST LUTHERAN FOUNDATION, A WHOLLY-OWNED SUBSIDIARY OF SPIRITRUST LUTHERAN, EXISTS TO GROW PHILANTHROPIC SUPPORT OF ALL PROGRAMS AND SERVICES OF SPIRITRUST LUTHERAN. THE FOUNDATION WORKS TO BUILD PHILANTHROPIC RELATIONSHIPS WITH INDIVIDUALS, CONGREGATIONS, BUSINESSES, AND ORGANIZATIONS WHO ARE INTERESTED IN THE SPIRITRUST LUTHERAN MISSION. SPIRITRUST LUTHERAN AND ITS SUBSIDIARIES SERVED 3,894 INDIVIDUALS AND THEIR FAMILIES IN PENNSYLVANIA AND MARYLAND THROUGH RESIDENTIAL CARE, SKILLED CARE, ALTERNATIVE HEALTH CARE PROGRAMS FOR SENIORS, ASSISTED LIVING, HOME CARE, HUD SUBSIDIZED HOUSING, HOSPICE, HOMEMAKER SERVICES, COUNSELING, CASE MANAGEMENT, FAMILY VIOLENCE INTERVENTION, DEAF AND HARD OF HEARING SERVICES, STEPHEN MINISTRY, SENIOR COMPANIONS, FINANCIAL STABILITY PROGRAMS, AND VOLUNTEER PROGRAMS. IN 2024, SPIRITRUST LUTHERAN SERVED THE FOLLOWING NUMBER OF CLIENTS:- CONTINUING CARE RETIREMENT COMMUNITIES - 1,907- COMMUNITY HEALTH SERVICES - 1,987- COMMUNITY OUTREACH SERVICES - 0ADDITIONALLY, 354 VOLUNTEERS, PROVIDED 13,424 HOURS OF SERVICE (WHICH INCLUDES 586 AUXILIARY VOLUNTEER HOURS). SPIRITRUST LUTHERAN PROVIDED CHARITY CARE TO ITS PERSONAL CARE RESIDENTS OF APPROXIMATELY $928,000 DURING 2024. IN ADDITION TO THE ABOVE BENEVOLENCE AND USING THE COMMONWEALTH OF PENNSYLVANIA'S AVERAGE WAGE, THE VALUE OF VOLUNTEER SERVICES IS ESTIMATED TO BE $387,355. | Desc |
| Total Program Service Expenses | $58,737,026 | 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 | Yes (1) | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | 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 | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | 0 | 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 | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 106 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1166 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | 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 | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TINA H BARTELS | PersonNm |
| Phone | 7178543971 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 PENNSYLVANIA AVENUE | AddressLine1Txt |
| City | YORK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17404 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT A BOWEN | |||||||||
| BOARD MEMBER - CHAIR | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ANGELA THOMAS | |||||||||
| BOARD MEMBER - VICE CHAIR | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| SAMANTHA SMELTZER | |||||||||
| BOARD MEMBER - SECRETARY | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| EDWARD STRALEY | |||||||||
| BOARD MEMBER - TREASURER | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| STEPHANIE KESSLER | |||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM NIENSTEDT | |||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| LAWRENCE YOUNG | |||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTOPHER JACKSON | |||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| STAN COMBS | |||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| KEVIN STOUT | |||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| BISHOP JAMES S DUNLOP | |||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| MELISSA FROWNFELTER | |||||||||
| INTERIM PRESIDENT, CEO/COO | 37.50 | Yes (X) | $301,125 | $0 | $17,059 | 4.50 | |||
| CHERYL IRWIN-BASS | |||||||||
| CHIEF MISSION AND CULTURE OFFICER | 37.50 | $194,084 | $0 | $11,894 | Yes (X) | ||||
| AJEENAH HOOVER | |||||||||
| RN SUPERVISOR | 37.50 | $177,229 | $0 | $14,138 | Yes (X) | ||||
| CASANDRA JORGENSEN | |||||||||
| RN SUPERVISOR | 37.50 | $140,521 | $0 | $1,274 | Yes (X) | ||||
| MELISSA WILLIAMS | |||||||||
| VP OF SALES AND MARKETING | 37.50 | $146,506 | $0 | $8,351 | Yes (X) | ||||
| LISA MAYES | |||||||||
| VP OF INFORMATION TECHNOLOGY | 37.50 | $138,700 | $0 | $1,566 | Yes (X) | ||||
| NICOLE WATSON | |||||||||
| VP OF CLINICAL EXCELLENCE | 37.50 | $156,070 | $0 | $21,703 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,254,235 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $75,985 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 32 | 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 |
|---|---|---|---|---|---|
| FLAGSHIP REHABILITATION | |||||
| 157 BALTIMORE STREET | CUMBERLAND | MD | 21502 | THERAPY | $879,679 |
| INFINITE HEALTHCARE SERVICES LLC | |||||
| 45 CORIANDER LANE | MANCHESTER | PA | 17345 | AGENCY STAFFING | $550,811 |
| BAKER TILLY US LLP | |||||
| PO BOX 7398 | MADISON | WI | 537077398 | ACCOUNTING SERVICES | $424,832 |
| GENERAL HEALTHCARE | |||||
| 2250 HICKORY ROAD SUITE 240 | PLYMOUTH MEETING | PA | 19462 | AGENCY STAFFING | $228,987 |
| READY TO HELP STAFFING LLC | |||||
| 1300 FISHING CREEK VALLEY ROAD | HARRISBURG | PA | 17112 | AGENCY STAFFING | $220,650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,438,820 | AllOtherContributionsAmt |
| Total Contributions | $1,438,820 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER PROGRAM SERVICE REVENUE | 623990 | $42,749,319 | $42,749,319 |
| MEDICARE/MEDICAID REVENUE | 623990 | $15,781,375 | $15,781,375 |
| OTHER INSURANCE REVENUE | 623990 | $3,046,891 | $3,046,891 |
| HOSPICE REVENUE | 623990 | $7,129 | $7,129 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $61,584,714 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $134,467 | TotalRevenueColumnAmt |
| Exclusion | $134,467 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $211,478 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $211,478 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $211,478 | TotalRevenueColumnAmt |
| Exclusion | $211,478 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $548,945 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $31,876 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $548,945 | SecuritiesAmt |
| Other | -$31,876 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $517,069 | TotalRevenueColumnAmt |
| Exclusion | $517,069 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEALS INCOME | 623990 | $342,452 | $342,452 |
| HOUSEKEEPING INCOME | 623990 | $11,209 | $11,209 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $998,284 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $998,284 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,351,945 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65,238,493 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $62,936,659 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $863,014 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $318,184 | TotalAmt |
| Management And General | $318,184 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,512,055 | TotalAmt |
| Program Services | $26,183,199 | ProgramServicesAmt |
| Management And General | $4,172,882 | ManagementAndGeneralAmt |
| Fundraising | $155,974 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,526 | TotalAmt |
| Program Services | $241,773 | ProgramServicesAmt |
| Management And General | $41,313 | ManagementAndGeneralAmt |
| Fundraising | $1,440 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,117,607 | TotalAmt |
| Program Services | $3,513,392 | ProgramServicesAmt |
| Management And General | $583,286 | ManagementAndGeneralAmt |
| Fundraising | $20,929 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,393,720 | TotalAmt |
| Program Services | $2,034,040 | ProgramServicesAmt |
| Management And General | $347,563 | ManagementAndGeneralAmt |
| Fundraising | $12,117 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472,745 | TotalAmt |
| Management And General | $472,745 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,164 | TotalAmt |
| Management And General | $148,164 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,508,670 | TotalAmt |
| Program Services | $4,727,128 | ProgramServicesAmt |
| Management And General | $2,781,542 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,520 | TotalAmt |
| Program Services | $38,502 | ProgramServicesAmt |
| Management And General | $1,943 | ManagementAndGeneralAmt |
| Fundraising | $1,075 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,369,816 | TotalAmt |
| Program Services | $1,123,938 | ProgramServicesAmt |
| Management And General | $187,067 | ManagementAndGeneralAmt |
| Fundraising | $58,811 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,914 | TotalAmt |
| Program Services | $201,962 | ProgramServicesAmt |
| Management And General | $138,290 | ManagementAndGeneralAmt |
| Fundraising | $20,662 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,041,991 | TotalAmt |
| Program Services | $4,930,608 | ProgramServicesAmt |
| Management And General | $111,383 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,414 | TotalAmt |
| Program Services | $27,760 | ProgramServicesAmt |
| Management And General | $16,468 | ManagementAndGeneralAmt |
| Fundraising | $186 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,029 | TotalAmt |
| Program Services | $86,725 | ProgramServicesAmt |
| Management And General | $12,074 | ManagementAndGeneralAmt |
| Fundraising | $230 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,641,317 | TotalAmt |
| Program Services | $1,641,317 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,566,244 | TotalAmt |
| Program Services | $6,566,244 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,374,924 | TotalAmt |
| Program Services | $1,323,405 | ProgramServicesAmt |
| Management And General | $51,519 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD/MEAL EXPENSE | $1,943,141 | $1,943,141 | |
| BOND FEES | $1,294,271 | $1,294,271 | |
| EQUIPMENT RENTAL & MAIN | $969,008 | $876,756 | $92,252 |
| MEDICATION | $892,342 | $892,342 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,311,079 | TotalAmt |
| Program Services | $1,090,523 | ProgramServicesAmt |
| Management And General | $220,556 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,705,681 | TotalAmt |
| Program Services | $58,737,026 | ProgramServicesAmt |
| Management And General | $9,697,231 | ManagementAndGeneralAmt |
| Fundraising | $271,424 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,533,616 | BOYAmt |
| EOY | $141,599 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,048 | BOYAmt |
| EOY | $43,417 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,031,545 | BOYAmt |
| EOY | $17,921,510 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $964,784 | BOYAmt |
| EOY | $1,066,165 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $222,553,845 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $132,736,090 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,620,609 | BOYAmt |
| EOY | $89,817,755 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,084,759 | BOYAmt |
| EOY | $4,954,619 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,830,300 | BOYAmt |
| EOY | $12,464,732 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,143,661 | BOYAmt |
| EOY | $126,409,797 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,317,149 | BOYAmt |
| EOY | $17,232,915 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,446,158 | BOYAmt |
| EOY | $50,003,467 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,000,000 | BOYAmt |
| EOY | $67,000,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,126,493 | BOYAmt |
| EOY | $12,281,557 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,641,267 | BOYAmt |
| EOY | $5,486,257 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,531,067 | BOYAmt |
| EOY | $152,004,196 | 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 | -$22,418,505 | BOYAmt |
| EOY | -$34,071,564 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,031,099 | BOYAmt |
| EOY | $8,477,165 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$13,387,406 | BOYAmt |
| EOY | -$25,594,399 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,143,661 | BOYAmt |
| EOY | $126,409,797 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,467,188 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$8,739,805 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $3,358,664 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,523,574 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,520,330 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,379,022 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,438,820 | CurrentTaxYearAmt |
| Total | $24,220,410 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,474,450 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,958,390 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,234,249 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,214,803 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,584,714 | CurrentTaxYearAmt |
| Total | $295,466,606 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $60,833,114 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $68,481,964 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,754,579 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,593,825 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,023,534 | CurrentTaxYearAmt |
| Total | $319,687,016 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $319,687,016 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $842,854 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $626,942 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $462,516 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $379,887 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $345,945 | CurrentTaxYearAmt |
| Total | $2,658,144 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $842,854 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $626,942 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $462,516 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $379,887 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $345,945 | CurrentTaxYearAmt |
| Total | $2,658,144 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,620,385 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,295,022 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,191,855 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,054,010 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,351,945 | CurrentTaxYearAmt |
| Total | $9,513,217 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $64,296,353 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $71,403,928 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $68,408,950 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,027,722 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $64,721,424 | CurrentTaxYearAmt |
| Total | $331,858,377 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96330 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95990 | PublicSupportPY509Pct |
| Investment Income CY | 0.00800 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01040 | 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 | $4,067 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $4,067 | 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 | A PORTION OF SPIRITRUST LUTHERAN'S DUES TO LEADINGAGE PA ARE USED FOR LOBBYING. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoringInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,275,617 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $101,346 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $253,231 | OtherExpendituresAmt |
| End Year Balance | $1,123,732 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,185,595 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $146,330 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $56,308 | OtherExpendituresAmt |
| End Year Balance | $1,275,617 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,460,344 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$274,749 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,185,595 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,333,513 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $126,831 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,460,344 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,154,618 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $180,975 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,080 | OtherExpendituresAmt |
| End Year Balance | $1,333,513 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| 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 | $4,746,083 | OtherCostOrOtherBasisAmt |
| Book Value | $4,746,083 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $173,892,996 | OtherCostOrOtherBasisAmt |
| Depreciation | $102,652,327 | DepreciationAmt |
| Book Value | $71,240,669 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,758,257 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,901,881 | DepreciationAmt |
| Book Value | $4,856,376 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,156,509 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,181,882 | DepreciationAmt |
| Book Value | $8,974,627 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $89,817,755 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CEMETARY LOTS | $14,195 |
| BENEFICIAL INTEREST IN PERPETUAL TRUST | $4,996,406 |
| PROJECT FUNDS HELD IN ESCROW | $5,600,000 |
| DERIVATIVE FINANCIAL INSTRUMENTS | $1,854,131 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $12,464,732 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE FEES | $5,125,700 |
| RESIDENT FUNDS AND SECURITY DEPOSITS | $43,417 |
| THIRD PARTY SETTLEMENTS | $317,140 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,486,257 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | DUE TO THE NATURE OF THE CONSERVATION EASEMENTS BEING AN IMMATERIAL COST BASIS, THE ORGANIZATION DOES NOT REPORT THE EASEMENTS ON THE FINANCIAL STATEMENTS. |
| PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED TO OFFSET CONTRACTUAL ALLOWANCES AT SKILLED CARE/PERSONAL CARE FACILITIES OR PROGRAM LOSSES IN THE COMMUNITY OUTREACH SERVICE DEPENDING ON THE DESIGNATION BY THE DONOR. THE INTEREST OF THE ENDOWMENT FUNDS ARE USED TO PROVIDE BENEVOLENT CARE TO RESIDENTS AT LUTHERAN RIDGE RETIREMENT COMMUNITY IN CHAMBERSBURG, PENNSYLVANIA. |
| PART X, LINE 2: | SPIRITRUST LUTHERAN, SPIRITRUST LUTHERAN HOME CARE & HOSPICE, SHREWSBURY HOUSING, INC., CHAMBERSBURG HOUSING, INC., WEST MANHEIM HOUSING, INC., AND SPIRITRUST LUTHERAN LIFE ARE NOT-FOR-PROFIT ORGANIZATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (CODE) AND HAVE BEEN RECOGNIZED AS TAX EXEMPT UNDER SECTION 501(A) OF THE CODE UNDER A GROUP EXEMPTION WITH THE EVANGELICAL LUTHERAN CHURCH IN AMERICA. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE ORGANIZATION TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY OR ASSET IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS). THE ORGANIZATION HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR ASSET OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. GENERALLY, TAX RETURNS FOR YEARS ENDED DECEMBER 31, 2021, AND THEREAFTER REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MELISSA FROWNFELTER | ||||||||||||||
| INTERIM PRESIDENT, CEO/COO | $250,472 | $0 | $50,000 | $0 | $653 | $0 | $7,154 | $0 | $9,905 | $0 | $318,184 | $0 | $0 | $0 |
| CHERYL IRWIN-BASS | ||||||||||||||
| CHIEF MISSION AND CULTURE OFFICER | $167,780 | $0 | $25,000 | $0 | $1,304 | $0 | $3,897 | $0 | $7,997 | $0 | $205,978 | $0 | $0 | $0 |
| AJEENAH HOOVER | ||||||||||||||
| RN SUPERVISOR | $164,606 | $0 | $12,600 | $0 | $23 | $0 | $3,774 | $0 | $10,364 | $0 | $191,367 | $0 | $0 | $0 |
| NICOLE WATSON | ||||||||||||||
| VP OF CLINICAL EXCELLENCE | $155,687 | $0 | $0 | $0 | $383 | $0 | $4,377 | $0 | $17,326 | $0 | $177,773 | $0 | $0 | $0 |
| MELISSA WILLIAMS | ||||||||||||||
| VP OF SALES AND MARKETING | $145,477 | $0 | $0 | $0 | $1,029 | $0 | $4,990 | $0 | $3,361 | $0 | $154,857 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUMBERLAND COUNTY MUNICIPAL AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 236003119 | BondIssuerEIN |
| CUSIP | 230614PP8 | CUSIPNum |
| Bond Issued | 2019-12-18 | BondIssuedDt |
| Issue Price | $67,000,000 | IssuePriceAmt |
| Purpose | REFINANCE EXISTING DEBT OBLIGATIONS AND TO FUND CERTAIN CAPITAL PROJECTS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $67,000,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $648,862 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $413,944 | CreditEnhancementAmt |
| Capital Expenditures | $5,653,273 | CapitalExpendituresAmt |
| Other Spent Proceeds | $54,683,921 | OtherSpentProceedsAmt |
| Unspent | $5,600,000 | UnspentAmt |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (1) | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANUFACTURERS AND | BusinessNameLine1Txt |
| Business Name Line2 | TRADERS TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 7.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF SPIRITRUST LUTHERAN IS THE SYNOD COUNCIL OF THE LOWER SUSQUEHANNA SYNOD. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SYNOD COUNCIL OF THE LOWER SUSQUEHANNA SYNOD, THE SOLE MEMBER OF SPIRITRUST LUTHERAN, HAS THE AUTHORITY TO ELECT NOT MORE THAN 18 MEMBERS TO COMPRISE THE BOARD OF DIRECTORS OF SPIRITRUST LUTHERAN. THE BISHOP OF THE SYNOD, WHO ALSO SITS ON THE BOARD, MAY APPOINT ANNUALLY A PERSONAL REPRESENTATIVE TO SIT IN HIS OR HER PLACE ON THE BOARD OF DIRECTORS FOR A TERM OF NOT GREATER THAN SIX YEARS. IN THE ABSENCE OF THE BISHOP, THE BISHOP'S REPRESENTATIVE SHALL HAVE VOICE AND VOTE AS A MEMBER OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE SYNOD COUNCIL OF THE LOWER SUSQUEHANNA SYNOD OF THE EVANGELICAL LUTHERAN CHURCH OF AMERICA RATIFIES (APPROVES) ALL NOMINATIONS OF SPIRITRUST LUTHERAN BOARD OF DIRECTOR MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | SPIRITRUST LUTHERAN HAS A CPA FIRM PREPARE ITS FORM 990. THE RETURN IS COMPLETED IN DRAFT FORM AND REVIEWED BY MANAGEMENT OF THE ORGANIZATION. THE RETURN IS THEN FINALIZED AND THE BOARD IS PROVIDED A COPY OF THE FORM 990 BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | SPIRITRUST LUTHERAN ANNUALLY REQUIRES ITS BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES TO COMPLETE A CONFLICTS OF INTEREST FORM, WHICH IS KEPT ON FILE BY THE ORGANIZATION. DURING BOARD MEETINGS, IF AN INTERESTED PARTY HAS A CONFLICT, HE/SHE RECUSES THEMSELVES FROM VOTING. IF CONFLICTS ARE MADE KNOWN WITH OTHER EMPLOYEES IN THE ORGANIZATION, A PLAN IS DEVELOPED FOR THAT EMPLOYEE TO AVOID INFLUENCING DECISION MAKING IN THE AREA OF CONFLICT. THIS PLAN IS DEVELOPED BY THE EMPLOYEE'S MANAGER AND APPROVED BY THE DEPARTMENT DIRECTOR. THIS PLAN WILL BE AGREED UPON BY THE EMPLOYEE AND MONITORED BY THE MANAGER. |
| FORM 990, PART VI, SECTION B, LINE 15 | SPIRITRUST LUTHERAN UTILIZES SALARY SURVEY INFORMATION TO DETERMINE THE COMPENSATION AMOUNTS OF ALL EMPLOYEES WITHIN THE ORGANIZATION, INCLUDING THE CHIEF EXECUTIVE OFFICER AND KEY EMPLOYEES. THE SALARY SURVEY INFORMATION ENSURES THAT PAY RATES ARE COMPETITIVE. SALARY RANGES FOR JOB CLASSES ARE ADJUSTED BASED ON THE SALARY SURVEY INFORMATION AND THEN REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. A BUDGETED MERIT INCREASE PERCENTAGE IS ALSO SUBJECT TO BOARD APPROVAL. THE ORGANIZATION'S COMPENSATION PROCESS TAKES PLACE ANNUALLY. TAKING INTO CONSIDERATION THE SALARY SURVEY INFORMATION, THE BOARD OF DIRECTORS DETERMINES THE SALARY OF THE CEO AND THE CEO DETERMINES THE SALARIES OF THE KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 18 | SPIRITRUST LUTHERAN MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE 990 IS AVAILABLE FOR PUBLIC VIEWING, THE CONSOLIDATED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER FEES: PROGRAM SERVICE EXPENSES 4,727,128. MANAGEMENT AND GENERAL EXPENSES 2,781,542. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,508,670. |
| FORM 990, PART XI, LINE 9: | CHANGE IN FAIR VALUE OF DERIVATIVE FINANCIAL INSTRUMENTS -526,742. CHANGES IN RESTRICTED CONTRIBUTIONS 107,940. CHANGE IN RESTRICTED INVESTMENT INCOME 376,126. VALUATION GAIN, BENEFICIAL INTEREST IN PERPETUAL TRUSTS 205,614. RECEIPT OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 968,968. IMPAIRMENT OF FIXED ASSETS -9,871,711. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. THE PROCESS IS CONSISTENT WITH PRIOR YEARS AND HAS NOT CHANGED. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LSS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 EAST OAK RIDGE DRIVE SUITE 250 | AddressLine1Txt |
| City | HAGERSTOWN | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471642238 | EIN |
| Primary Activities | REAL ESTATE HOLDING | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPIRITRUST LUTHERAN | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHAMBERSBURG HOUSING INC | |||||||||||
| 1050 PENNSYLVANIA AVENUE | YORK | PA | 17404 | 232847365 | PROVIDES HOUSING FOR THE ELDERLY AND DISABLED PERSONS | PA | 501(C)(3) | LINE 10 | SPIRITRUST LUTHERAN | Yes (1) | |
| EVANGELICAL LUTHERAN CHURCH IN AMERICA | |||||||||||
| 1050 PENNSYLVANIA AVENUE | YORK | PA | 17404 | 411568278 | CHURCH | PA | 501(C)(3) | LINE 1 | 0 | N/A | |
| SPIRITRUST LUTHERAN LIFE | |||||||||||
| 840 FIFTH AVENUE | CHAMBERSBURG | PA | 17201 | 260877186 | PROVIDES COMPREHENSIVE HEALTH CARE AND SOCIAL SUPPORT TO THE ELDERLY | PA | 501(C)(3) | LINE 10 | SPIRITRUST LUTHERAN | Yes (1) | |
| SPIRITRUST LUTHERAN FOUNDATION | |||||||||||
| 1050 PENNSYLVANIA AVENUE | YORK | PA | 17404 | 233032248 | BUILDS PHILANTHROPIC RELATIONSHIPS | PA | 501(C)(3) | LINE 10 | SPIRITRUST LUTHERAN | Yes (1) | |
| SHREWSBURY HOUSING INC | |||||||||||
| 100 LUTHER ROAD | SHREWSBURY | PA | 17361 | 232129859 | PROVIDES HOUSING FOR THE ELDERLY AND DISABLED PERSONS | PA | 501(C)(3) | LINE 10 | SPIRITRUST LUTHERAN | Yes (1) | |
| WEST MANHEIM HOUSING INC | |||||||||||
| 1050 PENNSYLVANIA AVENUE | YORK | PA | 17404 | 200464684 | PROVIDES HOUSING FOR THE ELDERLY AND DISABLED PERSONS | PA | 501(C)(3) | LINE 10 | SPIRITRUST LUTHERAN | Yes (1) | |
| SPIRITRUST LUTHERAN HOME CARE & HOSPICE | |||||||||||
| 2700 LUTHERAN DRIVE | CHAMBERSBURG | PA | 17202 | 251689293 | PROVIDES HOME HEALTH, HOSPICE, AND IN-HOME SUPPORT SERVICES | PA | 501(C)(3) | LINE 10 | SPIRITRUST LUTHERAN | Yes (1) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | 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 | Yes (1) | 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 | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | 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 | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| SPIRITRUST LUTHERAN HOME CARE & HOSPICE | |
| J | $211,478 |
| SHREWSBURY HOUSING INC | |
| O | $89,221 |
| CHAMBERSBURG HOUSING INC | |
| O | $57,120 |
| WEST MANHEIM HOUSING INC | |
| O | $60,171 |