Spiritrust Lutheran in York, Pennsylvania (PA)

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Spiritrust Lutheran
Employer Identification Number (EIN)231476329
Name of OrganizationSpiritrust Lutheran
Address1050 Pennsylvania Ave, York, PA 17404-1983
ActivitiesChurch, synagogue, etc, Other religious activities
SubsectionReligious Organization
Ruling Date08/1963
DeductibilityContributions are deductible
FoundationChurch
OrganizationAssociation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$50,000,000 to greater
Income$50,000,000 to greater
Filing Requirement990 (all other) or 990EZ return
Asset Amount$127,778,343
Amount of Income$61,081,928
Form 990 Revenue Amount$60,647,296
National Taxonomy of Exempt Entities (NTEE)Human Services - Multipurpose and Other: Senior Continuing Care Communities


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Amount of income in 2013: $61,081,928
This organization: 

 $61,081,928
Other organizations performing similar types of work: 

 $15,223,418

Assets in 2013: $127,778,343
Spiritrust Lutheran: 

 $127,778,343
Other organizations performing similar types of work: 

 $27,089,417

Expenses in 2013: $58,504,687
This organization: 

 $58,504,687
Other organizations performing similar types of work: 

 $13,481,543

Income to expenses ratio in 2013: 1.0
Spiritrust Lutheran: 

 1.0
Other organizations performing similar types of work: 

 1.1

Expenses allocated to program services in 2007: 90.9%
Spiritrust Lutheran: 

 90.9%
Other organizations performing similar types of work: 

 86.2%

Number of employees in 2013: 1,176
Spiritrust Lutheran: 

 1,176
Other organizations performing similar types of work: 

 269

Employees paid over $100,000 in 2013: 2.5%
Spiritrust Lutheran: 

 2.5%
Other organizations performing similar types of work: 

 0.0%

Grants share in income in 2013: 2.8%
This organization: 

 2.8%
Other organizations performing similar types of work: 

 0.7%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Support schedule

Checklist
20122013
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?YesYes
Is the organization required to complete Schedule B, Schedule of Contributors?YesYes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?NoNo
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?YesYes
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?NoNo
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?NoNo
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?YesYes
Did the organization maintain collections of works of art, historical treasures, or other similar assets?NoNo
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?NoNo
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?YesYes
Did the organization report an amount for land, buildings, and equipment?YesYes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?YesYes
Did the organization report an amount for investments-program related that is 5% or more of its total assets?NoNo
Did the organization report an amount for other assets that is 5% or more of its total assets?NoNo
Did the organization report an amount for other liabilities?YesYes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?YesYes
Did the organization obtain separate, independent audited financial statements for the tax year?NoNo
Was the organization included in consolidated, independent audited financial statements for the tax year?YesYes
Is the organization a school described in section 170(b)(1)(A)(ii)?NoNo
Did the organization maintain an office, employees, or agents outside of the United States?NoNo
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?NoNo
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?NoNo
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?NoNo
Did the organization report more than $15,000 total of fundraising event gross income and contributions?YesYes
Did the organization report more than $15,000 of gross income from gaming activities?NoNo
Did the organization operate one or more hospital facilities?NoNo
Did the organization attach a copy of its audited financial statements?NoNo
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?NoNo
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?YesYes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?YesYes
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?NoNo
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?NoNo
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?NoNo
Did the organization engage in an excess benefit transaction with a disqualified person during the year?NoNo
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?NoNo
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?YesYes
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?NoNo
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?NoNo
A family member of a current or former officer, director, trustee, or key employee?NoNo
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?NoNo
Did the organization receive more than $25,000 in non-cash contributions?NoNo
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?NoNo
Did the organization liquidate, terminate, or dissolve and cease operations?NoNo
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?NoNo
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?NoNo
Was the organization related to any tax-exempt or taxable entity?YesYes
Did the organization have a controlled entity within the meaning of section 512(b)(13)?YesYes
Did the organization make any transfers to an exempt non-charitable related organization?NoNo
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?NoNo
Statements Regarding Other IRS Filings and Tax Compliance
201120122013
The number reported in Box 3 of Form 1096236227
The number of Forms W-2G00
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?YesYes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return1,1611,176
Did the organization file all required federal employment tax returns?YesYes
Did the organization have unrelated business gross income of $1,000 or more during the year?NoNoNo
Has it filed a Form 990-T for this year?NoNo
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?NoNo
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?NoNo
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?NoNo
Did the organization file Form 8886-T?NoNo
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?NoNo
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?NoNo
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?YesYes
Did the organization notify the donor of the value of the goods or services provided?YesYes
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?NoNo
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?NoNo
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?NoNo
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?NoNo
Did the sponsoring organization make any taxable distributions under section 4966?NoNo
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?NoNo
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities $0$0$0
Gross income from members or shareholders$0$0$0
Gross income from other sources$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?NoNo
The amount of tax-exempt interest received or accrued during the year$0$0
Is the organization licensed to issue qualified health plans in more than one state?NoNo
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0$0
The amount of reserves on hand$0$0
Did the organization receive any payments for indoor tanning services during the tax year?NoNo
Has it filed a Form 720 to report these payments?NoNo
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
20122013
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$1,346,714$1,454,127
Total reportable compensation from related organizations$0$0
Total estimated amount of other compensation from the organization and related organizations$219,112$144,386
Total number of individuals who received more than $100,000 of reportable compensation from the organization911
Total number of independent contractors who received more than $100,000 of compensation from the organization4418
Statement of Revenue
201120122013
Total revenue$56,194,801$58,244,787$60,647,296
Contributions, Gifts, Grants and Other Similar Amounts$1,779,119$1,565,966$1,727,228
Program Service Revenue$53,194,941$53,152,561$53,963,442
Other Residential Care Facilities $30,251,147$32,070,492
Other Residential Care Facilities $20,522,685$20,177,672
Other Residential Care Facilities $2,361,888$1,695,754
Other Residential Care Facilities $16,841$19,524
All other program service revenue$0$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$216,426$237,372$280,783
Income from investment of tax-exempt bond proceeds$0$0$0
Royalties$0$0$0
Net rental income$405,573$406,598$443,419
Gross rents (Real / Personal)$792,973 / $0$795,481 / $0$813,730 / $0
Less: rental expenses (Real / Personal)$387,400 / $0$388,883 / $0$370,311 / $0
Rental income or (loss) (Real / Personal)$405,573 / $0$406,598 / $0$443,419 / $0
Net gain/loss from sales of assets other than inventory$-1,094,819$1,509,561$2,758,915
Gross amount from sales of assets other than inventory (Securities / Other)$0 / $0$1,523,005 / $0$2,786,726 / $0
Less: cost or other basis and sales expenses (Securities / Other)$1,036,121 / $58,698$0 / $13,444$0 / $27,811
Gain or (loss) (Securities / Other)$-1,036,121 / $-58,698$1,523,005 / $-13,444$2,786,726 / $-27,811
Net income/loss from fundraising events$-18,262$-22,247$-11,760
Gross income from fundraising events$23,050$23,250$24,750
Less: direct expenses$41,312$45,497$36,510
Net income/loss from gaming activities$0$0$0
Net income/loss from sales of inventory$0$0$0
Miscellaneous Revenue$1,711,823$1,394,976$1,485,269
Other Residential Care Facilities $425,534$429,132
Other Residential Care Facilities $54,526$56,416
Other Residential Care Facilities $38,197$38,337
All other revenue$876,719$961,384
Statement of Functional Expenses
201120122013
Total functional expenses$56,199,455$57,439,308$58,504,687
Grants and other assistance to domestic organizations and domestic governments$0$0
Grants and other assistance to domestic individuals$0$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$0$0
Benefits paid to or for members$0$0
Compensation of current officers, directors, trustees, and key employees$774,837$914,054$949,834
Compensation not included above, to disqualified persons$0$0
Other salaries and wages$24,397,834$25,027,842$25,911,735
Pension plan accruals and contributions$780,055$642,318
Other employee benefits$2,666,055$2,749,518
Payroll taxes$2,359,651$2,297,750$2,445,148
Fees for services (non-employees)
Management$351,045$372,431
Legal$83,636$83,268
Accounting$92,170$0
Lobbying$0$0
Professional fundraising services$0$0$0
Investment management fees$0$0
Other$5,500,620$5,388,448
Advertising and promotion$319,601$394,637
Office expenses$2,114,776$2,314,030
Information technology$254,083$302,837
Royalties$0$0
Occupancy$3,420,655$3,440,288
Travel$166,376$176,950
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0
Conferences, conventions, and meetings$186,441$214,261
Interest$1,330,579$1,290,942
Payments to affiliates$0$0
Depreciation, depletion, and amortization$4,914,666$5,077,717
Insurance$685,005$705,925
Other expenses$1,714,674$1,694,223
Other expenses$950,304$869,994
Other expenses$843,046$832,342
Other expenses$709,396$732,195
Other expenses$2,116,479$1,915,646
Balance Sheet
201120122013
Total assets$121,651,163$124,266,732$127,778,343
Cash - non-interest-bearing$59,552$119,396
Savings and temporary cash investments$593,848$-265,132
Pledges and grants receivable, net$0$0
Accounts receivable, net$7,407,023$6,827,269
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$50,000$50,000
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0$0
Notes and loans receivable, net$0$0
Inventories for sale or use$0$0
Prepaid expenses and deferred charges$631,428$857,474
Land, buildings, and equipment: cost or other basis$85,837,412$85,512,852
Investments - publicly traded securities$0$0
Investments - other securities$25,482,510$30,328,692
Investments - program-related$0$0
Intangible assets$0$0
Other assets$4,204,959$4,347,792
Total liabilities$93,069,525$95,042,066$94,125,557
Accounts payable and accrued expenses$4,753,265$5,994,699
Grants payable$0$0
Deferred revenue$34,507,599$38,459,136
Tax-exempt bond liabilities$31,819,313$30,965,000$30,190,000
Escrow or custodial account liability$0$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0$0
Secured mortgages and notes payable to unrelated third parties$9,581,839$10,279,885$8,179,414
Unsecured notes and loans payable to unrelated third parties$0$0$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$14,536,317$11,302,308
Total net assets or fund balances$28,581,638$29,224,666$33,652,786
Unrestricted net assets$21,021,432$24,134,964
Temporarily restricted net assets$2,125,695$2,587,246
Permanently restricted net assets$6,077,539$6,930,576
Capital stock or trust principal, or current funds$0$0
Paid-in or capital surplus, or land, building, or equipment fund$0$0
Retained earnings, endowment, accumulated income, or other funds$0$0$0
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:An organization that normally receives: (1) more than 33 1/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3 % of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975
Number of organizations supported0
Sum of amounts of support$0
Support Schedule for Organizations Described in Section 509(a)(2) (for 2009 - 2013)
2009 - 2013 Total
Public support$271,922,267
Subtotal$271,922,267
Gifts, grants, contributions, and membership fees received$8,419,251
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose$263,503,016
Gross receipts from activities that are not an unrelated trade or business under section 513$0
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
Less$0
Amounts received from disqualified persons$0
Amounts received from other than disqualified persons that exceed the greater of $5,000 or 1% of the total support$0
Total support$285,440,712
Public support$271,922,267
Subtotal$6,829,934
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$6,829,934
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975$0
Net income from unrelated business activities, whether or not the business is regularly carried on$0
Other income$6,688,511
Revenue, Expenses, and Changes in Net Assets or Fund Balances
20002001200220032004200520062007
Total revenue$28,645,936$28,612,273$32,083,768$34,555,275$35,770,008$38,704,692$40,233,712$46,010,661
Contributions, gifts, grants, and similar amounts received$2,953,508$1,935,730$2,225,420$2,664,841$2,159,398$2,129,522$2,529,488$1,979,420
Contributions to donor advised funds$0$0
Direct public support$2,229,712$1,219,120$1,407,340$2,005,147$1,590,428$1,387,014$2,098,100$1,541,944
Indirect public support$723,796$328,812$337,335$217,861$181,491$200,339$224,567$220,748
Government contributions (grants)$0$387,798$480,745$441,833$387,479$542,169$206,821$216,728
Program service revenue including government fees and contracts$24,532,631$26,106,450$30,200,020$31,516,276$32,885,760$35,806,490$36,535,526$41,745,726
Membership dues and assessments$0$0$0$0$0$0$0$0
Interest on savings and temporary cash investments$0$0$0$0$283,993$104,223$118,866$235,675
Dividends and interest from securities$947,966$330,798$56,697$142,106$0$297,132$613,278$343,667
Net rental income or (loss)$297,898$312,664$322,864$338,820$351,639$-28,397$4,301$-1,066
Gross rents$297,898$312,664$322,864$338,820$351,639$361,872$4,301$4,200
Less: rental expenses$0$0$0$0$0$390,269$0$5,266
Other investment income$0$0$-587,483$0$0$0$0$0
Gain or (loss) from sales of assets other than inventory$-86,067$-73,369$-133,750$-106,768$89,218$395,722$451,818$1,720,959
Gross amount from sales of assets other than inventory$622$1,632$8,305$3,071$818,260$488,369$1,762,050$3,893,563
Less: cost or other basis and sales expenses$86,689$75,001$142,055$109,839$729,042$92,647$1,310,232$2,172,604
Net income or (loss) from special events and activities$0$0$0$0$0$0$-19,565$-13,720
Gross revenue$0$0$0$0$0$31,511$33,824$20,900
Less: direct expenses other than fundraising expenses$0$0$0$0$0$31,511$53,389$34,620
Gross profit or (loss) from sales of inventory$0$0$0$0$0$0$0$0
Gross sales of inventory, less returns and allowances$0$0$0$0$0$0$0$0
Less: cost of goods sold$0$0$0$0$0$0$0$0
Other revenue$0$0$0$0$0$0$0$0
Total expenses$27,418,032$30,414,840$32,784,743$33,676,218$35,030,037$36,312,685$38,753,695$46,122,722
Program services$23,940,745$26,663,960$29,192,064$30,003,252$30,975,774$33,233,639$34,036,329$41,928,783
Management and general$2,858,441$3,243,846$3,306,005$3,407,371$3,633,877$2,660,138$4,717,366$4,193,939
Fundraising$618,846$507,034$286,674$265,595$420,386$418,908$0$0
Payments to affiliates$0$0$0$0$0$0$0$0
Net assets or fund balances at end of year$28,867,992$25,886,149$21,916,228$24,194,386$25,121,234$27,538,315$32,803,731$30,594,643
Excess or (deficit) for the year$1,227,904$-1,802,567$-700,975$879,057$739,971$2,392,007$1,480,017$-112,061
Net assets or fund balances at beginning of year$28,703,419$28,867,992$25,886,149$21,916,228$24,194,386$25,121,234$27,538,315$32,803,731
Other changes in net assets or fund balances$-1,063,331$-1,179,276$-3,268,946$1,399,101$186,877$25,074$3,785,399$-2,097,027
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$46,122,722$41,928,783$4,193,939$0
Grants paid from donor advised funds$0
Other grants and allocations$71,355
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$774,728$272,281$502,447$0
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$19,590,398$17,490,123$2,100,275$0
Pension plan contributions not included above$544,856$442,408$102,448$0
Employee benefits not included above$3,008,610$2,773,962$234,648$0
Payroll taxes$1,490,402$1,318,701$171,701$0
Professional fundraising fees$0$0$0$0
Accounting fees$121,520$21,630$99,890$0
Legal fees$78,154$34,314$43,840$0
Supplies$3,039,035$2,978,713$60,322$0
Telephone$243,248$164,221$79,027$0
Postage and shipping$71,845$26,967$44,878$0
Occupancy$2,337,650$2,325,638$12,012$0
Equipment rental and maintenance$275,446$255,687$19,759$0
Printing and publications$59,038$20,949$38,089$0
Travel$152,310$105,667$46,643$0
Conferences, conventions, and meetings$97,758$54,609$43,149$0
Interest$1,161,069$1,161,069$0$0
Depreciation, depletion, etc.$3,737,050$3,641,073$95,977$0
Other expenses not covered above$9,268,250$8,769,416$498,834$0
Balance Sheets
20002001200220032004200520062007
Total assets$74,263,387$77,047,887$71,481,998$72,952,676$73,275,076$73,984,780$115,302,614$120,786,331
Cash - non-interest-bearing$596,427$45,022$42,622$454,215$173,826$53,860$8,010$8,260
Savings and temporary cash investments$3,237,613$4,232,541$3,106,041$3,669,431$3,080,216$3,362,644$8,636,452$5,687,141
Accounts receivable less allowance for doubtful accounts$3,126,522$3,498,351$3,142,379$2,565,586$4,172,790$4,427,977$4,810,794$6,466,873
Pledges receivable less allowance for doubtful accounts$224,609$186,934$3,010$0$0$0$0$0
Grants receivable$206,540$192,455$163,070$133,687$126,006$120,354$106,080$95,926
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0
Other notes and loans receivable less allowance for doubtful accounts$0$0$0$0$0$0$0$0
Inventories for sale or use$0$0$0$0$0$0$0$0
Prepaid expenses and deferred charges$788,576$702,797$714,930$683,732$553,170$680,975$1,171,060$1,102,064
Investments - publicly-traded securities$16,769,382$14,628,905
Investments - other securities$13,114,404$10,574,024$10,820,291$12,970,347$13,969,017$14,679,168$0$0
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0$0$0$0$0$0
Investments - other$0$0$0$0$0$0$0$0
Land, buildings, and equipment less accumulated depreciation$48,296,313$54,370,687$50,751,242$49,381,237$47,963,651$46,904,303$79,250,245$88,227,077
Other assets, including program-related investments$4,672,383$3,245,076$2,738,413$3,094,441$3,236,400$3,755,499$4,550,591$4,570,085
Total liabilities$45,395,395$51,161,738$49,565,770$48,758,290$48,153,842$46,446,465$82,498,883$90,191,688
Accounts payable and accrued expenses$4,605,998$4,521,555$3,857,723$3,769,080$4,022,483$3,708,896$6,978,487$4,836,521
Grants payable$0$0$0$0$0$0$0$0
Deferred revenue$22,135,381$25,295,869$24,888,975$24,395,482$23,959,884$17,740,050$27,333,350$32,346,096
Loans from officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Tax-exempt bond liabilities$15,340,000$14,895,000$14,415,000$13,915,000$13,385,000$12,830,000$35,335,000$34,890,000
Mortgages and other notes payable$3,280,489$5,710,971$5,721,706$5,812,929$6,057,584$5,058,777$4,990,782$8,907,804
Other liabilities$33,527$738,343$682,366$865,799$728,891$7,108,742$7,861,264$9,211,267
Total liabilities and net assets/fund balances$74,263,387$77,047,887$71,481,998$72,952,676$73,275,076$73,984,780$115,302,614$120,786,331
Total net assets or fund balances$28,867,992$25,886,149$21,916,228$24,194,386$25,121,234$27,538,315$32,803,731$30,594,643
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20002001200220032004200520062007
Total revenue$28,645,936$28,612,273$32,083,768$34,555,275$35,770,008$38,704,692$40,233,712$46,010,661
Total revenue, gains, and other support per audited financial statements$27,582,605$27,432,997$31,096,535$35,954,376$35,956,885$39,120,035$44,462,623$43,953,520
Other expenses$-1,063,331$-1,179,276$-987,233$1,399,101$186,877$25,074$4,175,522$-2,097,027
Net unrealized gains on investments$-1,063,331$-1,179,276$-987,233$1,571,278$641,662$59,662$493,510$-1,033,901
Donated services and use of facilities$0$0$0$0$0$0$17,100$0
Recoveries of prior year grants$0$0$0$0$0$0$0$0
Other$0$0$0$-172,177$-454,785$-34,588$3,664,912$-1,063,126
Other revenue$0$0$0$0$0$-390,269$-53,389$-39,886
Investment expenses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$-390,269$-53,389$-39,886
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20002001200220032004200520062007
Total expenses$27,418,032$30,414,840$32,784,743$33,676,218$35,030,037$36,312,685$38,753,695$46,122,722
Total expenses and losses per audited financial statements$27,418,032$30,414,840$32,784,743$33,676,218$35,030,037$36,702,954$39,197,207$46,162,608
Other revenue$0$0$0$0$0$390,269$443,512$39,886
Donated services and use of facilities$0$0$0$0$0$0$17,100$0
Prior year adjustments$0$0$0$0$0$0$0$0
Losses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$390,269$426,412$39,886
Other expenses$0$0$0$0$0$0$0$0
Investment expenses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Current Officers, Directors, Trustees, and Key Employees
Average hours per week devoted to positionCompensationContributions to employee benefit plans & deferred compensation plansExpense account and other allowances
38$294,727$32,047$0
38$138,161$7,856$0
38$140,239$8,041$0
38$135,653$18,004$0
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings17
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?No
Does the organization have a written conflict of interest policy?Yes
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?Yes
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 2006829
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$2,285,515$41,745,726
Program service revenue
Program service revenue 1000000$000$0$26,769,520
Program service revenue 2000000$000$0$1,212,884
Program service revenue 3000000$000$0$636,449
Program service revenue 4000000$000$0$377,507
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$12,749,366
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$235,675$0
Dividends and interest from securities000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$343,667$0
Net rental income or (loss) from real estate
debt-financed property000000$0Income exempt from debt-financed (section 514) provisions because at least 85% of the use of the property is for the organization's exempt purposes (Note: This code is only for income from the 15% or less non-exempt purpose use.) (section 514(b)(1)(A))$-1,066$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$0Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))$1,720,959$0
Net income or (loss) from special events000000$0Income from an activity that is not regularly carried on (section 512(a)(1))$-13,720$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$000$0$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$110,099$59,345$0
$88,147$11,290$0
$87,262$10,492$0
$86,335$8,458$0
$82,464$11,726$0
Total number of other employees paid over $50,00039
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization maintain any donor advised funds?No
Did the organization make any taxable distributions under section 4966?No
Did the organization make a distribution to a donor, donor advisor, or related person?No
The total number of donor advised funds owned at the end of the tax year$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isNot controlled by disqualified persons/supports non private foundation
Type of supporting organizationType I
Information about the supported organizations
Employer identification number (EIN)Name of organizationType of organizationIs the supported organization listed in the supporting organization's governing documents?Amount of support
411568278Evangelical Lutheran Church In AmericaYes$0
Total$0
Support Schedule
19992000200120022003200420052006
Total$0$0$0$0$0$0$0$0
Gifts, grants, and contributions received$0$0$0$0$0$0$0$0
Membership fees received$0$0$0$0$0$0$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$0$0$0$0$0$0$0$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$0$0$0$0$0$0$0$0
Net income from unrelated business activities not included above$0$0$0$0$0$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0$0$0$0$0
Other income$0$0$0$0$0$0$0$0
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Acts Retirement-Life Communities IncPO BOX 90, West Point, PA 19486-0090PA1972-06$346,833,523
2Masonic Homes At Elizabethtown Gd Ldg Of Free & Accptd Masons Pa1 Masonic Dr, Elizabethtown, PA 17022-2199PA1958-03$196,456,351
3Willow Valley Communities600 Willow Valley Sq, Lancaster, PA 17602-4866PA1987-05$121,063,721
4Kendal-Crosslands CommunitiesPO BOX 100, Kennett Sq, PA 19348-0100PA1975-03$106,737,311
5Foulkeways At Gwynedd1120 Meetinghouse Rd, Gwynedd, PA 19436-1000PA1966-04$100,641,337
6Presbyterian Homes Inc1 Trinity Dr E Ste 201, Dillsburg, PA 17019-8522PA1991-05$85,929,261
7Inglis House2600 Belmont Ave, Philadelphia, PA 19131-2713PA1939-01$76,666,473
8Phila Presbytery Homes Inc2000 Joshua Rd, Lafayette Hl, PA 19444-2430PA1962-03$70,108,770
9Peninsula United Methodist Homes IncPO BOX 90, West Point, PA 19486-0090PA1958-08$65,786,284
10Lutheran Home At Topton PennsylvaniaMechanicsburg, PA 17055PA$65,768,764
11Volunteers Of America Inc, Volunteers Of America National Serv7530 Market Place Dr, Eden Prairie, MN 55344-3636MN1963-05$20,753,966
12Village At Marymount5200 Marymount Village Dr, Garfield Hts, OH 44125-2973OH1946-03$18,251,592
13Walker Methodist Health Center Inc3737 Bryant Ave S, Minneapolis, MN 55409-1019MN1953-09$30,879,736
14Wesley Glen Inc5155 N High St, Columbus, OH 43214-1525OH1970-06$22,365,309
15Sarah A Reed Retirement Center227 W 22nd St, Erie, PA 16502-2689PA1988-07$19,597,849
16St Camillus Health Center Inc10101 W Wisconsin Avenue, Wauwatosa, WI 53226-4861WI1946-03$16,103,660
17Yellowwood Acres Inc, Westminster Village Kentuckiana2200 Greentree North, Clarksville, IN 47129-8965IN1984-03$14,507,229
18Shalom Park14800 E Belleview Dr, Aurora, CO 80015-2258CO1986-01$14,093,962
19Reformed Presbyterian Womans Assn2344 Perrysville Ave, Pittsburgh, PA 15214-3560PA1951-07$6,580,453
20Spring Valley House Corporation1215 Hulton Road, Oakmont, PA 15139PA1985-10$0
Number of organizations performing similar types of work
Alaska2
Alabama3
Arkansas5
Arizona12
California48
Colorado13
Connecticut21
District of Columbia6
Delaware3
Florida45
Georgia13
Hawaii2
Iowa22
Illinois54
Indiana25
Kansas14
Kentucky10
Louisiana8
Massachusetts16
Maryland26
Maine4
Michigan20
Minnesota41
Missouri22
Montana2
North Carolina23
North Dakota2
Nebraska4
New Hampshire5
New Jersey24
New Mexico1
New York45
Ohio45
Oklahoma4
Oregon12
Pennsylvania93
Rhode Island5
South Carolina8
South Dakota8
Tennessee14
Texas21
Utah2
Virginia23
Vermont1
Washington19
Wisconsin26
West Virginia4
Wyoming1
International2
Total829
20 biggest affiliated organizations
AffiliationNameAddressStateEstablishedTotal Income
SubordinateDiakon Lutheran Social Ministries798 Hausman Road, Allentown, PA 18104-9108PA1963-08$367,166,665
SubordinateCalifornia Lutheran University60 West Olsen Road M/C 1200, Thousand Oaks, CA 91360-2700CA1983-01$188,266,179
SubordinateEcumen3530 Lexington Ave N, Shoreview, MN 55126-8166MN1963-08$140,330,380
SubordinateConcordia College Corporation901 8th St S, Moorhead, MN 56562-0001MN1988-04$131,672,602
SubordinateLutheran Social Services Of Illinois1001 E Touhy Ave Ste 77, Des Plaines, IL 60018-5801IL1963-08$111,429,567
SubordinateLutheran Social Services Of Michigan8131 E Jefferson Ave, Detroit, MI 48214-2610MI1961-11$102,262,272
SubordinateLutheran Social Service Of Minnesota, Swanville Senior CenterPo Box 334, Swanville, MN 56382MN1963-08$95,323,857
SubordinateTexas Lutheran University1000 W Court St, Seguin, TX 78155-5978TX1961-11$62,230,425
SubordinateSpiritrust Lutheran1050 Pennsylvania Ave, York, PA 17404-1983PA1963-08$61,081,928
SubordinateLutheran Social Service Of The South IncPO BOX 140767, Austin, TX 78714-0767TX1961-11$56,815,401
SubordinateEger Health Care And Rehabilitation Center140 Meisner Ave, Staten Island, NY 10306-1236NY1988-04$47,618,146
SubordinateMidland University900 N Clarkson St, Fremont, NE 68025-4254NE1963-08$40,417,775
SubordinateShepherd Of The Valley Lutheran Retirement Services Inc5525 Silica Rd, Austintown, OH 44515-1002OH1985-09$36,238,440
SubordinateLutheran Augustana Center For Extended Care And Rehabilitation, Augustana Lutheran Home For Aged5434 2nd Ave, Brooklyn, NY 11220-2606NY1963-08$34,324,807
SubordinateAllegheny Lutheran Social Ministries Inc998 Logan Blvd, Altoona, PA 16602-4026PA1963-08$28,043,641
SubordinateSt Johns Lutheran Ministries Inc3940 Rimrock Rd, Billings, MT 59102-0141MT1961-11$26,670,944
SubordinateLutheran Social Services Group Inc, Group Return715 Falconer St, Jamestown, NY 14701-1935NY1987-04$24,386,666
SubordinateLutheran Social Services Of South Dakota Inc1601 Milwaukee Avenue Ne, Aberdeen, SD 57401SD1963-08$21,200,235
SubordinateLutheran Home At Moorestown6 Terri Ln Ste 300, Burlington, NJ 08016-4911NJ1987-04$20,021,302
SubordinateEvangelical Lutheran Church In America, Josephine Sunset Home Inc9901 272nd Pl Nw, Stanwood, WA 98292-7449WA1961-11$19,989,110
Number of affiliated organizations
Alaska24
Alabama14
Arkansas14
Arizona86
California325
Colorado76
Connecticut41
District of Columbia11
Delaware9
Florida152
Georgia77
Hawaii10
Iowa388
Idaho32
Illinois414
Indiana124
Kansas96
Kentucky24
Louisiana8
Massachusetts45
Maryland151
Maine8
Michigan202
Minnesota934
Missouri62
Mississippi10
Montana99
North Carolina215
North Dakota344
Nebraska186
New Hampshire12
New Jersey139
New Mexico16
Nevada19
New York299
Ohio349
Oklahoma23
Oregon83
Pennsylvania948
Rhode Island8
South Carolina121
South Dakota202
Tennessee36
Texas324
Utah17
Virginia133
Vermont7
Washington208
Wisconsin448
West Virginia34
Wyoming11
International15
Total7,633

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