SPIRITRUST LUTHERAN HOME CARE & HOSPICE: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SPIRITRUST LUTHERAN HOME CARE & HOSPICE (EIN 25-1689293)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-07
- IRS object ID
- 202523119349302852
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-07T11:39:47-06:00 | 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 | 251689293 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPIRITRUST LUTHERAN HOME CARE & HOSPICE | BusinessNameLine1Txt |
| Business Name Line2 | FKA LUTHERAN HOME CARE & HOSPICE INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SPIR | BusinessNameControlTxt |
| Phone | 7172648178 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 LUTHER DRIVE | AddressLine1Txt |
| City | CHAMBERSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17202 | 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 | 2025-10-24 | 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 | 2700 LUTHER DRIVE | AddressLine1Txt |
| City | CHAMBERSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,991,171 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 9386 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SPIRITRUSTLUTHERANHOMECARE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | SPIRITRUST LUTHERAN HOME CARE & HOSPICE PROVIDES HOME HEALTH, HOME HEALTH TELEMONITORING, HOSPICE, AND IN-HOME SUPPORT SERVICES THROUGHOUT NORTHEASTERN PENNSYLVANIA, SOUTH CENTRAL PENNSYLVANIA AND NORTHERN MARYLAND. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 189 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $368,871 | PYContributionsGrantsAmt |
| CY Contributions Grants | $160,208 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,802,324 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,716,037 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,500,162 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,190 | CYInvestmentIncomeAmt |
| PY Other Revenue | $96,787 | PYOtherRevenueAmt |
| CY Other Revenue | $112,736 | CYOtherRevenueAmt |
| PY Total Revenue | $15,768,144 | PYTotalRevenueAmt |
| CY Total Revenue | $8,991,171 | 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 | $12,496,207 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,918,296 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,262,524 | PYOtherExpensesAmt |
| CY Other Expenses | $3,661,869 | CYOtherExpensesAmt |
| PY Total Expenses | $18,758,731 | PYTotalExpensesAmt |
| CY Total Expenses | $11,580,165 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,990,587 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,588,994 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,953,104 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,081,481 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,421,645 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,194,480 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$13,468,541 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$16,112,999 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SPIRITRUST LUTHERAN HOME CARE & HOSPICE PROVIDES HOME HEALTH, HOME HEALTH TELEMONITORING, HOSPICE, AND IN-HOME SUPPORT SERVICES TO THOSE INDIVIDUALS WHO ARE STRIVING TO ACHIEVE THEIR HIGHEST POSSIBLE QUALITY OF LIFE, HEALTH, AND COMFORT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,610,981 | ExpenseAmt |
| Revenue | $8,716,037 | RevenueAmt |
| Desc | SPIRITRUST LUTHERAN HOME CARE & HOSPICE PROVIDES FOR THOSE INDIVIDUALS WHO NEED MEDICAL CARE AT HOME. IN 2024, THERE WERE 2,522 UNDUPLICATED CLIENTS SERVED IN 13 COUNTIES IN SOUTH CENTRAL THROUGH NORTHEASTERN PENNSYLVANIA AND 3 COUNTIES IN NORTHERN MARYLAND. UNREIMBURSED CARE TOTALED $5,387,740 DURING THE YEAR. SPIRITRUST LUTHERAN HOME CARE & HOSPICE ALSO PROVIDES HOSPICE CARE FOR THOSE INDIVIDUALS LIVING WITH A TERMINAL ILLNESS. BEREAVEMENT SERVICES WERE PROVIDED TO THEIR FAMILIES. IN 2024, THERE WERE 429 UNDUPLICATED HOSPICE CLIENTS AND 30 UNDUPLICATED BEREAVEMENT CLIENTS SERVED IN 14 SOUTH CENTRAL THROUGH NORTHEASTERN PENNSYLVANIA COUNTIES. UNREIMBURSED CARE TOTALED $80,864 DURING THE YEAR.IN-HOME SUPPORT PROVIDED BY SPIRITRUST LUTHERAN HOME CARE & HOSPICE IS PROVIDED FOR THOSE INDIVIDUALS WHO NEED NON-MEDICAL HELP TO REMAIN INDEPENDENT AT HOME. IN 2024, THERE WERE 114 UNDUPLICATED CLIENTS SERVED IN 6 SOUTH CENTRAL THROUGH NORTHEASTERN PENNSYLVANIA COUNTIES. | Desc |
| Total Program Service Expenses | $10,610,981 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | 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 | Yes (1) | 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 | 0 | TaxExemptBondsInd |
| 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 30 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 189 | 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 | 0 | QuidProQuoContributionsInd |
| 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 | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 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 | LISA MORGAN CPA | PersonNm |
| Phone | 7172648178 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 LUTHER DRIVE | AddressLine1Txt |
| City | CHAMBERSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17202 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JOHN OLKOWSKI | ||||||||
| BOARD MEMBER - CHAIR | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| EDWARD J STRALEY | ||||||||
| BOARD MEMBER - TREASURER | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TIM JOHNSON | ||||||||
| BOARD MEMBER - SECRETARY | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER JACKSON | ||||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| DAPHNE MURRAY | ||||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| JOHN ENDERS | ||||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK FAIRBAIRN | ||||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| LINDA MILLER | ||||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| MELISSA FROWNFELTER | ||||||||
| INTERIM PRESIDENT & CEO | 5.50 | Yes (X) | Yes (X) | $0 | $301,125 | $17,059 | 44.50 | |
| MICHAEL HAMAKER | ||||||||
| VP OF HOMECARE HOME HEALTH HOSPICE SERVICES | 37.50 | $146,890 | $0 | $14,269 | Yes (X) | |||
| CYNTHIA M MORROW | ||||||||
| RN II PRECEPTOR | 37.50 | $174,444 | $0 | $6,175 | Yes (X) | |||
| DESIREE BERNAVEL-SANCHEZ | ||||||||
| RN II PRECEPTOR | 37.50 | $136,841 | $0 | $7,403 | Yes (X) | |||
| ERIN HORNER | ||||||||
| PHYSICAL THERAPIST | 37.50 | $174,899 | $0 | $22,435 | Yes (X) | |||
| DEBORAH ZENTZ | ||||||||
| PHYSICAL THERAPIST PRECEPTOR | 37.50 | $135,679 | $0 | $4,448 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $768,753 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $301,125 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $71,789 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NETSMART TECHNOLOGIES INC | |||||
| 11100 NALL AVENUE | OVERLAND PARK | KS | 66211 | CONTRACT BILLING AND MEDICAL CODING SERV | $128,971 |
| CAREFICIENT INC | |||||
| 1592 NE SEAHORSE PL | JENSEN BEACH | FL | 34957 | EMR/BILLING SOFTWARE | $125,211 |
| LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY | |||||
| 3 MANHATTAN DRIVE | BURLINGTON | NJ | 08016 | CONSULTING/MANAGEMENT SERVICES | $122,390 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $2,672 | GovernmentGrantsAmt |
| All Other Contributions | $157,536 | AllOtherContributionsAmt |
| Total Contributions | $160,208 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HOMECARE/HOSPICE REVEN | Desc |
| Business | 621610 | BusinessCd |
| Total Revenue Column | $8,716,037 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,716,037 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,716,037 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,190 | TotalRevenueColumnAmt |
| Exclusion | $2,190 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 621610 | BusinessCd |
| Total Revenue Column | $112,736 | TotalRevenueColumnAmt |
| Exclusion | $112,736 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $112,736 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,991,171 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,716,037 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $114,926 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,085,936 | TotalAmt |
| Program Services | $5,667,336 | ProgramServicesAmt |
| Management And General | $418,600 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,693 | TotalAmt |
| Program Services | $51,862 | ProgramServicesAmt |
| Management And General | $3,831 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,325,981 | TotalAmt |
| Program Services | $1,234,778 | ProgramServicesAmt |
| Management And General | $91,203 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $450,686 | TotalAmt |
| Program Services | $419,687 | ProgramServicesAmt |
| Management And General | $30,999 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $415,225 | TotalAmt |
| Management And General | $415,225 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,471 | TotalAmt |
| Management And General | $13,471 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $813,172 | TotalAmt |
| Program Services | $810,722 | ProgramServicesAmt |
| Management And General | $2,450 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,071 | TotalAmt |
| Program Services | $57,463 | ProgramServicesAmt |
| Management And General | $35,608 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,238 | TotalAmt |
| Program Services | $266,049 | ProgramServicesAmt |
| Management And General | $4,189 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $413,039 | TotalAmt |
| Program Services | $413,039 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $368,552 | TotalAmt |
| Program Services | $368,552 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,816 | TotalAmt |
| Program Services | $239,910 | ProgramServicesAmt |
| Management And General | $21,906 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,890 | TotalAmt |
| Program Services | $5,890 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,928 | TotalAmt |
| Program Services | $76,928 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,696 | TotalAmt |
| Program Services | $24,696 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,243 | TotalAmt |
| Program Services | $130,243 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| MEDICAL EQUIPMENT AND S | $283,335 | $283,335 |
| BAD DEBT EXPENSE | $262,993 | $262,993 |
| MEDICATION | $141,730 | $141,730 |
| RECRUITING | $72,889 | $72,889 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,581 | TotalAmt |
| Program Services | $82,879 | ProgramServicesAmt |
| Management And General | -$68,298 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,580,165 | TotalAmt |
| Program Services | $10,610,981 | ProgramServicesAmt |
| Management And General | $969,184 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,353 | BOYAmt |
| EOY | $400 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,323,495 | BOYAmt |
| EOY | $1,537,749 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,222 | BOYAmt |
| EOY | $114,365 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,062,968 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,012,996 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,233 | BOYAmt |
| EOY | $49,972 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,465 | BOYAmt |
| EOY | $169,681 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,760 | BOYAmt |
| EOY | $8,760 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,576 | BOYAmt |
| EOY | $200,554 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,953,104 | BOYAmt |
| EOY | $2,081,481 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,685,446 | BOYAmt |
| EOY | $2,348,252 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,050 | BOYAmt |
| EOY | $213,387 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,050,589 | BOYAmt |
| EOY | $1,025,822 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,530,560 | BOYAmt |
| EOY | $14,607,019 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,421,645 | BOYAmt |
| EOY | $18,194,480 | 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 | -$13,806,582 | BOYAmt |
| EOY | -$16,483,233 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $338,041 | BOYAmt |
| EOY | $370,234 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$13,468,541 | BOYAmt |
| EOY | -$16,112,999 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,953,104 | BOYAmt |
| EOY | $2,081,481 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,588,994 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$55,464 | 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 | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $256,286 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,999,466 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $809,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $368,871 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $160,208 | CurrentTaxYearAmt |
| Total | $8,594,031 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,886,861 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,472,199 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,538,819 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,802,324 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,716,037 | CurrentTaxYearAmt |
| Total | $88,416,240 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,143,147 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,471,665 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,348,019 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,171,195 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,876,245 | CurrentTaxYearAmt |
| Total | $97,010,271 | 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 | $97,010,271 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,780 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $263,360 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $173,895 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,636 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,190 | CurrentTaxYearAmt |
| Total | $481,861 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,780 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $263,360 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $173,895 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,636 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,190 | CurrentTaxYearAmt |
| Total | $481,861 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $417,772 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $104,862 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $101,919 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $96,787 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $112,736 | CurrentTaxYearAmt |
| Total | $834,076 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,601,699 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,839,887 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,623,833 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,269,618 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,991,171 | CurrentTaxYearAmt |
| Total | $98,326,208 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98660 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98530 | PublicSupportPY509Pct |
| Investment Income CY | 0.00490 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00630 | 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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $121,876 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $14,328 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $2,110 | AdministrativeExpensesAmt |
| End Year Balance | $134,094 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $208,791 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $15,204 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $100,000 | OtherExpendituresAmt |
| Administrative Expenses | $2,119 | AdministrativeExpensesAmt |
| End Year Balance | $121,876 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $247,396 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$37,248 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,357 | AdministrativeExpensesAmt |
| End Year Balance | $208,791 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $222,022 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $26,877 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,503 | AdministrativeExpensesAmt |
| End Year Balance | $247,396 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $203,182 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $20,073 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,233 | AdministrativeExpensesAmt |
| End Year Balance | $222,022 | 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 |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $49,251 | OtherCostOrOtherBasisAmt |
| Depreciation | $48,458 | DepreciationAmt |
| Book Value | $793 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,013,717 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,964,538 | DepreciationAmt |
| Book Value | $49,179 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $49,972 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOARD DESIGNATED INVESTMENTS | Desc |
| Book Value | $169,681 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $169,681 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST | Desc |
| Book Value | $200,554 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $200,554 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATES | Desc |
| Amt | $14,607,019 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,607,019 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED TO SUPPORT THE NEEDS OF THE AGENCY. THESE NEEDS MAY INCLUDE PROGRAM EXPANSIONS AND CAPITAL IMPROVEMENTS. THE INTEREST EARNED IS TO BE USED TO SUPPORT SPIRITRUST LUTHERAN HOME CARE & HOSPICE SERVICES. |
| 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) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MELISSA FROWNFELTER | ||||||||||||||
| INTERIM PRESIDENT & CEO | $0 | $250,472 | $0 | $50,000 | $0 | $653 | $0 | $7,154 | $0 | $9,905 | $0 | $318,184 | $0 | $0 |
| ERIN HORNER | ||||||||||||||
| PHYSICAL THERAPIST | $174,679 | $0 | $0 | $0 | $220 | $0 | $5,435 | $0 | $17,000 | $0 | $197,334 | $0 | $0 | $0 |
| CYNTHIA M MORROW | ||||||||||||||
| RN II PRECEPTOR | $174,028 | $0 | $0 | $0 | $416 | $0 | $5,224 | $0 | $951 | $0 | $180,619 | $0 | $0 | $0 |
| MICHAEL HAMAKER | ||||||||||||||
| VP OF HOMECARE HOME HEALTH HOSPICE S | $145,309 | $0 | $0 | $0 | $1,581 | $0 | $0 | $0 | $14,269 | $0 | $161,159 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | SPIRITRUST LUTHERAN HOME CARE & HOSPICE'S PRINCIPAL OFFICER/CEO MELISSA FROWNFELTER IS PAID BY SPIRITRUST LUTHERAN. SPIRITRUST LUTHERAN USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE CEO: -COMPENSATION COMMITTEE -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | SPIRITRUST LUTHERAN HOME CARE & HOSPICE'S MANAGEMENT SERVICES ARE PROVIDED BY SPIRITRUST LUTHERAN, A TAX-EXEMPT AFFILIATE. SPIRITRUST LUTHERAN CHARGES SLHCH A MONTHLY FEE BASED ON A BUDGETED ALLOCATION OF THE EXPENSES OF THE CEO, COO, CFO & OTHER SENIOR LEADERS THAT PROVIDE OVERSIGHT AND SUPPORT TO SLHCH. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS OF SPIRITRUST LUTHERAN HOME CARE & HOSPICE ARE SPIRITRUST LUTHERAN AND DIAKON, PENNSYLVANIA NON-PROFIT CORPORATIONS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS SHALL BE COMPOSED OF TWENTY (20) MEMBERS, EIGHTEEN (18) OF WHOM SHALL BE ELECTED BY SPIRITRUST LUTHERAN AND TWO (2) OF WHOM SHALL BE ELECTED BY DIAKON. ONE OF THE SPIRITRUST LUTHERAN'S DIRECTORS SHALL BE THE CHIEF EXECUTIVE OFFICER OF SPIRITRUST LUTHERAN (OR HIS/HER DESIGNEE) WHO SHALL SERVE AS AN EX-OFFICIO SPIRITRUST LUTHERAN VOTING DIRECTOR. ONE OF THE DIAKON DIRECTORS SHALL BE THE CHIEF EXECUTIVE OFFICER OF DIAKON (OR HIS/HER DESIGNEE) WHO SHALL SERVE AS AN EX-OFFICIO VOTING DIAKON DIRECTOR. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE BOARD MAY NOT TAKE ANY OF THE ACTIONS LISTED BELOW WITHOUT AFFIRMATIVE VOTE OF A MAJORITY OF THE MEMBERSHIP INTERESTS HELD BY THE MEMBERS: (I) INITIATE, CEASE, OR SIGNIFICANTLY MODIFY ANY FUND-RAISING ACTIVITIES OR PLANS FOR THE SOLICITATION OF CHARITABLE CONTRIBUTIONS OR FOR THE SOLICITATION OR ACCEPTANCE AS A GIFT OF ANY REAL PROPERTY OR INTEREST THEREIN; (II) CHANGE THE AREA SERVED BY SLHCH; (III) BORROW MORE THAN $100,000 UNDER TERMS WHICH PROVIDE FOR A REPAYMENT PERIOD IN EXCESS OF THREE MONTHS; (IV) ENTER INTO ANY LEASES WHICH WOULD OBLIGATE SLHCH TO MAKE RENTAL PAYMENTS IN EXCESS OF $40,000 PER YEAR; (V) PURCHASE INSURANCE POLICIES; (VI) UNDERTAKE ANY CAPITAL EXPENDITURES IN EXCESS OF $50,000 AND ANY CAPITAL EXPENDITURES INVOLVING RELATED PARTIES WHICH, IN THE AGGREGATE, EXCEED 100,000; (VII) ADOPT ANY ORIGINAL OR REVISED CAPITAL OR OPERATING BUDGETS WHICH WOULD RESULT IN ANY EXPENDITURE IN EXCESS OF $100,000 OVER ANTICIPATED REVENUE; (VIII) INITIATE, CEASE, OR SIGNIFICANTLY MODIFY ANY OF SLHCH'S LINES OF SERVICE, PRODUCTS, OR PROGRAMS; (IX) SELECT, REMOVE, OR REPLACE INDEPENDENT ACCOUNTANTS AND AUDITORS FOR SLHCH; (X) AUTHORIZE AND DESIGNATE OFFICERS OF THE CORPORATION TO EXECUTE A DEED OF ASSIGNMENT FOR THE BENEFIT OF CREDITORS, FILE A VOLUNTARY PETITION IN BANKRUPTCY, FILE AN ANSWER CONSENTING TO THE APPOINTMENT OF A RECEIVER, OR FILE AN ANSWER TO AN INVOLUNTARY PETITION IN BANKRUPTCY; (XI) REQUIRE CAPITAL CONTRIBUTIONS FROM MEMBERS CONSISTING OF MONEY, INTANGIBLE PROPERTY, OR LABOR OR SERVICES ACTUALLY RECEIVED BY OR PERFORMED FOR SLHCH OR FOR ITS BENEFIT, OR A COMBINATION THEROF IN ACCORDANCE WITH SECTION 5541 OF THE ACT AND PROVIDED THAT SUCH REQUIREMENTS IS PROPORTIONATE TO ALL MEMBERSHIP INTERESTS; (XII) REPAY CAPITAL CONTRIBUTIONS, IN WHOLE OR IN PART, TO ANY MEMBERS IN SUCH AMOUNT NOT TO EXCEED THE AMOUNT OF CAPITAL CONTRIBUTION IN ACCORDANCE WITH SECTION 5541 OF THE ACT AND PROVIDED THAT SUCH REPAYMENT IS PROPORTIONATE TO ALL MEMBERSHIP INTERESTS; (XIII) AMEND THE SLHCH ARTICLES OF INCORPORATION OR BYLAWS SUBJECT TO THE RESTRICTIONS; (XIV) SELL, RELINQUISH, OR OTHERWISE AUTHORIZE OR CHANGE IN CONTROL OF MORE THAN 30% OF THE ASSETS OF SLHCH SUBJECT TO THE GUIDELINES; (XV) AUTHORIZE FUNDAMENTAL CHANGES TO SLHCH, INCLUDING THE ADOPTION OF A PLAN OF DISSOLUTION OF SLHCH; THE ADOPTION OF A PLAN OF MERGER, CONSOLIDATION, DIVISION, CONVERSION OR AFFILIATION WITH ANOTHER ENTITY; AND CHANGE THE CURRENT SLHCH CORPORATE ORGANIZATIONAL STRUCTURE SUBJECT TO THE GUIDELINES; (XVI) MAKE AN ADMISSION OF A NEW MEMBER OR TRANSFER OF A MEMBERSHIP INTEREST SUBJECT TO THE GUIDELINES, |
| FORM 990, PART VI, SECTION B, LINE 11B | SPIRITRUST LUTHERAN HOME CARE & HOSPICE 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 TO REVIEW BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | SPIRITRUST LUTHERAN HOME CARE & HOSPICE 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 15B | SPIRITRUST LUTHERAN HOME CARE & HOSPICE'S CEO IS PAID BY SPIRITRUST LUTHERAN. SPIRITRUST LUTHERAN UTILIZES SALARY SURVEY INFORMATION TO DETERMINE THE COMPENSATION AMOUNTS OF ALL EMPLOYEES WITHIN THE ORGANIZATION, INCLUDING THE EXECUTIVE DIRECTOR 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 AT THE NOVEMBER BOARD MEETING AND IS NOTED IN THE MINUTES. AN EXECUTIVE SESSION FOLLOWS THE BOARD MEETING TO DISCUSS THE ANNUAL EVALUATION AND COMPENSATION INCREASE FOR THE EXECUTIVE DIRECTOR. |
| FORM 990, PART VI, SECTION C, LINE 18 | SPIRITRUST LUTHERAN HOME CARE & HOSPICE MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE CONSOLIDATED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY, ARE ALSO AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | TEMPORARILY RESTRICTED CONTRIBUTIONS 32,193. FORGIVENESS OF RELATED PARTY DEBT -87,657. |
| 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 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 | 0 | |
| 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 | 0 | |
| SPIRITRUST LUTHERAN FOUNDATION | |||||||||||
| 1050 PENNSYLVANIA AVENUE | YORK | PA | 17404 | 233032248 | BUILDS PHILANTHROPIC RELATIONSHIPS | PA | 501(C)(3) | LINE 10 | SPIRITRUST LUTHERAN | 0 | |
| SPIRITRUST LUTHERAN | |||||||||||
| 1050 PENNSYLVANIA AVENUE | YORK | PA | 17404 | 231476329 | OPERATES RETIREMENT COMMUNITIES | PA | 501(C)(3) | LINE 10 | EVANGELICAL LUTHERAN CHURCH IN AMERICA | 0 | |
| 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 | 0 | |
| 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 | 0 | |
| 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 | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |