LUTHERAN HOME FOR THE AGED: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LUTHERAN HOME FOR THE AGED (EIN 25-0990591)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-12
- IRS object ID
- 202141939349300899
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-12T13:57:54-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 550486667 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARNETT CARBIS TOOTHMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5700 CORPORATE DRIVE STE 650 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 250990591 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN HOME FOR THE AGED | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUTH | BusinessNameControlTxt |
| Phone | 8144565433 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 STATE STREET SUITE 200 | AddressLine1Txt |
| City | ERIE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16507 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK GUSEK | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8144565433 | PhoneNum |
| Signature | 2021-07-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK | PersonFirstNm |
| Person Last | GUSEK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY J PETRELL CPA | PreparerPersonNm |
| PTIN | P00138808 | PTIN |
| Phone | 4126356270 | PhoneNum |
| Preparation | 2021-07-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIFE - NORTHWESTERN PA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK GUSEK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 STATE STREET SUITE 200 | AddressLine1Txt |
| City | ERIE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $45,324,142 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LIFENWPA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1906 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | LIFE PROGRAM (LIVING INDEPENDENCE FOR THE ELDERLY) | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 288 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $177,869 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,092,171 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $33,350,754 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $39,049,908 | CYProgramServiceRevenueAmt |
| PY Investment Income | $81,776 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,917,287 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,019,279 | PYOtherRevenueAmt |
| CY Other Revenue | $191,388 | CYOtherRevenueAmt |
| PY Total Revenue | $37,629,678 | PYTotalRevenueAmt |
| CY Total Revenue | $45,250,754 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,321,283 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,284,102 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,881,498 | PYOtherExpensesAmt |
| CY Other Expenses | $20,135,050 | CYOtherExpensesAmt |
| PY Total Expenses | $30,202,781 | PYTotalExpensesAmt |
| CY Total Expenses | $31,419,152 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,426,897 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $13,831,602 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $31,291,553 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,659,325 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,507,015 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,759,856 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,784,538 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $36,899,469 | NetAssetsOrFundBalancesEOYAmt |
| Mission | LIFE PROGRAM (LIVING INDEPENDENCE FOR THE ELDERLY) | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $26,474,250 | ExpenseAmt |
| Revenue | $39,256,147 | RevenueAmt |
| Desc | LIFE PROGRAM (LIVING INDEPENDENCE FOR THE ELDERLY) - THIS IS A MANAGED CARE PROGRAM FOR FRAIL ELDERLY RECIPIENTS WHO HAVE BEEN DETERMINED TO NEED NURSING FACILITY LEVEL OF CARE, BUT WISH TO REMAIN IN THEIR HOMES AND COMMUNITIES AS LONG AS POSSIBLE. | Desc |
| Total Program Service Expenses | $26,474,250 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 35 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 288 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM FELDMANN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8144565433 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 STATE STREET SUITE 200 | AddressLine1Txt |
| City | ERIE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16507 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| PASTOR ALBERT GESLER | |||||||
| PRESIDENT | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WADE ROOT | |||||||
| VICE PRESIDENT | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JEANNE TROPPER | |||||||
| SECRETARY | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID SLOMSKI | |||||||
| TREASURER (RESIGNED 11/1/20) | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MELANIE BREWER | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DR FLOYD CSIR | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DR DENNIS MICHALAK | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ROLAND KING | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DR THOMAS MASTERS | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PASTOR MATTHEW DENNISON | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MARK GUSEK | |||||||
| CEO | 60.00 | Yes (X) | $1,328,302 | $0 | $2,277 | ||
| WILLIAM FELDMANN | |||||||
| CFO | 60.00 | Yes (X) | $229,444 | $0 | $4,513 | ||
| GENTRY CHAPMAN | |||||||
| DIRECTOR OF THERAPY | 60.00 | $168,250 | $0 | $16,558 | Yes (X) | ||
| KEVIN SHAFFER MD | |||||||
| PHYSICIAN | 60.00 | $576,599 | $0 | $4,772 | Yes (X) | ||
| LAURA LYONS | |||||||
| EXECUTIVE DIRECTOR | 60.00 | $220,945 | $0 | $5,853 | Yes (X) | ||
| LORI HETRICK | |||||||
| VP OF FINANCE | 60.00 | $143,891 | $0 | $7,662 | Yes (X) | ||
| JUSTIN MILES | |||||||
| DIRECTOR OF HUMAN RESOURCES | 60.00 | $160,156 | $0 | $8,332 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,827,587 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $49,967 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SAINT VINCENT HEALTH CENTER | |||||
| 232 WEST 25TH STREET | ERIE | PA | 16508 | MEDICAL SERVICES | $1,112,290 |
| TABULA RASA HEALTHCARE | |||||
| 228 STRAWBRIDGE DRIVE | MOORESTOWN | NJ | 08057 | MEDICAL SERVICES | $841,958 |
| STEWART SHARON REGIONAL HEALTH SYSTEMS | |||||
| PO BOX 419739 | BOSTON | MA | 02241 | MEDICAL SERVICES | $629,188 |
| MEADVILLE MEDICAL CENTER | |||||
| 1034 GROVE STREET | MEADVILLE | PA | 16335 | MEDICAL SERVICES | $536,350 |
| WEST PENN ALLEGHENY HEALTH SYSTEM INC | |||||
| PO BOX 951856 | CLEVELAND | OH | 441930020 | MEDICAL SERVICES | $389,838 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 20 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $2,092,171 | GovernmentGrantsAmt |
| Total Contributions | $2,092,171 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENT CARE REVENUE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $39,049,908 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,049,908 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $39,049,908 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,906 | TotalRevenueColumnAmt |
| Exclusion | $47,906 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $58,537 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $73,388 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$14,851 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$14,851 | TotalRevenueColumnAmt |
| Exclusion | -$14,851 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $3,869,381 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $3,869,381 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,869,381 | TotalRevenueColumnAmt |
| Exclusion | $3,869,381 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $206,239 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $206,239 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $206,239 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,250,754 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,256,147 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,902,436 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,564,536 | TotalAmt |
| Management And General | $1,564,536 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,386,823 | TotalAmt |
| Program Services | $6,066,177 | ProgramServicesAmt |
| Management And General | $2,320,646 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,501 | TotalAmt |
| Program Services | $110,106 | ProgramServicesAmt |
| Management And General | $70,395 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $522,531 | TotalAmt |
| Program Services | $322,886 | ProgramServicesAmt |
| Management And General | $199,645 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $629,711 | TotalAmt |
| Program Services | $384,124 | ProgramServicesAmt |
| Management And General | $245,587 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,042 | TotalAmt |
| Management And General | $119,042 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,420 | TotalAmt |
| Management And General | $41,420 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,488,482 | TotalAmt |
| Program Services | $12,457,929 | ProgramServicesAmt |
| Management And General | $30,553 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,980 | TotalAmt |
| Program Services | $178,980 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,985 | TotalAmt |
| Management And General | $37,985 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $996,489 | TotalAmt |
| Program Services | $996,489 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $604,426 | TotalAmt |
| Program Services | $604,426 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,094 | TotalAmt |
| Program Services | $2,094 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,433 | TotalAmt |
| Program Services | $81,433 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $949,598 | TotalAmt |
| Program Services | $949,598 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $297,363 | TotalAmt |
| Management And General | $297,363 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $2,373,852 | $2,373,852 | |
| MISCELLANEOUS | $466,751 | $449,021 | $17,730 |
| DIETARY | $397,971 | $397,971 | |
| REPAIRS & MAINTENANCE | $376,938 | $376,938 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $722,226 | TotalAmt |
| Program Services | $722,226 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,419,152 | TotalAmt |
| Program Services | $26,474,250 | ProgramServicesAmt |
| Management And General | $4,944,902 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,326,964 | BOYAmt |
| EOY | $28,651,562 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,703,613 | BOYAmt |
| EOY | $3,497,156 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,085 | BOYAmt |
| EOY | $251,778 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,908 | BOYAmt |
| EOY | $34,503 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $582,728 | BOYAmt |
| EOY | $692,894 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,313,998 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,887,399 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,538,429 | BOYAmt |
| EOY | $7,426,599 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,870,826 | BOYAmt |
| EOY | $5,104,833 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,291,553 | BOYAmt |
| EOY | $45,659,325 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,390,668 | BOYAmt |
| EOY | $4,887,671 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,849,377 | BOYAmt |
| EOY | $3,514,314 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $266,970 | BOYAmt |
| EOY | $357,871 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,507,015 | BOYAmt |
| EOY | $8,759,856 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,105,322 | BOYAmt |
| EOY | $31,936,924 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,679,216 | BOYAmt |
| EOY | $4,962,545 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,784,538 | BOYAmt |
| EOY | $36,899,469 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,291,553 | BOYAmt |
| EOY | $45,659,325 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $13,831,602 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $283,329 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $127,658 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $190,098 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $178,525 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $177,869 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,092,171 | CurrentTaxYearAmt |
| Total | $2,766,321 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,906,554 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,341,150 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,541,225 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,350,754 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,049,908 | CurrentTaxYearAmt |
| Total | $137,189,591 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,034,212 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,531,248 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,719,750 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,528,623 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,142,079 | CurrentTaxYearAmt |
| Total | $139,955,912 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $139,955,912 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $190,577 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,376 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,631 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $278,536 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $106,443 | CurrentTaxYearAmt |
| Total | $591,563 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $190,577 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,376 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,631 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $278,536 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $106,443 | CurrentTaxYearAmt |
| Total | $591,563 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $12,683 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,959 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,899,165 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $206,239 | CurrentTaxYearAmt |
| Total | $4,141,046 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,224,789 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,554,307 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,748,340 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,706,324 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,454,761 | CurrentTaxYearAmt |
| Total | $144,688,521 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96730 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96140 | PublicSupportPY509Pct |
| Investment Income CY | 0.00410 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00570 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $84,092 | DirectContactLegislatorsAmt |
| Total Lobbying Expenditures | $84,092 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | FEES PAID TO TRIAD STRATEGIES TO RENDER NON-GOVERNMENTAL AFFAIR SERVICES ON THE ORGANIZATION'S BEHALF. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,205,726 | OtherCostOrOtherBasisAmt |
| Book Value | $1,205,726 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,535,231 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,534,276 | DepreciationAmt |
| Book Value | $5,000,955 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $751,358 | OtherCostOrOtherBasisAmt |
| Depreciation | $347,791 | DepreciationAmt |
| Book Value | $403,567 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,821,683 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,005,332 | DepreciationAmt |
| Book Value | $816,351 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,426,599 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN PERPETUAL TRUST | $4,962,545 |
| ESTIMATED THIRD PARTY PAYOR SETTLEMENTS | $138,833 |
| RESIDENT FUNDS | $3,455 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,104,833 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION LIABILITY | $354,416 |
| RESIDENT FUNDS | $3,455 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $357,871 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $45,324,142 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $73,388 | OtherRevenueAmt |
| Revenue Not Reported | $73,388 | RevenueNotReportedAmt |
| Revenue Subtotal | $45,250,754 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $45,250,754 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $31,492,540 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $73,388 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $73,388 | ExpensesNotReportedAmt |
| Expenses Subtotal | $31,419,152 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $31,419,152 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (CODE) AND IS RECOGNIZED AS TAX EXEMPT UNDER 501(A) OF THE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE ORGANIZATION TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY OR ASSET IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS). THE ORGANIZATION HAS CONCLUDED THAT AS OF DECEMBER 31, 2020 AND 2019, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR ASSET OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. GENERALLY, TAX RETURNS FOR YEARS ENDED DECEMBER 31, 2017, AND THEREAFTER REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE 73,388. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE 73,388. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK GUSEK | ||||||||||||||
| CEO | $274,236 | $0 | $724,772 | $0 | $329,294 | $0 | $0 | $0 | $2,277 | $0 | $1,330,579 | $0 | $0 | $0 |
| WILLIAM FELDMANN | ||||||||||||||
| CFO | $116,405 | $0 | $5,000 | $0 | $108,039 | $0 | $0 | $0 | $4,513 | $0 | $233,957 | $0 | $0 | $0 |
| GENTRY CHAPMAN | ||||||||||||||
| DIRECTOR OF THERAPY | $130,173 | $0 | $7,500 | $0 | $30,577 | $0 | $12,027 | $0 | $4,531 | $0 | $184,808 | $0 | $0 | $0 |
| KEVIN SHAFFER MD | ||||||||||||||
| PHYSICIAN | $273,460 | $0 | $20,000 | $0 | $283,139 | $0 | $0 | $0 | $4,772 | $0 | $581,371 | $0 | $0 | $0 |
| LAURA LYONS | ||||||||||||||
| EXECUTIVE DIRECTOR | $130,543 | $0 | $20,000 | $0 | $70,402 | $0 | $1,300 | $0 | $4,553 | $0 | $226,798 | $0 | $0 | $0 |
| LORI HETRICK | ||||||||||||||
| VP OF FINANCE | $107,030 | $0 | $2,500 | $0 | $34,361 | $0 | $3,243 | $0 | $4,419 | $0 | $151,553 | $0 | $0 | $0 |
| JUSTIN MILES | ||||||||||||||
| DIRECTOR OF HUMAN RESOURCES | $119,804 | $0 | $15,000 | $0 | $25,352 | $0 | $6,319 | $0 | $2,013 | $0 | $168,488 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 5 | FormAndLineReferenceDesc |
| Explanation | THE CEO RECEIVES A SUCCESS SHARING PAYMENT AS A PORTION OF HIS TOTAL COMPENSATION, APPROVED BY THE BOARD USING INTERNAL REVENUE SERVICE REBUTTABLE PRESUMPTION GUIDELINES, THAT IS BASED ON THE ORGANIZATION'S ANNUAL GROSS OPERATING REVENUE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | LUTHERAN HOME FOR THE AGED HAS A CPA FIRM PREPARE ITS FORM 990. THE RETURN IS COMPLETED IN DRAFT FORM AND REVIEWED BY MANAGEMENT OF THE ORGANIZATION. THE RETURN IS THEN FINALIZED AND THE BOARD IS PROVIDED A COPY OF THE FORM 990 TO REVIEW BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | LUTHERAN HOME FOR THE AGED ANNUALLY REQUIRES ITS BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES TO FILL OUT A CONFLICTS OF INTEREST FORM. DURING BOARD MEETINGS, IF AN INTERESTED PARTY HAS A CONFLICT, HE OR SHE RECUSES THEMSELVES FROM VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15 | LUTHERAN HOME FOR THE AGED BOARD OF DIRECTORS ANNUALLY REVIEWS AND APPROVES THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT. |
| FORM 990, PART VI, SECTION C, LINE 18 | LUTHERAN HOME FOR THE AGED MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | LUTHERAN HOME FOR THE AGED MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER FEES: PROGRAM SERVICE EXPENSES 12,457,929. MANAGEMENT AND GENERAL EXPENSES 30,553. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,488,482. |
| FORM 990, PART XI, LINE 9: | VALUATION GAIN BENEFICIAL INTEREST IN PERPETUAL TRUST 283,329. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VL HOLDINGS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 STATE STREET SUITE 200 | AddressLine1Txt |
| City | ERIE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611654116 | EIN |
| Primary Activities | REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN HOME FOR THE AGED | BusinessNameLine1Txt |
Comments