Civic Intelligence

North Carolina Cancer Instituteinc

990 • Fiscal year 2023 • EIN 56-0583139

Oct 01, 2022 to Sep 30, 2023 • Filed on Aug 12, 2024

PO Box 947Salisbury, NC 28145

(704) 637-2870

Siviq Scores

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

Liabilities / Assets

50th percentile

0.13x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

43rd percentile

0.13x

Higher debt load relative to revenue than 43% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

56th percentile

6.4%

Higher net margin than 56% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

93rd percentile

$394,066

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

37th percentile

1.3%

Faster asset growth than 37% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

38th percentile

-0.1%

Faster revenue growth than 38% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Flat

$6,691,468

Flat from 2023

Net Assets

Flat

$5,841,370

Flat from 2023

Liabilities

Flat

$850,098

Flat from 2023

Revenue

Flat

$6,475,725

Flat from 2023

Expenses

Flat

$6,058,702

Flat from 2023

Net Income

Flat

$417,023

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $5,937,508Liabilities 2010: $1,068,639Net Assets 2010: $4,868,8692010Assets 2011: $6,491,768Liabilities 2011: $1,673,397Net Assets 2011: $4,818,3712011Assets 2012: $6,810,800Liabilities 2012: $1,992,808Net Assets 2012: $4,817,9922012Assets 2013: $6,482,141Liabilities 2013: $1,100,927Net Assets 2013: $5,381,2142013Assets 2014: $6,283,340Liabilities 2014: $990,204Net Assets 2014: $5,293,1362014Assets 2015: $6,211,029Liabilities 2015: $1,387,965Net Assets 2015: $4,823,0642015Assets 2016: $5,665,690Liabilities 2016: $1,777,406Net Assets 2016: $3,888,2842016Assets 2017: $5,381,650Liabilities 2017: $1,622,256Net Assets 2017: $3,759,3942017Assets 2018: $5,059,453Liabilities 2018: $1,580,195Net Assets 2018: $3,479,2582018Assets 2019: $5,016,149Liabilities 2019: $2,504,553Net Assets 2019: $2,511,5962019Assets 2020: $5,740,357Liabilities 2020: $3,238,047Net Assets 2020: $2,502,3102020Assets 2021: $5,677,360Liabilities 2021: $1,797,527Net Assets 2021: $3,879,8332021Assets 2022: $6,603,404Liabilities 2022: $1,165,864Net Assets 2022: $5,437,5402022Assets 2023: $6,691,468Liabilities 2023: $850,098Net Assets 2023: $5,841,3702023Assets 2023: $6,691,468Liabilities 2023: $850,098Net Assets 2023: $5,841,3702023Assets 2024: $6,724,243Liabilities 2024: $599,905Net Assets 2024: $6,124,3382024

Highlighted filing

2023

Assets$6,691,468
Liabilities$850,098
Net Assets$5,841,370

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $3,973,4572010Expenses 2011: $4,162,0192011Expenses 2012: $4,571,0132012Expenses 2013: $4,515,7772013Revenue 2014: $4,779,454Expenses 2014: $4,854,559Net Income 2014: -$75,1052014Revenue 2015: $4,865,704Expenses 2015: $4,886,177Net Income 2015: -$20,4732015Revenue 2016: $4,394,939Expenses 2016: $4,846,034Net Income 2016: -$451,0952016Revenue 2017: $4,421,073Expenses 2017: $4,797,206Net Income 2017: -$376,1332017Revenue 2018: $4,184,990Expenses 2018: $4,720,689Net Income 2018: -$535,6992018Revenue 2019: $4,427,872Expenses 2019: $4,541,549Net Income 2019: -$113,6772019Revenue 2020: $5,135,276Expenses 2020: $4,859,897Net Income 2020: $275,3792020Revenue 2021: $5,941,472Expenses 2021: $4,946,419Net Income 2021: $995,0532021Revenue 2022: $6,484,311Expenses 2022: $5,297,349Net Income 2022: $1,186,9622022Revenue 2023: $6,475,725Expenses 2023: $6,058,702Net Income 2023: $417,0232023Revenue 2023: $6,475,725Expenses 2023: $6,058,702Net Income 2023: $417,0232023Revenue 2024: $7,124,329Expenses 2024: $7,085,699Net Income 2024: $38,6302024

Highlighted filing

2023

Revenue$6,475,725
Expenses$6,058,702
Net Income$417,023
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Aug 12, 2024
Return Version
2022v5.0
Gross Receipts
$6,475,725
Mission and Program Overview

Mission

To provide high-quality health care services primarily to the elderly in which self-determination, compassion, benevolence, individual dignity, diversity and social responsibility are valued.

Empowered by christ, we walk together with all we serve.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,138,247$3,142,736▲ $4,489
Investments in Publicly Traded Securities$522,485$1,510,449▲ $987,964
Cash and Non-Interest-Bearing Accounts$1,717,210$1,159,013▼ $558,197
Accounts Receivable$1,167,452$835,823▼ $331,629
Inventories for Sale or Use-$26,685-
Prepaid Expenses and Deferred Charges$58,010$16,762▼ $41,248
Total Assets$6,603,404$6,691,468▲ $88,064
Liabilities
Accounts Payable and Accrued Expenses$444,959$453,344▲ $8,385
Other Liabilities$637,917$396,754▼ $241,163
Unsecured Notes Loans Payable$67,306--
Deferred Revenue$15,682--
Total Liabilities$1,165,864$850,098▼ $315,766
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,437,540$5,841,370▲ $403,830
Total Net Assets Fund Balance$5,437,540$5,841,370▲ $403,830
Total Liabilities and Net Assets / Fund Balance$6,603,404$6,691,468▲ $88,064

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,991,170$3,022,579$5,013,749
Equipment$597,819$907,485$1,505,304
Land$553,747-$553,747
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Austin LocklearExecutive DirectorFT$127,317$7,918$135,235
Karen MaddrySecretary--$89,637$89,637

Board Members and Trustees

NameTitle
Gregory HudginsChair
Ted GoinsCEO/president
Cary M GrantVice Chair
Dr Cherry BeasleyBoard Member
Dr John RozierBoard Member
Kirby NickersonCFO
Kesha SmithChief Operating Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$20,982
Program Service Revenue
$6,402,761
Investment Income
$51,982
Other Revenue
$0
All Other Contributions
$5,300
Change in Net Assets
$417,023

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,473,237
Revenue Not Reported on Financial Statements
$2,488
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$2,488
Total Revenue per Audited Statements
$6,473,237
Total Revenue per Form 990
$6,475,725
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,636,035
Other Expenses$2,422,667
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,545,225$1,090,810-$3,636,035
Office Expenses$386,478$102,952-$489,430
Occupancy-$179,644-$179,644
Depreciation Depletion$159,099--$159,099
Other Expenses$86,369$91,689-$86,369
Interest-$2,688-$2,688
Total Functional Expenses$3,813,165$2,245,537$0$6,058,702

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,058,702
Total Expenses per Form 990$6,058,702
Total Expenses per Audited Statements$6,056,214
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-2,488
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
Liability for Pension Benefits$396,754
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Lsa management, inc. Provides administrative support, management, accounting, information technology, and resource development services to lutheran services for the aging and its affiliates. See schedule r, part v.

Form 990, Part VI, Section A, Line 4

There was a change in the organizational structure to become a lutheran services carolinas' affiliate after 09/30/2022.

Form 990, Part VI, Section B, Line 11B

The form 990 is prepared by an independent accounting firm and then reviewed by the chief financial officer, before made available to the board of directors via a website portal. The board of directors review and comment on the form 990. Any matters are raised to the outside accountants for collaboration and ultimate resolution.

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

Board members receive a board manual as part of orientation when they join the board which includes the corporate compliance policy and bylaws. Both the policy and the bylaws address conflict of interest. Thereafter, annually, the board of directors receive corporate compliance training and complete a conflict of interest disclosure.

Form 990, Part VI, Section B, Line 15

All compensation limits are compared to state and national ranges based on facility size and experience of staff. The board of directors approve the compensation of the ceo/president which is paid by the managing organization of the control group. All compensation limits are compared to state and national ranges based on facility size and experience of staff. The ceo/president approves the compensation of officers and key employees. Officers of the controlled group are paid by the managing organization and certain organizations within the control group also compensate key employees directly.

Form 990, Part VI, Section C, Line 18

Form 990 are posted on guidestar and available upon request at the lsa office located in salisbury, nc.

Form 990, Part VI, Section C, Line 19

The organization only makes its conflict of interest policy available to the public.

Filing and Contact Details

Filer

Filer Name
Glenflora
EIN
56-0583139
Phone
7046372870
Address
PO BOX 947, SALISBURY, NC 28145

Signing Officer

Name
Kirby Nickerson
Title
CFO
Phone
7046372870
Signed
2024-08-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ted Goins
Formed
1951
Legal Domicile
Nc
Voting Board Members
6
Independent Board Members
6
Employees
150
Volunteers
0

Preparer

Firm
Forvis Mazars Llp
Address
500 RIDGEFIELD COURT, ASHEVILLE, NC 28806
Preparer
Amy Bibby
Phone
8282542254
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1

Lutheran services for the aging, inc. (lsa) and its affiliated organizations are ministries of the north carolina synod of the evangelical lutheran church in america. The lsa mission statement is, "empowered by christ, we walk together with all we serve." lsa operates nursing homes, retirement communities, assisted living residences, and adult day services in addition to providing care management, home care, and information and referral services in north carolina. Lsa provides a ministry of christian care to older adults and adults with disabilities regardless of faith, race, disability, or economic status. Lsa is made up of compassionate people with loving spirits and generous hearts. Residents, staff, clients, participants, families, and volunteers all strive to be of service to god and the community. Many of the seniors served by lsa have been service oriented and philanthropically inclined throughout their lives and continue to seek opportunities for community service. For the young-elders of the retirement communities those opportunities are abundant. Residents there log in hundreds of volunteer hours for local churches, habitat for humanity, the alzheimer's association, the state veterans hospital, fund raising for cancer research, literacy councils, local hospitals, food pantries, homeless shelters, the united way, and mentoring projects for local elementary schools. They have packed boxes for samaritan's purse, gathered coats for kids and collected canned goods for food pantries. They have sewn, knitted, crocheted, and quilted countless items for causes throughout the state and beyond. The more frail elders of the lsa nursing homes and adult day services may be less visible, but are equally committed to community service. Supported by staff and volunteers, they have held blood drives, they have hosted breakfasts for fire, police, and emergency service personnel, collected school supplies for kids, and adopted needy families at christmas. They, too, have logged in hundreds of hours in projects for local schools and hospitals, the arc, the alzheimer's association, meals-on-wheels, the humane society, the american red cross, the united way, and more. Lsa also serves its communities by working collaboratively with colleges and universities throughout north carolina including catawba and livingstone colleges; catawba valley, gaston, rowan-cabarrus, stanly, caldwell and forsyth community colleges; appalachian state, winston-salem state, lenoir-rhyne and duke universities; and the university of north carolina and hood theological seminary. These collaborative efforts foster growth and cooperation, and ultimately improve the quality of life for the institutions and the communities. Lsa also encourages community members to seek volunteer, educational, and spiritual opportunities through its ministries. The ministries of lsa are active, busy places where multiple generations meet in a spirit of fun, fellowship and cooperation. Community education opportunities are always available on topics such as adult day care, alzheimer's disease, medicaid, medicare, healthcare directives and more.

FORM 990, PART XII, LINE 2C:

The process has not changes from the prior year.

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Expenses in revenue 2,488.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Expenses in revenue -2,488.

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IRS990/LandBldgEquipAccumDeprecAmt03930064
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03138247
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03142736
IRS990/LandBldgEquipCostOrOtherBssAmt07072800
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SEE SCHEDULE O.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05437540
IRS990/NetAssetsOrFundBalancesEOYAmt05841370
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-13193
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05437540
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05841370
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0179644
IRS990/OccupancyGrp/TotalAmt0179644
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0102952
IRS990/OfficeExpensesGrp/ProgramServicesAmt0386478
IRS990/OfficeExpensesGrp/TotalAmt0489430
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROFESSIONAL FEES
IRS990/OtherExpensesGrp/Desc1OTHER OPERATING EXPENSE
IRS990/OtherExpensesGrp/Desc2REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3PHARMACEUTICALS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0395671
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1382083
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt291689
IRS990/OtherExpensesGrp/ProgramServicesAmt0622271
IRS990/OtherExpensesGrp/ProgramServicesAmt14783
IRS990/OtherExpensesGrp/ProgramServicesAmt28940
IRS990/OtherExpensesGrp/ProgramServicesAmt386369
IRS990/OtherExpensesGrp/TotalAmt01017942
IRS990/OtherExpensesGrp/TotalAmt1386866
IRS990/OtherExpensesGrp/TotalAmt2100629
IRS990/OtherExpensesGrp/TotalAmt386369
IRS990/OtherLiabilitiesGrp/BOYAmt0637917
IRS990/OtherLiabilitiesGrp/EOYAmt0396754
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01090810
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02545225
IRS990/OtherSalariesAndWagesGrp/TotalAmt03636035
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt058010
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt016762
IRS990/PrincipalOfficerNm0TED GOINS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENU
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06402761
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06402761
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0574656
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0163
IRS990/PYOtherExpensesAmt02365687
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt05908032
IRS990/PYRevenuesLessExpensesAmt01185502
IRS990/PYSalariesCompEmpBnftPaidAmt02931662
IRS990/PYTotalExpensesAmt05297349
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06482851
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0417023
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt06402761
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0GLENFLORA IS A 72-BED EXTENDED CARE FACILITY OFFERING ASSISTED LIVING, SKILLED NURSING, REHABILITATION AND HEALTH-RELATED SERVICES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0FORM 990 SCHEDULE A PART I
IRS990ScheduleA/HospitalInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01991170
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03022579
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05013749
IRS990ScheduleD/EquipmentGrp/BookValueAmt0597819
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0907485
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01505304
IRS990ScheduleD/ExpensesNotReportedAmt0-2488
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt06058702
IRS990ScheduleD/LandGrp/BookValueAmt0553747
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0553747
IRS990ScheduleD/OtherExpensesIncludedAmt0-2488
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0396754
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LIABILITY FOR PENSION BENEFITS
IRS990ScheduleD/OtherRevenuesNotIncludedAmt02488
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt02488
IRS990ScheduleD/RevenueSubtotalAmt06473237
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0EXPENSES IN REVENUE 2,488.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1EXPENSES IN REVENUE -2,488.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03142736
IRS990ScheduleD/TotalExpensesPerForm990Amt06058702
IRS990ScheduleD/TotalLiabilityAmt0396754
IRS990ScheduleD/TotalRevenuePerForm990Amt06475725
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06473237
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06056214
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt115000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0381371
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1245907
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2259079
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt06100
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt15008
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt25214
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt06095
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt110435
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt210435
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt0500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt1250
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt2200
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0TED GOINS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1KESHA SMITH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2KIRBY NICKERSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO/PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CHIEF OPERATING OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0394066
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1276600
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2274928
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LUTHERAN SERVICES FOR THE AGING, INC. (LSA) AND ITS AFFILIATED ORGANIZATIONS ARE MINISTRIES OF THE NORTH CAROLINA SYNOD OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA. THE LSA MISSION STATEMENT IS, "EMPOWERED BY CHRIST, WE WALK TOGETHER WITH ALL WE SERVE." LSA OPERATES NURSING HOMES, RETIREMENT COMMUNITIES, ASSISTED LIVING RESIDENCES, AND ADULT DAY SERVICES IN ADDITION TO PROVIDING CARE MANAGEMENT, HOME CARE, AND INFORMATION AND REFERRAL SERVICES IN NORTH CAROLINA. LSA PROVIDES A MINISTRY OF CHRISTIAN CARE TO OLDER ADULTS AND ADULTS WITH DISABILITIES REGARDLESS OF FAITH, RACE, DISABILITY, OR ECONOMIC STATUS. LSA IS MADE UP OF COMPASSIONATE PEOPLE WITH LOVING SPIRITS AND GENEROUS HEARTS. RESIDENTS, STAFF, CLIENTS, PARTICIPANTS, FAMILIES, AND VOLUNTEERS ALL STRIVE TO BE OF SERVICE TO GOD AND THE COMMUNITY. MANY OF THE SENIORS SERVED BY LSA HAVE BEEN SERVICE ORIENTED AND PHILANTHROPICALLY INCLINED THROUGHOUT THEIR LIVES AND CONTINUE TO SEEK OPPORTUNITIES FOR COMMUNITY SERVICE. FOR THE YOUNG-ELDERS OF THE RETIREMENT COMMUNITIES THOSE OPPORTUNITIES ARE ABUNDANT. RESIDENTS THERE LOG IN HUNDREDS OF VOLUNTEER HOURS FOR LOCAL CHURCHES, HABITAT FOR HUMANITY, THE ALZHEIMER'S ASSOCIATION, THE STATE VETERANS HOSPITAL, FUND RAISING FOR CANCER RESEARCH, LITERACY COUNCILS, LOCAL HOSPITALS, FOOD PANTRIES, HOMELESS SHELTERS, THE UNITED WAY, AND MENTORING PROJECTS FOR LOCAL ELEMENTARY SCHOOLS. THEY HAVE PACKED BOXES FOR SAMARITAN'S PURSE, GATHERED COATS FOR KIDS AND COLLECTED CANNED GOODS FOR FOOD PANTRIES. THEY HAVE SEWN, KNITTED, CROCHETED, AND QUILTED COUNTLESS ITEMS FOR CAUSES THROUGHOUT THE STATE AND BEYOND. THE MORE FRAIL ELDERS OF THE LSA NURSING HOMES AND ADULT DAY SERVICES MAY BE LESS VISIBLE, BUT ARE EQUALLY COMMITTED TO COMMUNITY SERVICE. SUPPORTED BY STAFF AND VOLUNTEERS, THEY HAVE HELD BLOOD DRIVES, THEY HAVE HOSTED BREAKFASTS FOR FIRE, POLICE, AND EMERGENCY SERVICE PERSONNEL, COLLECTED SCHOOL SUPPLIES FOR KIDS, AND ADOPTED NEEDY FAMILIES AT CHRISTMAS. THEY, TOO, HAVE LOGGED IN HUNDREDS OF HOURS IN PROJECTS FOR LOCAL SCHOOLS AND HOSPITALS, THE ARC, THE ALZHEIMER'S ASSOCIATION, MEALS-ON-WHEELS, THE HUMANE SOCIETY, THE AMERICAN RED CROSS, THE UNITED WAY, AND MORE. LSA ALSO SERVES ITS COMMUNITIES BY WORKING COLLABORATIVELY WITH COLLEGES AND UNIVERSITIES THROUGHOUT NORTH CAROLINA INCLUDING CATAWBA AND LIVINGSTONE COLLEGES; CATAWBA VALLEY, GASTON, ROWAN-CABARRUS, STANLY, CALDWELL AND FORSYTH COMMUNITY COLLEGES; APPALACHIAN STATE, WINSTON-SALEM STATE, LENOIR-RHYNE AND DUKE UNIVERSITIES; AND THE UNIVERSITY OF NORTH CAROLINA AND HOOD THEOLOGICAL SEMINARY. THESE COLLABORATIVE EFFORTS FOSTER GROWTH AND COOPERATION, AND ULTIMATELY IMPROVE THE QUALITY OF LIFE FOR THE INSTITUTIONS AND THE COMMUNITIES. LSA ALSO ENCOURAGES COMMUNITY MEMBERS TO SEEK VOLUNTEER, EDUCATIONAL, AND SPIRITUAL OPPORTUNITIES THROUGH ITS MINISTRIES. THE MINISTRIES OF LSA ARE ACTIVE, BUSY PLACES WHERE MULTIPLE GENERATIONS MEET IN A SPIRIT OF FUN, FELLOWSHIP AND COOPERATION. COMMUNITY EDUCATION OPPORTUNITIES ARE ALWAYS AVAILABLE ON TOPICS SUCH AS ADULT DAY CARE, ALZHEIMER'S DISEASE, MEDICAID, MEDICARE, HEALTHCARE DIRECTIVES AND MORE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LSA MANAGEMENT, INC. PROVIDES ADMINISTRATIVE SUPPORT, MANAGEMENT, ACCOUNTING, INFORMATION TECHNOLOGY, AND RESOURCE DEVELOPMENT SERVICES TO LUTHERAN SERVICES FOR THE AGING AND ITS AFFILIATES. SEE SCHEDULE R, PART V.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE WAS A CHANGE IN THE ORGANIZATIONAL STRUCTURE TO BECOME A LUTHERAN SERVICES CAROLINAS' AFFILIATE AFTER 09/30/2022.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN REVIEWED BY THE CHIEF FINANCIAL OFFICER, BEFORE MADE AVAILABLE TO THE BOARD OF DIRECTORS VIA A WEBSITE PORTAL. THE BOARD OF DIRECTORS REVIEW AND COMMENT ON THE FORM 990. ANY MATTERS ARE RAISED TO THE OUTSIDE ACCOUNTANTS FOR COLLABORATION AND ULTIMATE RESOLUTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD MEMBERS RECEIVE A BOARD MANUAL AS PART OF ORIENTATION WHEN THEY JOIN THE BOARD WHICH INCLUDES THE CORPORATE COMPLIANCE POLICY AND BYLAWS. BOTH THE POLICY AND THE BYLAWS ADDRESS CONFLICT OF INTEREST. THEREAFTER, ANNUALLY, THE BOARD OF DIRECTORS RECEIVE CORPORATE COMPLIANCE TRAINING AND COMPLETE A CONFLICT OF INTEREST DISCLOSURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL COMPENSATION LIMITS ARE COMPARED TO STATE AND NATIONAL RANGES BASED ON FACILITY SIZE AND EXPERIENCE OF STAFF. THE BOARD OF DIRECTORS APPROVE THE COMPENSATION OF THE CEO/PRESIDENT WHICH IS PAID BY THE MANAGING ORGANIZATION OF THE CONTROL GROUP. ALL COMPENSATION LIMITS ARE COMPARED TO STATE AND NATIONAL RANGES BASED ON FACILITY SIZE AND EXPERIENCE OF STAFF. THE CEO/PRESIDENT APPROVES THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES. OFFICERS OF THE CONTROLLED GROUP ARE PAID BY THE MANAGING ORGANIZATION AND CERTAIN ORGANIZATIONS WITHIN THE CONTROL GROUP ALSO COMPENSATE KEY EMPLOYEES DIRECTLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FORM 990 ARE POSTED ON GUIDESTAR AND AVAILABLE UPON REQUEST AT THE LSA OFFICE LOCATED IN SALISBURY, NC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION ONLY MAKES ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE PROCESS HAS NOT CHANGES FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART I, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd21
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd31
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd41
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd51
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd61
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd71
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd81
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd91
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd101
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd111
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd121
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd131
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd141
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd151
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd161

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.72$0.60$6.12$7.12$7.09$0.04
2023Detailed filing. Detailed filing data is available for this year.$6.69$0.85$5.84$6.48$6.06$0.42
2023Summary only. Only limited summary data is available for this year.$6.69$0.85$5.84$6.48$6.06$0.42
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.60$1.17$5.44$6.48$5.30$1.19
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.68$1.80$3.88$5.94$4.95$1.00
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.74$3.24$2.50$5.14$4.86$0.28
2019Summary only. Only limited summary data is available for this year.$5.02$2.50$2.51$4.43$4.54$0.11
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.06$1.58$3.48$4.18$4.72$0.54
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.38$1.62$3.76$4.42$4.80$0.38
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.67$1.78$3.89$4.39$4.85$0.45
2015Summary only. Only limited summary data is available for this year.$6.21$1.39$4.82$4.87$4.89$0.02
2014Summary only. Only limited summary data is available for this year.$6.28$0.99$5.29$4.78$4.85$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.48$1.10$5.38$4.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.81$1.99$4.82$4.57
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.49$1.67$4.82$4.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.94$1.07$4.87$3.97