SPIRITRUST LUTHERAN LIFE: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SPIRITRUST LUTHERAN LIFE (EIN 26-0877186)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-29
- IRS object ID
- 201812419349300706
- Schema version
- 2017v2.3
- 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 | 2018-08-29T08:35:56-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260877186 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPIRITRUST LUTHERAN LIFE | BusinessNameLine1Txt |
| Business Name Line2 | FKA LIFE LUTHERAN SERVICES INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SPIR | BusinessNameControlTxt |
| Phone | 7172645433 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 840 FIFTH AVENUE | AddressLine1Txt |
| City | CHAMBERSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRY J SHADE | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 7172645433 | PhoneNum |
| Signature | 2018-08-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY J PETRELL CPA | PreparerPersonNm |
| PTIN | P00138808 | PTIN |
| Phone | 4126356270 | PhoneNum |
| Preparation | 2018-08-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT L RUNDLE JR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 840 FIFTH AVENUE | AddressLine1Txt |
| City | CHAMBERSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,735,124 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 9386 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SPIRITRUSTLUTHERANLIFE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | SPIRITRUST LUTHERAN LIFE WITNESSES TO THE GOSPEL OF JESUS CHRIST BY PROVIDING COMPREHENSIVE HEALTH CARE AND SOCIAL SUPPORT TO MAXIMIZE THE QUALITY OF LIFE FOR OLDER ADULTS IN THE COMMUNITIES THAT WE SERVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 77 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $6,604 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,668 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,815 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,185,389 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,631,166 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,523 | PYOtherRevenueAmt |
| CY Other Revenue | $8,373 | CYOtherRevenueAmt |
| PY Total Revenue | $8,198,580 | PYTotalRevenueAmt |
| CY Total Revenue | $7,642,354 | 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 | $2,543,328 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,543,643 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,065,700 | PYOtherExpensesAmt |
| CY Other Expenses | $7,339,916 | CYOtherExpensesAmt |
| PY Total Expenses | $9,609,028 | PYTotalExpensesAmt |
| CY Total Expenses | $9,883,559 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,410,448 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,241,205 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,332,401 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,102,971 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,699,720 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,711,495 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$6,367,319 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$8,608,524 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SPIRITRUST LUTHERAN LIFE WITNESSES TO THE GOSPEL OF JESUS CHRIST BY PROVIDING COMPREHENSIVE HEALTH CARE AND SOCIAL SUPPORT TO MAXIMIZE THE QUALITY OF LIFE FOR OLDER ADULTS IN THE COMMUNITIES THAT WE SERVE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,109,286 | ExpenseAmt |
| Revenue | $7,631,166 | RevenueAmt |
| Desc | SPIRITRUST LUTHERAN LIFE (LIVING INDEPENDENCE FOR THE ELDERLY) IS A CREATIVE PROGRAM THAT SERVES SENIORS WHO ARE ELIGIBLE FOR NURSING HOME LEVEL OF CARE BUT CAN BE MAINTAINED SAFELY IN THE COMMUNITY WITH THE ASSISTANCE OF LIFE. VIRTUALLY ALL PROGRAM PARTICIPANTS ARE AT AN INCOME LEVEL THAT MAKES THEM ELIGIBLE FOR MEDICAL ASSISTANCE SUPPORT. THE PROGRAM PROVIDES ACCESS TO THE FULL CONTINUUM OF PREVENTIVE, PRIMARY, ACUTE AND LONG-TERM CARE SERVICES. AN INTERDISCIPLINARY TEAM COMPRISED OF DOCTORS, NURSES, SOCIAL WORKERS, REHABILITATION SPECIALISTS, OTHER HEALTH CARE PROFESSIONALS, THE PARTICIPANT AND/OR CAREGIVERS DETERMINE INDIVIDUAL NEEDS AND TOGETHER DEVELOP A PLAN FROM WHICH SERVICES ARE COORDINATED. | Desc |
| Total Program Service Expenses | $8,109,286 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 77 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NINA DELGRANDE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7172645433 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 840 FIFTH AVENUE | AddressLine1Txt |
| City | CHAMBERSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17201 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| ROBERT L RUNDLE JR | |||||||
| PRESIDENT/CEO | 3.50 | 46.50 | Yes (X) | Yes (X) | $0 | $511,120 | $41,098 |
| REV BILL NIENSTEDT | |||||||
| CHAIR | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| AUDREY CLANCY | |||||||
| SECRETARY | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MIKE OCKER | |||||||
| TREASURER | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JARED CHILDERS | |||||||
| VICE CHAIR | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DONNA HOCKER | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ALLIE HARPER | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DR M FAROOQ KHOKHAR | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ALEXANDRA SIPE | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ANGELA THOMAS | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| TERRY SHADE | |||||||
| SPIRITRUST LUTHERAN LIFE CEO | 40.00 | Yes (X) | $0 | $312,611 | $19,801 | ||
| REVENA ROSSI | |||||||
| VP SUPPORT SERVICES/CFO | 3.50 | 40.50 | Yes (X) | $0 | $241,611 | $20,075 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,065,342 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $80,974 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PHARMASTAR LLC KMTSJ INC | |||||
| 2503 N HILLCREST PARKWAY | ALTOONA | WI | 54720 | PHARMACY/ADMINISTRATION | $841,058 |
| COMPHEALTH | |||||
| PO BOX 972651 | DALLAS | TX | 75397 | STAFFING | $343,374 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,815 | AllOtherContributionsAmt |
| Total Contributions | $2,815 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PATIENT SERVICE REVENU | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $7,631,166 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,631,166 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,631,166 | TotalProgramServiceRevenueAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $99,374 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $92,770 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,604 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,604 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $6,604 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,769 | TotalRevenueColumnAmt |
| Exclusion | $1,769 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,769 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,642,354 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,631,166 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $6,604 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,769 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,037,915 | TotalAmt |
| Program Services | $1,643,168 | ProgramServicesAmt |
| Management And General | $394,747 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,854 | TotalAmt |
| Program Services | $36,972 | ProgramServicesAmt |
| Management And General | $8,882 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310,721 | TotalAmt |
| Program Services | $250,534 | ProgramServicesAmt |
| Management And General | $60,187 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,153 | TotalAmt |
| Program Services | $120,262 | ProgramServicesAmt |
| Management And General | $28,891 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $437,376 | TotalAmt |
| Management And General | $437,376 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,462 | TotalAmt |
| Management And General | $1,462 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,715,581 | TotalAmt |
| Program Services | $3,605,880 | ProgramServicesAmt |
| Management And General | $109,701 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,348 | TotalAmt |
| Management And General | $160,348 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,116 | TotalAmt |
| Program Services | $82,420 | ProgramServicesAmt |
| Management And General | $29,696 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,273 | TotalAmt |
| Program Services | $18,235 | ProgramServicesAmt |
| Management And General | $114,038 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $570,456 | TotalAmt |
| Program Services | $347,327 | ProgramServicesAmt |
| Management And General | $223,129 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,286 | TotalAmt |
| Program Services | $84,572 | ProgramServicesAmt |
| Management And General | $28,714 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,867 | TotalAmt |
| Program Services | $6,124 | ProgramServicesAmt |
| Management And General | $6,743 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,897 | TotalAmt |
| Program Services | $321,897 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,394 | TotalAmt |
| Program Services | $315,394 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,986 | TotalAmt |
| Management And General | $57,986 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL EQUIPMENT AND S | $898,034 | $898,034 | |
| VEHICLE/TRANSPORTATION | $229,377 | $229,377 | |
| FOOD/MEAL EXPENSE | $94,526 | $94,526 | |
| DUES, LICENSE, & SUBCRI | $63,606 | $63,606 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,331 | TotalAmt |
| Program Services | $54,564 | ProgramServicesAmt |
| Management And General | $48,767 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,883,559 | TotalAmt |
| Program Services | $8,109,286 | ProgramServicesAmt |
| Management And General | $1,774,273 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600 | BOYAmt |
| EOY | $600 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,092 | BOYAmt |
| EOY | $33,277 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,169 | BOYAmt |
| EOY | $132,201 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,261,319 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,324,426 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,228,540 | BOYAmt |
| EOY | $3,936,893 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,332,401 | BOYAmt |
| EOY | $4,102,971 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,683,501 | BOYAmt |
| EOY | $1,757,576 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,417 | BOYAmt |
| EOY | $5,417 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,766,268 | BOYAmt |
| EOY | $6,594,789 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,244,534 | BOYAmt |
| EOY | $4,353,713 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,699,720 | BOYAmt |
| EOY | $12,711,495 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$6,368,269 | BOYAmt |
| EOY | -$8,609,474 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $950 | BOYAmt |
| EOY | $950 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$6,367,319 | BOYAmt |
| EOY | -$8,608,524 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,332,401 | BOYAmt |
| EOY | $4,102,971 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,241,205 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $2,260 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,881 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,247 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,668 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,815 | CurrentTaxYearAmt |
| Total | $13,871 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,967,918 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,952,515 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,039,754 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,185,389 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,631,166 | CurrentTaxYearAmt |
| Total | $35,776,742 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,970,178 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,955,396 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,043,001 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,188,057 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,633,981 | CurrentTaxYearAmt |
| Total | $35,790,613 | 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 | $35,790,613 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $74,822 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $79,950 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $97,230 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $98,770 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $99,374 | CurrentTaxYearAmt |
| Total | $450,146 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $74,822 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $79,950 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $97,230 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $98,770 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $99,374 | CurrentTaxYearAmt |
| Total | $450,146 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,074 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,661 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $140,545 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,980 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,769 | CurrentTaxYearAmt |
| Total | $185,029 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,056,074 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,060,007 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,280,776 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,293,807 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,735,124 | CurrentTaxYearAmt |
| Total | $36,425,788 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98260 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98360 | PublicSupportPY509Pct |
| Investment Income CY | 0.01240 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01010 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $5,778 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $5,778 | 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 | A PORTION OF THE ORGANIZATION'S DUES TO NATIONAL PACE ASSOCIATION AND PENNSYLVANIA LIFE PROVIDER ALLIANCE (PALPA) ARE USED FOR LOBBYING. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $753,847 | OtherCostOrOtherBasisAmt |
| Book Value | $753,847 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,186,975 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,195,726 | DepreciationAmt |
| Book Value | $2,991,249 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,320,304 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,128,700 | DepreciationAmt |
| Book Value | $191,604 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $193 | OtherCostOrOtherBasisAmt |
| Book Value | $193 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,936,893 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATES | Desc |
| Amt | $4,353,713 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,353,713 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,735,124 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $92,770 | OtherRevenueAmt |
| Revenue Not Reported | $92,770 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,642,354 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,642,354 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,976,329 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $92,770 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $92,770 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,883,559 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,883,559 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION FOLLOWS THE GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS THAT PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. THE GUIDANCE ALSO ADDRESSES DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, AND DISCLOSURE. MANAGEMENT HAS DETERMINED THAT THIS GUIDANCE HAD NO MATERIAL EFFECT ON THE FINANCIAL STATEMENTS. THE ORGANIZATION'S POLICY IS TO RECOGNIZE INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN GENERAL AND ADMINISTRATIVE EXPENSES. THERE WERE NO INTEREST OR PENALTIES RECOGNIZED ON THE CONSOLIDATED STATEMENTS OF OPERATION AS A RESULT OF THIS GUIDANCE. GENERALLY, TAX RETURNS FOR YEARS ENDED DECEMBER 31, 2014, AND THEREAFTER REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 92,770. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 92,770. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT L RUNDLE JR | ||||||||||||||
| PRESIDENT/CEO | $0 | $400,006 | $0 | $107,891 | $0 | $3,223 | $0 | $27,871 | $0 | $13,227 | $0 | $552,218 | $0 | $0 |
| TERRY SHADE | ||||||||||||||
| SPIRITRUST LUTHERAN LIFE CEO | $0 | $255,705 | $0 | $3,504 | $0 | $53,402 | $0 | $13,537 | $0 | $6,264 | $0 | $332,412 | $0 | $0 |
| REVENA ROSSI | ||||||||||||||
| VP SUPPORT SERVICES/CFO | $0 | $240,660 | $0 | $0 | $0 | $951 | $0 | $13,062 | $0 | $7,013 | $0 | $261,686 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | SPIRITRUST LUTHERAN LIFE'S PRINCIPAL OFFICER/CEO ROBERT L. RUNDLE, JR. IS PAID BY SPIRITRUST LUTHERAN. SPIRITRUST LUTHERAN USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE CEO: -COMPENSATION COMMITTEE -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE |
| PART I, LINE 4B | ROBERT L. RUNDLE, JR. - $254,821 TERRY J. SHADE - $152,726 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | SPIRITRUST LUTHERAN LIFE'S MANAGEMENT SERVICES ARE PROVIDED BY SPIRITRUST LUTHERAN, A TAX-EXEMPT AFFILIATE. SPIRITRUST LUTHERAN CHARGES LHCH A MONTHLY FEE BASED ON A BUDGETED ALLOCATION OF THE EXPENSES OF THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF THE CORPORATION IS SPIRITRUST LUTHERAN, A PENNSYLVANIA NON-PROFIT CORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD MEMBERS OF SPIRITRUST LUTHERAN LIFE ARE SELECTED BY THE SOLE MEMBER (SPIRITRUST LUTHERAN). |
| FORM 990, PART VI, SECTION A, LINE 7B | WITHOUT THE APPROVAL OF THE MEMBER (SPIRITRUST LUTHERAN), THE BOARD MAY NOT: (A) INITIATE, CEASE, OR SIGNIFICANTLY MODIFY ANY FUND-RAISING ACTIVITIES OR PLANS FOR SOLICITATION OF CHARITABLE CONTRIBUTIONS OR FOR THE SOLICITATION OR ACCEPTANCE AS A GIFT OF ANY REAL PROPERTY OR INTEREST THEREIN (B) CHANGE THE AREA SERVED BY THE CORPORATION (C) BORROW MORE THAN $25,000 UNDER TERMS WHICH PROVIDE FOR REPAYMENT PERIOD IN EXCESS OF THREE MONTHS (D) ENTER INTO ANY LEASES WHICH WOULD OBLIGATE THE CORPORATION TO MAKE RENTAL PAYMENTS IN EXCESS OF $25,000 PER YEAR (E) PURCHASE INSURANCE POLICIES (F) UNDERTAKE ANY CAPITAL EXPENDITURES IN EXCESS OF $25,000 AND ANY CAPITAL EXPENDITURES INVOLVING RELATED PROJECTS WHICH, IN THE AGGREGATE, EXCEED $50,000 (G) ADOPT ANY ORIGINAL OR REVISED CAPITAL OR OPERATING BUDGETS WHICH WOULD RESULT IN ANY EXPENDITURE IN EXCESS OF $25,000 OVER ANTICIPATED REVENUE (H) AMEND THE CORPORATION'S ARTICLES OF INCORPORATION OR BYLAWS (I) INITIATE, CEASE OR SIGNIFICANTLY MODIFY ANY OF THE CORPORATION'S LINES OF SERVICE, PRODUCTS OR PROGRAMS (J) SELL, RELINQUISH, OR OTHERWISE AUTHORIZE A CHANGE IN CONTROL OF MORE THAN 30% OF THE CORPORATION'S ASSETS (K) SELECT, REMOVE OR REPLACE INDEPENDENT ACCOUNTANTS AND AUDITORS FOR THE CORPORATION (L) AUTHORIZE FUNDAMENTAL CHANGES TO THE CORPORATION, INCLUDING THE ADOPTION OF A PLAN OF DISSOLUTION OF THE CORPORATION; THE ADOPTION OF A PLAN OF MERGER, CONSOLIDATION, DIVISION, CONVERSION OR AFFILIATION WITH ANOTHER ENTITY; AND CHANGE TO THE CURRENT CORPORATION'S CORPORATE ORGANIZATIONAL STRUCTURE (M) AUTHORIZE AND DESIGNATE OFFICERS OF THE CORPORATION TO EXECUTE A DEED OF ASSIGNMENT FOR THE BENEFIT OF CREDITORS; FILE A VOLUNTARY PETITION IN BANKRUPTCY; FILE AN ANSWER CONSENTING TO THE APPOINTMENT OF A RECEIVER; OR FILE AN ANSWER TO AN INVOLUNTARY PETITION IN BANKRUPTCY (N) ORGANIZE OR ACQUIRE ANY SUBSIDIARY OR AFFILIATE |
| FORM 990, PART VI, SECTION B, LINE 11B | SPIRITRUST LUTHERAN LIFE 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 | SPIRITRUST LUTHERAN LIFE ANNUALLY REQUIRES ITS BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES TO COMPLETE A CONFLICTS OF INTEREST FORM, WHICH IS KEPT ON FILE BY THE ORGANIZATION. DURING BOARD MEETINGS, IF AN INTERESTED PARTY HAS A CONFLICT, HE/SHE RECUSES THEMSELVES FROM VOTING. IF CONFLICTS ARE MADE KNOWN WITH OTHER EMPLOYEES IN THE ORGANIZATION, A PLAN IS DEVELOPED FOR THAT EMPLOYEE TO AVOID INFLUENCING DECISION MAKING IN THE AREA OF CONFLICT. THIS PLAN IS DEVELOPED BY THE EMPLOYEE'S MANAGER AND APPROVED BY THE DEPARTMENT DIRECTOR. THIS PLAN WILL BE AGREED UPON BY THE EMPLOYEE AND MONITORED BY THE MANAGER. |
| FORM 990, PART VI, SECTION B, LINE 15 | SPIRITRUST LUTHERAN LIFE'S PRINCIPAL OFFICER/CEO, ROBERT L. RUNDLE, JR. IS PAID BY SPIRITRUST LUTHERAN. SPIRITRUST LUTHERAN LIFE'S CEO, TERRY J. SHADE IS PAID BY SPIRITRUST LUTHERAN HOME & HOSPICE. SPIRITRUST LUTHERAN AND SPIRITRUST LUTHERAN HOME & HOSPICE UTILIZE SALARY SURVEY INFORMATION TO DETERMINE THE COMPENSATION AMOUNTS OF ALL EMPLOYEES WITHIN THE ORGANIZATIONS, INCLUDING THE CEO AND KEY EMPLOYEES. THE SALARY SURVEY INFORMATION ENSURES THAT PAY RATES ARE COMPETITIVE. SALARY RANGES FOR JOB CLASSES ARE ADJUSTED BASED ON THE SALARY SURVEY INFORMATION AND THEN REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. A BUDGETED MERIT INCREASE PERCENTAGE IS ALSO SUBJECT TO BOARD APPROVAL. THE ORGANIZATIONS' COMPENSATION PROCESS TAKES PLACE ANNUALLY AT THE NOVEMBER BOARD MEETINGS AND IS NOTED IN THE MINUTES. AN EXECUTIVE SESSION FOLLOWS THE BOARD MEETINGS TO DISCUSS THE ANNUAL EVALUATION AND COMPENSATION INCREASE FOR THE CEO. |
| FORM 990, PART VI, SECTION C, LINE 18 | SPIRITRUST LUTHERAN LIFE MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE CONSOLIDATED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 3,605,880. MANAGEMENT AND GENERAL EXPENSES 109,701. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,715,581. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. THE PROCESS IS CONSISTENT WITH PRIOR YEARS AND HAS NOT CHANGED. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CHAMBERSBURG HOUSING INC | ||||||||||
| 1050 PENNSYLVANIA AVENUE | YORK | PA | 17404 | 232847365 | PROVIDES HOUSING FOR THE ELDERLY AND DISABLED PERSONS | PA | 501(C)(3) | LINE 11 | SPIRITRUST LUTHERAN | 0 |
| EVANGELICAL LUTHERAN CHURCH IN AMERICA | ||||||||||
| 1050 PENNSYLVANIA AVENUE | YORK | PA | 17404 | 411568278 | CHURCH | PA | 501(C)(3) | LINE 1 | 0 | |
| SPIRITRUST LUTHERAN HOME CARE & HOSPICE | ||||||||||
| 2700 LUTHER DRIVE | CHAMBERSBURG | PA | 17202 | 251689293 | HOME HEALTH CARE | PA | 501(C)(3) | LINE 11 | SPIRITRUST LUTHERAN | 0 |
| SPIRITRUST LUTHERAN FOUNDATION | ||||||||||
| 1050 PENNSYLVANIA AVENUE | YORK | PA | 17404 | 233032248 | BUILDS PHILANTHROPIC RELATIONSHIPS | PA | 501(C)(3) | LINE 11 | SPIRITRUST LUTHERAN | 0 |
| SPIRITRUST LUTHERAN | ||||||||||
| 1050 PENNSYLVANIA AVENUE | YORK | PA | 17404 | 231476329 | OPERATES RETIREMENT COMMUNITIES | PA | 501(C)(3) | LINE 11 | EVANGELICAL LUTHERAN CHURCH IN AMERICA | 0 |
| SHREWSBURY HOUSING INC | ||||||||||
| 100 LUTHER ROAD | SHREWSBURY | PA | 17361 | 232129859 | PROVIDES HOUSING FOR THE ELDERLY AND DISABLED PERSONS | PA | 501(C)(3) | LINE 11 | SPIRITRUST LUTHERAN | 0 |
| WEST MANHEIM HOUSING INC | ||||||||||
| 1050 PENNSYLVANIA AVENUE | YORK | PA | 17404 | 200464684 | PROVIDES HOUSING FOR THE ELDERLY AND DISABLED PERSONS | PA | 501(C)(3) | LINE 11 | SPIRITRUST LUTHERAN | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments