2024-04-23T16:06:45-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 4334 MUNSON STREET SUITE 200 CANTON OH 44718 990 2022-07-01 251705233 LUTHERAN SENIORLIFE FOUNDATION LUTH 7247422246 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 JEFFREY CARRAWAY CFO 7247422246 2024-04-21 1 JEFFREY CARRAWAY 999009999 1 JENNIFER COLEMAN P00743188 3304972000 2024-04-21 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVID J RENOGLIETTO 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 1124100 0 X WWW.LUTHERANSENIORLIFE.ORG X 1992 PA FUNDRAISING AND ASSET MANAGEMENT PROVIDED FOR RELATED EXEMPT ORGANIZATIONS SERVING THE FRAIL ELDERLY. 13 12 0 12 0 0 226615 428548 424147 509701 130813 166351 -10749 -46997 770826 1057603 0 0 0 0 321772 357110 0 0 256283 336792 361708 658564 718818 112262 338785 6579450 7464934 1885760 2450915 4693690 5014019 X THE LUTHERAN SENIORLIFE FOUNDATION FACILITATES CHARITABLE GIVING FROM DONORS - INDIVIDUALS, CHURCHES, EMPLOYEES, FOUNDATIONS AND CORPORATIONS - DEDICATED TO SUPPORTING OUR BENEVOLENT CARE, SENIOR COMMUNITIES, AND PROGRAMS AND SERVICES FOR ELDERS. 0 0 272953 509701 LUTHERAN SENIORLIFE FOUNDATION IS A 501(C)(3) CHARITABLE ORGANIZATION THAT PROMOTES THE CHARITABLE INTERESTS OF LUTHERAN SENIOR LIFE, ST. JOHN SPECIALTY CARE CENTER, PASSAVANT RETIREMENT COMMUNITY AND OTHER AFFILIATED ORGANIZATIONS DESCRIBED BY SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION WAS FOUNDED IN SEPTEMBER 1992. THE FOUNDATION ACTS PRIMARILY TO:1. SOLICIT AND RECEIVE CONTRIBUTIONS FROM ALL SOURCES, WHETHER FOR UNRESTRICTED OR RESTRICTED PURPOSES; 2. PROVIDE OVERSIGHT AND STWEARDSHIP OF CONTRIBUTED FUNDS;3. MANAGE THE POOLING AND DISBURSEMENT OF FUNDS FOR INVESTMENT PURPOSES; AND4. PROVIDE FUNDS TO FURTHER THE MISSION OF AFFILIATED ORGANIZATIONS TO SERVE ELDERS, INTENDING THAT THE RECIPIENTS OF THE SERVICES WILL EXPERIENCE A MORE ABUNDANT LIFE REGARDLESS OF THEIR PHYSICAL CONDITION OR FINANCIAL CIRCUMSTANCES. IN THE YEAR ENDED JUNE 30, 2023, GIFTS AND BEQUESTS TOTALED $379,872. UNRESTRICTED CONTRIBUTIONS EQUALED $88,059.INVESTMENTS HELD AS OF JUNE 30, 2023 CONSIST OF CASH EQUIVALENTS AND SECURITIES VALUED AT $4,583,280 AND A REAL ESTATE INVESTMENT OF LAND RECORDED AT $367,620.LUTHERAN SENIORLIFE FOUNDATION IS REGISTERED AS A CHARITABLE ORGANIZATION WITH THE PENNSYLVANIA DEPARTMENT OF STATE'S BUREAU OF CHARITABLE ORGANIZATIONS. 272953 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 12 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X JEFFREY CARRAWAY 7247422246 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 KURT HERBST DIRECTOR 1.00 1.00 X 0 0 0 REV MICHAEL SOURWINE CHAIR 1.00 0.00 X X 0 0 0 KENNETH E LEWIS DIRECTOR 1.00 0.00 X 0 0 0 LANCE WHITEMAN DIRECTOR 1.00 1.00 X 0 0 0 LAURA KEUCHLER DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL SPARLIN VICE CHAIRMAN 1.00 1.00 X X 0 0 0 DAVID J FENOGLIETTO DIRECTOR/CEO 1.00 49.00 X X 0 379438 39302 PATRICK KING DIRECTOR 1.00 0.00 X 0 0 0 REV DAN SMAIL SECRETARY 1.00 0.00 X X 0 0 0 MARY JEANNE KROB DIRECTOR 1.00 0.00 X 0 0 0 SUZANNE NEWPHER DIRECTOR 1.00 0.00 X 0 0 0 CLAUDINE MATTHEWS JORDHEIM DIRECTOR 1.00 0.00 X 0 0 0 BENJAMIN JAMIESON DIRECTOR 1.00 0.00 X 0 0 0 JEFFREY L CARRAWAY TREASURER 1.00 49.00 X 0 222862 32825 0 602300 72127 0 0 1 0 0 192287 236261 428548 ADMINISTRATIVE SUPPORT 561000 509701 509701 509701 116581 116581 49770 0 49770 49770 49770 19500 192287 66497 -46997 -46997 1057603 509701 0 119354 X 315376 166206 149170 41734 9047 32687 2990 150 2840 10151 10151 77435 27474 100 49861 2309 2025 284 14224 13200 1024 4945 4945 732 550 104 78 DISTRIBUTIONS TO AFFILI 207018 207018 EVENTS & ACTIVITIES 37861 24711 775 12375 MAINTENANCE & EQUIPMENT 4043 4043 718818 272953 189582 256283 500 30952 1545573 2147929 2564 2144 15931 18568 422191 53429 368248 368762 4341341 4583280 305293 313299 6579450 7464934 22478 29901 1863282 2421014 1885760 2450915 X 4191339 4551053 502351 462966 4693690 5014019 6579450 7464934 X 338785 312742 -331198 X X 0 1 X 1 0 X 241049 199742 206000 226615 428548 1301954 241049 199742 206000 226615 428548 1301954 82444 1219510 96994 91960 77310 86190 116581 469035 94 94 1771083 2150058 0.68860 0.66230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 367620 367620 54571 53429 1142 368762 AFFILIATE PAYABLES 2380890 CHARITABLE GIFT ANNUITY OBLIGATION 40124 2421014 1105644 312742 66497 379239 726405 331198 331198 1057603 785315 66497 66497 718818 0 718818 PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 66,497. PART XI, LINE 4B - OTHER ADJUSTMENTS: NET ASSETS TRANSFERRED TO AFFILIATES 263,022. NET ASSETS RELEASED FROM RESTRICTIONS 68,176. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 66,497. ANNUAL EVENT 211787 192287 19500 1450 1775 43263 20009 211787 192287 19500 1450 1775 43263 20009 66497 -46997 X 0 0 0 0 0 0 0 0 0 DAVID J FENOGLIETTO DIRECTOR/CEO 0 379438 0 0 0 0 0 9186 0 30116 0 418740 0 0 JEFFREY L CARRAWAY TREASURER 0 222862 0 0 0 0 0 6839 0 25986 0 255687 0 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBER PASTOR MICHEAL SOURWINE IS THE HUSBAND OF STACEY SOURWINE, WHO IS AN EMPLOYEE OF LAS GERIATRIC CARE SERVICES. BOARD MEMBER PASTOR DAN SMAIL IS THE HUSBAND OF PASTOR KARI SMAIL, WHO IS A MEMBER OF THE LUTHERAN SENIORLIFE BOARD. FORM 990, PART VI, SECTION B, LINE 11B PROVIDED 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. BOARD MEMBERS SHALL DISCLOSE TO THE EXECUTIVE COMMITTEE BOARD MEMBERSHIP ON, A SUBSTANTIAL FINANCIAL INTEREST IN, OR EMPLOYMENT OF THE BOARD MEMBER OR A RELATIVE OF THE BOARD MEMBER BY ANY ORGANIZATION DOING BUSINESS WITH LUTHERAN SENIORLIFE. THE EXECUTIVE COMMITTEE SHALL DETERMINE WHETHER AN UNACCEPTABLE CONFLICT OF INTEREST EXISTS AND ARRANGE WITH THE MEMBER TO CEASE ANY INAPPROPRIATE ACTIVITY. MATTERS LEFT UNSETTLED AFTER REVIEW OF THE EXECUTIVE COMMITTEE SHALL BE REPORTED TO THE BOARD FOR APPROPRIATE ACTION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE LUTHERAN SENIORLIFE BOARD OF DIRECTORS CONDUCTS AN ANNUAL PERFORMANCE REVIEW IN JULY. MARKET BASED COMPENSATION INFORMATION IS CONDUCTED ANNUALLY FROM INFORMATION COMPILED BY EXTERNAL SOURCES. 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. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 27,474. MANAGEMENT AND GENERAL EXPENSES 100. FUNDRAISING EXPENSES 49,861. TOTAL EXPENSES 77,435. FORM 990, PART IX, LINE 7: LUTHERAN SENIORLIFE FOUNDATION DOES NOT EMPLOY ANY INDIVIDUALS. THE SALARIES AND BENEFITS REPORTED IN PART IX OF FORM 990 REPRESENT REIMBURSEMENT FOR SERVICES PROVIDED BY EMPLOYEES OF THE PARENT ORGANIZATION, LUTHERAN SENIORLIFE (EIN: 25-1527666). LUTHERAN SENIORLIFE REPORTS ALL SALARIES AND TAXES ON ITS FORM 941. FORM 990, PART XI, LINE 9: NET ASSETS TRANSFERRED TO AFFILIATES -263,022. NET ASSETS RELEASED FROM RESTRICTIONS -68,176. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE OF THE LUTHERAN SENIORLIFE BOARD OF DIRECTORS MAKES THE SELECTION OF THE INDEPENDENT AUDIT FIRM, AND MEETS WITH THE AUDIT TEAM PRIOR TO AND AT THE CONCLUSION OF THE AUDIT FOR A DETAILED REVIEW OF THE STATEMENTS AND FINDINGS. THE AUDIT COMMITTEE MAKES RECOMMENDATION TO THE BOARD TO ACCEPT THE AUDIT. LUTHERAN SENIORLIFE 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251527666 TO PROVIDE SUPPORT AND MANAGEMENT TO EXEMPT AFFILIATES PA 501(C)(3) LINE 12A, I N/A 0 ST JOHN LUTHERAN CARE CENTER 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 250969478 SKILLED NURSING AND PERSONAL CARE FACILITY SERVICING MORE THAN 300 RESIDENTS PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 LUTHER COURT INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251527660 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 PASSAVANT RETIREMENT AND HEALTH CENTER 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 250986051 PROVIDER OF RESIDENTIAL, PERSONAL CARE AND SKILLED NURSING CARE TO ELDERS PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 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 10 LUTHERAN SENIORLIFE 0 SAMARITAN HEALTHCARE INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251527663 TO PROVIDE HEALTH CARE SERVICES TO THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 VIECARE INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 255900922 PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 VIECARE BEAVER LLC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 260363509 PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 VIECARE BUTLER LLC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 208512169 PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 MARS HOLDING INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251883384 PROVIDER OF DEMENTIA ASSISTED LIVING AND RESIDENTIAL PA 501(C)(3) LINE 12A, I LUTHERAN SENIORLIFE 0 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 10 LUTHERAN SENIORLIFE 0 VISITING NURSES ASSOCIATION OF BUTLER COUNTY INC 154 HINDMAN ROAD BUTLER PA 16001 237040715 TO OPTIMIZE HEALTH AND INDEPENDENCE AND TO KEEP RESIDENTS OF OUR COMMUNITY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 HOSPICE SERVICES INC 154 HINDMAN ROAD BUTLER PA 16001 251468529 TO PROVIDE COMPASSIONATE, QUALITY CARE FOR PEOPLE WITH LIFE-LIMITING ILLNESS PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 VALLEY CARE ASSOCIATION 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251349943 TO PROVIDE DAY CARE SERVICES FOR OLDER AULTS TO ENHANCE QUALITY OF LIFE PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 THE LUTHERAN SERVICE SOCIETY OF W PA 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 250965419 PROVIDE PROGRAMS AND SERVICES FOR PEOPLE TO LEAD INDEPENDENT DIGNIFIED LIVES PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 VIECARE ARMSTRONG LLC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 463692084 PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 CHIPPEWA LUTHERAN HOUSING CORP 440 LINCOLN AVENUE PITTSBURGH PA 15202 208314767 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 GIRARD LUTHERAN HOUSING CORPORATION 440 LINCOLN AVENUE PITTSBURGH PA 15202 030596955 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 JAMESTOWN LUTHERAN HOUSING CORPORATION 440 LINCOLN AVENUE PITTSBURGH PA 15202 208315015 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 LUTHERAN HOUSING CORP OF OIL CITY 440 LINCOLN AVENUE PITTSBURGH PA 15202 251699268 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 TITUSVILLE SENIOR HOUSING CORPORATION 440 LINCOLN AVENUE PITTSBURGH PA 15202 270115829 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 TIMON PROPERTY DEVELOPMENT COMPANY 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 205133658 PROVIDOR OF SENIOR HOUSING PA N/A C 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0