Civic Intelligence

Lutheran Seniorlife

990 • Fiscal year 2014 • EIN 25-1527666

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 26, 2015

Organization ProfileWWW.LUTHERANSENIORLIFE.ORG

View Organization Page

1323 Freedom Road16066

(724) 742-2246

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

50th percentile

0.24x

Higher debt load relative to assets than 50% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

66th percentile

0.49x

Higher debt load relative to revenue than 66% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

67th percentile

9.1%

Higher net margin than 67% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

82nd percentile

$321,552

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

69th percentile

9.2%

Faster asset growth than 69% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$15,685,915

Up $1,321,433 (+9.2%) from 2013

Net Assets

Up

$11,914,619

Up $1,418,046 (+14%) from 2013

Liabilities

Down

$3,771,296

Down $96,613 (-2.5%) from 2013

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin67th percentile

Revenue

$7,762,388

No earlier filing loaded for comparison.

Expenses

Up

$7,053,430

Up $284,030 (+4.2%) from 2013

Net Income

$708,958

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2010: $9,386,727Liabilities 2010: $2,054,274Net Assets 2010: $7,332,4532010Assets 2011: $10,570,404Liabilities 2011: $2,016,280Net Assets 2011: $8,554,1242011Assets 2012: $12,712,384Liabilities 2012: $2,900,553Net Assets 2012: $9,811,8312012Assets 2013: $14,364,482Liabilities 2013: $3,867,909Net Assets 2013: $10,496,5732013Assets 2014: $15,685,915Liabilities 2014: $3,771,296Net Assets 2014: $11,914,6192014Assets 2015: $16,183,855Liabilities 2015: $3,639,260Net Assets 2015: $12,544,5952015Assets 2016: $16,079,688Liabilities 2016: $3,641,395Net Assets 2016: $12,438,2932016Assets 2017: $20,434,228Liabilities 2017: $7,643,267Net Assets 2017: $12,790,9612017Assets 2018: $29,049,181Liabilities 2018: $15,456,590Net Assets 2018: $13,592,5912018Assets 2019: $45,667,708Liabilities 2019: $17,658,080Net Assets 2019: $28,009,6282019Assets 2020: $46,979,111Liabilities 2020: $17,582,792Net Assets 2020: $29,396,3192020Assets 2021: $55,877,970Liabilities 2021: $19,413,367Net Assets 2021: $36,464,6032021Assets 2022: $51,881,721Liabilities 2022: $17,123,299Net Assets 2022: $34,758,4222022Assets 2023: $54,927,291Liabilities 2023: $16,284,124Net Assets 2023: $38,643,1672023Assets 2024: $46,682,281Liabilities 2024: $5,966,454Net Assets 2024: $40,715,8272024

Highlighted filing

2014

Assets$15,685,915
Liabilities$3,771,296
Net Assets$11,914,619
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $5,123,7012010Expenses 2011: $5,613,2192011Expenses 2012: $5,871,5662012Expenses 2013: $6,769,4002013Revenue 2014: $7,762,388Expenses 2014: $7,053,430Net Income 2014: $708,9582014Revenue 2015: $9,318,185Expenses 2015: $8,646,787Net Income 2015: $671,3982015Revenue 2016: $11,156,454Expenses 2016: $11,249,352Net Income 2016: -$92,8982016Revenue 2017: $12,476,638Expenses 2017: $12,126,894Net Income 2017: $349,7442017Revenue 2018: $10,947,577Expenses 2018: $10,604,486Net Income 2018: $343,0912018Revenue 2019: $12,211,998Expenses 2019: $10,568,449Net Income 2019: $1,643,5492019Revenue 2020: $12,529,253Expenses 2020: $11,115,100Net Income 2020: $1,414,1532020Revenue 2021: $17,940,062Expenses 2021: $11,699,928Net Income 2021: $6,240,1342021Revenue 2022: $10,265,392Expenses 2022: $11,534,982Net Income 2022: -$1,269,5902022Revenue 2023: $15,106,256Expenses 2023: $11,583,061Net Income 2023: $3,523,1952023Revenue 2024: $14,623,534Expenses 2024: $12,933,769Net Income 2024: $1,689,7652024

Highlighted filing

2014

Revenue$7,762,388
Expenses$7,053,430
Net Income$708,958
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 26, 2015
Return Version
2013v4.0
Gross Receipts
$8,118,616
Mission and Program Overview

Mission

Lutheran seniorlife provides support and management to its related tax exempt organizations.

Support and management of related tax exempt organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,491,791$3,323,739▼ $168,052
Investments in Publicly Traded Securities$1,717,447$1,906,075▲ $188,628
Savings and Temporary Cash Investments$1,733,191$1,371,029▼ $362,162
Prepaid Expenses and Deferred Charges$333,512$329,860▼ $3,652
Accounts Receivable$141,293$13,271▼ $128,022
Cash and Non-Interest-Bearing Accounts$500$500→ $0
Total Assets$14,364,482$15,685,915▲ $1,321,433
Other Assets Total$6,946,748$8,741,441▲ $1,794,693
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,775,687$2,644,447▼ $131,240
Accounts Payable and Accrued Expenses$824,862$999,647▲ $174,785
Other Liabilities$267,360$127,202▼ $140,158
Total Liabilities$3,867,909$3,771,296▼ $96,613
Net Assets / Fund Balance
Unrestricted Net Assets$10,496,076$11,914,122▲ $1,418,046
Permanently Rstr Net Assets$405$405→ $0
Temporarily Rstr Net Assets$92$92→ $0
Total Net Assets Fund Balance$10,496,573$11,914,619▲ $1,418,046
Total Liabilities and Net Assets / Fund Balance$14,364,482$15,685,915▲ $1,321,433

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,980,685$1,018,267$3,998,952
Equipment$294,245$1,724,658$2,018,903
Other Land Buildings$48,809-$48,809
Other Assets Org$-807,562--
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David J FenogliettoChief Executive OfficerFT$287,746$33,806$321,552
Susan Q DigirolamoChief Financial OfficerFT$133,532$25,331$158,863
Kathy CastleVP of Human ResourcesFT$128,051$17,966$146,017
Donna Van KirkVP of Business DevelopmentFT$123,238$17,883$141,121
Rocco MastrangeloDirector of Facility MgmtFT$102,618$24,482$127,100

Board Members and Trustees

NameTitle
David M WolfeDirector
Eric D Kofmehl PhdDirector
Frank T BakerDirector
George D EhringerDirector
George E Friedline PeDirector
Jane E BittcherDirector
Jeannette ChristensenDirector
Mark TraumanDirector
Mary Jeanne Krob MdDirector
Paul BittlerDirector
R Brandon JamesDirector
Rev David SaylorDirector
Rev James W DollhopfDirector
Rev Robert MusserDirector
Rev Robert ZimmermanDirector
Rev Thomas E MoogDirector
Rev William B DiehmDirector
Ronald J CoombsDirector
Wayne FranzenDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
AdpPayroll-$157,272
Red House CommunicationAdvertising & Consulting-$120,045
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,765,465
Investment Income
$22,828
Other Revenue
$-25,905
Change in Net Assets
$708,958

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,118,616
Revenue Not Reported on Financial Statements
$-356,228
Revenue Not Reported on Form 990
$199,088
Other Revenue Adjustments
$-356,228
Total Revenue per Audited Statements
$8,317,704
Total Revenue per Form 990
$7,762,388
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,286,197
Other Expenses$1,767,233
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$241,736$3,410,440-$3,652,176
Current Officers, Directors, Trustees, and Key Employees$50,804$716,749-$767,553
Fees for Services Other-$646,971-$646,971
Other Employee Benefits$31,391$400,007-$431,398
Payroll Taxes$21,896$308,905-$330,801
Office Expenses$31,241$256,606-$287,847
Advertising-$256,313-$256,313
Pension Plan Contributions$6,902$97,367-$104,269
Depreciation Depletion$99,101--$99,101
Fees for Services Legal-$80,025-$80,025
Travel$5,953$52,821-$58,774
Insurance-$21,689-$21,689
Occupancy$17,508$909-$18,417
Other Expenses$0$17,718$0$17,718
All Other Expenses-$13,250-$13,250
Fees for Services Accounting-$7,607-$7,607
Conferences and Meetings-$3,495-$3,495
Total Functional Expenses$529,875$6,523,555$0$7,053,430

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,409,658
Expenses per Audited Statements$7,053,430
Total Expenses per Form 990$7,053,430
Expenses Not Reported on Form 990$356,228
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Affiliate Payables$120,037
Other Liabilities$7,165
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Provided a copy of the final form 990 to members of the board of directors for review.”

Form 990, Part VI, Section B, Line 12C

“Annual conflict of interest disclosure statements are required from all board members and executives.”

Form 990, Part VI, Section B, Line 15A

“The executive committee of the board of directors conducts an annual performance review in july. The vp of human resources compiles market information for the committees review. The board then determines the compensation for the ceo.”

Form 990, Part VI, Section C, Line 19

“Governing documents and tax forms are available upon request at the corporate office.”

Filing and Contact Details

Filer

EIN
25-1527666
Phone
7247422246

Signing Officer

Name
Susan Q Digirolamo
Title
Chief Financial Officer
Phone
7247422246
Signed
2015-01-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David J Fenoglietto
Formed
1986
Legal Domicile
Pa
Voting Board Members
20
Independent Board Members
19
Employees
81
Volunteers
19

Preparer

Preparer
Brian R Lenart Ea
Phone
4126976400
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfer of net assets from viecare, inc. 510,000.”

Form 990, Part XII, Line 2C

“No change in the oversight process in the current year.”

Financial Statement Notes

PART X, LINE 2:

“Lutheran seniorlife accounts for uncertainty in income taxes by using a recognition threshold of more-likely-than-not to be sustained upon examination by the approapriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold is met. Management determined there were no tax uncertainties that met the recognition threshold in 2014 and 2013. Lutheran seniorlife's federal income tax returns are no longer subject to examination by federal taxing authorities for fiscal years before june 30, 2011.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Rental expenses -356,228.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“RENTAL EXPENSES 356,228.”

Raw XML AppendixShowing 400 of 924 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt21VP OF BUSINESS DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt22VP OF HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR OF FACILITY MGMT
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IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0LUTHERAN SENIORLIFE PROVIDES SUPPORT AND MANAGEMENT TO ITS RELATED TAX EXEMPT ORGANIZATIONS.
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IRS990/OccupancyGrp/ProgramServicesAmt017508
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IRS990/OfficeExpensesGrp/ProgramServicesAmt031241
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IRS990/PYOtherExpensesAmt01867675
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,685,915
Liabilities
$3,771,296
Net assets
$11,914,619
Revenue
$7,762,388
Expenses
$7,053,430
Net income
$708,958
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$46.7$5.97$40.7$14.6$12.9$1.69
2023Detailed filing. Detailed filing data is available for this year.$54.9$16.3$38.6$15.1$11.6$3.52
2022Detailed filing. Detailed filing data is available for this year.$51.9$17.1$34.8$10.3$11.5$1.27
2021Detailed filing. Detailed filing data is available for this year.$55.9$19.4$36.5$17.9$11.7$6.24
2020Detailed filing. Detailed filing data is available for this year.$47.0$17.6$29.4$12.5$11.1$1.41
2019Detailed filing. Detailed filing data is available for this year.$45.7$17.7$28.0$12.2$10.6$1.64
2018Detailed filing. Detailed filing data is available for this year.$29.0$15.5$13.6$10.9$10.6$0.34
2017Detailed filing. Detailed filing data is available for this year.$20.4$7.64$12.8$12.5$12.1$0.35
2016Detailed filing. Detailed filing data is available for this year.$16.1$3.64$12.4$11.2$11.2$0.09
2015Detailed filing. Detailed filing data is available for this year.$16.2$3.64$12.5$9.32$8.65$0.67
2014Detailed filing. Detailed filing data is available for this year.$15.7$3.77$11.9$7.76$7.05$0.71
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.4$3.87$10.5$6.77
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.7$2.90$9.81$5.87
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$2.02$8.55$5.61
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.39$2.05$7.33$5.12
Peer Organizations

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