NATIONAL LUTHERAN HOME FOR THE AGED INCORPORATED: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL LUTHERAN HOME FOR THE AGED INCORPORATED (EIN 26-2222476)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-04-11
- IRS object ID
- 201631029349300503
- Schema version
- 2015v2.1
- 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 | 2016-04-11T08:55:48-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1869 CHARTER LANE STE 301 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262222476 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL LUTHERAN HOME FOR THE AGED INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 3013542710 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 RESEARCH BLVD NO 310 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL J BRADY | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 3013542710 | PhoneNum |
| Signature | 2016-04-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7173935696 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL LUTHERAN COMMUNITIES & SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LAWRENCE BRADSHAW | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 RESEARCH BLVD NO 310 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $47,177,395 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NATIONALLUTHERAN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2008 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | TO SERVE AS CORPORATE OVERSIGHT FOR COMMUNITIES DESIGNED FOR SENIORS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 82 | TotalEmployeeCnt |
| Total Volunteers | 2 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,187 | PYContributionsGrantsAmt |
| CY Contributions Grants | $52,763 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,364,628 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,706,910 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,989,146 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,498,314 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $12,366,961 | PYTotalRevenueAmt |
| CY Total Revenue | $10,257,987 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $221,067 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $270,043 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,201,196 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,167,520 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $355,803 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,794,878 | PYOtherExpensesAmt |
| CY Other Expenses | $5,819,244 | CYOtherExpensesAmt |
| PY Total Expenses | $11,217,141 | PYTotalExpensesAmt |
| CY Total Expenses | $11,256,807 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,149,820 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$998,820 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $114,995,090 | TotalAssetsBOYAmt |
| Total Assets EOY | $109,039,519 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,064,340 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,316,476 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $113,930,750 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $107,723,043 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO FULFILL ITS CHRISTIAN MINISTRY, NATIONAL LUTHERAN COMMUNITIES & SERVICES IS ORGANIZED TO PROVIDE AN ARRAY OF OPTIONS FOR SENIORS INCLUDING RESIDENTIAL LIVING AS WELL AS HOME AND COMMUNITY-BASED SERVICES WHICH ARE DESIGNED TO MEET INDIVIDUAL NEEDS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $321,024 | ExpenseAmt |
| Grant | $270,043 | GrantAmt |
| Revenue | $5,706,910 | RevenueAmt |
| Desc | TO SERVE AS CORPORATE OVERSIGHT WHICH INCLUDES, BUT IS NOT LIMITED TO, THE MARKETING, DEVELOPMENT, INFORMATION TECHNOLOGY, PHILANTHROPY, FINANCE, AND HUMAN RESOURCE SERVICES OF TWO EXPANDING CCRC COMMUNITIES AND ONE DUAL-CERTIFIED INDEPENDENT LIVING/ASSISTED LIVING FACILITY THAT PROVIDES SENIORS WITH HOUSING, MEDICAL ATTENTION, AND ANY SERVICES THAT PROMOTE GOOD EMOTIONAL AND PHYSICAL HEALTH IN A CHRISTIAN ENVIRONMENT. CURRENTLY THE ORGANIZATION IS OVERSEEING THE FUTURE DEVELOPMENT OF A CCRC COMMUNITY TO BE LOCATED IN ANNAPOLIS, MD AND A HOME CARE AGENCY IN WINCHESTER, VA. | Desc |
| Total Program Service Expenses | $321,024 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 | 0 | 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 | Yes (1) | 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 | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 35 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 82 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL J BRADY CHIEF FINANCIAL OFFICER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3013542714 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 RESEARCH BLVD | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| THE REV WILLIAM H HALL II | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THE REV MARTHA M SIMS | |||||||||
| CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MR LAWRENCE R BRADSHAW | |||||||||
| PRESIDENT/CEO | 10.00 | 30.00 | Yes (X) | $328,948 | $0 | $29,193 | Yes (X) | ||
| MR DALE SUMMERS | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR SHAWN M BLOOM | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| THE REV WOLLOM JENSEN | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| THE REV RONALD SCHLAK | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR TOMMIE ROBINSON JR | |||||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| THE REV JOSEPH LETTRICH | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| THE REV SCOTT ICKERT | |||||||||
| SECRETARY | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MS ELIZABETH FLURY | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MS DONNA DUSS | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BARBARA WALKER CPA | |||||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| REV DEBBIE DUKES | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL RODGERS | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| REV JOHN WERTZ JR | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR MICHAEL BRADY | |||||||||
| ASSISTANT TREASURER/CFO | 10.00 | 30.00 | $177,089 | $0 | $38,652 | Yes (X) | |||
| DANIEL C LOOK | |||||||||
| CHIEF STRATEGY OFFICER | 40.00 | $213,028 | $0 | $33,730 | Yes (X) | ||||
| MS KATHRYN E BAERWALD | |||||||||
| CHIEF PHILANTHROPY OFFICER | 40.00 | $155,971 | $0 | $38,488 | Yes (X) | ||||
| MR CAMILLE ROUSSEL | |||||||||
| CHIEF QUALITY & PERFORMANCE OFFICER | 40.00 | $147,488 | $0 | $34,752 | Yes (X) | ||||
| MS KATHLEEN O'HALLORAN | |||||||||
| CHIEF TALENT & CULTURE OFFICER | 40.00 | $131,623 | $0 | $14,939 | Yes (X) | ||||
| MELODY SCHNEIDER | |||||||||
| CHIEF MARKETING OFFICER | 40.00 | $128,848 | $0 | $6,785 | Yes (X) | ||||
| JAE SHIN | |||||||||
| DIR., INFORMATION TECHONOLOGY | 40.00 | $137,500 | $0 | $12,710 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,420,495 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $209,249 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | 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 |
|---|---|---|---|---|---|
| ASPIRE CONSULTING PARTNERS | |||||
| 12890 BLALOCK DR | FISHERS | IN | 46037 | CONSULTING SERVICES | $642,134 |
| NORTEC | |||||
| 7531 LEESBURG PIKE | FALLS CHURCH | VA | 22043 | COMMUNICATION SERVICES | $420,643 |
| ADP INC | |||||
| PO BOX 842875 | BOSTON | MA | 022842875 | PAYROLL SERVICES | $344,965 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $52,763 | AllOtherContributionsAmt |
| Total Contributions | $52,763 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGEMENT FEE INCOME | 623000 | $4,877,881 | $4,877,881 |
| OTHER INCOME | 623000 | $440,780 | $440,780 |
| RESIDENT SERVICE REVENUE | 623000 | $388,249 | $388,249 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,706,910 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,691,494 | TotalRevenueColumnAmt |
| Exclusion | $2,691,494 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $38,726,228 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $36,919,408 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,806,820 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,806,820 | TotalRevenueColumnAmt |
| Exclusion | $1,806,820 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,257,987 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,706,910 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,498,314 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,043 | TotalAmt |
| Program Services | $270,043 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $820,642 | TotalAmt |
| Management And General | $820,642 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,554,229 | TotalAmt |
| Program Services | $46,749 | ProgramServicesAmt |
| Management And General | $3,367,032 | ManagementAndGeneralAmt |
| Fundraising | $140,448 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,982 | TotalAmt |
| Program Services | $1,433 | ProgramServicesAmt |
| Management And General | $97,705 | ManagementAndGeneralAmt |
| Fundraising | $18,844 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $389,114 | TotalAmt |
| Program Services | $1,345 | ProgramServicesAmt |
| Management And General | $347,618 | ManagementAndGeneralAmt |
| Fundraising | $40,151 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,553 | TotalAmt |
| Program Services | $1,454 | ProgramServicesAmt |
| Management And General | $274,871 | ManagementAndGeneralAmt |
| Fundraising | $9,228 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,378 | TotalAmt |
| Management And General | $97,378 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,750 | TotalAmt |
| Management And General | $88,750 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $542,293 | TotalAmt |
| Management And General | $542,293 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,974,940 | TotalAmt |
| Management And General | $1,954,172 | ManagementAndGeneralAmt |
| Fundraising | $20,768 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,865 | TotalAmt |
| Management And General | $277,527 | ManagementAndGeneralAmt |
| Fundraising | $42,338 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $434,751 | TotalAmt |
| Management And General | $404,808 | ManagementAndGeneralAmt |
| Fundraising | $29,943 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $665,724 | TotalAmt |
| Management And General | $643,241 | ManagementAndGeneralAmt |
| Fundraising | $22,483 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,649 | TotalAmt |
| Management And General | $266,649 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,525 | TotalAmt |
| Management And General | $127,576 | ManagementAndGeneralAmt |
| Fundraising | $12,949 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,505 | TotalAmt |
| Management And General | $20,505 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,157 | TotalAmt |
| Management And General | $221,157 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,072 | TotalAmt |
| Management And General | $302,072 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| LICENSES, DUES, AND SUB | $668,263 | $649,745 | $18,518 |
| WELLNESS PROGRAM | $49,775 | $49,775 | |
| RECRUITING EXPENSES | $26,464 | $26,464 | |
| CREDIT CARD FEES | $133 | $133 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,256,807 | TotalAmt |
| Program Services | $321,024 | ProgramServicesAmt |
| Management And General | $10,579,980 | ManagementAndGeneralAmt |
| Fundraising | $355,803 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500 | BOYAmt |
| EOY | $500 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,713 | BOYAmt |
| EOY | $311,996 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,328 | BOYAmt |
| EOY | $113,843 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,783 | BOYAmt |
| EOY | $49,604 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $413,407 | BOYAmt |
| EOY | $556,607 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $19,889,716 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,329,269 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,725,471 | BOYAmt |
| EOY | $18,560,447 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,587,833 | BOYAmt |
| EOY | $72,333,401 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,159,055 | BOYAmt |
| EOY | $17,113,121 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,995,090 | BOYAmt |
| EOY | $109,039,519 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,064,340 | BOYAmt |
| EOY | $1,316,476 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,064,340 | BOYAmt |
| EOY | $1,316,476 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,930,750 | BOYAmt |
| EOY | $107,723,043 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,930,750 | BOYAmt |
| EOY | $107,723,043 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,995,090 | BOYAmt |
| EOY | $109,039,519 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$998,820 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$5,208,887 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 5 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (5 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| THE VILLAGE AT ORCHARD RIDGE INC | ||||
| 263445374 | 9 | 0 | $0 | $0 |
| NATL LUTH HOME & VILLAGE AT ROCKVILLE | ||||
| 530196624 | 9 | 0 | $0 | $0 |
| THE LEGACY AT NORTH AUGUSTA | ||||
| 452857307 | 9 | 0 | $0 | $0 |
| THE VILLAGE AT CRYSTAL SPRING INC | ||||
| 454024593 | 9 | 0 | $0 | $0 |
| NATIONAL LUTHERAN INC | ||||
| 472584315 | 7 | Yes (1) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 5 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | Yes (1) | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART IV, SECTION A, LINE 1: | THE BY-LAWS FOR NATIONAL LUTHERAN HOME FOR THE AGED, INC. (NLHA) DO NOT MENTION ITS SUBSIDIARIES BY NAME; HOWEVER, EACH SUBSIDIARY MENTIONS NLHA AS THE SOLE MEMBER OF ITS ORGANIZATION. THE DAY-TO-DAY OPERATIONS OF THE CONSOLIDATED GROUP CLEARLY INDICATES THAT NLHA IS THE SUPPORTING ORGANIZATION FOR THE ENTITIES LISTED ON PART I, LINE 11G (I). NOTE THAT A NEW ENTITY HAS BEEN CREATED, NATIONAL LUTHERAN, INC., WHICH, PER NLHA'S NEWLY AMENDED BYLAWS, HAS THE POWER TO ELECT NLHA'S BOARD OF TRUSTEES. |
| SCHEDULE A, PART IV, SECTION A, LINE 2: | A NEWLY CREATED ORGANIZATION, NATIONAL LUTHERAN, INC., HAS FILED A FORM 1023 TO OBTAIN A TAX DETERMINATION LETTER CERTIFYING IT WILL BE CONSIDERED TAX-EXEMPT. |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,357,151 | OtherCostOrOtherBasisAmt |
| Book Value | $8,357,151 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,555,831 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,329,269 | DepreciationAmt |
| Book Value | $226,562 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,976,734 | OtherCostOrOtherBasisAmt |
| Book Value | $9,976,734 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,560,447 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AFFILIATES | $16,609,025 |
| DEFERRED MARKETING COSTS | $504,096 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $17,113,121 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,506,807 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$5,208,887 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$542,293 | OtherRevenueAmt |
| Revenue Not Reported | -$5,751,180 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,257,987 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,257,987 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,714,514 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,714,514 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $542,293 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $542,293 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,256,807 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION FOLLOWS THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARD FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. THE STANDARD ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, AND DISCLOSURE. MANAGEMENT HAS DETERMINED THAT THIS STANDARD DOES NOT HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. NLCS, TVAR, TVOR AND TLNA'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR THE YEARS ENDED DECEMBER 31, 2014, 2013, AND 2012 REMAIN SUBJECT TO EXAMINATION BY THE IRS. TVCS OBTAINED ITS TAX-EXEMPT STATUS DURING JUNE 2014, EFFECTIVE OCTOBER 8, 2010, AND ITS FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN FOR THE YEAR ENDED DECEMBER 31, 2014 REMAINS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES -542,293. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES 542,293. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON | |||||||
| 924 G STREET NW | WASHINGTON | DC | 20001 | 530196524 | 501 (C)(3) | $15,000 | SUPPORT FOOD INSECURITY AMONG OLDER ADULTS |
| COLONIAL HERITAGE COMMUNITY FOUNDATION | |||||||
| PO BOX 12 | WILLIAMSBURG | VA | 23127 | 270883584 | 501 (C)(3) | $17,500 | SUPPORT OF THE INNOVATIVE SENIOR CHAMPION PROGRAM |
| COMMUNITY MINISTRIES OF ROCKVILLE | |||||||
| 1010 GRANDIN AVENUE SUITE A1 | ROCKVILLE | MD | 20851 | 520910334 | 501 (C)(3) | $10,000 | HOME REPAIRS FOR LOW-INCOME SENIORS |
| CROSSROADS COMMUNITY FOOD NETWORK INC | |||||||
| 6930 CARROLL AVE SUITE 426 | TAKOMA PARK | MD | 20912 | 364635237 | 501 (C)(3) | $7,000 | PROVIDE FOOD TO LOW-INCOME SENIORS |
| DIAKON CHILD FAMILY AND COMMUNITY MINISTRIES | |||||||
| 1018 N UNION STREET | MIDDLETOWN | PA | 17057 | 465390969 | 501 (C)(3) | $10,000 | SUPPORT ADULT DAY SERVICE PROGRAMS |
| FAMILY SERVICES INC | |||||||
| 610 E DIAMOND AVE SUITE 100 | GAITHERSBURG | MD | 20877 | 520730225 | 501 (C)(3) | $15,000 | SUPPORT ADULT DAY SERVICE PROGRAMS |
| GRACEINSIDE | |||||||
| 2828 EMERYWOOD PARKWAY | RICHMOND | VA | 23294 | 540542300 | 501 (C)(3) | $15,000 | ENHANCE CHAPLAINCY SERVICES FOR PROJECT ELDER CARE |
| JEWISH COUNCIL FOR THE AGING OF GREATER WASHINGTON | |||||||
| 12320 PARKLAWN DRIVE | ROCKVILLE | MD | 20852 | 520983740 | 501 (C)(3) | $15,000 | SUPPORT ART AND MOVEMENT THERAPY AND CAREGIVER SUPPORT PROGRAMS |
| LUTHERAN COMMUNITY SERVICES INC | |||||||
| 2809 BAYNARD BLVD | WILMINGTON | DE | 19802 | 510102403 | 501 (C)(3) | $15,000 | HOME REPAIRS FOR LOW-INCOME SENIORS |
| MENTAL HEALTH AMERICA OF FREDERICKSBURG | |||||||
| 2217 PRINCESS ANNE 104-1 | FREDERICKSBURG | VA | 22401 | 540678704 | 501 (C)(3) | $10,000 | SUPPORT FRIENDLY VISITOR PROGRAM |
| MENTAL HEALTH ASSOCIATION OF MONTGOMERY COUNTY | |||||||
| 1000 TWINBROOK PARKWAY | ROCKVILLE | MD | 20851 | 520681147 | 501 (C)(3) | $7,500 | SUPPORT FRIENDLY VISITOR PROGRAM |
| OUR SAVIOUR LUTHERAN CHURCH | |||||||
| 6194 DUMFRIES RD | WARRENTON | VA | 20187 | 541130475 | 501 (C)(3) | $10,000 | SUPPORT PROGRAMS FOR SENIORS |
| SHENANDOAH AREA AGENCY ON AGING | |||||||
| 207 MOSBY LANE | FRONT ROYAL | VA | 22630 | 541008875 | 501 (C)(3) | $8,000 | SUPPORT CHRONIC DISEASE MANAGEMENT WORKSHOPS |
| SHENANDOAH VALLEY LUTHERAN MINISTRIES | |||||||
| BOX 132 | TOMS BROOK | VA | 22660 | 271675977 | 501 (C)(3) | $20,000 | SUPPORT FAITH COMMUNITY NURSING PROGRAM |
| SHEPHERD'S CENTER OF FAIRFAX-BURKE | |||||||
| 4019 OLLEY LANE | FAIRFAX | VA | 22032 | 364597392 | 501 (C)(3) | $10,000 | SUPPORT TRANSPORTATION PROGRAM FOR LOW-INCOME SENIORS |
| ST PAUL'S LUTHERAN CHURCH | |||||||
| 4900 CONNECTICUT AVE NW | WASHINGTON | DC | 20008 | 530196496 | 501 (C)(3) | $10,000 | SUPPORT SENIOR CENTER |
| UPPER MONTGOMERY ASSISTANCE NETWORK | |||||||
| 640 C EAST DIAMOND AVE | GAITHERSBURG | MD | 20877 | 521648943 | 501 (C)(3) | $7,500 | SUPPORT EMERGENCY ASSISTANCE PROGRAMS FOR SENIORS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 17 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION SUPPORTS OTHER NON-PROFITS WITH SIMILAR MISSIONS. ALL APPLICATIONS ARE REVIEWED AND APPROVED BY THE COMMUNITY IMPACT ADVISORY COMMITTEE AND ARE REPORTED TO AND THEN APPROVED BY THE BOARD. DONEES ARE EXPECTED TO SUPPLY DOCUMENTATION TO SUBSTANTIATE THAT GRANTS HAVE BEEN USED FOR THEIR INTENDED PURPOSES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MR LAWRENCE R BRADSHAW | ||||||||||||||
| PRESIDENT/CEO | $328,769 | $0 | $0 | $0 | $179 | $0 | $18,625 | $0 | $10,568 | $0 | $358,141 | $0 | $0 | $0 |
| MR MICHAEL BRADY | ||||||||||||||
| ASSISTANT TREASURER/CFO | $177,068 | $0 | $0 | $0 | $21 | $0 | $8,688 | $0 | $29,964 | $0 | $215,741 | $0 | $0 | $0 |
| DANIEL C LOOK | ||||||||||||||
| CHIEF STRATEGY OFFICER | $212,810 | $0 | $0 | $0 | $218 | $0 | $11,849 | $0 | $21,881 | $0 | $246,758 | $0 | $0 | $0 |
| MS KATHRYN E BAERWALD | ||||||||||||||
| CHIEF PHILANTHROPY OFFICER | $155,813 | $0 | $0 | $0 | $158 | $0 | $9,948 | $0 | $28,540 | $0 | $194,459 | $0 | $0 | $0 |
| MR CAMILLE ROUSSEL | ||||||||||||||
| CHIEF QUALITY & PERFORMANCE OFFICER | $147,477 | $0 | $0 | $0 | $11 | $0 | $9,124 | $0 | $25,628 | $0 | $182,240 | $0 | $0 | $0 |
| JAE SHIN | ||||||||||||||
| DIR., INFORMATION TECHONOLOGY | $137,500 | $0 | $0 | $0 | $0 | $0 | $750 | $0 | $11,960 | $0 | $150,210 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | BONUSES ARE DETERMINED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD AND ARE BASED ON A VARIETY OF FACTORS SUCH AS WHETHER CAMPUS BUDGETS ARE MET, HOW EACH CAMPUS DOES ON ITS RESPECTIVE NURSING/HEALTH CARE SURVEY AND HOW EACH SENIOR LEADER DOES IN OBTAINING HIS OR HER GOALS FOR THE YEAR. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTHA SIMS CHAIR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | MARTHA SIMS' HUSBAND IS AN EMPLOYEE OF THE VILLAGE AT ORCHARD RIDGWE | RelationshipDescriptionTxt |
| Transaction | $94,933 | TransactionAmt |
| Transaction | MARTHA SIMS' HUSBAND IS AN EMPLOYEE OF THE VILLAGE AT ORCHARD RIDGE, A RELATED ENTITY. MARTHA SIMS DOES NOT OVERSEE HER HUSBAND NOR IS SHE INVOLVED IN ANY COMPENSATION OR OTHER HUMAN RESOURCE-RELATED DECISIONS RELATED TO HER HUSBAND. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | NATIONAL LUTHERAN HOME FOR THE AGED, INC.'S BYLAWS WERE CHANGED TO REFLECT THE ESTABLISHMENT OF NATIONAL LUTHERAN, INC., A NEW PARENT ORGANIZATION TO WHICH THE OPERATIONS OF NATIONAL LUTHERAN HOME FOR THE AGED, INC. WILL BE TRANSFERRED. |
| FORM 990, PART VI, SECTION A, LINE 6 | NATIONAL LUTHERAN INC. IS THE SOLE MEMBER OF THE FILING ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | NATIONAL LUTHERAN, INC., THE SOLE MEMBER OF NATIONAL LUTHERAN HOME FOR THE AGED, INC., HAS THE RIGHT TO VOTE AND ELECT MEMBERS OF THE FILING ORGANIZATION'S BOARD OF TRUSTEES. THE MEMBER ALSO RESERVES THE RIGHT TO REMOVE ANY TRUSTEE WITH OR WITHOUT CAUSE. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE CFO AND PRESIDENT PERFORM AN INITIAL REVIEW OF THE FORM 990. UPON APPROVAL, THE FORM 990 IS MADE AVAILABLE TO EACH BOARD MEMBER FOR REVIEW AND APPROVAL AT A BOARD MEETING PRIOR TO TRANSMISSION OF THE RETURN TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS AND KEY EMPLOYEES SIGN A CONFLICT OF INTEREST STATEMENT EACH YEAR. IF A CONFLICT IS IDENTIFIED, IT IS 1) IDENTIFIED AND DISCUSSED WITH THE BOARD AND 2) REVIEWED AND DOCUMENTED BY MANAGEMENT. IF AN ACTUAL OR POTENTIAL CONFLICT IS IDENTIFIED, THE BOARD MEMBER, OFFICER, OR EMPLOYEE WILL RECUSE HIM OR HERSELF FROM ANY CONVERSATIONS, DECISIONS, OR OTHER ACTIVITIES AND DISCUSSIONS INVOLVING THE CONFLICT. FAMILY AND BUSINESS RELATIONSHIPS ARE EXPRESSLY MENTIONED IN THE CONFLICT OF INTEREST POLICY AS POTENTIAL SOURCES OF CONFLICTS WITH INTERESTED PERSONS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD DETERMINES THE COMPENSATION FOR THE CEO THROUGH THE COMBINED USE OF SEVERAL METHODS. THE EXECUTIVE COMMITTEE SERVES AS A COMPENSATION COMMITTEE WHICH OVERSEES THE PROCESS. COMPENSATION SURVEYS ARE PERFORMED BY AN OUTSIDE HR CONSULTING FIRM, PRM, USING LOCAL MARKET DATA. THE CEO, EXECUTIVE DIRECTOR, AND DIRECTOR OF HUMAN RESOURCES USE SALARY SURVEYS TO DETERMINE THE COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES TO ENSURE THEY ARE WITHIN THE LOCAL MARKET RANGE. THE SERVICES THE INDIVIDUAL PROVIDES TO THE ORGANIZATION AND THE TENURE OF THE OFFICER ARE ALSO FACTORS CONSIDERED IN SALARY DETERMINATIONS. ONCE THE EXECUTIVE COMMITTEE GIVES ITS APPROVAL, ITS DECISIONS ARE NOTED AT THE BOARD LEVEL. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUEMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND AT NO COST. THE DOCUMENTS WILL ALSO BE MADE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,930,510. FUNDRAISING EXPENSES 20,768. TOTAL EXPENSES 1,951,278. MAINTENANCE AND EQUIPMENT CONTRACTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 23,662. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,662. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| THE VILLAGE AT ORCHARD RIDGE INC | ||||||||||
| 400 CLOCKTOWER RIDGE DRIVE | WINCHESTER | VA | 22603 | 263445374 | CONTINUING CARE RETIREMENT COMMUNITY | VA | 501(C)(3) | 9 | NATIONAL LUTHERAN HOME FOR THE AGED INC | Yes (1) |
| THE VILLAGE AT ROCKVILLE INC | ||||||||||
| 9701 VEIRS DRIVE | ROCKVILLE | MD | 20850 | 530196624 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | 9 | NATIONAL LUTHERAN HOME FOR THE AGED INC | Yes (1) |
| THE LEGACY AT NORTH AUGUSTA INC | ||||||||||
| 1410 A NORTH AUGUSTA STREET | STAUNTON | VA | 24401 | 452857307 | CONTINUING CARE RETIREMENT COMMUNITY | VA | 501(C)(3) | 9 | NATIONAL LUTHERAN HOME FOR THE AGED INC | Yes (1) |
| THE VILLAGE AT CRYSTAL SPRING INC | ||||||||||
| 2301 RESEARCH BLVD | ROCKVILLE | MD | 20850 | 454024593 | CONTINUING CARE RETIREMENT COMMUNITY IN DEVELOPMENT STAGES | MD | 501(C)(3) | 9 | NATIONAL LUTHERAN HOME FOR THE AGED INC | 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 | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (9 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE VILLAGE AT ROCKVILLE | ||
| D | $6,268,512 | COST |
| THE LEGACY AT NORTH AUGUSTA INC | ||
| D | $4,495,237 | COST |
| THE VILLAGE AT ORCHARD RIDGE | ||
| D | $5,845,275 | COST |
| THE LEGACY AT NORTH AUGUSTA INC | ||
| L | $543,910 | COST |
| THE VILLAGE OF ORCHARD RIDGE | ||
| L | $1,135,910 | COST |
| THE VILLAGE AT ROCKVILLE | ||
| L | $2,658,106 | COST |
| THE VILLAGE AT ROCKVILLE | ||
| O | $107,603 | COST |
| THE VILLAGE OF ORCHARD RIDGE | ||
| O | $107,603 | COST |
| THE LEGACY AT NORTH AUGUSTA INC | ||
| O | $107,603 | COST |