2024-04-30T09:38:34-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 4334 MUNSON STREET SUITE 200 CANTON OH 44718 990 2022-07-01 251527666 LUTHERAN SENIORLIFE LUTH 7247422246 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 JEFFREY CARRAWAY CFO 7247422246 2024-04-27 1 JEFFREY CARRAWAY 999009999 1 JENNIFER COLEMAN P00743188 3304972000 2024-04-27 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVID J FENOGLIETTO 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 15381425 0 X WWW.LUTHERANSENIORLIFE.ORG X 1986 PA SUPPORT AND MANAGEMENT OF RELATED TAX EXEMPT ORGANIZATIONS 21 19 169 19 0 0 0 0 10005853 14613759 180500 371972 79039 120525 10265392 15106256 0 0 0 0 8297078 8608721 0 0 508402 3237904 2974340 11534982 11583061 -1269590 3523195 51881721 54927291 17123299 16284124 34758422 38643167 LUTHERAN SENIORLIFE PROVIDES SUPPORT AND MANAGEMENT TO ITS RELATED TAX EXEMPT ORGANIZATIONS. 0 0 3869371 14613759 LUTHERAN SENIORLIFE WAS ESTABLISHED TO PROVIDE MANAGEMENT SERVICES INCLUDING ACCOUNTING, RISK MANAGEMENT, INFORMATION TECHNOLOGY, MARKETING AND HUMAN RESOURCES FOR ITS AFFILIATED TAX-EXEMPT ORGANIZATIONS. 3869371 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 7 0 169 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 19 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X JEFFREY CARRAWAY 7247422246 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 DAVID J FENOGLIETTO CHIEF EXECUTIVE OFFICER 40.00 12.00 X X 379438 0 39302 CHRISTOPHER JORDHEIM CHAIR 1.00 1.00 X X 0 0 0 GEORGE EHRINGER VICE CHAIR 1.00 1.00 X X 0 0 0 PASTOR BRIAN EVANS TREASURER 1.00 1.00 X X 0 0 0 ERIC D KOFMEHL PHD DIRECTOR 1.00 2.00 X 0 0 0 MARK TRAUMAN DIRECTOR 1.00 0.00 X 0 0 0 REV ANGELA SMITH SECRETARY 1.00 1.00 X X 0 0 0 REV ROBERT ZIMMERMAN DIRECTOR 1.00 0.00 X 0 0 0 CHAD ZUTTER PHD DIRECTOR 1.00 0.00 X 0 0 0 SAMANTHA RAPUK EXECUTIVE DIRECTOR 40.00 3.00 X 149019 0 26802 DR SCOTT CELIN DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL SPARLIN DIRECTOR 1.00 1.00 X 0 0 0 JOHN MILLER DIRECTOR 1.00 0.00 X 0 0 0 JESSICA HVABOVSKI DIRECTOR 1.00 0.00 X 0 0 0 MELVA FAIR DIRECTOR 1.00 0.00 X 0 0 0 REV KARI SMAIL DIRECTOR 1.00 0.00 X 0 0 0 REV KIMBERLY VAN DRIEL DIRECTOR 1.00 1.00 X 0 0 0 DR KEN HUBER DIRECTOR 1.00 0.00 X 0 0 0 REV RONALD BROWN DIRECTOR 1.00 0.00 X 0 0 0 JEANNETTE CHRISTENSEN DIRECTOR 1.00 0.00 X 0 0 0 DON STOEBE DIRECTOR 1.00 0.00 X 0 0 0 JEFFREY L CARRAWAY CFO 40.00 15.00 X 222862 0 32825 CHARLES E LAMB VP QUALITY AND TECHNOLOGY 40.00 2.00 X 164796 0 28061 LAURA ROY EXECUTIVE DIRECTOR 40.00 2.00 X 194122 0 19114 MARJORIE K WALSH EXECUTIVE DIRECTOR 40.00 1.00 X 189288 0 11060 JANE ELLYN BITTCHER VP FOUNDATION 40.00 0.00 X 154392 0 16273 LESLIE KISOW EXECUTIVE DIRECTOR 40.00 0.00 X 150395 0 12020 CHERYL KACLIK DIRECTOR CORP BENEFITS 40.00 0.00 X 120487 0 22065 1724799 0 207522 13 0 1 0 AT&T PO BOX 5019 CAROL STREAM IL 60197 TECHNOLOGY 526241 SAGE INTACCT PO BOX 123237 DALLAS TX 75312 SOFTWARE 273026 UKG INC PO BOX 930953 ATLANTA GA 31193 TECHNOLOGY 214654 3 SHARED SERVICE REVENUE 623000 12796845 12796845 GAIN FROM INVESTMENT IN NON-PROFI 623000 1816914 1816914 14613759 328315 328315 360235 275169 85066 85066 85066 43657 0 43657 43657 43657 NONOPERATING INCOME & EXPENSE 900099 35459 35459 35459 15106256 14613759 0 492497 889107 296242 592945 -80 6394917 2130726 4264766 -575 135533 46049 89553 -69 657213 223215 434329 -331 531951 180292 351902 -243 509700 509700 49179 49179 14475 14475 236454 1856 234598 66944 7286 59658 76855 23810 53045 837415 581501 255914 371231 174853 196378 39109 29172 9937 3954 3400 554 8059 8059 276908 49596 227312 11339 7048 4291 TRAINING & RECRUITMENT 224312 582 223730 MAINTENANCE & EQUIPMENT 120434 89328 31106 DUES & SUBSCRIPTIONS 84667 5112 79555 43305 19303 24002 11583061 3869371 7205288 508402 79796 79796 10295493 7843340 62078 389740 35589 35108 991873 1048206 9565044 5913263 3624530 3651781 2233252 2425794 34559110 39453526 51881721 54927291 1551946 1548068 1751231 1504563 13820122 13231493 17123299 16284124 X 34758017 38642762 405 405 34758422 38643167 51881721 54927291 X 3523195 106550 255000 X 0 1 X 1 0 X X X 21 ST JOHN LUTHERN CARE CENTER 250969478 10 1 0 0 PASSAVANT RETIREMENT AND HEALTH CENTER 250986051 10 1 0 0 LUTHER COURT INC 251527660 10 1 0 0 LAS GERIATRIC CARE SERVICES INC 251738347 10 0 0 0 SAMARITAN HEALTHCARE INC 251527663 10 0 0 0 LUTHERAN SENIORLIFE FOUNDATION 251705233 7 0 0 0 VIECARE ARMSTRONG LLC 463692084 10 0 0 0 VIECARE BEAVER LLC 250363509 7 0 0 0 VIECARE BUTLER LLC 208512169 10 0 0 0 VIECARE INC 205900922 10 0 0 0 BEHOME PARTNERS 202932676 10 0 0 0 VISITING NURSES ASSOCIATION OF BUTLER COUNTY INC 237040715 10 0 0 0 HOSPICE SERVICES INC 251468529 10 0 0 0 THE LUTHERAN SERVICE SOCIETY OF W PA 250965419 10 0 0 0 VALLEY CARE ASSOCIATION 251349943 10 0 0 0 CHIPPEWA LUTHERAN HOUSING CORP 208314767 10 0 0 0 GIRARD LUTHERAN HOUSING CORPORATION 030596955 10 0 0 0 JAMESTOWN LUTHERAN HOUSING CORPORATION 208315015 10 0 0 0 LUTHERAN HOUSING CORP OF OIL CITY 251699268 10 0 0 0 STONEBORO DEVELOPMENT CORPORATION 251419863 10 0 0 0 TITUSVILLE SENIOR HOUSING CORPORATION 270115829 10 0 0 0 21 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 1: THE ENTITIES (SUPPORTED ORGANIZATIONS) THAT HAVE BEEN ACQUIRED SUBSEQUENT TO THOSE LISTED IN THE GOVERNING DOCUMENTS SHARE THE SAME EXEMPT MISSION AND PURPOSE OF THE PARENT (SUPPORTING ORGANIZATION). 5306493 2321668 2984825 129825 56186 73639 4113893 3535409 578484 14833 14833 3651781 OTHER ASSETS 327412 AFFILIATE RECEIVABLES 21360619 INVESTMENT IN AFFILIATES 17488280 RIGHT OF USE ASSETS 277215 39453526 RELATED PARTY PAYABLES 13139921 FUNDS HELD FOR RESIDENTS 7931 LEASE LIABILITIES 83641 13231493 15487975 106550 275169 381719 15106256 0 15106256 11858230 275169 275169 11583061 0 11583061 PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 275,169. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 275,169. X 0 0 0 0 0 0 0 0 0 DAVID J FENOGLIETTO CHIEF EXECUTIVE OFFICER 379438 0 0 0 0 0 9186 0 30116 0 418740 0 0 0 JEFFREY L CARRAWAY CFO 222862 0 0 0 0 0 6839 0 25986 0 255687 0 0 0 LAURA ROY EXECUTIVE DIRECTOR 194122 0 0 0 0 0 5531 0 13583 0 213236 0 0 0 MARJORIE K WALSH EXECUTIVE DIRECTOR 189288 0 0 0 0 0 3962 0 7098 0 200348 0 0 0 CHARLES E LAMB VP QUALITY AND TECHNOLOGY 164796 0 0 0 0 0 5092 0 22969 0 192857 0 0 0 SAMANTHA RAPUK EXECUTIVE DIRECTOR 149019 0 0 0 0 0 4284 0 22518 0 175821 0 0 0 JANE ELLYN BITTCHER VP FOUNDATION 154392 0 0 0 0 0 4664 0 11609 0 170665 0 0 0 LESLIE KISOW EXECUTIVE DIRECTOR 150395 0 0 0 0 0 4444 0 7576 0 162415 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBER PASTOR KARI SMAIL IS THE WIFE OF PASTOR DAN SMAIL, WHO IS A MEMBER OF THE LUTHERAN SENIORLIFE FOUNDATION BOARD. FORM 990, PART VI, SECTION B, LINE 11B PROVIDED A COPY OF THE FINAL FORM 990 TO MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE REQUIRED FROM ALL BOARD MEMBERS AND EXECUTIVES. BOARD MEMBERS SHALL DISCLOSE TO THE EXECUTIVE COMMITTEE BOARD MEMBERSHIP ON, A SUBSTANTIAL FINANCIAL INTEREST IN, OR EMPLOYMENT OF THE BOARD MEMBER OR A RELATIVE OF THE BOARD MEMBER BY ANY ORGANIZATION DOING BUSINESS WITH LUTHERAN SENIORLIFE. THE EXECUTIVE COMMITTEE SHALL DETERMINE WHETHER AN UNACCEPTABLE CONFLICT OF INTEREST EXISTS AND ARRANGE WITH THE MEMBER TO CEASE ANY INAPPROPRIATE ACTIVITY. MATTERS LEFT UNSETTLED AFTER REVIEW OF THE EXECUTIVE COMMITTEE SHALL BE REPORTED TO THE BOARD FOR APPROPRIATE ACTION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS CONDUCTS AN ANNUAL PERFORMANCE REVIEW IN JULY. MARKET BASED COMPENSATION INFORMATION IS CONDUCTED ANNUALLY FROM INFORMATION COPILED BY EXTERNAL SOURCES. THE BOAD THEN DETERMINES THE COMPENSATION FOR THE CEO. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND TAX FORMS ARE AVAILABLE UPON REQUEST AT THE CORPORATE OFFICE. FORM 990, PART XI, LINE 9: OWNERSHIP DISTRIBUTIONS 255,000. 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