Nonprofit · EIN 87-1874516
THE LUTHERAN FOUNDATION FOR LONG- TERM LIVING
Tax-exempt · ERIE, PA 16507
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | -$718,867 | $9,570,596 | -$10,289,463 | $126,574,323 | $12,658 | $126,561,665 |
| December 31, 2023 | 990-PF | $3,483,283 | $6,534,683 | -$3,051,400 | $125,796,304 | $8,520 | $125,787,784 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $2,538,175
- Net gain from sales of assets
- -$3,297,667
- Other income
- $40,625
Expenses
- Grants and similar amounts paid
- $4,489,880
- Compensation of officers, directors and key employees
- $1,942,405
- Salaries, compensation and benefits (total)
- $164,762
- Disbursements for charitable purposes
- $5,890,534
Balance sheet and other
- Total assets, start of year
- $125,796,304
- Total assets, end of year
- $126,574,323
- Total liabilities, end of year
- $12,658
- Net assets, end of year
- $126,561,665
- Fair market value of assets
- $126,574,323
- Qualifying distributions
- $5,890,534
- Net investment income
- $2,565,240
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-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARK J GUSEK 100 STATE STREET SUITE 106, ERIE, PA 16507 | PRESIDENT/DIRECTOR | 40 | $980,796 | $1,526 |
| ROBERT JOYCE 100 STATE STREET SUITE 106, ERIE, PA 16507 | CFO/CIO | 40 | $930,049 | $30,034 |
| JEANNE H TROPPER 100 STATE STREET SUITE 106, ERIE, PA 16507 | DIRECTOR | 1 | $0 | $0 |
| MELANIE A BREWER 100 STATE STREET SUITE 106, ERIE, PA 16507 | DIRECTOR | 1 | $0 | $0 |
| FLOYD M CSIR 100 STATE STREET SUITE 106, ERIE, PA 16507 | DIRECTOR | 1 | $0 | $0 |
| WILLIAM G COX JR 100 STATE STREET SUITE 106, ERIE, PA 16507 | TREASURER | 1 | $0 | $0 |
| MATTHEW E DENNISON 100 STATE STREET SUITE 106, ERIE, PA 16507 | DIRECTOR | 1 | $0 | $0 |
| ROLAND D KING 100 STATE STREET SUITE 106, ERIE, PA 16507 | DIRECTOR | 1 | $0 | $0 |
| THOMAS R MASTERS 100 STATE STREET SUITE 106, ERIE, PA 16507 | DIRECTOR | 1 | $0 | $0 |
| DENNIS M W MICHALAK 100 STATE STREET SUITE 106, ERIE, PA 16507 | DIRECTOR | 1 | $0 | $0 |
| WADE C ROOT 100 STATE STREET SUITE 106, ERIE, PA 16507 | CHAIRMAN | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARK J GUSEK 100 STATE STREET SUITE 200, ERIE, PA 16507 | PRESIDENT/DIRECTOR | 40 | $636,794 | $52,500 |
| ROBERT JOYCE 100 STATE STREET SUITE 200, ERIE, PA 16507 | CFO/CIO | 40 | $545,385 | $45,000 |
| JEANNE H TROPPER 100 STATE STREET SUITE 200, ERIE, PA 16507 | DIRECTOR | 1 | $0 | $0 |
| MELANIE A BREWER 100 STATE STREET SUITE 200, ERIE, PA 16507 | DIRECTOR | 1 | $0 | $0 |
| FLOYD M CSIR 100 STATE STREET SUITE 200, ERIE, PA 16507 | DIRECTOR | 1 | $0 | $0 |
| WILLIAM G COX JR 100 STATE STREET SUITE 200, ERIE, PA 16507 | TREASURER | 1 | $0 | $0 |
| MATTHEW E DENNISON 100 STATE STREET SUITE 200, ERIE, PA 16507 | DIRECTOR | 1 | $0 | $0 |
| ROLAND D KING 100 STATE STREET SUITE 200, ERIE, PA 16507 | DIRECTOR | 1 | $0 | $0 |
| THOMAS R MASTERS 100 STATE STREET SUITE 200, ERIE, PA 16507 | DIRECTOR | 1 | $0 | $0 |
| DENNIS M W MICHALAK 100 STATE STREET SUITE 200, ERIE, PA 16507 | DIRECTOR | 1 | $0 | $0 |
| WADE C ROOT 100 STATE STREET SUITE 200, ERIE, PA 16507 | CHAIRMAN | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 100 STATE ST STE 106, ERIE, PA 16507-1462
- In care of
- % MARK GUSEK
- Signed the 990-PF
- ROBERT JOYCE, CFO/CIO
- Phone
- (814) 413-0010
- Return prepared by
- KPMG LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 87-1874516
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $126,574,323
- Income (IRS master file)
- $8,194,363
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | -$718,867 | $9,570,596 | $126,574,323 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $3,483,283 | $6,534,683 | $125,796,304 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 87-1874516).
Questions about THE LUTHERAN FOUNDATION FOR LONG- TERM LIVING
- What is the EIN of THE LUTHERAN FOUNDATION FOR LONG- TERM LIVING?
- The employer identification number (EIN) of THE LUTHERAN FOUNDATION FOR LONG- TERM LIVING is 87-1874516.
- Is THE LUTHERAN FOUNDATION FOR LONG- TERM LIVING tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to THE LUTHERAN FOUNDATION FOR LONG- TERM LIVING tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE LUTHERAN FOUNDATION FOR LONG- TERM LIVING file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE LUTHERAN FOUNDATION FOR LONG- TERM LIVING 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 THE LUTHERAN FOUNDATION FOR LONG- TERM LIVING last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of THE LUTHERAN FOUNDATION FOR LONG- TERM LIVING?
- The 990-PF for the year ended December 31, 2024 lists 11 people; 2 received compensation from the organization, the highest $980,796 (MARK J GUSEK, PRESIDENT/DIRECTOR).
- How much revenue does THE LUTHERAN FOUNDATION FOR LONG- TERM LIVING have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of -$718,867, expenses of $9,570,596 and total assets of $126,574,323 at year end.
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