Nonprofit · EIN 47-2584315
NATIONAL LUTHERAN INC
Tax-exempt · FREDERICK, MD 21703
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $8,790,957 | $8,249,355 | $541,602 | $6,938,569 | $27,773,653 | -$20,835,084 |
| December 31, 2023 | 990 | $8,556,639 | $10,038,709 | -$1,482,070 | $12,287,239 | $22,386,139 | -$10,098,900 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $44,148
- of which government grants
- $14,100
- Program service revenue
- $8,121,520
- Investment income
- $37,389
- Other revenue
- $587,900
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $737,607
- Other salaries and wages
- $3,270,017
- Salaries, compensation and benefits (total)
- $4,509,433
- Professional fundraising fees
- $0
- Legal fees
- $123,821
- Accounting fees
- $26,782
- Occupancy
- $150,184
- Travel
- $93,651
- Depreciation
- $36,575
- Program services (functional)
- $3,171,679
- Management and general (functional)
- $5,075,628
- Fundraising (functional)
- $2,048
Balance sheet and other
- Total assets, start of year
- $12,287,239
- Total assets, end of year
- $6,938,569
- Total liabilities, end of year
- $27,773,653
- Net assets, end of year
- -$20,835,084
- Land, buildings and equipment
- $186,792
- Net assets without donor restrictions
- -$21,189,612
- Net assets with donor restrictions
- $354,528
- Gross unrelated business income
- $87,900
- Gross receipts
- $8,790,957
- Employees
- 73
- Volunteers
- 7
- Year formed
- 2014
- State of legal domicile
- MD
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 |
|---|---|---|---|---|
| CYNTHIA WALTERS | PRESIDENT/CEO Trustee or director, Officer | 10 | $466,897 | $31,093 |
| CRAIG WAGONER | VP OF OPERATIONS Highest-paid employee | 40 | $273,669 | $21,067 |
| DONNA CASNER | VICE PRESIDENT OF FINANCE Officer | 10 | $221,190 | $18,427 |
| VICTORIA BLAKEMORE | VP TALENT & CULTURE Highest-paid employee | 40 | $213,612 | $15,781 |
| ALLISON COMBS | VP SALES MAR & COMM Highest-paid employee | 40 | $187,637 | $9,795 |
| JOHN MIDOLO | VP PROCUREMENT CONTRACT Highest-paid employee | 40 | $171,169 | $7,275 |
| FRANK MCDONOUGH | TECHNOLOGY DIRECTOR Highest-paid employee | 40 | $147,835 | $6,925 |
| JOHN E HANDLEY | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SUSAN DAILEY | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| CORNELL P ABOD | TREASURER/SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| DR RACHEL CARLSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TOM WHITEFORD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| REV SANDRA SHAW | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| REV DEBBIE DUKES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CYNTHIA WALTERS | PRESIDENT/CEO Trustee or director, Officer | 10 | $424,579 | $48,535 |
| LAWRENCE JORDAN III | GENERAL COUNSEL Highest-paid employee | 40 | $257,036 | $21,294 |
| KATHLEEN O'HALLORAN | CHIEF TALENT & CULTURE OFFICER Highest-paid employee | 40 | $206,590 | $18,357 |
| DONNA CASNER | VICE PRESIDENT OF FINANCE Officer | 10 | $196,575 | $18,639 |
| KAREN SROKA | CLINICAL SERVICES DIRECTOR Highest-paid employee | 40 | $198,222 | $15,409 |
| CRAIG WAGONER | VP OF OPERATIONS Highest-paid employee | 40 | $183,889 | $9,789 |
| VICTORIA BLAKEMORE | VP TALENT & CULTURE DEI Highest-paid employee | 40 | $174,890 | $9,839 |
| RICHARD MAZZA | CHIEF FINANCIAL OFFICER Officer | 10 | $156,605 | $17,533 |
| JOHN E HANDLEY | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DR RACHEL CARLSON | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| CORNELL P ABOD | TREASURER/SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| REV SCOTT MAXWELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SUSAN DAILEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TOM WHITEFORD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MICHAEL HELLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| REV SANDRA SHAW | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| REV DEBBIE DUKES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5275 WESTVIEW DR STE 110, FREDERICK, MD 21703-8548
- In care of
- % RAFAEL CRUZ
- Mailing address (990-N for 2015)
- 2301 Research Boulevard Suite 310, Rockville MD 20850
- Principal officer (990 for 2024)
- CYNTHIA WALTERS, 5275 WESTVIEW DRIVE 110, FREDERICK, MD 21703
- Principal officer (990-N for 2015)
- Michael J Brady, 2301 Research Boulevard Suite 310, Rockville MD 20850
- Signed the 990
- CYNTHIA WALTERS, PRESIDENT AND CEO
- Phone
- (301) 354-2710
- Website
- WWW.NATIONALLUTHERAN.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
TO FULFILL ITS CHRISTIAN MINISTRY, NATIONAL LUTHERAN COMMUNITIES & SERVICES IS ORGANIZED TO PROVIDE AN ARRAY OF OPTIONS FOR SENIORS INCLUDING RESIDENTIAL LIVING AS WELL AS HOME AND COMMUNITY-BASED SERVICES WHICH ARE DESIGNED TO MEET INDIVIDUAL NEEDS.
Program accomplishments
- TO SERVE AS CORPORATE OVERSIGHT WHICH INCLUDES, BUT IS NOT LIMITED TO, THE MARKETING, DEVELOPMENT, INFORMATION TECHNOLOGY, PHILANTHROPY, FINANCE, AND HUMAN RESOURCE SERVICES OF TWO CCRC COMMUNITIES AND ONE DUAL-CERTIFIED INDEPENDENT LIVING/ASSISTED LIVING FACILITY THAT PROVIDES SENIORS WITH HOUSING, MEDICAL ATTENTION, AND ANY SERVICES THAT PROMOTE GOOD EMOTIONAL AND PHYSICAL HEALTH IN A CHRISTIAN ENVIRONMENT. CURRENTLY THE ORGANIZATION IS OVERSEEING THE FUTURE DEVELOPMENT OF A CCRC TO BE LOCATED IN ANNAPOLIS, MD.Expenses $3,171,679 · revenue $8,121,520
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
- 47-2584315
- 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
- 2015
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L20)
- Assets (IRS master file)
- $6,938,569
- Income (IRS master file)
- $8,790,957
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $8,790,957 | $8,249,355 | $6,938,569 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $8,556,639 | $10,038,709 | $12,287,239 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $7,316,870 | $12,509,038 | $3,642,217 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2015 Officer: Michael J Brady | December 31, 2015 | ≤ $50,000 receipts | – | – | e-Postcard |
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 47-2584315).
Questions about NATIONAL LUTHERAN INC
- What is the EIN of NATIONAL LUTHERAN INC?
- The employer identification number (EIN) of NATIONAL LUTHERAN INC is 47-2584315.
- Is NATIONAL LUTHERAN INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to NATIONAL LUTHERAN INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NATIONAL LUTHERAN INC 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 NATIONAL LUTHERAN INC 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 NATIONAL LUTHERAN INC 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 NATIONAL LUTHERAN INC?
- The 990 for the year ended December 31, 2024 names CYNTHIA WALTERS.
- Who are the officers and directors of NATIONAL LUTHERAN INC?
- The 990 for the year ended December 31, 2024 lists 14 people; 7 received compensation from the organization, the highest $466,897 (CYNTHIA WALTERS, PRESIDENT/CEO).
- How much revenue does NATIONAL LUTHERAN INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $8,790,957, expenses of $8,249,355 and total assets of $6,938,569 at year end.
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