LUTHERAN SENIOR HEALTHCARE INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LUTHERAN SENIOR HEALTHCARE INC (EIN 35-2321534)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2014-08-04
- IRS object ID
- 201422169349300792
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-08-04T12:23:28-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232932984 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARENTEBEARD LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 4500 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352321534 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN SENIOR HEALTHCARE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LUTH | NameControl |
| Phone | 6093867171 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 MANHATTAN DRIVE | AddressLine1 |
| City | BURLINGTON | City |
| State | NJ | State |
| ZIP Code | 08016 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PHILLIP HARRINGTON JR | Name |
| Title | PRESIDENT/CEO | Title |
| Phone | 6093867171 | Phone |
| Date Signed | 2014-07-25 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIUS C GREEN CPA JD | Name |
| PTIN | P00350393 | PTIN |
| Phone | 2159720701 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | X | AmendedReturn |
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN SENIOR LIFE AT JERSEY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PHILLIP HARRINGTON JR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 MANHATTAN DRIVE | AddressLine1 |
| City | BURLINGTON | City |
| State | NJ | State |
| ZIP Code | 08016 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 12663752 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LSMNJ.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2007 | YearFormation |
| State Legal Domicile | NJ | StateLegalDomicile |
| Activity Or Mission Description | COMMUNITY-BASED CARE FOR NURSING HOME AND MEDICARE/MEDICAID ELIGIBLE SENIORS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 80 | TotalNbrEmployees |
| Total Nbr Volunteers | 12 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5457459 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 12661420 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 444 | InvestmentIncomePriorYear |
| Investment Income Current Year | 680 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2185 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1652 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5460088 | TotalRevenuePriorYear |
| Total Revenue Current Year | 12663752 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2525417 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3693143 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6464578 | OtherExpensePriorYear |
| Other Expenses Current Year | 10762487 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8989995 | TotalExpensesPriorYear |
| Total Expenses Current Year | 14455630 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -3529907 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1791878 | RevenuesLessExpensesCY |
| Total Assets BOY | 1294371 | TotalAssetsBOY |
| Total Assets EOY | 1450229 | TotalAssetsEOY |
| Total Liabilities BOY | 9289357 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 11237093 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -7994986 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -9786864 | NetAssetsOrFundBalancesEOY |
| Mission Description | THROUGH THE POWER OF THE HOLY SPIRIT AND IN RESPONSE TO GODS LOVE ASREVEALED IN THE GOSPEL, THE MISSION OF LUTHERAN SOCIAL MINISTRIES OFNJ IS TO SERVE THOSE HURT, WHO ARE IN NEED, OR WHO HAVE LIMITEDCHOICES THROUGH AN ARRAY OF HEALTH CARE AND SOCIAL SERVICES IN NJ. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 9910213 | Expense |
| Revenue | 12663072 | Revenue |
| Description | LUTHERAN SENIOR HEALTHCARE, INC.(PROGRAM OF ACCESSIBLE CARE FOR THE ELDERLY OR "PACE") IS A MEDICARE AND MEDICAID PROGRAM FOR ADULTS OVER THE AGE OF 55 YEARS WHO ARE ELIGIBLE FOR SKILLED NURSING CARE. THIS PROGRAM PROVIDES COMMUNITY-BASED CARE AND SERVICES TO INDIVIDUALS WHO OTHERWISE WOULD NEED NURSING HOME LEVEL OF CARE. PARTICIPANTS MUST MEET MEDICAID AND MEDICARE FINANCIAL ELIGIBILITY OR PAY PRIVATELY. PACE WAS CREATED AS A WAY TO PROVIDE FAMILIES, CAREGIVERS, AND PROFESSIONAL HEALTH CARE PROVIDERS FLEXIBILITY TO MEET THE PARTICIPANTS' HEALTH CARE NEEDS AND TO HELP EACH PARTICIPANT CONTINUE LIVING IN THE COMMUNITY. AN INTERDISCIPLINARY TEAM OF PROFESSIONALS GIVES EVERY PARTICIPANT THE COORDINATED CARE THEY NEED. THESE PROFESSIONALS ARE ALSO EXPERTS IN WORKING WITH THE ELDERLY. | Description |
| Total Program Service Expense | 9910213 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 19 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 80 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER CRIPPS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6093867171 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 MANHATTAN DRIVE | AddressLine1 |
| City | BURLINGTON | City |
| State | NJ | State |
| ZIP Code | 08016 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| REV THOMAS DORSEY | |||||||||
| TRUSTEE | 1.00 | 5.00 | X | 0 | 0 | 0 | |||
| REV RAYMOND J ELBERSON | |||||||||
| TRUSTEE/VICE CHAIR | 1.00 | 6.00 | X | 0 | 0 | 0 | X | ||
| THERESA OAKLEY GRAHAM | |||||||||
| TRUSTEE | 1.00 | 6.00 | X | 0 | 0 | 0 | |||
| PHILLIP HARRINGTON | |||||||||
| TRUSTEE-SECRETARY | 1.00 | 5.00 | X | 0 | 0 | 0 | X | ||
| REV WILLIAM R KLETTKE | |||||||||
| TRUSTEE | 1.00 | 5.00 | X | 0 | 0 | 0 | |||
| WILLIAM MCCRACKEN | |||||||||
| TRUSTEE/CHAIR | 1.00 | 6.00 | X | 0 | 0 | 0 | X | ||
| EDWARD P NOBLE | |||||||||
| TRUSTEE | 1.00 | 5.00 | X | 0 | 0 | 0 | |||
| JAMES O' NEIL | |||||||||
| TRUSTEE | 1.00 | 7.00 | X | 0 | 0 | 0 | |||
| REV E ROY RILEY JR | |||||||||
| TRUSTEE | 1.00 | 5.00 | X | 0 | 0 | 0 | |||
| DAVID WADDELL | |||||||||
| TRUSTEE/TREASURER | 1.00 | 6.00 | X | 0 | 0 | 0 | X | ||
| ANGELIQUE WILLIAMS | |||||||||
| TRUSTEE | 1.00 | 5.00 | X | 0 | 0 | 0 | |||
| JERRY NUGENT | |||||||||
| PRESIDENT & CEO | 2.00 | 38.00 | X | 0 | 386418 | 54538 | X | ||
| MARGARET BUCCI | |||||||||
| SR. VP FOR HOUSING & COMMUNITY SERVICE | 4.00 | 36.00 | 0 | 182183 | 11205 | X | |||
| MARK BIANCANIELLO | |||||||||
| EXECUTIVE DIRECTOR OF HR | 1.00 | 39.00 | 0 | 110395 | 6321 | X | |||
| JENNIFER CRIPPS | |||||||||
| CORPORATE CONTROLLER | 2.00 | 38.00 | 0 | 110718 | 16907 | X | |||
| ELIZABETH EICHFELD | |||||||||
| EXECUTIVE DIRECTOR | 40.00 | 140643 | 0 | 11470 | X | ||||
| LEE DOTY | |||||||||
| GENERAL COUNSEL | 2.00 | 38.00 | 0 | 183763 | 7741 | X | |||
| RUTH LEWIS | |||||||||
| EXECUTIVE DIRECTOR OF MARKETING | 2.00 | 38.00 | 0 | 107543 | 22950 | X | |||
| JASON KONEK | |||||||||
| DIRECTOR OF PROJECT DEVELOPMENT | 2.00 | 38.00 | 0 | 117378 | 19580 | X | |||
| FRANCIS J KARDOS | |||||||||
| VP FINANCE/CFO | 2.00 | 38.00 | 0 | 185876 | 16715 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 140643 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1384274 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 167427 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| JERSEY CITY MEDICAL CENTER | |||||
| 355 GRAND STREET | JERSEY CITY | NJ | 07302 | HEALTH CARE | 1358276 |
| HAMILTON PARK NURSING HOME | |||||
| 525 MONMOUTH STREET | JERSEY CITY | NJ | 07302 | NURSING HOME | 937435 |
| BAYADA NURSES | |||||
| PO BOX 514085 | PHILADELPHIA | PA | 19175 | HEALTH CARE | 559844 |
| LOVING HANDS HEALTH CARE SERVICES | |||||
| 676 WINTER AVE | PARAMUS | NJ | 07652 | HEALTH CARE | 390407 |
| GENESIS ELDERCARE REHABILITATION SERVICE | |||||
| PO BOX 7247-6525 | PHILADELPHIA | PA | 19170 | REHABILITATION SERVICES | 302491 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NET PATIENT REVENUE | Description |
| Business Code | 624100 | BusinessCode |
| Total Revenue Column | 12661420 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12661420 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 12661420 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 680 | TotalRevenueColumn |
| Exclusion | $680 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1652 | TotalRevenueColumn |
| Exclusion | $1,652 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1652 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12663752 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12661420 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,332 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152113 | Total |
| Program Services | 152113 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2677899 | Total |
| Program Services | 1512274 | ProgramServices |
| Management And General | 1165625 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76643 | Total |
| Program Services | 37182 | ProgramServices |
| Management And General | 39461 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 572643 | Total |
| Program Services | 288594 | ProgramServices |
| Management And General | 284049 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 213845 | Total |
| Program Services | 129753 | ProgramServices |
| Management And General | 84092 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1139676 | Total |
| Management And General | 1139676 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 170195 | Total |
| Management And General | 170195 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12100 | Total |
| Management And General | 12100 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4976741 | Total |
| Program Services | 4544038 | ProgramServices |
| Management And General | 432703 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68075 | Total |
| Management And General | 68075 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 148571 | Total |
| Program Services | 121789 | ProgramServices |
| Management And General | 26782 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73426 | Total |
| Program Services | 750 | ProgramServices |
| Management And General | 72676 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 652244 | Total |
| Program Services | 650292 | ProgramServices |
| Management And General | 1952 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16605 | Total |
| Program Services | 7986 | ProgramServices |
| Management And General | 8619 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20441 | Total |
| Program Services | 1881 | ProgramServices |
| Management And General | 18560 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 710898 | Total |
| Management And General | 710898 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 148001 | Total |
| Management And General | 148001 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 176117 | Total |
| Program Services | 176117 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MEDICAL SUPPLIES | 2106174 | 2105339 | 835 |
| FOOD | 128101 | 127797 | 304 |
| ADMIN ALLOCATION | 75001 | 75001 | |
| PURCHASES | 71764 | 71764 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68357 | Total |
| Program Services | 54308 | ProgramServices |
| Management And General | 14049 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14455630 | Total |
| Program Services | 9910213 | ProgramServices |
| Management And General | 4545417 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100017 | BOY |
| EOY | 178842 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 302592 | BOY |
| EOY | 344404 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94039 | BOY |
| EOY | 160681 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1084032 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 352761 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 762692 | BOY |
| EOY | 731271 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35031 | BOY |
| EOY | 35031 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1294371 | BOY |
| EOY | 1450229 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 862927 | BOY |
| EOY | 882184 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 557 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 64265 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110199 | BOY |
| EOY | 143789 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8316231 | BOY |
| EOY | 10146298 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9289357 | BOY |
| EOY | 11237093 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -7994986 | BOY |
| EOY | -9786864 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -7994986 | BOY |
| EOY | -9786864 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1294371 | BOY |
| EOY | 1450229 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -1791878 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Both | X | FinancialStatementBoth |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 500 | CurrentTaxYearMinus2Years |
| Total | 500 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 621397 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5457459 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12661420 | CurrentTaxYear |
| Total | 18740276 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 621897 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5457459 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12661420 | CurrentTaxYear |
| Total | 18740776 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 18740776 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 444 | CurrentTaxYearMinus1Year |
| Current Tax Year | 680 | CurrentTaxYear |
| Total | 1124 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 444 | CurrentTaxYearMinus1Year |
| Current Tax Year | 680 | CurrentTaxYear |
| Total | 1124 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 2185 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1652 | CurrentTaxYear |
| Total | 3837 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 621897 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5460088 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12663752 | CurrentTaxYear |
| Total | 18745737 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | X | First5Years509 |
| Public Support Percentage509 | 0.99980 | PublicSupportPercentage509 |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 0 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART IV, SUPPLEMENTAL INFORMATION: | Identifier |
| Explanation | SEVERAL OF THE EXECUTIVE MANAGERS AND OTHER KEY MANAGERS OCCASIONALLY CONTACT LOCAL, STATE, AND FEDERAL GOVERNMENT PERSONNEL TO EDUCATE THEM ON AND ADVOCATE FOR SPECIFIC HEALTHCARE AND HUMAN SERVICE TOPICS. THESE ACTIVITIES CONSIST OF PHONE CALLS, LETTER WRITING, AND MEETINGS AS ARE CONSIDERED APPROPRIATE AND EFFECTIVE. | Explanation |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 195726 | OtherCostOrOtherBasis |
| Depreciation | 46913 | Depreciation |
| Book Value | 148813 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 888306 | OtherCostOrOtherBasis |
| Depreciation | 305848 | Depreciation |
| Book Value | 582458 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 731271 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO LSM | $9,934,361 |
| OTHER LIABILITIES | $211,937 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 10146298 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 12663752 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 12663752 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 12663752 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 14455630 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 14455630 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 14455630 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | PACE ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING 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. THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2012 AND 2011. PACE'S FEDERAL RETURNS OF ORGANIZATION EXEMPT FROM INCOME TAX FOR THE YEARS ENDED PRIOR TO 2009 ARE NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JERRY NUGENT | ||||||||||||||
| PRESIDENT & CEO | 0 | 340114 | 0 | 46304 | 0 | 0 | 0 | 42062 | 0 | 12476 | 0 | 440956 | 0 | 18900 |
| MARGARET BUCCI | ||||||||||||||
| SR. VP FOR HOUSING & COMMUNITY SERVI | 0 | 161123 | 0 | 21060 | 0 | 0 | 0 | 6430 | 0 | 4775 | 0 | 193388 | 0 | 0 |
| ELIZABETH EICHFELD | ||||||||||||||
| EXECUTIVE DIRECTOR | 134986 | 0 | 5657 | 0 | 0 | 0 | 10579 | 0 | 891 | 0 | 152113 | 0 | 0 | 0 |
| LEE DOTY | ||||||||||||||
| GENERAL COUNSEL | 0 | 183709 | 0 | 54 | 0 | 0 | 0 | 7384 | 0 | 357 | 0 | 191504 | 0 | 0 |
| FRANCIS J KARDOS | ||||||||||||||
| VP FINANCE/CFO | 0 | 167797 | 0 | 18079 | 0 | 0 | 0 | 14519 | 0 | 2196 | 0 | 202591 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | JEROLD NUGENT RECEIVES A NON-TAXABLE HOUSING ALLOWANCE FROM LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY, INC. A TAX-EXEMPT RELATED ORGANIZATION. |
| PART I, LINE 3 | THE FOLLOWING ARE USED BY LSMNJ (PARENT ORGANIZATION) TO DETERMINE COMPENSATION FOR THE CEO: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY/STUDY, AND APPROVAL BY THE BOARD/COMPENSATION COMMITTEE. |
| PART I, LINES 4A-B | FRANCIS KARDOS RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $6,285 FOR 2012. THE FOLLOWING KEY EMPLOYEES CONTRIBUTED TO A 457 (F) RETIREMENT PLAN IN 2012: JEROLD NUGENT - $113,269 MARGARET BUCCI - $25,014 PAUL CRANMER - $29,676 LEE DOTY - $9,000 CHRIS RICHETTI - $416 |
| PART I, LINE 7 | FOR THE LISTED PERSONS IDENTIFIED IN PART VII, SECTION A, LINE 1A, A MINOR PERFORMANCE OF COMPENSATION IS IN THE FORM OF INCENTIVE PAYMENTS. THE NON-FIXED INCENTIVE PAYMENT IS BASED ON FORMULAS THAT CONSIDER EACH INDIVIDUAL'S ACCOMPLISHMENTS IN THREE KEY AREAS OF ORGANIZATIONAL PERFORMANCE. THE THREE KEY AREAS ARE: FUTHERANCE OF THE MISSION STATEMENT, PROGRAM PERFORMANCE, AND ACCOMPLISHEMENT OF THE ORGANIZATION'S STRATEGIC DIRECTIONS. EACH OF THE THREE KEY AREAS ARE PART OF THE FORMULA, WITH THE FURTHERANCE OF ORGANIZATION'S MISSION BEING FIRST AND MOST ESSENTIAL. PROGRAM PERFORMANCE LOOKS AT PROGRAM QUALITY, GROWTH AND FINANCIAL VIABILITY. STRATEGIC DIRECTIONS ACCOMPLISHMENT IS MEASURED AGAINST THE GOALS LISTED IN THE STRATEGIC DIRECTIONS DOCUMENT OF LSMNJ. THE STRUCTURE OF THE INCENTIVE PAYMENTS ARE DEVELOPED WITH THE BOARD'S HUMAN RESOURCES COMMITTEE AND APPROVED BY LSMNJ'S BOARD OF TRUSTEES. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY INC. ("LSMNJ") IS THE SOLE MEMBER OF LUTHERAN SENIOR HEALTHCARE, INC. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS OF THE BOARD OF TRUSTEES ARE APPOINTED BY THE MEMBER , LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY, INC. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBER, LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY, INC., IN ADDITION TO STATUTORILY RESERVED RIGHTS OF APPROVAL, HAS CERTAIN RESERVED RIGHTS OF APPROVAL SET FORTH IN THE COPORATION'S BYLAWS; APPROVE FUNDAMENTAL CHANGES SUCH AS MERGERS, SALE OF SUBSTANTIALLY ALL ASSETS, AND DISSOLUTION; APPROVE BUDGETS, MAJOR POLOCIES AND LONG-TERM PLANS; AND APPROVE THE SALE OF PROPERTY, INCURRENCE OF DEBT AND MAJOR GIFTS. THE MEMBER VOTES THROUGH THE ACTION OF ITS BOARD OF TRUSTEES. | |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE PREPARED FORM 990 WAS PROVIDED TO EACH MEMBER OF THE LSMNJ BOARD OF TRUSTEES BEFORE THE RETURN WAS FILED WITH THE INTERNAL REVENUE SERVICE. MEMBERS WERE REQUESTED TO SEND QUESTIONS, IF ANY, TO MANAGEMENT. THOSE QUESTIONS THAT WERE ADDRESSED TO MANAGEMENT WERE CONSIDERED AND RESOLVED TO THE SATISFACTION OF EACH BOARD MEMBER. | |
| FORM 990, PART VI, SECTION B, LINE 12C | PURSUANT TO THE ORGANIZATION'S CONFLICTS OF INTEREST POLICY (ADM 3.5), THE BOARD OF TRUSTEES AND SENIOR MANAGEMENT DISCLOSE ACTUAL AND POTENTIAL CONFLICTS ON AN ANNUAL BASIS AND AS THEY ARISE DURING THE YEAR, USING A FORM DISTRIBUTED TO THEM, AND AS SUCH CONFLICTS ARISE. THESE DISCLOSURES ARE REVIEWED BY THE ORGANIZATION'S GENERAL COUNSEL. IN ADDITION, STAFF ARE TO DISCLOSE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST AS THEY ARISE DURING THE YEAR TO THEIR VICE PRESIDENT/EXECUTIVE DIRECTOR, WHO REVIEWS THE DISCLOSURE WITH THE PRESIDENT & CEO AND COMPLIANCE OFFICER, IN CONSULTATION WITH THE GENERAL COUNSEL. THE PRESIDENT AND CEO WORKS WITH TRUSTEES AND SENIOR MANAGEMENT TO RESOLVE ANY CONFLICTS THAT ARISE OR, WHERE APPROPRIATE, REFERS THE MATTER TO THE BOARD OF TRUSTEES. THE VICE PRESIDENT/EXECUTIVE DIRECTORS WORK WITH STAFF TO RESOLVE CONFLICTS OF INTEREST IF THEY ARISE. A CONFLICT OF INTEREST MAY BE RESOLVED IN A NUMBER OF WAYS DEPENDING ON THE CIRCUMSTANCES. FOR EXAMPLE, STAFF MAY BE ASKED TO CHANGE THEIR JOB DUTIES, AN OFFICER MAY HAVE TO WITHDRAW FROM A BOARD MEETING WHERE THE ISSUE IS DISCLOSED AND VOTED ON. | |
| FORM 990, PART VI, SECTION B, LINE 15 | SOME OF LUTHERAN SENIOR HEALTHCARE, INC.'S SENIOR MANAGEMENT ARE EMPLOYED BY LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY INC. ("LSMNJ"), A TAX-EXEMPT RELATED ORGANIZATION. FOLLOWING IS THE METHOD USED TO DETERMINE COMPENSATION FOR THOSE SENIOR MANAGEMENT EMPLOYEES. THE BOARD OF TRUSTEES DEVELOPED A PLAN FOR SENIOR MANAGEMENT COMPENSATION THAT MAINTAINS COMPENSATION AT MARKET LEVELS, REWARDS EXCEPTIONAL PERFORMANCE, AND ENCOURAGES LONGEVITY. THE STRUCTURE OF THE PLAN WAS DEVELOPED AND APPROVED BY THE BOARD OF TRUSTEES. THE PLAN INCLUDED AN ASSESSMENT OF COMPARABLE MARKET DATA. THE DELIBERATIONS OF THE BOARD OF TRUSTEES WERE DOCUMENTED AND HAVE BEEN MAINTAINED IN THE FORM OF WRITTEN MINUTES. THE BOARD RETAINED AN INDEPENDENT HUMAN RESOURCES CONSULTING FIRM, RCG, TO DEVELOP SALARY SCALES FOR THE EXECUTIVE MANAGEMENT GROUP("EMG") WHICH CONSISTS OF: THE PRESIDENT AND CHIEF EXECUTIVE OFFICER ("CEO"), THE VICE PRESIDENT OF FINANCE AND CHIEF FINANCIAL OFFICER AND THE EXECUTIVE DIRECTORS OF LUTHERAN HOME AT MOORESTOWN AND LUTHERAN SOCIAL MINISTRIES AT CRANE'S MILL RETIREMENT COMMUNITY. THE GOAL IS TO MAINTAIN THE EMG AT MARKET COMPENSATION FOR COMPARABLE POSITIONS AS DEFINED IN THE EXECUTIVE COMPENSATION REVIEW OF THE MARKET FOR COMPARABLE POSITIONS THAT WAS PREPARED BY RCG. THE BOARD APPROVES THE PLAN AND DEVELOPS A CEO BASE SALARY AND INCENTIVE COMPENSATION RECOMMENDATION EACH YEAR AT ITS FALL MEETING TO BE APPROVED BY THE BOARD OF TRUSTEES. THE BOARD WILL REVIEW THE SALARY AND INCENTIVES THAT THE CEO DEVELOPS FOR THE EMG. | |
| FORM 990, PART VI, SECTION C, LINE 19 | INTERESTED PARTIES MAY OBTAIN A COPY OF THE BYLAWS, ARTICLES OF INCORPORATION, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AT THE CORPORATE OFFICES UPON REQUEST. | |
| FORM 990, PART IX, LINE 11G | OTHER FEES: PROGRAM SERVICE EXPENSES 4,227. MANAGEMENT AND GENERAL EXPENSES 358,415. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 362,642. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 1,910,847. MANAGEMENT AND GENERAL EXPENSES 74,288. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,985,135. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,628,964. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,628,964. | OTHER FEES |
| FORM 990 AMENDED RETURN: | THE 2012 FORM 990 IS BEING AMENDED TO REFLECT A CHANGE IN RETURN SIGNER ON PART II. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY | |||||||||||
| 3 MANHATTAN DRIVE | BURLINGTON | NJ | 08016 | 221487237 | PROVIDE COMMUNITY-BASED RESIDENTIAL SERVICES | NJ | 501(C)(9) | LINE 9 | N/A | 1 | |
| LUTHERAN HOME AT MOORESTOWN | |||||||||||
| 3 MANHATTAN DRIVE | BURLINGTON | NJ | 08016 | 210643360 | SKILLED NURSING FACILITY | NJ | 501(C)(9) | LINE 9 | 1 | LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY INC | |
| ABIDING PEACE SENIOR HOUSING CORPORATION | |||||||||||
| 3 MANHATTAN DRIVE | BURLINGTON | NJ | 08016 | 222886002 | PROVIDE AFFORDABLE SENIOR HOUSING | NJ | 501(C)(9) | LINE 9 | 1 | LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY INC | |
| ATONEMENT LUTHERAN HOUSING INC | |||||||||||
| 3 MANHATTAN DRIVE | BURLINGTON | NJ | 08016 | 223056189 | AFFORDABLE HOUSING | NJ | 501(C)(9) | LINE 9 | 1 | LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY INC | |
| PENNSAUKEN LUTHERAN HOUSING INC | |||||||||||
| 3 MANHATTAN DRIVE | BURLINGTON | NJ | 08016 | 223509264 | AFFORDABLE SENIOR HOUSING | NJ | 501(C)(9) | LINE 9 | 1 | LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY INC | |
| LUTHERAN FOUNDATION OF NEW JERSEY INC | |||||||||||
| 3 MANHATTAN DRIVE | BURLINGTON | NJ | 08016 | 223640683 | SOLICIT AND DISTRIBUTE CHARITABLE CONTRIBUTIONS | NJ | 501(C)(9) | LINE 9 | 1 | LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY INC | |
| LUTHERAN SOCIAL MINISTRIES AT CRANE'S MILL | |||||||||||
| 3 MANHATTAN DRIVE | BURLINGTON | NJ | 08016 | 223368378 | AFFORDABLE SENIOR HOUSING | NJ | 501(C)(9) | LINE 9 | 1 | LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY INC | |
| PISCATAWAY LUTHERAN HOUSING INC | |||||||||||
| 3 MANHATTAN DRIVE | BURLINGTON | NJ | 08016 | 223707174 | AFFORDABLE SENIOR HOUSING | NJ | 501(C)(9) | LINE 9 | 1 | LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY INC | |
| LUTHERAN SENIOR HEALTHCARE AT BRICK | |||||||||||
| 3 MANHATTAN DRIVE | BURLINGTON | NJ | 08016 | 800488698 | AFFORDABLE SENIOR HOUSING | NJ | 501(C)(9) | LINE 9 | 1 | LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY INC | |
Form990 Schedule R Part III Form990ScheduleRPartIII (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|
| 27 NORTH CLINTON URBAN RENEWAL LP | |||||||
| 3 MANHATTAN DRIVE | BURLINGTON | NJ | 08016 | 223479381 | AFFORDABLE HOUSING | NJ | N/A |
| CIRCLE F URBAN RENEWAL LIMITED PARTNERSHIP | |||||||
| 3 MANHATTAN DRIVE | BURLINGTON | NJ | 08016 | 223392913 | AFFORDABLE HOUSING | NJ | N/A |
| MOTT CENTRE STREET APARTMENTS LP | |||||||
| 3 MANHATTAN DRIVE | BURLINGTON | NJ | 08016 | 223327009 | AFFORDABLE HOUSING | NJ | N/A |
| OLD BRIDGE URBAN RENEWAL LP | |||||||
| 3 MANHATTAN DRIVE | BURLINGTON | NJ | 08016 | 223539632 | AFFORDABLE HOUSING | NJ | N/A |
| PEAPACK GLADSTONE URBAN RENEWAL HOUSING LP | |||||||
| 3 MANHATTAN DRIVE | BURLINGTON | NJ | 08016 | 223548781 | AFFORDABLE HOUSING | NJ | N/A |
| PROJECT HOME URBAN RENEWAL LP | |||||||
| 3 MANHATTAN DRIVE | BURLINGTON | NJ | 08016 | 223509273 | AFFORDABLE HOUSING | NJ | N/A |
| STUYVESANT URBAN RENEWAL LP | |||||||
| 3 MANHATTAN DRIVE | BURLINGTON | NJ | 08016 | 223548394 | AFFORDABLE HOUSING | NJ | N/A |
| WEST HANOVER URBAN RENEWAL LP | |||||||
| 3 MANHATTAN DRIVE | BURLINGTON | NJ | 08016 | 223509277 | AFFORDABLE HOUSING | NJ | N/A |
| WHITEHOUSE SENIOR HOUSING INC | |||||||
| 3 MANHATTAN DRIVE | BURLINGTON | NJ | 08016 | 223456196 | AFFORDABLE HOUSING | NJ | N/A |
| SOUTH PLAINFIELD URBAN RENEWAL LP | |||||||
| 3 MANHATTAN DRIVE | BURLINGTON | NJ | 08016 | 223575419 | AFFORDABLE HOUSING | NJ | N/A |
| LUTHERAN SOCIAL MINISTRIES OF CAMDEN LP | |||||||
| 3 MANHATTAN DRIVE | BURLINGTON | NJ | 08016 | 262032374 | AFFORDABLE HOUSING | NJ | N/A |
Form990 Schedule R Part IV Form990ScheduleRPartIV (12 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| LUTHERAN PROJECT HOME INC | |||||||||
| 3 MANHATTAN DRIVE | BURLINGTON | NJ | 08016 | 223547992 | AFFORDABLE HOUSING | NJ | N/A | C | 0 |
| OLDBRIDGE LUTHERAN HOUSING INC | |||||||||
| 3 MANHATTAN DRIVE | BURLINGTON | NJ | 08016 | 223539149 | AFFORDABLE HOUSING | NJ | N/A | C | 0 |
| PEAPACK LUTHERAN HOUSING INC | |||||||||
| 3 MANHATTAN DRIVE | BURLINGTON | NJ | 08016 | 223547994 | AFFORDABLE HOUSING | NJ | N/A | C | 0 |
| SOUTH PLAINFIELD LUTHERAN HOUSING INC | |||||||||
| 3 MANHATTAN DRIVE | BURLINGTON | NJ | 08016 | 223575417 | AFFORDABLE HOUSING | NJ | N/A | C | 0 |
| STUYVESANT LUTHERAN HOUSING INC | |||||||||
| 3 MANHATTAN DRIVE | BURLINGTON | NJ | 08016 | 223610950 | AFFORDABLE HOUSING | NJ | N/A | C | 0 |
| LUTHERAN SENIOR SERVICES INC | |||||||||
| 3 MANHATTAN DRIVE | BURLINGTON | NJ | 08016 | 223392933 | AFFORDABLE HOUSING | NJ | N/A | C | 0 |
| LUTHERAN RESIDENTIAL SERVICES INC | |||||||||
| 3 MANHATTAN DRIVE | BURLINGTON | NJ | 08016 | 223324834 | AFFORDABLE HOUSING | NJ | N/A | C | 0 |
| CORNERSTONE RESIDENTIAL SERVICES INC | |||||||||
| 3 MANHATTAN DRIVE | BURLINGTON | NJ | 08016 | 223479378 | AFFORDABLE HOUSING | NJ | N/A | C | 0 |
| HANOVER STREET HOUSING INC | |||||||||
| 3 MANHATTAN DRIVE | BURLINGTON | NJ | 08016 | 223509924 | AFFORDABLE HOUSING | NJ | N/A | C | 0 |
| READINGTON LUTHERAN HOUSING INC | |||||||||
| 3 MANHATTAN DRIVE | BURLINGTON | NJ | 08016 | 223456195 | AFFORDABLE HOUSING | NJ | N/A | C | 0 |
| FOUNTAIN SWEETS HOUSING INC | |||||||||
| 3 MANHATTAN DRIVE | BURLINGTON | NJ | 08016 | 223520477 | AFFORDABLE HOUSING | NJ | N/A | C | 0 |
| LUTHERAN SOCIAL MINISTRIES OF CAMDEN LP | |||||||||
| 3 MANHATTAN DRIVE | BURLINGTON | NJ | 08016 | 262032301 | AFFORDABLE HOUSING | NJ | N/A | C | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | E | TransactionType |
| Amount Involved | 9934361 | AmountInvolved |
| Method Of Amt Determination | FMV | MethodOfAmtDetermination |
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