2018-08-29T08:35:56-05:00 2017-12-31 550486667 ARNETT CARBIS TOOTHMAN LLP 5700 CORPORATE DRIVE STE 650 PITTSBURGH PA 15237 990 2017-01-01 260877186 SPIRITRUST LUTHERAN LIFE FKA LIFE LUTHERAN SERVICES INC SPIR 7172645433 840 FIFTH AVENUE CHAMBERSBURG PA 17201 TERRY J SHADE CEO 7172645433 2018-08-20 1 JEFFREY J PETRELL CPA P00138808 4126356270 2018-08-17 2017 2022-09-23 18:48:47Z ROBERT L RUNDLE JR 840 FIFTH AVENUE CHAMBERSBURG PA 17201 7735124 0 9386 X WWW.SPIRITRUSTLUTHERANLIFE.ORG X 2006 PA 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. 10 9 77 9 6604 0 2668 2815 8185389 7631166 0 0 10523 8373 8198580 7642354 0 0 0 0 2543328 2543643 0 0 0 7065700 7339916 9609028 9883559 -1410448 -2241205 4332401 4102971 10699720 12711495 -6367319 -8608524 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. 0 0 8109286 7631166 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. 8109286 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 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 0 0 0 1 25 0 1 77 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 PA MD X NINA DELGRANDE 7172645433 840 FIFTH AVENUE CHAMBERSBURG PA 17201 ROBERT L RUNDLE JR PRESIDENT/CEO 3.50 46.50 X X 0 511120 41098 REV BILL NIENSTEDT CHAIR 0.50 X X 0 0 0 AUDREY CLANCY SECRETARY 0.50 X X 0 0 0 MIKE OCKER TREASURER 0.50 X X 0 0 0 JARED CHILDERS VICE CHAIR 0.50 X X 0 0 0 DONNA HOCKER DIRECTOR 0.50 X 0 0 0 ALLIE HARPER DIRECTOR 0.50 X 0 0 0 DR M FAROOQ KHOKHAR DIRECTOR 0.50 X 0 0 0 ALEXANDRA SIPE DIRECTOR 0.50 X 0 0 0 ANGELA THOMAS DIRECTOR 0.50 X 0 0 0 TERRY SHADE SPIRITRUST LUTHERAN LIFE CEO 40.00 X 0 312611 19801 REVENA ROSSI VP SUPPORT SERVICES/CFO 3.50 40.50 X 0 241611 20075 0 1065342 80974 0 0 1 0 PHARMASTAR LLC KMTSJ INC 2503 N HILLCREST PARKWAY ALTOONA WI 54720 PHARMACY/ADMINISTRATION 841058 COMPHEALTH PO BOX 972651 DALLAS TX 75397 STAFFING 343374 2 2815 2815 PATIENT SERVICE REVENU 900099 7631166 7631166 7631166 99374 92770 6604 6604 6604 OTHER INCOME 900099 1769 1769 1769 7642354 7631166 6604 1769 X 2037915 1643168 394747 45854 36972 8882 310721 250534 60187 149153 120262 28891 437376 437376 1462 1462 3715581 3605880 109701 160348 160348 112116 82420 29696 132273 18235 114038 570456 347327 223129 113286 84572 28714 12867 6124 6743 321897 321897 315394 315394 57986 57986 MEDICAL EQUIPMENT AND S 898034 898034 VEHICLE/TRANSPORTATION 229377 229377 FOOD/MEAL EXPENSE 94526 94526 DUES, LICENSE, & SUBCRI 63606 63606 103331 54564 48767 9883559 8109286 1774273 0 600 600 10092 33277 93169 132201 6261319 2324426 4228540 3936893 4332401 4102971 1683501 1757576 5417 5417 6766268 6594789 2244534 4353713 10699720 12711495 X -6368269 -8609474 950 950 -6367319 -8608524 4332401 4102971 -2241205 0 X X 0 1 X 1 0 X 2260 2881 3247 2668 2815 13871 5967918 6952515 7039754 8185389 7631166 35776742 5970178 6955396 7043001 8188057 7633981 35790613 0 0 0 35790613 74822 79950 97230 98770 99374 450146 74822 79950 97230 98770 99374 450146 11074 24661 140545 6980 1769 185029 6056074 7060007 7280776 8293807 7735124 36425788 0.98260 0.98360 0.01240 0.01010 X 0 0 0 0 0 0 0 0 1 5778 5778 0 PART II-B, LINE 1: A PORTION OF THE ORGANIZATION'S DUES TO NATIONAL PACE ASSOCIATION AND PENNSYLVANIA LIFE PROVIDER ALLIANCE (PALPA) ARE USED FOR LOBBYING. 753847 753847 4186975 1195726 2991249 1320304 1128700 191604 193 193 3936893 DUE TO AFFILIATES 4353713 4353713 X 7735124 92770 92770 7642354 0 7642354 9976329 92770 92770 9883559 0 9883559 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. 0 1 0 0 0 0 0 0 0 ROBERT L RUNDLE JR PRESIDENT/CEO 0 400006 0 107891 0 3223 0 27871 0 13227 0 552218 0 0 TERRY SHADE SPIRITRUST LUTHERAN LIFE CEO 0 255705 0 3504 0 53402 0 13537 0 6264 0 332412 0 0 REVENA ROSSI VP SUPPORT SERVICES/CFO 0 240660 0 0 0 951 0 13062 0 7013 0 261686 0 0 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 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. 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 0 0 0 0 1 0 0 0 0 0 1 0 1 1 1 1 0 0 0