2013-02-06T14:07:40-06:00 2012-06-30 232932984 PARENTEBEARD LLC 20 STANWIX STREET SUITE 800 PITTSBURGH PA 15222 990 2011-07-01 251527666 LUTHERAN SENIORLIFE LUTH 7247422246 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 SUSAN Q DIGIROLAMO 7247422246 2013-02-02 1 BRIAN R LENART EA P00289136 4126976400 2011 2016-03-07 17:11:31Z DAVID J FENOGLIETTO 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 7328013 0 X WWW.LUTHERANSENIORLIFE.ORG X 1986 PA SUPPORT AND MANAGEMENT OF RELATED TAX EXEMPT ORGANIZATIONS. 19 18 71 18 0 0 0 1658 6753262 6960700 13615 10688 67007 151192 6833884 7124238 0 0 0 0 4166491 4435950 0 0 0 1446728 1435616 5613219 5871566 1220665 1252672 10570404 12712384 2016280 2900553 8554124 9811831 LUTHERAN SENIORLIFE PROVIDES SUPPORT AND MANAGEMENT TO ITS RELATED TAX EXEMPT ORGANIZATIONS. 0 0 657033 0 6960700 LUTHERAN SENIORLIFE WAS ESTABLISHED TO PROVIDES ACCOUNTING, MANAGEMENT INFORMATION, MARKETING AND PERSONNEL SERVICES FOR ELEVEN AFFILIATED TAX-EXEMPT ORGANIZATIONS. 657033 1 0 0 0 0 0 0 0 0 0 1 0 0 1 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 1 0 0 0 1 8 0 1 71 1 0 0 0 0 0 0 0 0 0 0 X 19 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X SUSAN Q DIGIROLAMO 7247761100 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 DAVID J FENOGLIETTO 40.00 X X 267463 0 74535 JANE E BITTCHER 1.00 X 0 0 0 PAUL BITTLER 1.00 X 0 0 0 ERIC D KOFMEHL PHD 1.00 X 0 0 0 REV ROBERT MUSSER 1.00 X 0 0 0 JEANNETTE CHRISTENSEN 1.00 X 0 0 0 LAURA S DEKLEWA 1.00 X 0 0 0 MARY JEANNE KROB MD 1.00 X 0 0 0 GEORGE D EHRINGER 1.00 X 0 0 0 WAYNE FRANZEN 1.00 X 0 0 0 GEORGE E FRIEDLINE PE 1.00 X 0 0 0 KENNETH C HUBER MD 1.00 X 0 0 0 PASTOR THOMAS E MOOG 1.00 X 0 0 0 DAVID M WOLFE 1.00 X 0 0 0 REV DAVID SAYLOR 1.00 X 0 0 0 CHARLES E SNYDER 1.00 X 0 0 0 REV MARGARET SUHR-BARKLEY 1.00 X 0 0 0 MARK TRAUMAN 1.00 X 0 0 0 REV ROBERT ZIMMERMAN 1.00 X 0 0 0 SUSAN Q DIGIROLAMO 40.00 X 128746 0 39110 DONNA VAN KIRK 40.00 X 113520 0 32500 KATHY CASTLE 40.00 X 116217 0 32134 625946 0 178279 4 0 1 0 ADP 100 COMMERCE DRIVE - PO BOX 700 PITTSBURGH PA 15230 PAYROLL 126994 RED HOUSE COMMUNICATIONS 1908 SARAH STREET PITTSBURGH PA 15203 ADVERTISING 120045 2 1658 1658 SHARED SERVICE REVENUE 623000 7157941 7157941 LOSS FROM INVESTMENT I 623000 -197241 -197241 6960700 11876 11876 264270 152262 112008 112008 112008 50325 51513 -1188 -1188 -1188 OTHER REVENUE 900999 39184 39184 39184 7124238 6960700 0 161880 804225 83607 720618 2993037 311148 2681889 95148 9891 85257 252743 37535 215208 290797 30231 260566 81619 81619 7653 7653 569812 10052 559760 184631 1400 183231 170586 8002 162584 19804 19804 43763 6372 37391 7266 7266 9863 9863 115364 115364 32372 32372 MAINTENANCE & EQUIPMENT 77583 13764 63819 0 STRATEGIC PLAN INITIATI 53551 0 53551 0 STAFF TRAINING & RECRUI 34089 0 34089 0 BOARD SUPPORT 9193 0 9193 0 18467 18467 5871566 657033 5214533 0 500 500 1410595 928994 3139 2986 315179 237155 5184433 2270127 1635450 2914306 1694653 1706192 5510888 6922251 10570404 12712384 638282 742125 1336642 2111100 41356 47328 2016280 2900553 X 8553719 9811334 92 405 405 8554124 9811831 10570404 12712384 X 1252672 5035 X X 0 1 1 X 0 X X X X 0 0 0 ST JOHN LUTHERAN CARE CENTER 250969478 9 1 1 0 PASSAVANT RETIREMENT AND HEALTH CENTER 250986051 9 1 1 0 LUTHER COURT INC 251527660 9 1 1 0 LAS GERIATRIC CARE SERVICES INC 251738347 9 0 1 0 SAMARITAN HEALTHCARE INC 251527663 9 0 1 0 LUTHERAN SENIORLIFE FOUNDATION 251705233 7 0 1 0 VIECARE BEAVER LLC DBA LIFE BEAVER AND LAWRENCE COUNTIES 260363509 7 0 1 0 VIECARE BUTLER LLC DBA LIFE BUTLER COUNTY 208512169 7 0 1 0 VIECARE INC 205900922 7 0 1 0 BEHOME PARTNERS 202932676 9 0 1 0 10 0 2067746 708088 1359658 1728833 1562039 166794 1387854 1387854 2914306 OTHER ASSETS 58500 AFFILIATE RECEIVABLES 7067030 INVESTMENTS IN SUBSIDIARIES -203279 6922251 AFFILIATE PAYABLES 40163 OTHER LIABILITIES 7165 47328 7124238 5871566 1252672 4943 4943 1257615 7281443 4943 4943 7276500 -152262 -152262 7124238 6023828 152262 152262 5871566 0 5871566 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: LUTHERAN SENIORLIFE ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES BY USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROAPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2012 AND 2011. LUTHERAN SENIORLIFE'S FEDERAL INCOME TAX RETURNS ARE NO LONGER SUBJECT TO EXAMINATION BY FEDERAL TAXING AUTHORITIES FOR YEARS BEFORE 2009. PART XII, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -152,262. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 152,262. X 0 0 0 0 0 0 0 0 0 DAVID J FENOGLIETTO 267463 0 0 0 0 0 8204 0 66331 0 341998 0 0 0 SUSAN Q DIGIROLAMO 128746 0 0 0 0 0 7181 0 31929 0 167856 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 E-MAILED A COPY OF THE FINAL FORM 990 TO MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE REQUIRED FROM ALL BOARD MEMBERS AND EXECUTIVES. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS CONDUCTS AN ANNUAL PERFORMANCE REVIEW IN JULY. THE VP OF HUMAN RESOURCES COMPILES MARKET INFORMATION FOR THE COMMITTEES REVIEW. THE BOARD THEN DETERMINES THE COMPENSATION FOR THE CEO. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND TAX FORMS ARE AVAILABLE UPON REQUEST AT THE CORPORATE OFFICE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 4,943. CHANGE IN TEMPORARILY RESTRICTED NET ASSETS 92. TOTAL TO FORM 990, PART XI, LINE 5: 5,035. FORM 990, PART XII, LINE 2C NO CHANGE IN THE OVERSIGHT PROCESS IN THE CURRENT YEAR. ST JOHN LUTHERAN CARE CENTER DBA ST JOHN SPECIALTY CARE CENTER 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 250969478 SKILLED NURSING AND PERSONAL CARE FACILITY SERVING MORE THAN 300 RESIDENTS PA 501(C)(3) LINE 9 LUTHERAN SENIORLIFE 1 LUTHER COURT INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251527660 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 9 LUTHERAN SENIORLIFE 1 PASSAVANT RETIREMENT AND HEALTH CENTER DBA PASSAVANT RETIREMENT COMMUNITY 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 250986051 PROVIDER OF RESIDENTIAL, ASSISTED LIVING AND SKILLED NURSING CARE TO ELDERS PA 501(C)(3) LINE 9 LUTHERAN SENIORLIFE 1 LAS GERIATRIC CARE SERVICES INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251738347 PROVIDER OF MEDICAL GERIATRIC THERAPY SERVICES TO ITS EXEMPT AFFILIATES PA 501(C)(3) LINE 9 LUTHERAN SENIORLIFE 1 LUTHERAN SENIORLIFE FOUNDATION 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251705233 ORGANIZATION THAT PROMOTES THE CHARITABLE INTERESTS OF ITS EXEMPT AFFILIATES PA 501(C)(3) LINE 7 LUTHERAN SENIORLIFE 1 SAMARITAN HEALTH CARE INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251527663 TO PROVIDE HEALTH CARE SERVICES TO THE ELDERLY PA 501(C)(3) LINE 9 LUTHERAN SENIORLIFE 1 VIECARE INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 205900922 PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY PA 501(C)(3) LINE 7 LUTHERAN SENIORLIFE 1 VIECARE BEAVER LLC DBA LIFE BEAVER AND LAWRENCE COUNTIES 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 260363509 PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY PA 501(C)(3) LINE 7 LUTHERAN SENIORLIFE 1 VIECARE BUTLER LLC DBA LIFE BUTLER COUNTY 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 208512169 PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY PA 501(C)(3) LINE 7 LUTHERAN SENIORLIFE 1 MARS HOLDINGS INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251883384 DEVELOPING ALZHEIMERS FACILITY PROVIDING ASSISTED LIVING SERVICES PA 501(C)(3) LINE 11A, I LUTHERAN SENIORLIFE 1 BEHOME PARTNERS 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 202932676 PROVIDER OF HOME HEALTH SERVICES IN SKILLED NURSING, THERAPY, & PRIVATE DUTY PA 501(C)(3) LINE 9 LUTHERAN SENIORLIFE 1 TIMON PROPERTY DEVELOPMENT COMPANY 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 205133658 PROVIDER OF SENIOR HOUSING PA LUTHERAN SENIORLIFE C -126144 3315591 1.00000 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 BEHOME PARTNERS D 366876 FAIR MARKET VALUE LAS GERIATRIC CARE SERVICES INC D 370027 FAIR MARKET VALUE LUTHERAN SENIORLIFE FOUNDATION P 366394 FAIR MARKET VALUE LUTHERAN SENIORLIFE FOUNDATION D 219166 FAIR MARKET VALUE MARS HOLDINGS INC D 1223846 FAIR MARKET VALUE PASSAVANT RETIREMENT AND HEALTH CENTER DBA PASSAVANT RETIREMENT COMMUNITY P 3711531 FAIR MARKET VALUE SAMARITAN HEALTH CARE INC D 969996 FAIR MARKET VALUE ST JOHN LUTHERAN CARE CENTER DBA ST JOHN SPECIALTY CARE CENTER P 3584809 FAIR MARKET VALUE TIMON PROPERTY DEVELOPMENT COMPANY D 1384270 FAIR MARKET VALUE TIMON PROPERTY DEVELOPMENT COMPANY P 254555 FAIR MARKET VALUE VIECARE BEAVER LLC DBA LIFE BEAVER AND LAWRENCE COUNTIES P 966217 FAIR MARKET VALUE VIECARE BUTLER LLC DBA LIFE BUTLER COUNTY P 400522 FAIR MARKET VALUE VIECARE BUTLER LLC DBA LIFE BUTLER COUNTY D 135523 FAIR MARKET VALUE VIECARE INC D 2270549 FAIR MARKET VALUE