LUTHERAN HOMES OF SOUTH CAROLINA INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LUTHERAN HOMES OF SOUTH CAROLINA INC (EIN 57-0327887)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-02-11
- IRS object ID
- 201300429349301150
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2013-02-11T12:56:36-06:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 N TRYON STREET SUITE 1000 | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28246 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570327887 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN HOMES OF SOUTH CAROLINA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LUTH | NameControl |
| Phone | 8037495110 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 MINISTRY DRIVE | AddressLine1 |
| City | IRMO | City |
| State | SC | State |
| ZIP Code | 29063 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PARKE B HORTON | Name |
| Title | CFO | Title |
| Phone | 8037495110 | Phone |
| Date Signed | 2013-02-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN NORMAN | Name |
| PTIN | P01506766 | PTIN |
| Phone | 7049985200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | THOMAS E BROWN JR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 MINISTRY DRIVE | AddressLine1 |
| City | IRMO | City |
| State | SC | State |
| ZIP Code | 29063 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 67803371 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LUTHERANHOMESSC.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1924 | YearFormation |
| State Legal Domicile | SC | StateLegalDomicile |
| Activity Or Mission Description | PROMOTE THE WELL-BEING OF OLDER ADULTS BY PROVIDING RESIDENTIAL, HEALTH CARE AND HOSPICE SERVICES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1655 | TotalNbrEmployees |
| Total Nbr Volunteers | 1250 | TotalNbrVolunteers |
| Total Gross UBI | -603 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -603 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1485360 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1343744 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 61830546 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 61030211 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 198556 | InvestmentIncomePriorYear |
| Investment Income Current Year | 243566 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4986550 | OtherRevenuePriorYear |
| Other Revenue Current Year | 5046797 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 68501012 | TotalRevenuePriorYear |
| Total Revenue Current Year | 67664318 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 33888190 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 34817215 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 33593564 | OtherExpensePriorYear |
| Other Expenses Current Year | 34369585 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 67481754 | TotalExpensesPriorYear |
| Total Expenses Current Year | 69186800 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1019258 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1522482 | RevenuesLessExpensesCY |
| Total Assets BOY | 122793990 | TotalAssetsBOY |
| Total Assets EOY | 119491743 | TotalAssetsEOY |
| Total Liabilities BOY | 133478093 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 131743363 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -10684103 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -12251620 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | LUTHERAN HOMES OF SC OPERATES AS A MINISTRY OF THE SC SYNOD OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA TO PROMOTE THE WELL-BEING OF OLDER ADULTS BY PROVIDING RESIDENTIAL, HEALTH CARE AND HOSPICE SERVICES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 54510067 | Expense |
| Revenue | 55969192 | Revenue |
| Description | CONTINUING CARE RETIREMENT COMMUNITYLUTHERAN HOMES SERVED 1,386 RESIDENTS BY PROVIDING 250 ACTIVE LIFESTYLE HOMES, DUPLEXES AND APARTMENTS, 136 INDEPENDENT LIVING RENTAL APARTMENTS, 230 ASSISTED-LIVING UNITS, 98 ASSISTED-LIVING MEMORY SUPPORT UNITS, 14 SKILLED NURSING MEMORY SUPPORT BEDS AND 310 SKILLED NURSING BEDS. A GRANT PROGRAM WITH ITS AFFILIATED FOUNDATION SUBSIDIZES 45 RESIDENTS WHO WERE UNABLE TO PAY FULL CHARGES OR QUALIFY FOR GOVERNMENT ASSISTANCE. HERITAGE AT LOWMAN, CCRCBENZIE T. RICE HOME, CCRCFRANKE AT SEASIDE, CCRCROSECREST, CCRCTRINITY ON LAURENS, CCRC | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6001815 | Expense |
| Revenue | 6249820 | Revenue |
| Description | HOSPICELUTHERAN HOMES PROVIDED CARE FOR APPROXIMATELY 264 TERMINALLY ILL PATIENTS AND OVER 1,048 FAMILY MEMBERS AND CAREGIVERS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3401732 | Expense |
| Revenue | 3360936 | Revenue |
| Description | HOME SERVICESLUTHERAN HOMES PROVIDED IN-HOME SUPPORTIVE SERVICES FOR 405 INDIVIDUALS AND THEIR FAMILIES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 63913614 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 108 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 1655 | NumberOfEmployees |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARKE B HORTON CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8037495110 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 MINISTRY DRIVE | AddressLine1 |
| City | IRMO | City |
| State | SC | State |
| ZIP Code | 29063 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| REV ROBERT BYRNE | |||||||
| BOARD CHAIR | 1.00 | X | 0 | 0 | 0 | ||
| BRUCE SHEALY | |||||||
| BOARD VICE CHAIR | 1.00 | X | 0 | 0 | 0 | ||
| LUTHER BOLIEK | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| LIB CARSWELL | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JEWELL EANES | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| KATHARINE GIBB | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM GILBERT | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD MOOSE | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD ORVIN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| BOB SOHL | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| DONNA SCARBORO | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| DR PHILIP WESSINGER | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| DR DONNA MILLER POTTS | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| HARRIETTE WUNDER | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| GINNY HULTQUIST | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| REV HERMON YOOS | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| DR THOMAS E BROWN JR | |||||||
| PRESIDENT AND CEO | 40.00 | 270637 | 0 | 5658 | X | ||
| PARKE B HORTON | |||||||
| CFO AND SECRETARY/TREASURE | 40.00 | 195725 | 0 | 3450 | X | ||
| MELISSA YETTER | |||||||
| EXECUTIVE DIRECTOR | 40.00 | 137476 | 0 | 2719 | X | ||
| REV ROBERT G COON | |||||||
| FOUNDATION PRESIDENT | 40.00 | 131479 | 0 | 4538 | X | ||
| PAUL WITTE | |||||||
| CHIEF INFORMATION OFFICER | 40.00 | 110203 | 0 | 1993 | X | ||
| DENISE DICKINSEN | |||||||
| VP OF PROGRAM DEV | 40.00 | 114301 | 0 | 2147 | X | ||
| MARK LEE | |||||||
| ADMINISTRATOR | 40.00 | 105244 | 0 | 2005 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1065065 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 22510 | TotalOtherCompensation |
| Number Individuals GT100 K | 11 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| FUNCTIONAL PATHWAYS | |||||
| 317 EBENEZER ROAD 7 | KNOXVILLE | TN | 37923 | THERAPY SERVICES | 3080988 |
| CASTLEKEEPERS | |||||
| 2030 HARLEY STREET | CHARLESTON | SC | 29415 | HOUSEKEEPING SERVICES | 488546 |
| CHARLESTON LAWN | |||||
| 1913 HERBET STREET | CHARLESTON | SC | 29405 | GROUNDS MAINTENANCE | 271690 |
| LANDSCAPE CONCEPTS | |||||
| PO BOX 924 | IRMO | SC | 29063 | GROUNDS MAINTENANCE | 252811 |
| CLIFTONLARSONALLEN | |||||
| 101 N TRYON STREET SUITE 1000 | CHARLOTTE | NC | 28246 | ACCOUNTING AUDIT | 114320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Related Organizations | 645154 | RelatedOrganizations |
| All Other Contributions | 698590 | AllOtherContributions |
| Total Contributions | 1343744 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PROGRAM REVENUE | 623000 | 59083423 | 59083423 |
| AMORTIZATION REVENUE | 623000 | 1946788 | 1946788 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 61030211 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 249202 | TotalRevenueColumn |
| Exclusion | $249,202 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 73367 | Real |
| Personal | 109004 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 23810 | Real |
| Personal | 109607 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 49557 | Real |
| Personal | -603 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 48954 | TotalRevenueColumn |
| Unrelated Business Revenue | -603 | UnrelatedBusinessRevenue |
| Exclusion | $49,557 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 5636 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -5636 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -5636 | TotalRevenueColumn |
| Related Or Exempt Function Income | -5636 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MANAGEMENT FEE | Description |
| Business Code | 541610 | BusinessCode |
| Total Revenue Column | 4555373 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4555373 | RelatedOrExemptFunctionIncome |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 442470 | TotalRevenueColumn |
| Exclusion | $442,470 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 4997843 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 67664318 | TotalRevenueColumn |
| Related Or Exempt Function Income | 65579948 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -603 | UnrelatedBusinessRevenue |
| Exclusion | $741,229 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 600622 | Total |
| Management And General | 600622 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27683613 | Total |
| Program Services | 24793663 | ProgramServices |
| Management And General | 2889950 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66463 | Total |
| Program Services | 3075 | ProgramServices |
| Management And General | 63388 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4302964 | Total |
| Program Services | 4281209 | ProgramServices |
| Management And General | 21755 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2163553 | Total |
| Program Services | 2047212 | ProgramServices |
| Management And General | 116341 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4552541 | Total |
| Program Services | 4552541 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93709 | Total |
| Program Services | 9972 | ProgramServices |
| Management And General | 83737 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 201004 | Total |
| Management And General | 201004 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7209744 | Total |
| Program Services | 6773067 | ProgramServices |
| Management And General | 436677 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 585804 | Total |
| Program Services | 473085 | ProgramServices |
| Management And General | 112719 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 717963 | Total |
| Program Services | 342572 | ProgramServices |
| Management And General | 375391 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 434817 | Total |
| Program Services | 273928 | ProgramServices |
| Management And General | 160889 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2987840 | Total |
| Program Services | 2904176 | ProgramServices |
| Management And General | 83664 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 426625 | Total |
| Program Services | 331149 | ProgramServices |
| Management And General | 95476 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76561 | Total |
| Program Services | 44988 | ProgramServices |
| Management And General | 31573 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4491647 | Total |
| Program Services | 4491647 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4960092 | Total |
| Program Services | 4960092 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 932482 | Total |
| Program Services | 932482 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| FOOD SUPPLIES | 2901966 | 2901966 |
| PROGRAM SUPPLIES | 1512841 | 1512841 |
| BUILDING, EQUIPMENT, GR | 1346497 | 1346497 |
| BOND REFINANCE WRITE OF | 185579 | 185579 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 751873 | Total |
| Program Services | 751873 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69186800 | Total |
| Program Services | 63913614 | ProgramServices |
| Management And General | 5273186 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1449631 | BOY |
| EOY | 432591 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2851289 | BOY |
| EOY | 4129806 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 191139 | BOY |
| EOY | 114858 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 760862 | BOY |
| EOY | 463246 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 157113847 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 54945891 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105724662 | BOY |
| EOY | 102167956 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9960155 | BOY |
| EOY | 9563494 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1856252 | BOY |
| EOY | 2619792 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 122793990 | BOY |
| EOY | 119491743 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6117070 | BOY |
| EOY | 6016328 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43896933 | BOY |
| EOY | 47242793 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79279150 | BOY |
| EOY | 76732296 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3459596 | BOY |
| EOY | 934619 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 725344 | BOY |
| EOY | 817327 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 133478093 | BOY |
| EOY | 131743363 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -10684103 | BOY |
| EOY | -12251620 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -10684103 | BOY |
| EOY | -12251620 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 122793990 | BOY |
| EOY | 119491743 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1522482 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -45035 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1534730 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1193786 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2139191 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1485360 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1343744 | CurrentTaxYear |
| Total | 7696811 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 56397893 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 57767194 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 60280193 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 61830546 | CurrentTaxYearMinus1Year |
| Current Tax Year | 61030211 | CurrentTaxYear |
| Total | 297306037 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 57932623 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 58960980 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 62419384 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 63315906 | CurrentTaxYearMinus1Year |
| Current Tax Year | 62373955 | CurrentTaxYear |
| Total | 305002848 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 305002848 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 417627 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 241217 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 214176 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 198556 | CurrentTaxYearMinus1Year |
| Current Tax Year | 249202 | CurrentTaxYear |
| Total | 1320778 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 417627 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 241217 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 214176 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 198556 | CurrentTaxYearMinus1Year |
| Current Tax Year | 249202 | CurrentTaxYear |
| Total | 1320778 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4463174 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4698623 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4977011 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4986550 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5046797 | CurrentTaxYear |
| Total | 24172155 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 62813424 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 63900820 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 67610571 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 68501012 | CurrentTaxYearMinus1Year |
| Current Tax Year | 67669954 | CurrentTaxYear |
| Total | 330495781 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.92290 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.92930 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00400 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00590 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3497275 | OtherCostOrOtherBasis |
| Book Value | 3497275 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 134223020 | OtherCostOrOtherBasis |
| Depreciation | 42918836 | Depreciation |
| Book Value | 91304184 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 288771 | OtherCostOrOtherBasis |
| Depreciation | 16182 | Depreciation |
| Book Value | 272589 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12961381 | OtherCostOrOtherBasis |
| Depreciation | 6180941 | Depreciation |
| Book Value | 6780440 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6143400 | OtherCostOrOtherBasis |
| Depreciation | 5829932 | Depreciation |
| Book Value | 313468 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 102167956 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| INVESTMENT IN SUBSIDIARY | 164200 | F |
| INVESTMENTS | 9399294 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 9563494 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FUNDS HELD FOR RESIDENTS | $52,475 |
| ASSET RETIREMENT OBLIGATION | $254,019 |
| THIRD PARTY PAYABLES | $492,833 |
| DUE TO AFFILIATE | $18,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 817327 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | THE LUTHERAN HOMES OF SOUTH CAROLINA, INC. AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE, AND IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATION'S INCOME TAX RETURNS FOR 2008, 2009 AND 2010 ARE OPEN FOR INSPECTION BY TAXING AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION ADOPTED THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS IN ACCORDANCE WITH THE INCOME TAX STANDARD. THIS STANDARD PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE IMPLEMENTATION OF THIS STANDARD HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS FOR THE YEARS ENDED SEPTEMBER 30, 2011 OR 2010. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 1 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR THOMAS E BROWN JR | |||||||||||||
| 240484 | 0 | 26952 | 0 | 3201 | 0 | 5658 | 0 | 0 | 0 | 276295 | 0 | 0 | 0 |
| PARKE B HORTON | |||||||||||||
| 179497 | 0 | 15429 | 0 | 799 | 0 | 3450 | 0 | 0 | 0 | 199175 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 6 | ReturnReference |
| Explanation | THE ORGANIZATION HAS A BOARD APPROVED EXECUTIVE INCENTIVE PROGRAM. THE INCENTIVE AMOUNTS ARE BASED ON ACHIEVING VARIOUS QUALITY AND FINANCIAL MEASURMENTS. THE FINANCIAL MEASUREMENTS INCLUDE ACHIEVING THE BUDGET DEBT COVERAGE RATIO AND NET OPERATING MARGIN RATIO. THOMAS BROWN, JR. RECEIVED EXECUTIVE INCENTIVE COMPENSATION IN THE AMOUNT OF $26,952 DURING FISCAL YEAR 2012. PARKE HORTON RECEIVED EXECUTIVE INCENTIVE COMPENSATION IN THE AMOUNT OF $15,429 DURING FISCAL YEAR 2012. MELISSA YETTER RECEIVED EXECUTIVE INCENTIVE COMPENSATION IN THE AMOUNT OF $6,834 DURING FISCAL YEAR 2012. ROBERT COON RECEIVED EXECUTIVE INCENTIVE COMPENSATION IN THE AMOUNT OF $10,433 DURING FISCAL YEAR 2012. PAUL WITTE RECEIVED EXECUTIVE INCENTIVE COMPENSATION IN THE AMOUNT $7,827 DURING FISCAL YEAR 2012. DENISE DICKINSON RECEIVED EXECUTIVE INCENTIVE COMPENSATION IN THE AMOUNT OF $9,282 DURING FISCAL YEAR 2012. MARK LEE RECEIVED EXECUTIVE INCENTIVE COMPENSATION IN THE AMOUNT OF $6,155 DURING FISCAL YEAR 2012. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| LUTHERAN HOMES OF SOUTH CAROLINA INC | |||||||
| 570327887 | 837033AJ0 | 2007-07-12 | 43082510 | REFINANCING AND RENOVATIONS | 1 | 0 | 0 |
| LUTHERAN HOMES OF SOUTH CAROLINA INC | |||||||
| 570327887 | 837032AWI | 2012-08-23 | 14235000 | DEFEASED PORTION OF 1998 SERIES | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Amount RetiredAmountRetired | Amount In Reserve FundAmountInReserveFund | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Total ProceedsTotalProceeds |
|---|---|---|---|---|---|---|---|---|---|
| 3240000 | 3135300 | 1205151 | 1755144 | 2009 | 1 | 1 | 1 | 1 | |
| 190302 | 2012 | 1 | 1 | 1 | 1 | 14235000 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 1 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | EIGHT MEMBERS ARE APPOINTED BY INCUMBENT BOARD. EIGHT MEMBERS ARE APPOINTED BY THE SC SYNOD IN WHICH THE BISHOP OF THE SC SYNOD IS VOTING MEMBER. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD FINANCE COMMITTEE REVIEWS THE FORM 990 PRIOR TO FILING AND THE FULL BOARD IS PROVIDED A COPY. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL OFFICERS, KEY EMPLOYEES AND TRUSTEES COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. TRUSTEES DO NOT VOTE IN MATTERS WHERE A CONFLICT EXISTS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | FOR THE CEO, COMPENSATION IS BASED ON AN EXTERNAL COMPENSATION CONSULTANT'S REPORT AND THE COMPENSATION COMMITTEE OF BOARD REVIEWS AND RECOMMENDS THE SALARY OF THE CEO TO THE FULL BOARD FOR APPROVAL. FOR OTHER OFFICERS OR KEY EMPLOYEES, THE CEO DETERMINES THE COMPENSATION USING THE EXTERNAL COMPENSATION CONSULTANT'S REPORT. THIS PROCESS WAS LAST PERFORMED IN 2012. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | CUMULATIVE CHANGE IN ACCOUNTING PRINCIPAL - FIN 47 -45,037. OTHER 2. TOTAL TO FORM 990, PART XI, LINE 5: -45,035. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | PROCEDURE HAS NOT CHANGED SINCE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN HOMES OF SOUTH CAROLINA FOUNDATION INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 MINISTRY DRIVE | AddressLine1 |
| City | IRMO | City |
| State | SC | State |
| ZIP Code | 29063 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570342978 | EIN |
| Primary Activities | SUPPORT LHSC | PrimaryActivities |
| Legal Domicile State | SC | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 509(A)(3) | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN SERVICES INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 MINISTRY DRIVE | AddressLine1 |
| City | IRMO | City |
| State | SC | State |
| ZIP Code | 29063 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570927309 | EIN |
| Primary Activity | RENTAL MANAGEMENT | PrimaryActivity |
| Legal Domicile State | SC | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | 11989 | ShareOfTotalIncome |
| Share Of EOY Assets | 164200 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| LUTHERAN HOMES OF SOUTH CAROLINA FOUNDATION INC | ||
| C | 806162 | TRANSFER |
| LUTHERAN HOMES OF SOUTH CAROLINA FOUNDATION INC | ||
| N | 424169 | INTERNAL ALLOCATION |