Nonprofit · EIN 43-0654862
LUTHERAN SENIOR SERVICES
Tax-exempt · SAINT LOUIS, MO 63144
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $254,513,817 | $278,074,881 | -$23,561,064 | $898,919,190 | $952,845,996 | -$53,926,806 |
| December 31, 2023 | 990 | $238,791,677 | $254,542,296 | -$15,750,619 | $771,641,649 | $898,357,319 | -$126,715,670 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $6,246,451
- of which government grants
- $326,917
- Program service revenue
- $234,704,125
- Investment income
- $11,604,887
- Net rental income
- $255,045
- Net gain from sales of assets
- $4,120,890
- Net income from sales of inventory
- -$122,046
- Tax-exempt bond proceeds
- $2,120,816
- Other revenue
- $1,958,354
Expenses
- Grants and similar amounts paid
- $18,293
- Compensation of officers, directors and key employees
- $4,712,387
- Other salaries and wages
- $120,864,367
- Salaries, compensation and benefits (total)
- $149,662,900
- Professional fundraising fees
- $0
- Legal fees
- $1,732,036
- Accounting fees
- $348,295
- Occupancy
- $12,089,740
- Travel
- $1,257,580
- Depreciation
- $35,044,522
- Program services (functional)
- $241,573,106
- Management and general (functional)
- $36,501,775
Balance sheet and other
- Total assets, start of year
- $771,641,649
- Total assets, end of year
- $898,919,190
- Total liabilities, end of year
- $952,845,996
- Net assets, end of year
- -$53,926,806
- Land, buildings and equipment
- $475,590,092
- Publicly traded securities
- $300,881,957
- Net assets without donor restrictions
- -$87,852,210
- Net assets with donor restrictions
- $33,925,404
- Gross receipts
- $418,680,736
- Employees
- 3,638
- Volunteers
- 1,026
- Year formed
- 1863
- State of legal domicile
- MO
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ADAM MARLES | PRESIDENT/CEO Officer | 30 | $614,791 | $41,197 |
| LISA NORWINE | CHIEF ADVANCEMENT OFFICER Officer | 30 | $395,136 | $34,384 |
| RON SCHAEFER | CHIEF OPERATING OFFICER Officer | 30 | $394,784 | $33,276 |
| CHAD SNEED | CHIEF FINANCIAL OFFICER Officer | 30 | $343,030 | $41,376 |
| VALERIE COOPER | VP, LIFE PLAN COMMUNITIES Key employee | 30 | $232,593 | $33,454 |
| JOSH KING | VP OF INFORMATION TECHNOLOGY Key employee | 30 | $218,868 | $33,979 |
| LISA WILLIAMS | VP OF HR Key employee | 30 | $236,759 | $13,324 |
| COLLEEN BOTTENS | VP HCBS Key employee | 30 | $212,796 | $32,952 |
| DREW REDMAN | EXECUTIVE DIRECTOR Key employee | 40 | $190,465 | $20,426 |
| BEN CAFFEY | CORP DIR OF REVENUE Key employee | 30 | $180,816 | $20,874 |
| KENT KIRKWOOD | EXECUTIVE DIRECTOR Key employee | 40 | $181,143 | $20,179 |
| KIRBY WIESE | HOME CARE LIASON Key employee | 40 | $190,611 | $8,126 |
| LYNNE SPRIGGS | EXECUTIVE DIRECTOR Key employee | 40 | $179,645 | $19,050 |
| JACQUE BOGNER | EXECUTIVE DIRECTOR Key employee | 40 | $162,786 | $28,799 |
| TAMMY HEMPEN | EXECUTIVE DIRECTOR Key employee | 40 | $172,637 | $18,608 |
24 more people on this return
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANGIE WILSON | EXECUTIVE DIRECTOR Key employee | 40 | $174,846 | $16,351 |
| SHELLY HEIDEN | EXECUTIVE DIRECTOR Key employee | 40 | $167,119 | $19,450 |
| SHERRI ROGERS | CONTROLLER Highest-paid employee | 30 | $179,904 | $6,086 |
| DENIS THIEN | DIR OF TOTAL REWARDS Highest-paid employee | 30 | $165,628 | $16,926 |
| RACHEL LITTLE | DIR OF CLINICAL COMPLIANCE Highest-paid employee | 30 | $169,504 | $5,355 |
| TODD YOUNG | NETWORK DIRECTOR Highest-paid employee | 30 | $163,440 | $9,515 |
| DONNA ALTURA | RN Highest-paid employee | 40 | $163,849 | $7,005 |
| SUSAN MCCLENAHAN | EXECUTIVE DIRECTOR Key employee | 40 | $154,750 | $15,596 |
| BRENT BEUMER | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| MEGAN MEADOWS | SECRETARY Trustee or director, Officer | 0.2 | $0 | $0 |
| NORMAN TOON | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| DAN BROWN | ASSISTANT SECRETARY Trustee or director, Officer | 0.2 | $0 | $0 |
| PAUL N TICE | CHAIRPERSON Trustee or director, Officer | 0.2 | $0 | $0 |
| LISA J SOMBART | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| HARRY MUELLER | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| REV CHRISTOPHER SOMMER | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| DEBORAH SCHROEDER-SAULNIER | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| REV ROY CHRISTELL | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| DAVID ANDERSON | VICE CHAIRPERSON Trustee or director, Officer | 0.2 | $0 | $0 |
| LAUREN COLLING | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| DR F MATTHEW KUHLMANN | SECRETARY (TERM END) Trustee or director, Officer | 0.2 | $0 | $0 |
| DIANE R DROLLINGER | BOARD MEMBER (TERM END) Trustee or director | 0.2 | $0 | $0 |
| JEFFREY L DUNN | BOARD MEMBER (TERM END) Trustee or director | 0.2 | $0 | $0 |
| ELISE MCCLINE | BOARD MEMBER (TERM END) Trustee or director | 0.2 | $0 | $0 |
990 for the year ended December 31, 2023: 43 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ADAM MARLES | PRESIDENT/CEO Officer | 31 | $528,482 | $34,294 |
| BETH RUSERT | CHIEF EXPERIENCE OFFICER Officer | 31 | $347,284 | $22,581 |
| CHAD SNEED | CHIEF FINANCIAL OFFICER Officer | 31 | $308,547 | $36,249 |
| LISA NORWINE | CHIEF ADVANCEMENT OFFICER Officer | 31 | $301,984 | $29,107 |
| RON SCHAEFER | CHIEF OPERATING OFFICER Officer | 31 | $301,322 | $24,315 |
| LISA WILLIAMS | SR VP OF WORKFORCE EXCELLENCE Officer | 31 | $234,403 | $6,238 |
| VALERIE COOPER | VP OF LIFE PLAN COMMUNITIES Officer | 31 | $209,722 | $30,409 |
| COLLEEN BOTTENS | VP HCBS Officer | 31 | $193,255 | $30,058 |
| JOSH KING | VP OF INFORMATION TECHNOLOGY Officer | 31 | $181,774 | $31,280 |
| BRIAN REINHOLD | VP OF RISK/SAFETY/COMPLIANCE Officer | 31 | $173,795 | $33,838 |
| ADAM PENG | PHYSICAL THERAPIST Highest-paid employee | 31 | $197,411 | $4,834 |
| ANGIE WILSON | EXECUTIVE DIRECTOR Officer | 40 | $164,698 | $14,403 |
| BEN CAFFEY | EX DIR OF REVENUE ENHANCEMENT Officer | 31 | $161,542 | $17,097 |
| LYNNE SPRIGGS | EXECUTIVE DIRECTOR Officer | 40 | $161,264 | $16,759 |
| JACQUE BOGNER | EXECUTIVE DIRECTOR Officer | 40 | $151,071 | $25,892 |
| KENT KIRKWOOD | EXECUTIVE DIRECTOR Officer | 40 | $160,012 | $16,804 |
| SHERRI ROGERS | CONTROLLER Highest-paid employee | 31 | $175,347 | $311 |
| DREW REDMAN | EXECUTIVE DIRECTOR Officer | 40 | $156,803 | $18,775 |
| TAMMY HEMPEN | EXECUTIVE DIRECTOR Officer | 40 | $156,546 | $13,434 |
| RACHEL LITTLE | DIR OF CLINICAL COMPLIANCE Highest-paid employee | 31 | $161,722 | $3,448 |
| TODD YOUNG | NETWORK DIRECTOR Highest-paid employee | 31 | $157,594 | $7,207 |
| SHELLY HEIDEN | EXECUTIVE DIRECTOR Officer | 40 | $147,765 | $16,508 |
| DONNA ALTURA | RN Highest-paid employee | 40 | $154,028 | $5,229 |
| SUSAN MCCLENAHAN | EXECUTIVE DIRECTOR Officer | 40 | $136,999 | $12,844 |
| MARYANNE WALLACE | EX DIR OF MARKETING & COMMUNICATIONS Officer | 31 | $128,815 | $20,695 |
| BECKY ZIMMER | EX DIR OF PLANNED GIVING Officer | 31 | $134,487 | $4,131 |
| NIKKI JENNINGS | EX DIR OF AFFORDABLE HOUSING Officer | 32 | $106,506 | $12,426 |
| JEFFREY L DUNN | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| DR F MATTHEW KUHLMANN | SECRETARY Trustee or director, Officer | 0.2 | $0 | $0 |
| REV ROY CHRISTELL | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| DIANE R DROLLINGER | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| HARRY MUELLER | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| LISA J SOMBART | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| PAUL N TICE | CHAIRPERSON Trustee or director, Officer | 0.2 | $0 | $0 |
| DAVID ANDERSON | VICE CHAIRPERSON Trustee or director, Officer | 0.2 | $0 | $0 |
| JULIE BANTLE | BOARD MEMBER (TERM ENDED 6/23) Trustee or director | 0.2 | $0 | $0 |
| NORMAN TOON | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| DAN BROWN | ASSISTANT SECRETARY Trustee or director, Officer | 0.2 | $0 | $0 |
| ELISE MCCLINE | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| BRENT BEUMER | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| MEGAN MEADOWS | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| REV JOEL CHRISTIANSEN | BOARD MEMBER (TERM ENDED 6/23) Trustee or director | 0.2 | $0 | $0 |
| REV CHRISTOPHER SOMMER | DIRECTOR Trustee or director, Officer | 0.2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1150 HANLEY INDUSTRIAL CT, SAINT LOUIS, MO 63144-1910
- Principal officer (990 for 2024)
- ADAM MARLES, 1150 HANLEY INDUSTRIAL COURT, ST LOUIS, MO 63144
- Signed the 990
- CHAD SNEED, CHIEF FINANCIAL OFFICER
- Phone
- (314) 968-9313
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
OLDER ADULTS LIVING LIFE TO THE FULLEST.
Program accomplishments
- OPERATIONS FOR EIGHT LIFE PLAN COMMUNITIES THAT OFFER A CONTINUUM OF CARE THAT INCLUDES INDEPENDENT LIVING, ASSISTED LIVING, MEMORY CARE, AND SKILLED NURSING, THE MAJORITY OF WHICH ARE MEDICARE/MEDICAID CERTIFIED. IN ADDITION, OPERATIONS OF ONE ASSISTED LIVING FACILITY NOT ASSOCIATED WITH A CCRC.A TOTAL OF 3,218 UNITS ARE OFFERED WITH A SUSTAINED OCCUPANCY RATE EXCEEDING 89%. MORE THAN 3,300 CLIENTS ARE SERVED ANNUALLY.Expenses $220,942,848 · grants $18,293 · revenue $226,579,345
- A VARIETY OF HOME COMMUNITY BASED SERVICES FOR OLDER ADULTS WHO REMAIN IN THEIR OWN HOMES, INCLUDING MEDICARE CERTIFIED HOME HEALTH, PRIVATE DUTY HOME HEALTH SERVICES, HOSPICE SERVICES AND THREE PROGRAMS IN PARTNERSHIP WITH THE UNITED WAY: OUTREACH SOCIAL SERVICES, THE GOOD NEIGHBOR PROGRAM, AND VOLUNTEER MONEY MANAGEMENT.Expenses $9,345,391 · revenue $8,959,005
- PACE - PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY-PROVEN, COST-EFFECTIVE PROGRAM LED BY AN INTERDISCIPLINARY TEAM OF HEALTHCARE PROFESSIONALS THAT PROVIDE HOLISTIC SUPPORT AT HOME AND IN THE EVERTRUE PACE CENTER. FROM MEDICAL CARE TO SOCIALIZATION, YOUR PHYSICAL AND EMOTIONAL HEALTH WILL BE SUPPORTED THROUGH A ROBUST NETWORK OF RESOURCES.Expenses $6,590,746 · revenue $4,955,053
- ST. LOUIS HOME HEALTH - THE SAME CARE AND SUPPORT YOU'D EXPECT TO FIND IN AN ACUTE REHABILITATION FACILITY, BUT WITH ALL THE COMFORTS OF YOUR HOME. SHARE YOUR GOALS AND NEEDS WITH OUR TEAM AND WE WILL CREATE A PLAN TO HELP YOU AND YOUR FAMILY ACHIEVE THEM, PLUS OFFER TOOLS TO CONTINUE TO BE SUCCESSFUL IN YOUR HEALTH JOURNEY. AND THERE IS NO LONG WAIT TO GET ACCESS! OUR COMPASSIONATE AND KNOWLEDGEABLE TEAM MEMBERS CAN GET STARTED QUICKLY.Expenses $4,694,121 · revenue $3,341,862
- A BENEVOLENT CARE FUND EXISTS TO PROVIDE FINANCIAL ASSISTANCE TO RESIDENTS OR CLIENTS WHO OUTLIVE THEIR ABILITY TO PAY.TOTAL BENEVOLENT CARE ASSISTANCE PROVIDED WAS $9,131,140, OF WHICH, $9,131,140 IS OFFSETTING PROGRAM SERVICE REVENUE. THERE WAS ADDITIONAL BENEVOLENT CARE ASSISTANCE PROVIDED BY OTHER ENTITIES WITHIN THE LUTHERAN SENIOR SERVICES AFFILIATED GROUP BRINGING THE TOTAL TO APPROXIMATELY $9,903,000.revenue -$9,131,140
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 43-0654862
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1946
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P75)
- Assets (IRS master file)
- $898,919,190
- Income (IRS master file)
- $418,680,736
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $254,513,817 | $278,074,881 | $898,919,190 | IRS |
| 990 | December 2023 | $238,791,677 | $254,542,296 | $771,641,649 | XML |
| 990 | December 2022 | $176,211,150 | $194,367,202 | $743,686,876 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 43-0654862).
Questions about LUTHERAN SENIOR SERVICES
- What is the EIN of LUTHERAN SENIOR SERVICES?
- The employer identification number (EIN) of LUTHERAN SENIOR SERVICES is 43-0654862.
- Is LUTHERAN SENIOR SERVICES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
- Are donations to LUTHERAN SENIOR SERVICES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LUTHERAN SENIOR SERVICES file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LUTHERAN SENIOR SERVICES due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LUTHERAN SENIOR SERVICES last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of LUTHERAN SENIOR SERVICES?
- The 990 for the year ended December 31, 2024 names ADAM MARLES.
- Who are the officers and directors of LUTHERAN SENIOR SERVICES?
- The 990 for the year ended December 31, 2024 lists 39 people; 23 received compensation from the organization, the highest $614,791 (ADAM MARLES, PRESIDENT/CEO).
- How much revenue does LUTHERAN SENIOR SERVICES have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $254,513,817, expenses of $278,074,881 and total assets of $898,919,190 at year end.
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