2012-03-15T15:21:09-05:00 2011-06-30 PARENTEBEARD LLC 20 STANWIX STREET SUITE 900 PITTSBURGH PA 15222 990 2010-07-01 251527666 LUTHERAN SENIORLIFE LUTH 7247422246 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 SUSAN Q DIGIROLAMO 7247422246 2012-03-09 1 BRIAN R LENART EA 4122819690 2010 2016-02-24 21:20:13Z DAVID J FENOGLIETTO 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 6990431 0 X WWW.LUTHERANSENIORLIFE.ORG X 1986 PA SUPPORT AND MANAGEMENT OF RELATED TAX EXEMPT ORGANIZATIONS. 19 18 80 18 0 0 0 0 6232142 6753262 -2687 13615 23420 67007 6252875 6833884 0 0 0 0 3681706 4166491 0 0 0 1441995 1446728 5123701 5613219 1129174 1220665 9386727 10570404 2054274 2016280 7332453 8554124 LUTHERAN SENIORLIFE PROVIDES SUPPORT AND MANAGEMENT TO ITS RELATED TAX EXEMPT ORGANIZATIONS. 0 0 4867328 0 6753262 LUTHERAN SENIORLIFE WAS ESTABLISHED TO PROVIDES ACCOUNTING, MANAGEMENT INFORMATION, MARKETING AND PERSONNEL SERVICES FOR ELEVEN AFFILIATED TAX-EXEMPT ORGANIZATIONS. 4867328 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 1 0 0 1 7 0 1 80 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 249142 0 57389 JANE E BITTCHER 1.00 X 0 0 0 PAUL BITTLER 1.00 X 0 0 0 KELLY R BRAUN 1.00 X 0 0 0 REV RONALD A BROWN 1.00 X 0 0 0 JEANNETTE CHRISTENSEN 1.00 X 0 0 0 LAURA S DEKLEWA 1.00 X 0 0 0 REV WILLIAM B DIEHM 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 REV SANDRA KESSINGER 1.00 X 0 0 0 MARILYN D LANDIS 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 110200 0 26139 DONNA VAN KIRK 40.00 X 107082 0 25400 KATHY CASTLE 40.00 X 106654 0 25298 573078 0 134226 4 0 1 0 ADP 100 COMMERCE DRIVE - PO BOX 700 PITTSBURGH PA 15230 PAYROLL 115888 1 SHARED SERVICE REVENUE 623000 6939300 6939300 LOSS FROM INVESTMENT I 623000 -186038 -186038 6753262 15584 15584 221585 154578 67007 67007 67007 1969 -1969 -1969 -1969 6833884 6753262 0 80622 707304 449916 257388 2815715 2536623 279092 73321 50975 22346 307832 271964 35868 262319 182372 79947 127856 110059 17797 568198 563928 4270 116681 116681 166193 145754 20439 17385 17385 46620 43240 3380 9769 8911 858 105535 105535 34113 27290 6823 MAINTENANCE AND EQUIPME 98602 97488 1114 0 STAFF TRAINING AND RECR 78603 76894 1709 0 STRATEGIC PLAN INITIATI 60336 48269 12067 0 FOOD 5268 4423 845 0 EVENTS AND ACTIVITIES 2578 2427 151 0 8991 7194 1797 5613219 4867328 745891 0 500 500 1501647 1410595 10812 3139 295471 315179 3756891 2121441 1460204 1635450 1679743 1694653 4438350 5510888 9386727 10570404 638260 638282 1387419 1336642 28595 41356 2054274 2016280 X 7332048 8553719 405 405 7332453 8554124 9386727 10570404 X 1220665 1006 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 3 0 1999502 607242 1392260 1689145 1514199 174946 68244 68244 1635450 OTHER ASSETS 59500 AFFILIATE RECEIVABLES 5457426 INVESTMENTS IN SUBSIDIARIES -6038 5510888 AFFILIATE PAYABLES 41356 41356 6833884 5613219 1220665 1006 1006 1221671 6989468 1006 1006 6988462 -154578 -154578 6833884 5767797 154578 154578 5613219 0 5613219 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 APPROPRIATE 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 2011 AND 2010. LUTHERAN SENIORLIFE'S FEDERAL INCOME TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2010, 2009 AND 2008 REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XII, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -154,578. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 154,578. X 0 0 0 0 0 0 0 0 0 DAVID J FENOGLIETTO 241942 0 0 0 7200 0 0 0 57389 0 306531 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 SENT A COPY OF THE FINAL FORM 990 TO MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW AS PART OF THE PACKET FOR THE JANUARY 2012 MEETING. 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: 1,006. 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