2025-10-30T11:19:00-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-01-01 352321534 LUTHERAN SENIOR HEALTHCARE INC LUTH 6093867171 3 MANHATTAN DRIVE BURLINGTON NJ 08016 JEANNINE RICHMAN CPA SVP & CFO 6093867171 2025-10-27 1 1 KERRI N BOGDA P00760402 7177404863 2025-10-24 2024 2025-03-06 01:10:19Z LUTHERAN SENIOR LIFE AT JERSEY CITY COLLEEN P FRANKENFIELD 3 MANHATTAN DRIVE BURLINGTON NJ 08016 12566327 0 X WWW.LSMNJ.ORG X 2007 NJ A FAITH-BASED COMMUNITY CARE PROGRAM FOR NURSING HOME AND MEDICARE/MEDICAID ELIGIBLE SENIORS. 12 11 106 12 0 0 340 50 13182740 12565922 271 319 44 36 13183395 12566327 0 0 0 0 4368082 4164609 0 0 0 9862971 9536666 14231053 13701275 -1047658 -1134948 5017700 2876800 17086649 16080697 -12068949 -13203897 THROUGH THE POWER OF THE HOLY SPIRIT AND IN RESPONSE TO GOD'S LOVE AS REVEALED IN THE GOSPEL, THE MISSION OF LUTHERAN SOCIAL MINISTRIES OF NJ IS TO SERVE THOSE WHO HURT, WHO ARE IN NEED, OR WHO HAVE LIMITED CHOICES THROUGH AN ARRAY OF HEALTH CARE AND SOCIAL SERVICES IN NJ. 0 0 12243400 12565922 LUTHERAN SENIOR HEALTHCARE, INC. (PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY OR "PACE") IS A MEDICARE AND MEDICAID PROGRAM FOR ADULTS OVER THE AGE OF 55 YEARS WHO ARE ELIGIBLE FOR SKILLED NURSING CARE. THIS PROGRAM PROVIDES COMMUNITY-BASED CARE AND SERVICES TO INDIVIDUALS WHO OTHERWISE WOULD NEED NURSING HOME LEVEL OF CARE. PARTICIPANTS MUST MEET MEDICAID AND MEDICARE FINANCIAL ELIGIBILITY OR PAY PRIVATELY. PACE WAS CREATED AS A WAY TO PROVIDE FAMILIES, CAREGIVERS, AND PROFESSIONAL HEALTH CARE PROVIDERS FLEXIBILITY TO MEET THE PARTICIPANTS' HEALTH CARE NEEDS AND TO HELP EACH PARTICIPANT CONTINUE LIVING IN THE COMMUNITY. 12243400 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 0 1 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 0 0 0 1 22 0 106 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X JEANNINE RICHMAN CPA SVPCFO 6093867171 3 MANHATTAN DRIVE BURLINGTON NJ 08016 BRAD HILDEBRANDT CHAIR 0.50 5.00 X X 0 0 0 KENNETH VAN DONGEN VICE CHAIR 0.50 5.00 X X 0 0 0 EDWARD P NOBLE TREASURER 0.50 5.00 X X 0 0 0 JUHAN RUNNE SECRETARY 0.50 5.00 X X 0 0 0 REV TRACIE BARTHOLOMEW TRUSTEE 0.50 5.00 X 0 0 0 REV STEPHEN GEWECKE TRUSTEE 0.50 5.00 X 0 0 0 RAFAEL HACISKI TRUSTEE 0.50 5.00 X 0 0 0 TERRY SHINE TRUSTEE 0.50 5.00 X 0 0 0 REV DR ANTHONY STEINBRONN TRUSTEE 0.50 5.00 X 0 0 0 COLLEEN P FRANKENFIELD PRESIDENT & CEO 0.50 54.50 X X 0 823865 67990 MARGARET DEVERELL TRUSTEE 0.50 5.00 X 0 0 0 KATE STUTZEL TRUSTEE 0.50 5.00 X 0 0 0 JEANNINE RICHMAN SR. VICE PRESIDENT & CFO 0.50 54.50 X 0 333980 36853 SHERRY OUTTEN SR. VICE PRESIDENT & COO 0.50 54.50 X 0 388911 45865 JAYESHKUMAR PATEL MEDICAL DIRECTOR 40.00 0.00 X 143654 0 0 MARIA IVARONE EXECUTIVE DIRECTOR 40.00 0.00 X 174671 0 30070 LAURIE GOSSE OCCUPATIONAL THERAPIST 40.00 0.00 X 103469 0 8344 BRYAN PATRICK UR PHYSICIAN 40.00 0.00 X 111988 0 0 533782 1546756 189122 4 0 1 0 TABULA RASA HEALTHCARE INC 228 STRAWBRIDGE DR STE 100 MOORESTOWN NJ 08057 HEALTH CARE SERVICES 267204 1 50 50 NET PARTICIPANT REVENUE 624100 12565922 12565922 12565922 319 319 MISC. REVENUE 900099 36 36 36 12566327 12565922 0 355 X 3394447 3394447 53003 53003 442321 442321 274838 274838 1130969 1130969 4677 4677 32214 32214 718 718 3444577 3444577 1631 1631 97140 97140 46973 46973 958886 958886 44844 44844 3891 3891 536242 536242 44821 44821 483810 483810 PHARMACY 1877126 1877126 CAO ADMINISTRATIVE ALLO 285916 285916 MEDICAL SUPPLIES 104494 104494 FOOD 103098 103098 334639 293649 40990 13701275 12243400 1457875 0 3312973 2062105 103974 56476 307560 234352 1236560 1082221 195230 154339 667796 136184 430167 233344 5017700 2876800 2621711 2428774 14464938 13651923 17086649 16080697 X -12068949 -13203897 -12068949 -13203897 5017700 2876800 -1134948 0 X 0 1 X 1 0 X 18250 315 340 50 18955 13542902 13760764 13661453 13182740 12565922 66713781 13561152 13760764 13661768 13183080 12565972 66732736 0 0 0 66732736 4005 1372 221 271 319 6188 4005 1372 221 271 319 6188 1626 2723 44 36 4429 13565157 13763762 13664712 13183395 12566327 66743353 0.99980 0.99870 0.00010 0.00020 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISC INCOME - 2021 AMOUNT: $ 1,626. 2022 AMOUNT: $ 2,723. 2023 AMOUNT: $ 44. 2024 AMOUNT: $ 36. 0 0 0 0 0 0 0 0 1 718 718 0 PART II-B, LINE 1: DUES ARE PAID NATIONAL PACE ASSOCIATION, A PORTION OF WHICH ARE CONSIDERED TO BE LOBBYING EXPENSES. 211806 205861 5945 457751 446885 10866 567003 429475 137528 154339 SECURITY DEPOSITS 35031 NUTRITION MGT. REFUNDABLE DEPOSIT 21713 ESTIMATED THIRD-PARTY PAYOR SETTLEMENTS 176600 233344 DUE TO AFFILIATES 13458348 OPERATING LEASE OBLIGATION 193575 13651923 12510956 -55371 -55371 12566327 0 12566327 13645904 0 13645904 55371 55371 13701275 PART XI, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE NETTED AGAINST REVENUE ON FINANCIALS -55,371. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE NETTED AGAINST REVENUE ON FINANCIALS 55,371. 0 1 0 0 0 0 0 0 0 COLLEEN P FRANKENFIELD PRESIDENT & CEO 0 562383 0 152460 0 109022 0 30500 0 37490 0 891855 0 0 SHERRY OUTTEN SR. VICE PRESIDENT & COO 0 363268 0 0 0 25643 0 29556 0 16309 0 434776 0 0 JEANNINE RICHMAN SR. VICE PRESIDENT & CFO 0 309303 0 0 0 24677 0 24677 0 12176 0 370833 0 0 MARIA IVARONE EXECUTIVE DIRECTOR 160890 0 0 0 13781 0 13781 0 16289 0 204741 0 0 0 PART I, LINE 3 THE FOLLOWING ARE USED BY LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY, INC. (PARENT ORGANIZATION) TO DETERMINE COMPENSATION FOR THE CEO: COMPENSATION COMMITTEE, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY/STUDY, AND APPROVAL BY THE BOARD/COMPENSATION COMMITTEE. PART I, LINE 4B PRESIDENT & CEO COLLEEN FRANKENFIELD RECEIVED DISTRIBUTIONS FROM THE 457F PLAN OF $69,174. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS MADE UP OF BOARD OFFICERS AND AT-LARGE MEMBERS. ALL OF THE COMMITTEE MEMBERS ARE ON THE GOVERNING BODY. THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE FULL BOARD, EXCEPT FOR THE FOLLOWING ACTIONS: 1) TO ELECT OR APPOINT ANY TRUSTEE, OR REMOVE ANY OFFICER OR TRUSTEE; 2) TO AMEND OR REPEAL ANY RESOLUTION PREVIOUSLY ADOPTED BY THE BOARD; 3) TO MAKE, ALTER OR REPEAL THE CERTIFICATE OF INCORPORATION OR ANY BYLAW OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 6 LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY, INC. IS THE SOLE MEMBER OF LUTHERAN SENIOR HEALTHCARE, INC. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE BOARD OF TRUSTEES ARE APPOINTED BY THE MEMBER, LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY, INC. THE MEMBER HAS THE RIGHT TO APPROVE TRUSTEES NOMINATED BY THE NOMINATING COMMITTEE OR THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBER, LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY, INC., IN ADDITION TO STATUTORILY RESERVED RIGHTS OF APPROVAL, HAS CERTAIN RESERVED RIGHTS OF APPROVAL SET FORTH IN THE CORPORATION'S BYLAWS, INCLUDING THE RIGHT TO: APPOINT AND REMOVE TRUSTEES, THE CHAIRPERSON, AND INDEPENDENT AUDITORS; ADOPT AND AMEND THE CERTIFICATE OF INCORPORATION AND BY-LAWS; APPROVE FUNDAMENTAL CHANGES SUCH AS MERGERS, SALE OF SUBSTANTIALLY ALL ASSETS, AND DISSOLUTION; APPROVE BUDGETS, MAJOR POLICIES AND LONG-TERM PLANS; AND APPROVE THE SALE OF PROPERTY, INCURRENCE OF DEBT AND MAJOR GIFTS. THE MEMBER VOTES THROUGH THE ACTION OF ITS BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE PREPARED FORM 990 WAS PROVIDED TO EACH MEMBER OF THE BOARD OF TRUSTEES. MEMBERS WERE REQUESTED TO SEND QUESTIONS, IF ANY, TO MANAGEMENT. THOSE QUESTIONS THAT WERE ADDRESSED TO MANAGEMENT WERE CONSIDERED AND RESOLVED TO THE SATISFACTION OF EACH BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 12C PURSUANT TO THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, THE BOARD OF TRUSTEES AND SENIOR MANAGEMENT DISCLOSE ACTUAL AND POTENTIAL CONFLICTS ON AN ANNUAL BASIS AND AS THEY ARISE DURING THE YEAR, USING A FORM DISTRIBUTED TO THEM. THESE DISCLOSURES ARE REVIEWED BY THE ORGANIZATION'S COMPLIANCE OFFICER. IN ADDITION, STAFF ARE TO DISCLOSE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST AS THEY ARISE DURING THE YEAR TO THEIR VICE PRESIDENT/EXECUTIVE DIRECTOR, WHO REVIEWS THE DISCLOSURE WITH THE PRESIDENT AND CEO AND COMPLIANCE OFFICER. THE PRESIDENT/CEO WORKS WITH TRUSTEES AND SENIOR MANAGEMENT TO RESOLVE ANY CONFLICTS THAT ARISE OR, WHERE APPROPRIATE, REFERS THE MATTER TO THE BOARD OF TRUSTEES. THE VICE PRESIDENT/EXECUTIVE DIRECTOR WORKS WITH STAFF TO RESOLVE CONFLICTS OF INTEREST IF THEY ARISE. A CONFLICT OF INTEREST MAY BE RESOLVED IN A NUMBER OF WAYS DEPENDING ON THE CIRCUMSTANCES. FOR EXAMPLE, STAFF MAY BE ASKED TO CHANGE THEIR JOB DUTIES, AN OFFICER MAY HAVE TO WITHDRAW FROM AN EXTERNAL AND CONFLICTING ACTIVITY, OR A TRUSTEE MAY HAVE TO BE EXCUSED FROM A BOARD MEETING WHERE A MATTER INVOLVING THE TRUSTEE IS DISCUSSED AND RESOLVED. FORM 990, PART VI, SECTION B, LINE 15 SOME OF LUTHERAN SENIOR HEALTHCARE, INC.'S SENIOR MANAGEMENT ARE EMPLOYED BY LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY INC., A TAX-EXEMPT RELATED ORGANIZATION. FOLLOWING IS THE METHOD USED TO DETERMINE COMPENSATION FOR THOSE SENIOR MANAGEMENT EMPLOYEES. THE BOARD OF TRUSTEES DEVELOPED A PLAN FOR SENIOR MANAGEMENT COMPENSATION THAT MAINTAINS COMPENSATION AT MARKET LEVELS, REWARDS EXCEPTIONAL PERFORMANCE, AND ENCOURAGES LONGEVITY. THE STRUCTURE OF THE PLAN WAS DEVELOPED AND APPROVED BY THE BOARD OF TRUSTEES. THE PLAN INCLUDED AN ASSESSMENT OF COMPARABLE MARKET DATA. THE DELIBERATIONS OF THE BOARD OF TRUSTEES WERE DOCUMENTED AND HAVE BEEN MAINTAINED IN THE FORM OF WRITTEN MINUTES. SALARY SURVEY DATA WAS USED TO DETERMINE COMPENSATION RANGES FOR THE SENIOR MANAGEMENT TEAM ("SMT"), INCLUDING THE PRESIDENT/CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, AND CHIEF OPERATING OFFICER. THE GOAL IS TO MAINTAIN THE SMT AT MARKET COMPENSATION FOR COMPARABLE POSITIONS AS DEFINED IN THE EXECUTIVE COMPENSATION REVIEW OF THE MARKET FOR COMPARABLE POSITIONS. THE BOARD APPROVES THE PLAN AND DEVELOPS A CEO BASE SALARY AND INCENTIVE COMPENSATION RECOMMENDATION EACH YEAR TO BE APPROVED BY THE BOARD OF TRUSTEES. THE BOARD WILL REVIEW THE SALARY AND INCENTIVES THAT THE CEO DEVELOPS FOR THE SMT. FORM 990, PART VI, SECTION C, LINE 19 INTERESTED PARTIES MAY OBTAIN A COPY OF THE BYLAWS, ARTICLES OF INCORPORATION, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AT THE CORPORATE OFFICE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 749,327. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 749,327. OTHER FEES: PROGRAM SERVICE EXPENSES 76,503. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 76,503. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,618,747. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,618,747. LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY 3 MANHATTAN DRIVE BURLINGTON NJ 08016 221487237 COMMUNITY-BASED SERVICES NJ 501(C)(3) LINE 10 N/A 0 LUTHERAN HOME AT MOORESTOWN 3 MANHATTAN DRIVE BURLINGTON NJ 08016 210643360 SKILLED NURSING AND ASSISTED LIVING FACILITY NJ 501(C)(3) LINE 10 LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY INC 0 ABIDING PEACE SENIOR HOUSING CORPORATION 3 MANHATTAN DRIVE BURLINGTON NJ 08016 222886002 AFFORDABLE SENIOR HOUSING NJ 501(C)(3) LINE 10 LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY INC 0 ATONEMENT LUTHERAN HOUSING INC 3 MANHATTAN DRIVE BURLINGTON NJ 08016 521705030 RESIDENTIAL PROGRAM FOR INDIVIDUALS WITH MENTAL HEALTH NEEDS NJ 501(C)(3) LINE 10 LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY INC 0 PENNSAUKEN LUTHERAN HOUSING INC 3 MANHATTAN DRIVE BURLINGTON NJ 08016 521966215 AFFORDABLE SENIOR HOUSING NJ 501(C)(3) LINE 10 LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY INC 0 LUTHERAN FOUNDATION OF NEW JERSEY INC 3 MANHATTAN DRIVE BURLINGTON NJ 08016 223640683 SOLICIT AND DISTRIBUTE CHARITABLE CONTRIBUTIONS NJ 501(C)(3) LINE 7 LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY INC 0 LUTHERAN SOCIAL MINISTRIES AT CRANE'S MILL INC 3 MANHATTAN DRIVE BURLINGTON NJ 08016 223368378 CONTINUING CARE RETIREMENT COMMUNITY NJ 501(C)(3) LINE 10 LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY INC 0 THE VILLA AT FLORHAM PARK INC 3 MANHATTAN DRIVE BURLINGTON NJ 08016 475324404 SKILLED NURSING AND ASSISTED LIVING FACILITY NJ 501(C)(3) LINE 10 LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY INC 0 LSM MANAGEMENT SERVICES INC 3 MANHATTAN DRIVE BURLINGTON NJ 08016 200537918 MANAGEMENT SERVICES IN HEALTHCARE AND HOUSING NJ 501(C)(3) LINE 10 LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY INC 0 LUTHERAN SENIOR LIFE AT UNION INC 3 MANHATTAN DRIVE BURLINGTON NJ 08016 274156743 PROGRAM FOR ALL-INCLUSIVE CARE FOR THE ELDERLY NJ 501(C)(3) LINE 10 LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY INC 0 SPIRICARE OF NEW JERSEY INC 3 MANHATTAN DRIVE BURLINGTON NJ 08016 822947012 PRIVATE DUTY HOMECARE NJ 501(C)(3) LINE 10 LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY INC 0 HOSPICE AT LSMNJ INC 3 MANHATTAN DRIVE BURLINGTON NJ 08016 823439848 PROVIDE END OF LIFE CARE NJ 501(C)(3) LINE 10 LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY INC 0 HERO AT LSMNJ INC 3 MANHATTAN DRIVE BURLINGTON NJ 08016 831967617 COMMUNITY-BASED SERVICES NJ 501(C)(3) LINE 10 LUTHERAN SOCIAL MINISTRIES OF NEW JERSEY INC 0 OLD BRIDGE URBAN RENEWAL LP 3 MANHATTAN DRIVE BURLINGTON NJ 08016 223539632 AFFORDABLE SENIOR HOUSING NJ N/A 0 0 PEAPACK GLADSTONE URBAN RENEWAL HOUSING LP 3 MANHATTAN DRIVE BURLINGTON NJ 08016 223548781 AFFORDABLE FAMILY HOUSING NJ N/A 0 0 PROJECT HOME URBAN RENEWAL LP 3 MANHATTAN DRIVE BURLINGTON NJ 08016 223509273 AFFORDABLE TRANSITIONAL HOUSING NJ N/A 0 0 WEST HANOVER URBAN RENEWAL LP 3 MANHATTAN DRIVE BURLINGTON NJ 08016 223509277 AFFORDABLE HOUSING NJ N/A 0 0 WHITEHOUSE SENIOR HOUSING LP 3 MANHATTAN DRIVE BURLINGTON NJ 08016 223456196 AFFORDABLE SENIOR HOUSING NJ N/A 0 0 SOUTH PLAINFIELD URBAN RENEWAL LP 3 MANHATTAN DRIVE BURLINGTON NJ 08016 223575419 AFFORDABLE SENIOR HOUSING NJ N/A 0 0 LUTHERAN SOCIAL MINISTRIES OF CAMDEN LP 3 MANHATTAN DRIVE BURLINGTON NJ 08016 262032374 AFFORDABLE FAMILY HOUSING NJ N/A 0 0 LUTHERAN PROJECT HOME INC 3 MANHATTAN DRIVE BURLINGTON NJ 08016 223547992 AFFORDABLE TRANSITIONAL HOUSING NJ N/A C 0 OLDBRIDGE LUTHERAN HOUSING INC 3 MANHATTAN DRIVE BURLINGTON NJ 08016 223539149 AFFORDABLE SENIOR HOUSING NJ N/A C 0 PEAPACK LUTHERAN HOUSING INC 3 MANHATTAN DRIVE BURLINGTON NJ 08016 223547994 AFFORDABLE FAMILY HOUSING NJ N/A C 0 SOUTH PLAINFIELD LUTHERAN HOUSING INC 3 MANHATTAN DRIVE BURLINGTON NJ 08016 223575417 AFFORDABLE SENIOR HOUSING NJ N/A C 0 HANOVER STREET HOUSING INC 3 MANHATTAN DRIVE BURLINGTON NJ 08016 223509924 AFFORDABLE FAMILY HOUSING NJ N/A C 0 READINGTON LUTHERAN HOUSING INC 3 MANHATTAN DRIVE BURLINGTON NJ 08016 223456195 AFFORDABLE SENIOR HOUSING NJ N/A C 0 LUTHERAN SOCIAL MINISTRIES OF CAMDEN INC 3 MANHATTAN DRIVE BURLINGTON NJ 08016 262032301 AFFORDABLE FAMILY HOUSING NJ N/A C 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0