LSA MANAGEMENT INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LSA MANAGEMENT INC (EIN 20-1457236)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-02-15
- IRS object ID
- 201330469349301128
- 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 | 2013-02-15T12:24:27-06:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANGDON & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 223 US HIGHWAY 70 EAST SUITE 100 | AddressLine1 |
| City | GARNER | City |
| State | NC | State |
| ZIP Code | 275294051 | 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 | 201457236 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LSA MANAGEMENT INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LSAM | NameControl |
| Phone | 7046372870 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 947 | AddressLine1 |
| City | SALISBURY | City |
| State | NC | State |
| ZIP Code | 281450947 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TED GOINS | Name |
| Title | PRESIDENT | Title |
| Phone | 7046372870 | Phone |
| Date Signed | 2013-02-11 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANTHONY T PANDISCIA | Name |
| Phone | 9196621001 | Phone |
| Date Prepared | 2013-02-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | TED GOINS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 947 | AddressLine1 |
| City | SALISBURY | City |
| State | NC | State |
| ZIP Code | 281450947 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3500231 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LSANC.NET | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2004 | YearFormation |
| State Legal Domicile | NC | StateLegalDomicile |
| Activity Or Mission Description | LSA MANAGEMENT, INC. PROVIDES ADMINISTRATIVE SUPPORT, MANAGEMENT, ACCOUNTING, INFORMATION TECHNOLOGY, AND RESOURCE DEVELOPMENT SERVICES TO LUTHERAN SERVICES FOR THE AGING, INC. AND ITS AFFILIATES. LUTHERAN SERVICES FOR THE AGING, INC. (LSA) IS A MINISTRY OF THE NORTH CAROLINA SYNOD OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA. THE ORGANIZATION STRIVES TO EXPRESS GOD'S LOVE IN CHRIST TO THOSE WE SERVE BY: PROVIDING MULTIPLE SERVICES FOR SENIORS INCLUDING NURSING CARE, ADULT DAY CARE, AND RETIREMENT LIVING; MINISTERING TO THEIR NEEDS IN TRADITIONAL AND INNOVATIVE WAYS; AND DEMONSTRATING RESPONSIBLE STEWARDSHIP. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 29 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 120 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 69003 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3267459 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3362432 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 89031 | InvestmentIncomePriorYear |
| Investment Income Current Year | 65260 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 3477 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3356610 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3500172 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2068938 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2579789 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 19375 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 463209 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 661602 | OtherExpensePriorYear |
| Other Expenses Current Year | 866555 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2749915 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3446344 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 606695 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 53828 | RevenuesLessExpensesCY |
| Total Assets BOY | 7895234 | TotalAssetsBOY |
| Total Assets EOY | 49809883 | TotalAssetsEOY |
| Total Liabilities BOY | 4643956 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 46733597 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3251278 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3076286 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | LSA MANAGEMENT, INC. PROVIDES ADMINISTRATIVE SUPPORT, MANAGEMENT, ACCOUNTING, INFORMATION TECHNOLOGY, AND RESOURCE DEVELOPMENT SERVICES TO LUTHERAN SERVICES FOR THE AGING, INC. AND ITS AFFILIATES. LUTHERAN SERVICES FOR THE AGING, INC. (LSA) IS A MINISTRY OF THE NORTH CAROLINA SYNOD OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA. THE ORGANIZATION STRIVES TO EXPRESS GOD'S LOVE IN CHRIST TO THOSE WE SERVE BY: PROVIDING MULTIPLE SERVICES FOR SENIORS INCLUDING NURSING CARE, ADULT DAY CARE, AND RETIREMENT LIVING; MINISTERING TO THEIR NEEDS IN TRADITIONAL AND INNOVATIVE WAYS; AND DEMONSTRATING RESPONSIBLE STEWARDSHIP. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1064508 | Expense |
| Revenue | 3362432 | Revenue |
| Description | LSA MANAGEMENT, INC. (LSAM) IS AN AFFILIATE OF LUTHERAN SERVICES FOR THE AGING, INC., A SOCIAL MINISTRY OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA. LSAM IS RESPONSIBLE FOR PROVIDING ADMINISTRATIVE SUPPORT, FINANCIAL MANAGEMENT, INFORMATION TECHNOLOGY SERVICES, RESOURCE DEVELOPMENT AND VARIOUS SUPPORT SERVICES TO THE AFFILIATE CORPORATIONS THAT MINISTER TO THE AGING, ASSURING QUALITY, CONSISTENCY, AND BEST PRACTICES THROUGHOUT THE ORGANIZATION. | Description |
| Total Program Service Expense | 1064508 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 26 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 29 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | true | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SUSAN MILLER | NamePerson |
| Telephone Number | 7046372870 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1416 S MARTIN LUTHER KING JR AVE | AddressLine1 |
| City | SALISBURY | City |
| State | NC | State |
| ZIP Code | 28144 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | FormerFormer |
|---|---|---|---|---|---|---|---|
| TED GOINS JR | |||||||
| PRESIDENT | 40.00 | X | X | 233724 | 0 | 8258 | |
| REV SUSAN BAME | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| REV DR LEONARD BOLICK | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JERRY BRAMLEY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DR JOHN BUMGARNER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOYCE ERICSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| REV MARY FINKLEA | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOY FISHER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| REV DR THOMAS HURLOCKER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOYCELYN JOHNSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KAYE LEONARD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BETTY LOHR | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DR SHANNON MATHEWS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LORETTA MEYERS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DOUG NELSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DEREK SHOEMAKE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| STEVE STANFIELD-SWITZER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ERIC VAUGHN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| REV DR HERMAN YOOS III | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOHN FRYE | |||||||
| ADMINISTRATO | 40.00 | X | 17366 | 104139 | 6616 | ||
| ELIZABETH KUHN | |||||||
| DIRECTOR R&D | 40.00 | X | 0 | 109483 | 6108 | ||
| MYRA GRIFFIE | |||||||
| CHIEF OPER. | 40.00 | X | 0 | 104904 | 5588 | ||
| KESHA SMITH | |||||||
| CHIEF ADMIN. | 40.00 | X | 103810 | 0 | 6286 | ||
| KAREN MADDRY | |||||||
| SECRETARY | 40.00 | X | 48836 | 0 | 5899 | ||
| KIRBY NICKERSON | |||||||
| TREASURER/CF | 40.00 | X | 0 | 0 | 0 | ||
| ANNETTE CONRAD | |||||||
| TREASURER | 40.00 | 162842 | 0 | 7210 | X | ||
| DEBORAH MATHIS | |||||||
| CHIEF OPER. | 40.00 | 69900 | 0 | 3539 | X | ||
| PATRICK FOLEY | |||||||
| CHIEF OPER. | 40.00 | 38077 | 0 | 5369 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 674555 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 318526 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 54873 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MODERN SYSTEMS INC | |||||
| 1111 OLD STAGE ROAD | YADKINVILLE | NC | 27055 | EQUIPMENT CONTR | 133388 |
| SUMMIT DEVELOPERS INC | |||||
| PO BOX 4283 | SALISBURY | NC | 28145 | CONSTRUCTION | 112860 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 69003 | AllOtherContributions |
| Total Contributions | 69003 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MANAGEMENT FEE INCOME | Description |
| Total Revenue Column | 3362432 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3362432 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3362432 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 52119 | TotalRevenueColumn |
| Exclusion | $52,119 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 13200 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 59 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 13141 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13141 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13141 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Total Revenue Column | 3477 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3477 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3477 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3500172 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3379050 | RelatedOrExemptFunctionIncome |
| Exclusion | $52,119 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 789231 | Total |
| Program Services | 138023 | ProgramServices |
| Management And General | 538055 | ManagementAndGeneral |
| Fundraising | 113153 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1327243 | Total |
| Program Services | 183189 | ProgramServices |
| Management And General | 946724 | ManagementAndGeneral |
| Fundraising | 197330 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 316511 | Total |
| Program Services | 307407 | ProgramServices |
| Fundraising | 9104 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 146804 | Total |
| Program Services | 146804 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48039 | Total |
| Management And General | 47769 | ManagementAndGeneral |
| Fundraising | 270 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55746 | Total |
| Management And General | 55433 | ManagementAndGeneral |
| Fundraising | 313 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39643 | Total |
| Program Services | 196 | ProgramServices |
| Management And General | 24906 | ManagementAndGeneral |
| Fundraising | 14541 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69966 | Total |
| Program Services | 384 | ProgramServices |
| Management And General | 16774 | ManagementAndGeneral |
| Fundraising | 52808 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25800 | Total |
| Program Services | 1800 | ProgramServices |
| Management And General | 24000 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68789 | Total |
| Program Services | 20820 | ProgramServices |
| Management And General | 28690 | ManagementAndGeneral |
| Fundraising | 19279 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 539 | Total |
| Program Services | 539 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29218 | Total |
| Program Services | 29218 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7572 | Total |
| Management And General | 7572 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CONTRACTED SERVICES | 164928 | 131125 | 33558 | 245 |
| SUPPLIES & OTHER EXPENSES | 139068 | 23444 | 83185 | 32439 |
| INVENTORIED SMALL EQUIP | 53987 | 35977 | 8226 | 9784 |
| DUES & SUBSCRIPTIONS | 31829 | 5738 | 24880 | 1211 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131431 | Total |
| Program Services | 39844 | ProgramServices |
| Management And General | 78855 | ManagementAndGeneral |
| Fundraising | 12732 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3446344 | Total |
| Program Services | 1064508 | ProgramServices |
| Management And General | 1918627 | ManagementAndGeneral |
| Fundraising | 463209 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3666791 | BOY |
| EOY | 3996261 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 201400 | BOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 907213 | BOY |
| EOY | 234058 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 41463482 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 233261 | BOY |
| EOY | 327745 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 634748 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 557540 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73664 | BOY |
| EOY | 77208 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 735556 | BOY |
| EOY | 840978 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2077349 | BOY |
| EOY | 2870151 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7895234 | BOY |
| EOY | 49809883 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 563102 | BOY |
| EOY | 1004849 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 996312 | BOY |
| EOY | 42056269 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109524 | BOY |
| EOY | 403415 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2975018 | BOY |
| EOY | 3269064 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4643956 | BOY |
| EOY | 46733597 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3251278 | BOY |
| EOY | 3076286 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3251278 | BOY |
| EOY | 3076286 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7895234 | BOY |
| EOY | 49809883 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 53828 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -228820 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | 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 Minus3 Years | 100200 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10962 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 120 | CurrentTaxYearMinus1Year |
| Current Tax Year | 69003 | CurrentTaxYear |
| Total | 180285 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2324402 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2802145 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2909059 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3267459 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3365909 | CurrentTaxYear |
| Total | 14668974 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2324402 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2902345 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2920021 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3267579 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3434912 | CurrentTaxYear |
| Total | 14849259 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 14849259 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 90481 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16249 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 58738 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 87596 | CurrentTaxYearMinus1Year |
| Current Tax Year | 52119 | CurrentTaxYear |
| Total | 305183 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 90481 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16249 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 58738 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 87596 | CurrentTaxYearMinus1Year |
| Current Tax Year | 52119 | CurrentTaxYear |
| Total | 305183 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 630 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus2 Years | 410 | CurrentTaxYearMinus2Years |
| Total | 1040 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2415513 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2918594 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2979169 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3355175 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3487031 | CurrentTaxYear |
| Total | 15155482 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.97980 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.96190 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02000 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.04000 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 411385 | OtherCostOrOtherBasis |
| Depreciation | 349843 | Depreciation |
| Book Value | 61542 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 223363 | OtherCostOrOtherBasis |
| Depreciation | 207697 | Depreciation |
| Book Value | 15666 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 77208 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| INTERCOMPANY | 2051582 |
| DEFERRED BOND ISSUE COST | 818569 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 2870151 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTEREST RATE SWAP | Description |
| Amount | $3,269,064 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3269064 | TotalOfAmounts |
| Total Revenue | 3500172 | TotalRevenue |
| Total Expenses | 3446344 | TotalExpenses |
| Excess Or Deficit For Year | 53828 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 65226 | NetUnrealizedGLOnInvestments |
| Other | -$294,046 | OtherAmount |
| Total Adjustments | -228820 | TotalAdjustments |
| Excess Or Deficit Per FS | -174992 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3271352 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 65226 | NetUnrealizedGainsInvestments |
| Other Revenues | -294046 | OtherRevenues |
| Revenue Not Rptd F990 | -228820 | RevenueNotRptdF990 |
| Revenue Subtotal | 3500172 | RevenueSubtotal |
| Total Revenue Per Form990 | 3500172 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3446344 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 3446344 | ExpensesSubtotal |
| Total Expenses Per Form990 | 3446344 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| LIABILITY UNDER FIN 48 FOOTNOTE | SCHEDULE D, PAGE 3, PART X | THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS USING PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10-25, RECOGNITION OF A TAX POSITION. ACCORDINGLY, THE ORGANIZATION'S POLICY TO RECORD A LIABILITY FOR ANY TAX POSITION TAKEN THAT IS BENEFICIAL TO THE ORGANIZATION, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION OF MANAGEMENT WITH RESPECT TO A TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO SUCH POSITIONS AS OF SEPTEMBER 30, 2012. TAX YEARS SUBSEQUENT TO 2008 REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS. |
| RECONCILIATION OF CHANGES - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 8 | CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENT -294,046 |
| REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 2D | CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENT -294,046 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|---|
| TED GOINS JR | |||
| 233724 | 2313 | 5945 | 241982 |
| ANNETTE CONRAD | |||
| 162842 | 1612 | 5598 | 170052 |
| DEBORAH MATHIS | |||
| 69900 | 762 | 2777 | 73439 |
| PATRICK FOLEY | |||
| 38077 | 381 | 4988 | 43446 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NC MEDICAL CARE COMMISSION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 521309402 | IssuerEIN |
| CUSIP Number | 999999999 | CUSIPNumber |
| Date Issued | 2009-12-17 | DateIssued |
| Issue Price | 27364250 | IssuePrice |
| Description Of Purpose | CAPITAL EXPANSION | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 2187982 | AmountRetired |
| Total Proceeds | 27364250 | TotalProceeds |
| Year Of Subst Completion | 2012 | YearOfSubstCompletion |
| Current Refunding | false | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Engage Bond Counsel Contracts | false | EngageBondCounselContracts |
| Any Research Agreements | false | AnyResearchAgreements |
| Engage Bond Counsel Research | false | EngageBondCounselResearch |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | true | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | false | ExceptionToRebate |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ADDITIONAL INFORMATION | Identifier |
| Return Reference | SCHEDULE K | ReturnReference |
| Explanation | NC MEDICAL CARE COMMISSION PART I F FOR CAPITAL EXPANSION PROJECTS PER THE AUDITED FINANCIAL STATEMENTS A SERIES 2010 BOND WAS ALSO ISSUED BY THE NORTH CAROLINA MEDICAL CARE COMMISSION THE SERIES 2010 BOND IS REPORTED BY THE ORGANIZATIONS AFFILIATE LUTHERAN HOME WINSTONSALEM PROPERTY EIN XXX-XX-XXXX ON SCHEDULE K A SERIES 1998 BOND WAS ALSO ISSUED BY THE NORTH CAROLINA MEDICAL CARE COMMISSION HOWEVER THE BOND WAS NOT REQUIRED TO BE REPORT AS IT DID NOT MEET THE FILING REQUIREMENTS OF HAVING AN OUTSTANDING PRINCIPAL BALANCE IN EXCESS OF 100000 AND BEING ISSUED AFTER DECEMBER 31 2002 | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CHRIS SMITH | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | FAMILY MEMBER | Relationship |
| Amount Of Transaction | 300 | AmountOfTransaction |
| Description Of Transaction | PEST CONTROL | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ADDITIONAL INFORMATION | Identifier |
| Return Reference | SCHEDULE L PART V | ReturnReference |
| Explanation | THE ORGANIZATION CONTRACTED CHRIS SMITH OF SECURITY PEST CONTROL TO PERFORM PEST CONTROL SERVICES FOR THE ORGANIZATION CHRIS SMITH IS THE HUSBAND OF KESHA SMITH CHIEF ADMINISTRATIVE OFFICER OF THE ORGRANIZATION | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990 - ORGANIZATION'S MISSION | LSA MANAGEMENT, INC. PROVIDES ADMINISTRATIVE SUPPORT, MANAGEMENT, ACCOUNTING, INFORMATION TECHNOLOGY, AND RESOURCE DEVELOPMENT SERVICES TO LUTHERAN SERVICES FOR THE AGING, INC. AND ITS AFFILIATES. LUTHERAN SERVICES FOR THE AGING, INC. (LSA) IS A MINISTRY OF THE NORTH CAROLINA SYNOD OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA. THE ORGANIZATION STRIVES TO EXPRESS GOD'S LOVE IN CHRIST TO THOSE WE SERVE BY: PROVIDING MULTIPLE SERVICES FOR SENIORS INCLUDING NURSING CARE, ADULT DAY CARE, AND RETIREMENT LIVING; MINISTERING TO THEIR NEEDS IN TRADITIONAL AND INNOVATIVE WAYS; AND DEMONSTRATING RESPONSIBLE STEWARDSHIP. |
| ADDITIONAL INFORMATION | FORM 990, PART VI | WHISTLEBLOWER POLICY LUTHERAN SERVICES FOR THE AGING, INC. & AFFILIATES ARE COMMITTED TO THEIR ROLE IN PREVENTING HEALTH CARE FRAUD AND ABUSE AND COMPLYING WITH APPLICABLE STATE AND FEDERAL LAWS RELATED TO HEALTH CARE FRAUD AND ABUSE. THE CIVIL FALSE CLAIMS ACT PROVIDES FOR PROTECTION FOR EMPLOYEES FROM RETALIATION. ANY EMPLOYEE WHO IS DISCHARGED, DEMOTED, SUSPENDED, THREATENED, HARASSED, OR DISCRIMINATED AGAINST IN TERMS AND CONDITIONS OF EMPLOYMENT BECAUSE OF LAWFUL ACTS CONDUCTED IN FURTHERANCE OF AN ACTION UNDER THE FCA MAY BRING AN ACTION IN FEDERAL DISTRICT COURT SEEKING REINSTATEMENT, TWO TIMES THE AMOUNT OF BACK PAY PLUS INTEREST, AND OTHER ENUMERATED COSTS, DAMAGES, AND FEES. DOCUMENTATION RETENTION AND DESTRUCTION POLICY EACH ENTITY WITHIN THE LUTHERAN SERVICES FOR THE AGING, INC. & AFFILIATES GROUP WILL ENSURE THAT RECORDS ARE RETAINED FOR THE REQUIRED TIME PERIODS ESTABLISHED BY STATE LAWS, FEDERAL REGULATIONS, AND PAYOR REQUIREMENTS TO MEET THE NEEDS OF LEGITIMATE USERS. AT THE END OF THE RETENTION PERIOD, EACH ENTITY WILL ENSURE THAT DESTRUCTION OF RECORDS IS PERFORMED ACCORDING TO SPECIFIC PROCEDURE AND AUTHORIZATION WITH APPROPRIATE SUPERVISION OF DESTRUCTION. THE PROPER METHOD OF DESTRUCTION FOR ANY PAPER RECORD IS BY SHREDDING OR INCINERATION ONLY. PRIOR TO THE DESTRUCTION OF ANY FACILITY RECORDS, WHETHER ORIGINAL OR COMPUTER MEDIA, A CHECK WILL BE MADE TO ENSURE THE RETENTION PERIOD HAS EXPIRED AS DEFINED BY STATE LAWS AND FACILITY POLICIES. ANY RECORDS IN OPEN INVESTIGATION, AUDIT, OR LITIGATION WILL NOT BE DESTROYED. FOR FACILITIES USING ELECTRONIC MEDICAL RECORDS, RECORDS WILL BE STORED IN THE SYSTEM INDEFINITELY AND THE DESTRUCTION PROCESS WILL NOT APPLY. |
| MANAGEMENT DELEGATED | FORM 990, PAGE 6, PART VI, LINE 3 | LSA MANAGEMENT, INC. PROVIDES MANAGEMENT SERVICES TO ALL LSA AFFILIATES, INCLUDING THIS ORGANIZATION. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS REVIEWED BY THE CHIEF FINANCE OFFICER AND MADE AVAILABLE TO THE BOARD OF DIRECTORS FOR REVIEW AND COMMENT. ANY MATTERS ARE RAISED TO THE OUTSIDE ACCOUNTANTS FOR COLLABORATION AND ULTIMATE RESOLUTION. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | ON AN ANNUAL BASIS, THE BOARD OF DIRECTORS RECEIVE A COPY OF THE CONFLICT OF INTEREST POLICY AND THE POLICY IS REVIEWED AT A REGULARLY SCHEDULED BOARD MEETING. EACH MEMBER SIGNS A STATEMENT INDICATING THIS COMPLIANCE WITH THE POLICY. WHEN NEW MEMBERS JOIN THE BOARD MID-TERM, THEY ALSO RECEIVE THIS INFORMATION AND COMPLETE THE SAME STATEMENT INDICATING THEIR COMPLIANCE WITH THE POLICY. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | ALL COMPENSATION LIMITS ARE COMPARED TO STATE AND NATIONAL RANGES BASED ON FACILITY SIZE AND EXPERIENCE OF STAFF. THE BOARD OF DIRECTORS APPROVE THE COMPENSATION OF THE PRESIDENT WHICH IS PAID BY THE MANAGING ORGANIZATION OF THE CONTROL GROUP. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | ALL COMPENSATION LIMITS ARE COMPARED TO STATE AND NATIONAL RANGES BASED ON FACILITY SIZE AND EXPERIENCE OF STAFF. THE PRESIDENT APPROVES THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES. OFFICERS OF THE CONTROLLED GROUP ARE PAID BY THE MANAGING ORGANIZATION AND CERTAIN ORGANIZATIONS WITHIN THE CONTROL GROUP ALSO COMPENSATE KEY EMPLOYEES DIRECTLY. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | FORMS 990 ARE POSTED ON GUIDESTAR AND AVAILABLE UPON REQUEST AT THE LSA OFFICE LOCATED IN SALISBURY, NC. |
| ADDITIONAL INFORMATION | FORM 990, PART VII | FORMER OFFICERS KIRBY NICKERSON TOOK THE POSITION OF TREASURER/CFO IN JUNE OF 2012 AND THEREFORE DID NOT RECEIVE COMPENSATION IN CALENDAR YEAR 2011 OR A CORRESPONDING 2011 FORM W-2. ANNETTE CONRAD SERVED AS TREASURER FROM 10/1/11 TO 2/10/12. DEBORAH MATHIS SERVED AS CHIEF OPERATING OFFICER UNTIL 6/4/11. SHE DID NOT RECEIVE ANY FISCAL YEAR COMPENSATION BUT HER 2011 W-2 INCOME IS PROPERLY REPORTED ON PART VII. PATRICK FOLEY SERVED AS CHIEF OPERATING OFFICER FROM 9/26/11 TO 10/12/12 AND HIS 2011 W-2 INCOME IS PROPERLY REPORTED ON PART VII. |
| OTHER CHANGES IN NET ASSETS EXPLANATION | FORM 990, PART XI, LINE 5 | OTHER CHANGES IN NET ASSETS RELATE TO AMOUNTS REPORTED ON SCHEDULE D, PART XII. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (29 entries)
| Business Name Line2NameOfDisregardedEntity/BusinessNameLine2 | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ABUNDANT LIVING ADULT DAY SERVICES | ||||||||||||
| INC | PO BOX 947 | SALISBURY | NC | 28145 | 561884652 | ADULT DAY | NC | 501C3 | 9 | LSA INC | true | |
| LFS REAL PROPERTIES INC | ||||||||||||
| PO BOX 2369 | SALISBURY | NC | 28145 | 581820383 | REAL ESTAT | NC | 501C2 | LFS | true | |||
| LSA ELMS AT TANGLEWOOD INC | ||||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 263735637 | ASSIST LVG | NC | 501C3 | 9 | LSA INC | true | ||
| LSA ELMS PROPERTY INC | ||||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 263739962 | LEASING | NC | 501C3 | 9 | LSA INC | true | ||
| LSA PHARMACY INC | ||||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 201457251 | PHARMACY | NC | 501C3 | 9 | LSA INC | true | ||
| LUTHERAN FAMILY SERVICES IN THE | ||||||||||||
| CAROLINAS | PO BOX 2369 | SALISBURY | NC | 28145 | 561286323 | COMM. SVC | NC | 501C3 | 11B | LSA INC | true | |
| LUTHERAN HOME - ALBEMARLE INC | ||||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 201457298 | NURSING | NC | 501C3 | 9 | LSA INC | true | ||
| LUTHERAN HOME - FORSYTH COUNTY INC | ||||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 263328029 | NURSING | NC | 501C3 | 9 | LSA INC | true | ||
| LUTHERAN HOME - HICKORY WEST INC | ||||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 201457410 | NURSING | NC | 501C3 | 9 | LSA INC | true | ||
| LUTHERAN HOME - HICKORY INC | ||||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 201457341 | NURSING | NC | 501C3 | 9 | LSA INC | true | ||
| LUTHERAN HOME - WILMINGTON INC | ||||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 260158686 | NURSING | NC | 501C3 | 9 | LSA INC | true | ||
| LUTHERAN HOME - WINSTON-SALEM INC | ||||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 561500212 | NURSING | NC | 501C3 | 9 | LSA INC | true | ||
| LUTHERAN HOME ALBEMARLE PROPERTY | ||||||||||||
| INC | PO BOX 947 | SALISBURY | NC | 28145 | 201457273 | LEASING | NC | 501C3 | 9 | LSA INC | true | |
| LUTHERAN HOME AT TRINITY OAKS | ||||||||||||
| PROPERTY INC | PO BOX 947 | SALISBURY | NC | 28145 | 201457796 | LEASING | NC | 501C3 | 9 | LSA INC | true | |
| LUTHERAN HOME AT TRINITY OAKS INC | ||||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 201457824 | NURSING | NC | 501C3 | 9 | LSA INC | true | ||
| LUTHERAN HOME FORSYTH COUNTY | ||||||||||||
| PROPERTY INC | PO BOX 947 | SALISBURY | NC | 28145 | 461188488 | LEASING | NC | 501C3 | 9 | LSA INC | true | |
| LUTHERAN HOME HICKORY PROPERTY | ||||||||||||
| INC | PO BOX 947 | SALISBURY | NC | 28145 | 201457319 | LEASING | NC | 501C3 | 9 | LSA INC | true | |
| LUTHERAN HOME HICKORY WEST PROPERTY | ||||||||||||
| INC | PO BOX 947 | SALISBURY | NC | 28145 | 205304712 | LEASING | NC | 501C3 | 9 | LSA INC | true | |
| LUTHERAN HOME WILMINGTON PROPERTY | ||||||||||||
| INC | PO BOX 947 | SALISBURY | NC | 28145 | 260158745 | LEASING | NC | 501C3 | 9 | LSA INC | true | |
| LUTHERAN HOME WINSTON-SALEM | ||||||||||||
| PROPERTY INC | PO BOX 947 | SALISBURY | NC | 28145 | 205304794 | LEASING | NC | 501C3 | 9 | LSA INC | true | |
| LUTHERAN RETIREMENT CENTER - | ||||||||||||
| SALISBURY INC | PO BOX 947 | SALISBURY | NC | 28145 | 561540214 | ASSIST LVG | NC | 501C3 | 9 | LSA INC | true | |
| LUTHERAN RETIREMENT CENTER - | ||||||||||||
| WILMINGTON INC | PO BOX 947 | SALISBURY | NC | 28145 | 561500308 | INDEP. LVG | NC | 501C3 | 9 | LSA INC | true | |
| LUTHERAN RETIREMENT CENTER AT | ||||||||||||
| LUTHERIDGE INC | PO BOX 947 | SALISBURY | NC | 28145 | 581823983 | ASSIST LVG | NC | 501C3 | 9 | LSA INC | true | |
| LUTHERAN SERVICES FOR THE AGING | ||||||||||||
| FOUNDATION INC | PO BOX 947 | SALISBURY | NC | 28145 | 561681723 | FOUNDATION | NC | 501C3 | 9 | LSA INC | true | |
| LUTHERAN SERVICES FOR THE AGING | ||||||||||||
| INC (LSA INC) | PO BOX 947 | SALISBURY | NC | 28145 | 560752160 | PARENT ORG | NC | 501C3 | 9 | false | N/A | |
| LUTHERAN SERVICES PROPERTY INC | ||||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 203895886 | LEASING | NC | 501C3 | 9 | LSA INC | true | ||
| MOUNTAIN RIDGE GROUP HOME INC | ||||||||||||
| PO BOX 2369 | SALISBURY | NC | 28145 | 581782084 | GROUP HOME | NC | 501C3 | 7 | LFS | true | ||
| WHITTECAR HOME INC | ||||||||||||
| PO BOX 2369 | SALISBURY | NC | 28145 | 581940152 | GROUP HOME | NC | 501C3 | 7 | LFS | true | ||
| PACE AT HOME INC | ||||||||||||
| 1915 FAIRGROVE CHURCH ROAD | NEWTON | NC | 28658 | 273462373 | CARE SVC | NC | 501C3 | 3 | false | N/A | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (150 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination | Business Name Line2NameOfOtherOrganization/BusinessNameLine2 |
|---|---|---|---|
| LSA ELMS AT TANGLEWOOD INC | |||
| D | 28384 | ACTUAL AMOUNT | |
| LUTHERAN HOME - WILMINGTON INC | |||
| D | 31639 | ACTUAL AMOUNT | |
| LUTHERAN HOME - WINSTON-SALEM INC | |||
| D | 640272 | ACTUAL AMOUNT | |
| LUTHERAN RETIREMENT CENTER - | |||
| D | 1004895 | ACTUAL AMOUNT | WILMINGTON INC |
| LUTHERAN FAMILY SERVICES IN THE | |||
| D | 550000 | ACTUAL AMOUNT | CAROLINA |
| LUTHERAN HOME WINSTON-SALEM | |||
| D | 347215 | ACTUAL AMOUNT | PROPERTY INC |
| CONTROL GROUP INTERCOMPANY RECPAY | |||
| D | 591002 | ACTUAL AMOUNT | |
| LUTHERAN HOME - HICKORY INC | |||
| E | 469767 | ACTUAL AMOUNT | |
| LUTHERAN HOME - ALBEMARBLE INC | |||
| E | 259045 | ACTUAL AMOUNT | |
| LUTHERAN RETIREMENT CENTER AT | |||
| E | 39196 | ACTUAL AMOUNT | LUTHERIDGE INC |
| LUTHERAN HOME AT TRINITY OAKS INC | |||
| E | 425966 | ACTUAL AMOUNT | |
| ABUNDANT LIVING ADULT DAY SERVICES | |||
| E | 30132 | ACTUAL AMOUNT | INC |
| LUTHERAN HOME - HICKORY WEST INC | |||
| E | 485262 | ACTUAL AMOUNT | |
| LUTHERAN RETIREMENT CENTER - | |||
| E | 178437 | ACTUAL AMOUNT | SALISBURY INC |
| LSA PHARMACY INC | |||
| E | 43967 | ACTUAL AMOUNT | |
| LUTHERAN SERVICES PROPERTY INC | |||
| J | 24000 | ACTUAL AMOUNT | |
| ABUNDANT LIVING ADULT DAY SERVICES | |||
| J | 1800 | ACTUAL AMOUNT | INC |
| LUTHERAN SERVICES FOR THE AGING | |||
| K | 447445 | ACTUAL AMOUNT | INC |
| LUTHERAN HOME - HICKORY INC | |||
| K | 541094 | ACTUAL AMOUNT | |
| LSA ELMS AT TANGLEWOOD INC | |||
| K | 162692 | ACTUAL AMOUNT | |
| LUTHERAN HOME - ALBEMARBLE INC | |||
| K | 263761 | ACTUAL AMOUNT | |
| LUTHERAN RETIREMENT CENTER AT | |||
| K | 133327 | ACTUAL AMOUNT | LUTHERIDGE INC |
| LUTHERAN HOME AT TRINITY OAKS INC | |||
| K | 450076 | ACTUAL AMOUNT | |
| ABUNDANT LIVING ADULT DAY SERVICES | |||
| K | 22000 | ACTUAL AMOUNT | INC |
| LUTHERAN HOME - HICKORY WEST INC | |||
| K | 377351 | ACTUAL AMOUNT | |
| LUTHERAN HOME - WILMINGTON INC | |||
| K | 154844 | ACTUAL AMOUNT | |
| LUTHERAN HOME - WINSTON-SALEM INC | |||
| K | 315911 | ACTUAL AMOUNT | |
| LUTHERAN RETIREMENT CENTER - | |||
| K | 184666 | ACTUAL AMOUNT | SALISBURY INC |
| LSA PHARMACY INC | |||
| K | 225264 | ACTUAL AMOUNT | |
| LUTHERAN FAMILY SERVICES IN THE | |||
| K | 84000 | ACTUAL AMOUNT | CAROLINA |
| LSA ELMS AT TANGLEWOOD INC | |||
| D | 28384 | ACTUAL AMOUNT | |
| LUTHERAN HOME - WILMINGTON INC | |||
| D | 31639 | ACTUAL AMOUNT | |
| LUTHERAN HOME - WINSTON-SALEM INC | |||
| D | 640272 | ACTUAL AMOUNT | |
| LUTHERAN RETIREMENT CENTER - | |||
| D | 1004895 | ACTUAL AMOUNT | WILMINGTON INC |
| LUTHERAN FAMILY SERVICES IN THE | |||
| D | 550000 | ACTUAL AMOUNT | CAROLINA |
| LUTHERAN HOME WINSTON-SALEM | |||
| D | 347215 | ACTUAL AMOUNT | PROPERTY INC |
| CONTROL GROUP INTERCOMPANY RECPAY | |||
| D | 591002 | ACTUAL AMOUNT | |
| LUTHERAN HOME - HICKORY INC | |||
| E | 469767 | ACTUAL AMOUNT | |
| LUTHERAN HOME - ALBEMARBLE INC | |||
| E | 259045 | ACTUAL AMOUNT | |
| LUTHERAN RETIREMENT CENTER AT | |||
| E | 39196 | ACTUAL AMOUNT | LUTHERIDGE INC |
| LUTHERAN HOME AT TRINITY OAKS INC | |||
| E | 425966 | ACTUAL AMOUNT | |
| ABUNDANT LIVING ADULT DAY SERVICES | |||
| E | 30132 | ACTUAL AMOUNT | INC |
| LUTHERAN HOME - HICKORY WEST INC | |||
| E | 485262 | ACTUAL AMOUNT | |
| LUTHERAN RETIREMENT CENTER - | |||
| E | 178437 | ACTUAL AMOUNT | SALISBURY INC |
| LSA PHARMACY INC | |||
| E | 43967 | ACTUAL AMOUNT | |
| LUTHERAN SERVICES PROPERTY INC | |||
| J | 24000 | ACTUAL AMOUNT | |
| ABUNDANT LIVING ADULT DAY SERVICES | |||
| J | 1800 | ACTUAL AMOUNT | INC |
| LUTHERAN SERVICES FOR THE AGING | |||
| K | 447445 | ACTUAL AMOUNT | INC |
| LUTHERAN HOME - HICKORY INC | |||
| K | 541094 | ACTUAL AMOUNT | |
| LSA ELMS AT TANGLEWOOD INC | |||
| K | 162692 | ACTUAL AMOUNT | |
| LUTHERAN HOME - ALBEMARBLE INC | |||
| K | 263761 | ACTUAL AMOUNT | |
| LUTHERAN RETIREMENT CENTER AT | |||
| K | 133327 | ACTUAL AMOUNT | LUTHERIDGE INC |
| LUTHERAN HOME AT TRINITY OAKS INC | |||
| K | 450076 | ACTUAL AMOUNT | |
| ABUNDANT LIVING ADULT DAY SERVICES | |||
| K | 22000 | ACTUAL AMOUNT | INC |
| LUTHERAN HOME - HICKORY WEST INC | |||
| K | 377351 | ACTUAL AMOUNT | |
| LUTHERAN HOME - WILMINGTON INC | |||
| K | 154844 | ACTUAL AMOUNT | |
| LUTHERAN HOME - WINSTON-SALEM INC | |||
| K | 315911 | ACTUAL AMOUNT | |
| LUTHERAN RETIREMENT CENTER - | |||
| K | 184666 | ACTUAL AMOUNT | SALISBURY INC |
| LSA PHARMACY INC | |||
| K | 225264 | ACTUAL AMOUNT | |
| LUTHERAN FAMILY SERVICES IN THE | |||
| K | 84000 | ACTUAL AMOUNT | CAROLINA |
| LSA ELMS AT TANGLEWOOD INC | |||
| D | 28384 | ACTUAL AMOUNT | |
| LUTHERAN HOME - WILMINGTON INC | |||
| D | 31639 | ACTUAL AMOUNT | |
| LUTHERAN HOME - WINSTON-SALEM INC | |||
| D | 640272 | ACTUAL AMOUNT | |
| LUTHERAN RETIREMENT CENTER - | |||
| D | 1004895 | ACTUAL AMOUNT | WILMINGTON INC |
| LUTHERAN FAMILY SERVICES IN THE | |||
| D | 550000 | ACTUAL AMOUNT | CAROLINA |
| LUTHERAN HOME WINSTON-SALEM | |||
| D | 347215 | ACTUAL AMOUNT | PROPERTY INC |
| CONTROL GROUP INTERCOMPANY RECPAY | |||
| D | 591002 | ACTUAL AMOUNT | |
| LUTHERAN HOME - HICKORY INC | |||
| E | 469767 | ACTUAL AMOUNT | |
| LUTHERAN HOME - ALBEMARBLE INC | |||
| E | 259045 | ACTUAL AMOUNT | |
| LUTHERAN RETIREMENT CENTER AT | |||
| E | 39196 | ACTUAL AMOUNT | LUTHERIDGE INC |
| LUTHERAN HOME AT TRINITY OAKS INC | |||
| E | 425966 | ACTUAL AMOUNT | |
| ABUNDANT LIVING ADULT DAY SERVICES | |||
| E | 30132 | ACTUAL AMOUNT | INC |
| LUTHERAN HOME - HICKORY WEST INC | |||
| E | 485262 | ACTUAL AMOUNT | |
| LUTHERAN RETIREMENT CENTER - | |||
| E | 178437 | ACTUAL AMOUNT | SALISBURY INC |
| LSA PHARMACY INC | |||
| E | 43967 | ACTUAL AMOUNT | |
| LUTHERAN SERVICES PROPERTY INC | |||
| J | 24000 | ACTUAL AMOUNT | |
| ABUNDANT LIVING ADULT DAY SERVICES | |||
| J | 1800 | ACTUAL AMOUNT | INC |
| LUTHERAN SERVICES FOR THE AGING | |||
| K | 447445 | ACTUAL AMOUNT | INC |
| LUTHERAN HOME - HICKORY INC | |||
| K | 541094 | ACTUAL AMOUNT | |
| LSA ELMS AT TANGLEWOOD INC | |||
| K | 162692 | ACTUAL AMOUNT | |
| LUTHERAN HOME - ALBEMARBLE INC | |||
| K | 263761 | ACTUAL AMOUNT | |
| LUTHERAN RETIREMENT CENTER AT | |||
| K | 133327 | ACTUAL AMOUNT | LUTHERIDGE INC |
| LUTHERAN HOME AT TRINITY OAKS INC | |||
| K | 450076 | ACTUAL AMOUNT | |
| ABUNDANT LIVING ADULT DAY SERVICES | |||
| K | 22000 | ACTUAL AMOUNT | INC |
| LUTHERAN HOME - HICKORY WEST INC | |||
| K | 377351 | ACTUAL AMOUNT | |
| LUTHERAN HOME - WILMINGTON INC | |||
| K | 154844 | ACTUAL AMOUNT | |
| LUTHERAN HOME - WINSTON-SALEM INC | |||
| K | 315911 | ACTUAL AMOUNT | |
| LUTHERAN RETIREMENT CENTER - | |||
| K | 184666 | ACTUAL AMOUNT | SALISBURY INC |
| LSA PHARMACY INC | |||
| K | 225264 | ACTUAL AMOUNT | |
| LUTHERAN FAMILY SERVICES IN THE | |||
| K | 84000 | ACTUAL AMOUNT | CAROLINA |
| LSA ELMS AT TANGLEWOOD INC | |||
| D | 28384 | ACTUAL AMOUNT | |
| LUTHERAN HOME - WILMINGTON INC | |||
| D | 31639 | ACTUAL AMOUNT | |
| LUTHERAN HOME - WINSTON-SALEM INC | |||
| D | 640272 | ACTUAL AMOUNT | |
| LUTHERAN RETIREMENT CENTER - | |||
| D | 1004895 | ACTUAL AMOUNT | WILMINGTON INC |
| LUTHERAN FAMILY SERVICES IN THE | |||
| D | 550000 | ACTUAL AMOUNT | CAROLINA |
| LUTHERAN HOME WINSTON-SALEM | |||
| D | 347215 | ACTUAL AMOUNT | PROPERTY INC |
| CONTROL GROUP INTERCOMPANY RECPAY | |||
| D | 591002 | ACTUAL AMOUNT | |
| LUTHERAN HOME - HICKORY INC | |||
| E | 469767 | ACTUAL AMOUNT | |
| LUTHERAN HOME - ALBEMARBLE INC | |||
| E | 259045 | ACTUAL AMOUNT | |
| LUTHERAN RETIREMENT CENTER AT | |||
| E | 39196 | ACTUAL AMOUNT | LUTHERIDGE INC |
| LUTHERAN HOME AT TRINITY OAKS INC | |||
| E | 425966 | ACTUAL AMOUNT | |
| ABUNDANT LIVING ADULT DAY SERVICES | |||
| E | 30132 | ACTUAL AMOUNT | INC |
| LUTHERAN HOME - HICKORY WEST INC | |||
| E | 485262 | ACTUAL AMOUNT | |
| LUTHERAN RETIREMENT CENTER - | |||
| E | 178437 | ACTUAL AMOUNT | SALISBURY INC |
| LSA PHARMACY INC | |||
| E | 43967 | ACTUAL AMOUNT | |
| LUTHERAN SERVICES PROPERTY INC | |||
| J | 24000 | ACTUAL AMOUNT | |
| ABUNDANT LIVING ADULT DAY SERVICES | |||
| J | 1800 | ACTUAL AMOUNT | INC |
| LUTHERAN SERVICES FOR THE AGING | |||
| K | 447445 | ACTUAL AMOUNT | INC |
| LUTHERAN HOME - HICKORY INC | |||
| K | 541094 | ACTUAL AMOUNT | |
| LSA ELMS AT TANGLEWOOD INC | |||
| K | 162692 | ACTUAL AMOUNT | |
| LUTHERAN HOME - ALBEMARBLE INC | |||
| K | 263761 | ACTUAL AMOUNT | |
| LUTHERAN RETIREMENT CENTER AT | |||
| K | 133327 | ACTUAL AMOUNT | LUTHERIDGE INC |
| LUTHERAN HOME AT TRINITY OAKS INC | |||
| K | 450076 | ACTUAL AMOUNT | |
| ABUNDANT LIVING ADULT DAY SERVICES | |||
| K | 22000 | ACTUAL AMOUNT | INC |
| LUTHERAN HOME - HICKORY WEST INC | |||
| K | 377351 | ACTUAL AMOUNT | |
| LUTHERAN HOME - WILMINGTON INC | |||
| K | 154844 | ACTUAL AMOUNT | |
| LUTHERAN HOME - WINSTON-SALEM INC | |||
| K | 315911 | ACTUAL AMOUNT | |
| LUTHERAN RETIREMENT CENTER - | |||
| K | 184666 | ACTUAL AMOUNT | SALISBURY INC |
| LSA PHARMACY INC | |||
| K | 225264 | ACTUAL AMOUNT | |
| LUTHERAN FAMILY SERVICES IN THE | |||
| K | 84000 | ACTUAL AMOUNT | CAROLINA |
| LSA ELMS AT TANGLEWOOD INC | |||
| D | 28384 | ACTUAL AMOUNT | |
| LUTHERAN HOME - WILMINGTON INC | |||
| D | 31639 | ACTUAL AMOUNT | |
| LUTHERAN HOME - WINSTON-SALEM INC | |||
| D | 640272 | ACTUAL AMOUNT | |
| LUTHERAN RETIREMENT CENTER - | |||
| D | 1004895 | ACTUAL AMOUNT | WILMINGTON INC |
| LUTHERAN FAMILY SERVICES IN THE | |||
| D | 550000 | ACTUAL AMOUNT | CAROLINA |
| LUTHERAN HOME WINSTON-SALEM | |||
| D | 347215 | ACTUAL AMOUNT | PROPERTY INC |
| CONTROL GROUP INTERCOMPANY RECPAY | |||
| D | 591002 | ACTUAL AMOUNT | |
| LUTHERAN HOME - HICKORY INC | |||
| E | 469767 | ACTUAL AMOUNT | |
| LUTHERAN HOME - ALBEMARBLE INC | |||
| E | 259045 | ACTUAL AMOUNT | |
| LUTHERAN RETIREMENT CENTER AT | |||
| E | 39196 | ACTUAL AMOUNT | LUTHERIDGE INC |
| LUTHERAN HOME AT TRINITY OAKS INC | |||
| E | 425966 | ACTUAL AMOUNT | |
| ABUNDANT LIVING ADULT DAY SERVICES | |||
| E | 30132 | ACTUAL AMOUNT | INC |
| LUTHERAN HOME - HICKORY WEST INC | |||
| E | 485262 | ACTUAL AMOUNT | |
| LUTHERAN RETIREMENT CENTER - | |||
| E | 178437 | ACTUAL AMOUNT | SALISBURY INC |
| LSA PHARMACY INC | |||
| E | 43967 | ACTUAL AMOUNT | |
| LUTHERAN SERVICES PROPERTY INC | |||
| J | 24000 | ACTUAL AMOUNT | |
| ABUNDANT LIVING ADULT DAY SERVICES | |||
| J | 1800 | ACTUAL AMOUNT | INC |
| LUTHERAN SERVICES FOR THE AGING | |||
| K | 447445 | ACTUAL AMOUNT | INC |
| LUTHERAN HOME - HICKORY INC | |||
| K | 541094 | ACTUAL AMOUNT | |
| LSA ELMS AT TANGLEWOOD INC | |||
| K | 162692 | ACTUAL AMOUNT | |
| LUTHERAN HOME - ALBEMARBLE INC | |||
| K | 263761 | ACTUAL AMOUNT | |
| LUTHERAN RETIREMENT CENTER AT | |||
| K | 133327 | ACTUAL AMOUNT | LUTHERIDGE INC |
| LUTHERAN HOME AT TRINITY OAKS INC | |||
| K | 450076 | ACTUAL AMOUNT | |
| ABUNDANT LIVING ADULT DAY SERVICES | |||
| K | 22000 | ACTUAL AMOUNT | INC |
| LUTHERAN HOME - HICKORY WEST INC | |||
| K | 377351 | ACTUAL AMOUNT | |
| LUTHERAN HOME - WILMINGTON INC | |||
| K | 154844 | ACTUAL AMOUNT | |
| LUTHERAN HOME - WINSTON-SALEM INC | |||
| K | 315911 | ACTUAL AMOUNT | |
| LUTHERAN RETIREMENT CENTER - | |||
| K | 184666 | ACTUAL AMOUNT | SALISBURY INC |
| LSA PHARMACY INC | |||
| K | 225264 | ACTUAL AMOUNT | |
| LUTHERAN FAMILY SERVICES IN THE | |||
| K | 84000 | ACTUAL AMOUNT | CAROLINA |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ADDITIONAL INFORMATION | Identifier |
| Return Reference | SCHEDULE R | ReturnReference |
| Explanation | CONTROL GROUP INTERCOMPANY RECPAY CONSISTS OF SHORTTERM INTERCOMPANY ALLOCATIONS BETWEEN THE ENTITIES WITHIN THE CONTROLLED GROUP | Explanation |