2024-04-23T16:12:06-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 4334 MUNSON STREET SUITE 200 CANTON OH 44718 990 2022-07-01 250965419 THE LUTHERAN SERVICE SOCIETY OF W PA LUTH 7247422246 440 LINCOLN AVE PITTSBURGH PA 15202 JEFFREY CARRAWAY CHIEF FINANCIAL OFFICER 7247422246 2024-04-21 1 JEFFREY CARRAWAY 999009999 1 JENNIFER COLEMAN P00743188 3304972000 2024-04-21 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JEFFREY CARRAWAY 440 LINCOLN AVE PITTSBURGH PA 15202 1973824 0 X WWW.LSSWPA.ORG X 1915 PA TO EMPOWER INDIVIDUALS TO LEAD INDEPENDENT, DIGNIFIED, AND SECURE LIVES. 10 9 0 112 0 0 297408 154164 1348044 1818942 111 718 20841 0 1666404 1973824 0 0 0 0 798801 989979 0 0 0 762877 948361 1561678 1938340 104726 35484 3173815 3363439 1516553 1632659 1657262 1730780 WITH CHRIST'S GUIDANCE, LUTHERAN SERVICE SOCIETY OFFERS PROGRAMS THAT EMPOWER OUR NEIGHBORS TO LEAD INDEPENDENT, DIGNIFIED, AND SECURE LIVES. 0 0 908209 870235 SENIOR CENTERS - LUTHERAN SERVICE SOCIETY MANAGES TWO SENIOR COMMUNITY CENTERS, EACH OFFERING A VARIETY OF PROGRAMS AND ACTIVITIES THAT PROMOTE A HEALTHY LIFESTYLE INCLUDING: NUTRITIOUS LUNCH; CLASSES AND WORKSHOPS -EXERCISE, DANCE, ARTS & CRAFTS, COMPUTERS, PREVENTION WORKSHOPS AND WELLNESS PROGRAMS; SILVER SNEAKERS AND SILVER AND FIT PROGRAMS; AND OTHER SERVICES INCLUDING FLU SHOTS, FARMER'S MARKET VOUCHERS, INCOME TAX ASSISTANCE, SAFE DRIVING CLASSES, AND APPRISE HEALTH INSURANCE COUNSELING. 460624 583210 ADOPTION SERVICES - LUTHERAN SERVICE SOCIETY OFFERS MORE THAN 80 YEARS OF ADOPTION EXPERIENCE TO CHILDREN AND FAMILIES IN WESTERN PENNSYLVANIA. PROFESSIONAL SERVICES ARE PROVIDED TO FAMILIES WHO HAVE ADOPTED OR WHO ARE SEEKING TO ADOPT DOMESTIC INFANTS, OLDER AMERICAN CHILDREN, CHILDREN WITH SPECIAL NEEDS AND INTERNATIONAL CHILDREN.ADOPTION SERVICES INCLUDE: GUIDING FAMILIES THROUGH THE ADOPTION PROCESS WITH A FREE ORIENTATION; PROVIDING SUPPORT SERVICES AFTER PLACEMENT; AND OFFERING COMPREHENSIVE TRAINING AND IMPORTANT RESOURCES. 373116 365497 FOOD AND NUTRITION SERVICES (MEALS ON WHEELS) - LUTHERAN SERVICE SOCIETY'S MEALS ON WHEELS PROGRAM FOCUSES ON TWO PRIMARY COMPONENTS: NUTRITION AND DAILY HOME VISITS. EACH DAY, SERVING OVER 100 HOME BOUND ELDERLY AND/OR DISABLED PERSONS THROUGHOUT THE BEAVER COUNTY AREA OF WESTERN PENNSYLVANIA, INDIVIDUALS RECEIVE TWO MEALS PER DAY DELIVERED TO THEIR HOME. THE MEALS ARE NUTRITIONALLY BALANCED FOR THE DIETARY NEEDS OF SENIOR ADULTS. IN ADDITION, EACH DRIVER MAKES A FACE-TO-FACE VISIT TO EACH CLIENT TO CHECK ON THEIR WELL-BEING (MEALS ARE NOT LEFT AT THE DOOR.) A PAYMENT IS REQUESTED TO OFFSET THE COST OF THE MEALS AND DELIVERY. INDIVIDUALS WHO CANNOT PAY ARE NOT TURNED AWAY BUT ARE PAID BY FUND RAISING ENDEAVORS IN THE COMMUNITY. 1741949 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 1 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X JEFFREY CARRAWAY 7247422246 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 REV MATTHEW STABE SECRETARY 1.00 0.00 X X 0 0 0 REV GREGORY S CLAGG DIRECTOR 1.00 0.00 X 0 0 0 REV MARTIN GALBRAITH CHAIR - PART YEAR 1.00 0.00 X X 0 0 0 DR ERIC KOFMEHL DIRECTOR 1.00 2.00 X 0 0 0 JEFFREY L CARRAWAY TREASURER 1.00 49.00 X X 0 222862 32825 REV PAUL POERSCHE DIRECTOR 1.00 0.00 X 0 0 0 BRANDON JAMES VICE CHAIR 1.00 6.00 X X 0 0 0 JEFFREY SCHOCK DIRECTOR 1.00 0.00 X 0 0 0 REV BETH CLEMENTSON DIRECTOR 1.00 0.00 X 0 0 0 KARIN TRAUMAN DIRECTOR 1.00 0.00 X 0 0 0 DAVID J FENOGLIETTO CHIEF EXECUTIVE OFFICER 1.00 49.00 X 0 379438 39302 0 602300 72127 0 0 1 0 0 16381 137783 154164 SENIOR SERVICES 624200 1689858 1689858 MANAGEMENT FEE INCOME 624200 129084 129084 1818942 718 718 1973824 1818942 0 718 805136 781855 23281 12403 12001 402 112570 108920 3650 59870 57929 1941 227664 200897 26767 150 150 45411 45411 32615 32365 250 280 280 52847 51076 1771 10632 10228 404 98862 80540 18322 22477 21622 855 76147 41515 34632 14719 6087 8632 RESIDENTS 152898 152898 MAINTENANCE & EQUIPMENT 134981 108680 26301 STAFF TRAINING & EDUCAT 64115 61677 2438 BAD DEBT EXPENSE 4729 3921 808 9834 9458 376 1938340 1741949 196391 0 1124465 1112957 90 380 292280 259158 5305 5743 1682344 745480 958697 936864 792978 1048337 3173815 3363439 125219 151587 1391334 1481072 1516553 1632659 X 1614110 1649594 43152 81186 1657262 1730780 3173815 3363439 X 35484 38034 X 0 1 X 1 0 X 220187 374984 302273 297408 283248 1478100 1522647 1348155 1231463 1368161 1689858 7160284 1742834 1723139 1533736 1665569 1973106 8638384 1745 1745 18980 18980 1745 18980 20725 8617659 2247 232 94 111 718 3402 2247 232 94 111 718 3402 12220 48546 5350 724 66840 1757301 1771917 1539180 1666404 1973824 8708626 0.98960 0.98820 0.00040 0.00380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 89416 89416 1137605 418993 718612 63400 41933 21467 338454 237010 101444 53469 47544 5925 936864 RELATED PARTY RECEIVABLES 1026503 ROU ASSETS 21834 1048337 RELATED PARTY PAYABLES 1459214 LEASE LIABILITIES 21858 1481072 X 0 0 0 0 0 0 0 0 0 DAVID J FENOGLIETTO CHIEF EXECUTIVE OFFICER 0 379438 0 0 0 0 0 9186 0 30116 0 418740 0 0 JEFFREY L CARRAWAY TREASURER 0 222862 0 0 0 0 0 6839 0 25986 0 255687 0 0 FORM 990, PART VI, SECTION A, LINE 2 REV. JONATHAN LYNN, LUTHERAN SERVICE SOCIETY BOARD MEMBER IS THE HUSBAND OF TARA LYNN, A LUTHERAN SENIOR LIFE BOARD MEMBER. FORM 990, PART VI, SECTION A, LINE 7A PER THE ORGANIZATIONS CONSTITUTION, THE LUTHERAN SERVICE SOCIETY OF W PA IS AN AFFILIATED MEMBER OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA, WITH GOVERNANCE BY THREE MEMBERS. THE NORTHWESTERN PENNSYLVANIA SYNOD, THE SOUTHWESTERN PENNSYLVANIA SYNOD, AND THE WEST VIRGINIA-WESTERN MARYLAND SYNOD. EACH MEMBER IS ENTITLED TO ONE VOTE BY THE MEMBERS. ADDITIONALLY, ACTIONS MAY BE TAKEN BY WRITTEN COMMENT IN LIEU OF MEETINGS, SAID WRITINGS SETTING FORTH THE ACTION TAKEN AND SIGNED BY PERSONS AUTHORIZED BY MEMBERS. THE MEMBERS HAVE INFLUENCE OVER TEN OF THE POSITIONS WITH THE BOARD OF DIRECTORS OF THE LUTHERAN SERVICE SOCIETY OF W PA. A DIRECTOR SHALL BE A BISHOP OF EACH OF THE MEMBER SYNODS. TWO DIRECTORS SHALL BE ELECTED BY THE NORTHWESTERN PENNSYLVANIA SYNOD OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA. FOUR DIRECTORS SHALL BE ELECTED BY THE SOUTHWESTERN PENNSYLVANIA SYNOD OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA. ONE DIRECTOR SHALL BE ELECTED BY THE WEST VIRGINIA-WESTERN MARYLAND SYNOD OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA. FORM 990, PART VI, SECTION A, LINE 7B PER THE ORGANIZATION'S CONSTITUTION, THE LUTHERAN SERVICE SOCIETY OF W PA SHALL SECURE THE APPROVAL OF MEMBERS FOR ALL CHANGES TO ITS CONSTITUTION FOR MAJOR EXTENSIONS OF PROPERTY, MAJOR CHANGES IN PROGRAM, AND FOR MAJOR CHANGES IN THE FINANCIAL PLANS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS THE ORGANIZATIONS ANNUAL AUDIT REPORT AND IS PROVIDED ELECTRONIC COPIES OF FORM 990 FOR REVIEW. IN THE EVENT THAT THE BOARD OF DIRECTORS IS UNABLE TO REVIEW THE FORM 990, THE BOARD OF DIRECTORS DELEGATES THE REVIEW AND APPROVAL OF THE FORM 990 RETURN TO THE PRESIDENT/CEO. THE ORGANIZATIONS CHIEF FINANCIAL OFFICER AND VP OF SYSTEM DEVELOPMENT ASSIST THE PRESIDENT/CEO IN THE FORM 990 REVIEW PROCESS. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE REQUIRED FROM ALL BOARD MEMBERS AND EXECUTIVES. BOARD MEMBERS SHALL DISCLOSE TO THE EXECUTIVE COMMITTEE BOARD MEMBERSHIP ON, A SUBSTANTIAL FINANCIAL INTEREST IN, OR EMPLOYMENT OF THE BOARD MEMBER OR A RELATIVE OF THE BOARD MEMBER BY ANY ORGANIZATION DOING BUSINESS WITH LUTHERAN SENIORLIFE. THE EXECUTIVE COMMITTEE SHALL DETERMINE WHETHER AN UNACCEPTABLE CONFLICT OF INTEREST EXISTS AND ARRANGE WITH THE MEMBER TO CEASE ANY INAPPROPRIATE ACTIVITY. MATTERS LEFT UNSETTLED AFTER REVIEW OF THE EXECUTIVE COMMITTEE SHALL BE REPORTED TO THE BOARD FOR APPROPRIATE ACTION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE LUTHERAN SENIORLIFE BOARD OF DIRECTORS THE LUTHERAN SERVICE SOCIETY OF W PA 25-0965419 CONDUCTS AN ANNUAL PERFORMANCE REVIEW IN JULY. MARKET BASED COMPENSATION INFORMATION IS CONDUCTED ANNUALLY FROM INFORMATION COMPILED BY EXTERNAL SOURCES. 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. FORM 990, PART XI, LINE 9: NET ASSETS RELEASED FROM RESTRICTIONS 38,034. LUTHERN SENIORLIFE 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251527666 TO PROVIDE SUPPORT AND MANAGEMENT TO EXEMPT AFFILIATES PA 501(C)(3) LINE 12A, I N/A 0 ST JOHN LUTHERAN CARE CENTER 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 250969478 SKILLED NURSING AND PERSONAL CARE FACILITY SERVICING MORE THAN 300 RESIDENTS PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 LUTHER COURT INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251527660 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 PASSAVANT RETIREMENT AND HEALTH CENTER 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 250986051 PROVIDER OF RESIDENTIAL, PERSONAL CARE AND SKILLED NURSING CARE TO ELDERS PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 LAS GERIATRIC CARE SERVICES INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251738347 PROVIDER OF MEDICAL GERIATRIC THERAPY SERVICES TO ITS EXEMPT AFFILIATES PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 LUTHERAN SENIORLIFE FOUNDATION 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251705233 ORGANIZATION THAT PROMOTOES THE CHARITABLE INTERESTS OF ITS EXEMPT AFFILIATE PA 501(C)(3) LINE 7 LUTHERAN SENIORLIFE 0 SAMARITAN HEALTHCARE INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251527663 TO PROVIDE HEALTH CARE SERVICES TO THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 VIECARE INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 255900922 PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 VIECARE BEAVER LLC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 260363509 PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 VIECARE BUTLER LLC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 208512169 PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 MARS HOLDINGS INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251883384 PROVIDER OF DEMENTIA ASSISTED LIVING AND RESIDENTAL. PA 501(C)(3) LINE 12A, I LUTHERAN SENIORLIFE 0 BEHOME PARTNERS 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 202932676 PROVIDER OF HOME HEALTH SERVICES IN SKILLED NURSING, THERAPY & PRIVATE DUTY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 VISITING NURSES ASSOCIATION OF BUTLER COUNTY INC 154 HINDMAN ROAD BUTLER PA 16001 237040715 TO OPTIMIZE HEALTH AND INDEPENDENCE AND TO KEEP RESIDENTS OF OUR COMMUNITY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 HOSPICE SERVICES INC 154 HINDMAN ROAD BUTLER PA 16001 251468529 TO PROVIDE COMPASSIONATE, QUALITY CARE FOR PEOPLE WITH LIFE-LIMITING ILLNESS PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 VALLEY CARE ASSOCIATION 650 CHERRINGTON PARKWAY MOON TOWNSHIP PA 15108 251349943 TO PROVIDE DAY CARE SERVICES FOR OLDER AULTS TO ENHANCE QUALITY OF LIFE PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 VIECARE ARMSTRONG LLC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 463692084 PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 CHIPPEWA LUTHERAN HOUSING CORP 440 LINCOLN AVENUE PITTSBURGH PA 15202 208314767 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 GIRARD LUTHERAN HOUSING CORPORATION 440 LINCOLN AVENUE PITTSBURGH PA 15202 030596955 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 JAMESTOWN LUTHERAN HOUSING CORPORATION 440 LINCOLN AVENUE PITTSBURGH PA 15202 208315015 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 LUTHERAN HOUSING CORP OF OIL CITY 440 LINCOLN AVENUE PITTSBURGH PA 15202 251699268 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 TITUSVILLE SENIOR HOUSING CORPORATION 440 LINCOLN AVENUE PITTSBURGH PA 15202 270115829 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 TIMON PROPERTY DEVELOPMENT COMPANY 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 205133658 PROVIDER OF SENIOR HOUSING PA N/A C 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 1 0 0