2024-11-15T09:48:48-06:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2023-01-01 222886002 ABIDING PEACE SENIOR HOUSING CORPORATION ABID 6093867171 3 MANHATTAN DRIVE BURLINGTON NJ 08016 JEANNINE RICHMAN CPA SVP & CFO 6093867171 2024-11-13 1 1 KERRI N BOGDA CPA P00760402 7177404863 2024-11-13 2023 2024-10-15 13:58:12Z MOUNT OLIVE MANOR I & II COLLEEN P FRANKENFIELD 3 MANHATTAN DRIVE BURLINGTON NJ 08016 1251537 0 X WWW.LSMNJ.ORG X 1984 NJ A FAITH-BASED ORGANIZATION THAT PROVIDES HOUSING FOR THE ELDERLY WHO ARE AT LEAST 62 YEARS OLD. 10 9 11 9 0 0 4426 24 1079175 1126081 110 267 57121 125165 1140832 1251537 0 0 0 0 214130 250328 0 0 0 1384935 1199442 1599065 1449770 -458233 -198233 7685309 7571442 807488 891854 6877821 6679588 THROUGH THE POWER OF THE HOLY SPIRIT AND IN RESPONSE TO GOD'S LOVE AS REVEALED IN THE GOSPEL, THE MISSION OF LUTHERAN SOCIAL MINISTRIES OF NJ IS TO SERVE THOSE WHO HURT, WHO ARE IN NEED, OR WHO HAVE LIMITED CHOICES THROUGH AN ARRAY OF HEALTH CARE AND SOCIAL SERVICES IN NJ. 0 0 1339818 0 1126081 ABIDING PEACE SENIOR HOUSING CORPORATION, D/B/A MOUNT OLIVE MANOR AND MOUNT OLIVE MANOR II, IS A NON-PROFIT CORPORATION THAT OPERATES A 111-UNIT RESIDENTIAL FACILITY LOCATED IN MOUNT OLIVE, NEW JERSEY. THE ORGANIZATION OPERATES UNDER SECTION 202 OF THE NATIONAL HOUSING ACT. AFFORDABLE HOUSING IS PROVIDED FOR QUALIFIED ELDERLY PERSONS WHO ARE AT LEAST 62 YEARS OF AGE. THE PROJECT IS REGULATED BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT WITH RESPECT TO RENTAL CHARGES, OPERATING EXPENSES AND OPERATING METHODS. 1339818 1 0 0 1 0 0 0 0 1 0 1 0 0 1 1 0 1 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 X 27 0 11 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 0 1 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X JEANNINE RICHMAN CPA SVPCFO 6093867171 3 MANHATTAN DRIVE BURLINGTON NJ 08016 BRAD HILDEBRANDT CHAIR 0.50 5.00 X X 0 0 0 KENNETH VAN DONGEN VICE CHAIR 0.50 5.00 X X 0 0 0 EDWARD P NOBLE TREASURER 0.50 5.00 X X 0 0 0 JUHAN RUNNE SECRETARY 0.50 5.00 X X 0 0 0 REV TRACIE BARTHOLOMEW TRUSTEE 0.50 5.00 X 0 0 0 REV STEPHEN GEWECKE TRUSTEE 0.50 5.00 X 0 0 0 RAFAEL HACISKI TRUSTEE 0.50 5.00 X 0 0 0 TERRY SHINE TRUSTEE 0.50 5.00 X 0 0 0 REV DR ANTHONY STEINBRONN TRUSTEE 0.50 5.00 X 0 0 0 LARRY SCHUMANN TRUSTEE (UNTIL 3/23) 0.50 5.00 X 0 0 0 COLLEEN P FRANKENFIELD PRESIDENT & CEO 0.50 54.50 X X 0 727329 44785 JEANNINE RICHMAN SR. VICE PRESIDENT & CFO 0.50 54.50 X 0 345235 23200 0 1072564 67985 0 0 1 0 0 24 24 RENTAL REVENUE 531110 1126081 1126081 1126081 267 267 TENANT CABLE CHARGES 531390 119461 119461 LAUNDRY AND VENDING 812300 4663 4663 TENANT CHARGES 531390 1041 1041 125165 1251537 1126081 0 125432 196234 196234 8642 8642 28597 28597 16855 16855 73593 73593 4976 4976 32335 32335 40 40 63713 63713 55142 55142 16322 16322 204347 204347 434 434 529 529 396227 396227 103291 103291 REPAIRS & MAINTENANCE 154109 154109 CABLE TV EXPENSES 56231 56231 DUES & SUBSCRIPTIONS 14367 10343 4024 BAD DEBT EXP 10876 10876 12910 12910 1449770 1339818 109952 0 100 75668 254914 72588 63192 8910 10604 14194249 7863904 6606397 6330345 921746 912287 7685309 7571442 320982 248657 25029 51195 45025 48038 416452 543964 807488 891854 X 6877821 6679588 6877821 6679588 7685309 7571442 -198233 0 X 0 1 X 1 1 1 X 27763 5642 15486 4426 24 53341 1051227 1059833 1072347 1079175 1126081 5388663 1078990 1065475 1087833 1083601 1126105 5442004 0 0 0 5442004 2016 1969 1490 110 267 5852 2016 1969 1490 110 267 5852 48442 54077 50833 57121 125165 335638 1129448 1121521 1140156 1140832 1251537 5783494 0.94100 0.95250 0.00100 0.00140 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: LAUNDRY VENDING REVENUE - 2019 AMOUNT: $ 1,743. 2020 AMOUNT: $ 5,804. 2021 AMOUNT: $ 5,673. 2022 AMOUNT: $ 4,893. 2023 AMOUNT: $ 4,663. TENANT CHARGES - 2019 AMOUNT: $ 1,601. 2020 AMOUNT: $ 3,587. 2021 AMOUNT: $ 550. 2022 AMOUNT: $ 622. 2023 AMOUNT: $ 1,041. TENANT CABLE CHARGES - 2019 AMOUNT: $ 45,098. 2020 AMOUNT: $ 44,686. 2021 AMOUNT: $ 44,610. 2022 AMOUNT: $ 51,606. 2023 AMOUNT: $ 119,461. 0 0 0 0 0 0 0 0 1 40 40 0 PART II-B, LINE 1: ABIDING PEACE SENIOR HOUSING CORPORATION PAYS DUES TO LEADINGAGE NEW JERSEY. THIS YEAR $40 OF DUES WAS ATTRIBUTABLE TO LOBBYING. 0 1 X 97672 97672 13351932 7175142 6176790 240731 230554 10177 503914 458208 45706 6330345 TENANT DEPOSITS HELD IN TRUST 48038 ESCROW DEPOSIT 10612 RESERVES 853637 912287 INTERCOMPANY DUE TO/FROM 543964 543964 1251537 0 1251537 0 1251537 1449770 0 1449770 0 1449770 PART IV, LINE 2B: THIS LIABILITY ACCOUNT REPRESENTS THE RESIDENTS' ESCROW DEPOSITS. THE ACCOUNT IS DEBITED WHEN A RESIDENT'S ESCROW ACCOUNT IS CLOSED OUT AND A REFUND IS ISSUED. 0 1 0 0 0 0 0 0 0 COLLEEN P FRANKENFIELD PRESIDENT & CEO 0 543610 0 0 0 183719 0 33785 0 11000 0 772114 0 183719 JEANNINE RICHMAN SR. VICE PRESIDENT & CFO 0 287235 0 58000 0 0 0 23200 0 0 0 368435 0 0 PART I, LINE 3 THE FOLLOWING ARE USED BY LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY, INC. (PARENT ORGANIZATION) TO DETERMINE COMPENSATION FOR THE CEO: COMPENSATION COMMITTEE, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY/STUDY, AND APPROVAL BY THE BOARD/COMPENSATION COMMITTEE. PART I, LINE 4B PRESIDENT & CEO COLLEEN FRANKENFIELD RECEIVED DISTRIBUTIONS FROM THE 457F PLAN OF $183,719. FORM 990, PART V, LINE 2A: ABIDING PEACE SENIOR HOUSING ("APSH") IS AN AFFILIATE IN A GROUP OF WHICH LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY, INC. ("LSMNJ") IS CONSIDERED A COMMON PAY AGENT FOR W-2 REPORTING. LSMNJ REPORTS ALL EMPLOYEES ON ITS FORM W-3; HOWEVER, EACH AFFILIATE HAS EMPLOYEES ALLOCATED TO THAT ENTITY. PER IRS INSTRUCTIONS, EMPLOYEES LISTED ON PART V, LINE 2A ARE THOSE WHO HAVE BEEN DEEMED TO BE EMPLOYEES OF THIS ORGANIZATION. APSH DOES NOT, HOWEVER, REPORT THESE EMPLOYEES ON A SEPARATE W-3 UNDER ITS OWN EIN. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS MADE UP OF BOARD OFFICERS AND AT-LARGE MEMBERS. ALL OF THE COMMITTEE MEMBERS ARE ON THE GOVERNING BODY. THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE FULL BOARD, EXCEPT FOR THE FOLLOWING ACTIONS: 1) TO ELECT OR APPOINT ANY TRUSTEE, OR REMOVE ANY OFFICER OR TRUSTEE; 2) TO AMEND OR REPEAL ANY RESOLUTION PREVIOUSLY ADOPTED BY THE BOARD; OR 3) TO MAKE, ALTER OR REPEAL THE CERTIFICATE OF INCORPORATION OR ANY BYLAW OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS DELEGATED MANAGEMENT DUTIES TO A RELATED ENTITY, LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY, INC. THE ORGANIZATION AND LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY, INC. HAVE SIGNED A MANAGEMENT AGREEMENT DELINEATING MANAGEMENT FUNCTIONS PERFORMED BY LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY, INC. FORM 990, PART VI, SECTION A, LINE 7B THE SECRETARY OF THE DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT MUST APPROVE AMENDMENTS TO THE CORPORATION'S BYLAWS, SO LONG AS THERE IS A MORTGAGE ON THE PROPERTY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE PREPARED FORM 990 WAS PROVIDED TO EACH MEMBER OF THE LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY, INC. BOARD OF TRUSTEES AND THE ABIDING PEACE BOARD OF TRUSTEES. 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 CONFLICT OF INTEREST POLICY, 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. THESE DISCLOSURES ARE REVIEWED BY THE ORGANIZATION'S COMPLIANCE OFFICER. 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 AND CEO AND COMPLIANCE OFFICER. THE PRESIDENT AND CEO WORK 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 DIRECTOR WORKS 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 AN EXTERNAL AND CONFLICTING ACTIVITY, OR A TRUSTEE MAY HAVE TO BE EXCUSED FROM A BOARD MEETING WHERE A MATTER INVOLVING THE TRUSTEE IS DISCUSSED AND RESOLVED. FORM 990, PART VI, SECTION B, LINE 15 ABIDING PEACE SENIOR HOUSING CORPORATION'S SENIOR MANAGEMENT IS EMPLOYED BY LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY, INC., 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. SALARY SURVEY DATA WAS USED TO DETERMINE COMPENSATION RANGES FOR THE SENIOR MANAGEMENT TEAM ("SMT"), INCLUDING THE PRESIDENT/CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, AND CHIEF OPERATING OFFICER. THE GOAL IS TO MAINTAIN THE SMT AT MARKET COMPENSATION FOR COMPARABLE POSITIONS AS DEFINED IN THE EXECUTIVE COMPENSATION REVIEW OF THE MARKET FOR COMPARABLE POSITIONS. THE BOARD APPROVES THE PLAN AND DEVELOPS A CEO BASE SALARY AND INCENTIVE COMPENSATION RECOMMENDATION EACH YEAR TO BE APPROVED BY THE BOARD OF TRUSTEES. THE BOARD WILL REVIEW THE SALARY AND INCENTIVES THAT THE CEO DEVELOPS FOR THE SMT. 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 OFFICE UPON REQUEST. LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY INC 3 MANHATTAN DRIVE BURLINGTON NJ 08016 221487237 COMMUNITY-BASED SERVICES NJ 501(C)(3) LINE 10 N/A 0 LUTHERAN HOME AT MOORESTOWN 3 MANHATTAN DRIVE BURLINGTON NJ 08016 210643360 SKILLED NURSING/ASSISTED LIVING FACILITY NJ 501(C)(3) LINE 10 LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY INC 0 ATONEMENT LUTHERAN HOUSING INC 3 MANHATTAN DRIVE BURLINGTON NJ 08016 521705030 RESIDENTIAL PROGRAM FOR INDIVIDUALS WITH MENTAL HEALTH NEEDS NJ 501(C)(3) LINE 10 LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY INC 0 PENNSAUKEN LUTHERAN HOUSING INC 3 MANHATTAN DRIVE BURLINGTON NJ 08016 521966215 AFFORDABLE SENIOR HOUSING NJ 501(C)(3) LINE 10 LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY INC 0 LUTHERAN FOUNDATION OF NEW JERSEY INC 3 MANHATTAN DRIVE BURLINGTON NJ 08016 223640683 SOLICIT AND DISTRIBUTE CHARITABLE CONTRIBUTIONS NJ 501(C)(3) LINE 7 LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY INC 0 LUTHERAN SENIOR HEALTHCARE INC 3 MANHATTAN DRIVE BURLINGTON NJ 08016 352321534 PROGRAM FOR ALL-INCLUSIVE CARE FOR THE ELDERLY NJ 501(C)(3) LINE 10 LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY INC 0 LUTHERAN SOCIAL MINISTRIES AT CRANE'S MILL INC 3 MANHATTAN DRIVE BURLINGTON NJ 08016 223368378 CONTINUING CARE RETIREMENT COMMUNITY NJ 501(C)(3) LINE 10 LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY INC 0 THE VILLA AT FLORHAM PARK INC 3 MANHATTAN DRIVE BURLINGTON NJ 08016 475324404 SKILLED NURSING AND ASSISTED LIVING FACILITY NJ 501(C)(3) LINE 10 LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY INC 0 LSM MANAGEMENT SERVICES INC 3 MANHATTAN DRIVE BURLINGTON NJ 08016 200537918 MANAGEMENT SERVICES IN HEALTHCARE AND HOUSING NJ 501(C)(3) LINE 10 LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY INC 0 LUTHERAN SENIOR LIFE AT UNION INC 3 MANHATTAN DRIVE BURLINGTON NJ 08016 274156743 PROGRAM FOR ALL-INCLUSIVE CARE FOR THE ELDERLY NJ 501(C)(3) LINE 10 LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY INC 0 SPIRICARE OF NEW JERSEY INC 3 MANHATTAN DRIVE BURLINGTON NJ 08016 822947012 PRIVATE DUTY HOMECARE NJ 501(C)(3) LINE 10 LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY INC 0 HOSPICE AT LSMNJ INC 3 MANHATTAN DRIVE BURLINGTON NJ 08016 823439848 PROVIDE END OF LIFE CARE NJ 501(C)(3) LINE 10 LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY INC 0 HERO AT LSMNJ INC 3 MANHATTAN DRIVE BURLINGTON NJ 08016 831967617 COMMUNITY-BASED SERVICES NJ 501(C)(3) LINE 10 LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY INC 0 OLDBRIDGE URBAN RENEWAL LP 3 MANHATTAN DRIVE BURLINGTON NJ 08016 223539632 AFFORDABLE SENIOR HOUSING NJ N/A 0 0 PEAPACK GLADSTONE URBAN RENEWAL HOUSING LP 3 MANHATTAN DRIVE BURLINGTON NJ 08016 223548781 AFFORDABLE FAMILY HOUSING NJ N/A 0 0 PROJECT HOME URBAN RENEWAL LP 3 MANHATTAN DRIVE BURLINGTON NJ 08016 223509273 AFFORDABLE TRANSITIONAL HOUSING NJ N/A 0 0 WEST HANOVER URBAN RENEWAL LP 3 MANHATTAN DRIVE BURLINGTON NJ 08016 223509277 AFFORDABLE HOUSING NJ N/A 0 0 WHITEHOUSE SENIOR HOUSING LP 3 MANHATTAN DRIVE BURLINGTON NJ 08016 223456196 AFFORDABLE SENIOR HOUSING NJ N/A 0 0 SOUTH PLAINFIELD URBAN RENEWAL LP 3 MANHATTAN DRIVE BURLINGTON NJ 08016 223575419 AFFORDABLE SENIOR HOUSING NJ N/A 0 0 LUTHERAN SOCIAL MINISTRIES OF CAMDEN URBAN RENEWAL LP 3 MANHATTAN DRIVE BURLINGTON NJ 08016 262032374 AFFORDABLE FAMILY HOUSING NJ N/A 0 0 LUTHERAN PROJECT HOME INC 3 MANHATTAN DRIVE BURLINGTON NJ 08016 223547992 AFFORDABLE TRANSITIONAL HOUSING NJ N/A C 0 OLDBRIDGE LUTHERAN HOUSING INC 3 MANHATTAN DRIVE BURLINGTON NJ 08016 223539149 AFFORDABLE SENIOR HOUSING NJ N/A C 0 PEAPACK LUTHERAN HOUSING INC 3 MANHATTAN DRIVE BURLINGTON NJ 08016 223547994 AFFORDABLE FAMILY HOUSING NJ N/A C 0 SOUTH PLAINFIELD LUTHERAN HOUSING INC 3 MANHATTAN DRIVE BURLINGTON NJ 08016 223575417 AFFORDABLE SENIOR HOUSING NJ N/A C 0 HANOVER STREET HOUSING INC 3 MANHATTAN DRIVE BURLINGTON NJ 08016 223509924 AFFORDABLE FAMILY HOUSING NJ N/A C 0 READINGTON LUTHERAN HOUSING INC 3 MANHATTAN DRIVE BURLINGTON NJ 08016 223456195 AFFORDABLE SENIOR HOUSING NJ N/A C 0 LUTHERAN SOCIAL MINISTRIES OF CAMDEN INC 3 MANHATTAN DRIVE BURLINGTON NJ 08016 262032301 AFFORDABLE FAMILY HOUSING NJ N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0