2025-11-10T07:23:30-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 20 STANWIX STREET PITTSBURGH PA 15222 990 2024-01-01 232837747 DIAKON LUTHERAN SENIOR HOUSING AT LUTHER MEADOWS DIAK 6106821262 1 S HOME AVE TOPTON PA 19562 LISA WEBSTER VICE PRESIDENT OF FINANCE 6106821262 2025-11-06 1 1 KELLY A BROCIOUS P01254262 4126976400 2025-10-29 2024 2025-03-06 01:10:19Z X SHARI VANDERGAST 1 S HOME AVE TOPTON PA 19562 301213 0 X WWW.DIAKON.ORG X 1996 PA DIAKON LUTHERAN SENIOR HOUSING AT LUTHER MEADOWS OFFERS AFFORDABLE, EQUAL OPPORTUNITY SENIOR HOUSING ACCOMMODATIONS. X 2 0 0 0 0 0 233477 139160 256247 158897 1376 694 4945 2462 496045 301213 0 0 0 0 0 0 0 0 0 435638 217818 435638 217818 60407 83395 1042782 0 1882032 0 -839250 0 IN RESPONSE TO GOD'S LOVE IN JESUS CHRIST, DIAKON LUTHERAN SENIOR HOUSING AT LUTHER MEADOWS WILL DEMONSTRATE GOD'S COMMAND TO LOVE THE NEIGHBOR THROUGH ACTS OF SERVICE. 0 0 182676 161359 DIAKON LUTHERAN SENIOR HOUSING AT LUTHER MEADOWS OFFERS AFFORDABLE, EQUAL OPPORTUNITY SENIOR HOUSING ACCOMMODATIONS. IN 2024, THE DIAKON LUTHERAN SENIOR HOUSING AT LUTHER MEADOWS PROVIDED 10,507 DAYS OF ACCOMMODATION, FOR AN OCCUPANCY RATE OF 99.12%.AS OF AUGUST 1, 2024, DIAKON LUTHERAN SENIOR HOUSING AT LUTHER MEADOWS WAS CONVERTED TO A DISREGARDED LIMITED LIABILITY COMPANY OF DIAKON HOUSING SERVICES, LLC. 182676 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 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 1 0 1 0 0 0 1 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X LISA WEBSTER 7177950431 5000 RITTER ROAD SUITE 101 MECHANICSBURG PA 17055 SCOTT HABECKER CEO/PRESIDENT (UNTIL 11/10/2024) 0.10 37.40 X X 0 1214327 40339 LISA WEBSTER VICE PRESIDENT OF FINANCE, SECRETARY 0.10 37.40 X X 0 233783 17195 0 1448110 57534 0 0 1 0 0 138260 900 139160 APARTMENT RENT 900099 158897 158897 158897 694 694 LAUNDRY & VENDING REVE 900099 2462 2462 2462 301213 161359 0 694 22141 22141 13001 13001 301 301 5647 5647 75764 75764 252 252 668 668 26603 26603 14710 14710 REIMBURSED SALARY/BENEF 57364 57364 MISCELLANEOUS EXPENSE 1367 1367 217818 182676 35142 0 50 0 789855 0 0 0 0 0 0 0 25032 0 0 227845 0 0 0 0 0 0 1042782 0 64214 1770957 46861 0 1882032 0 X -839250 0 -839250 0 1042782 0 X 83395 755855 X X 0 1 X 1 1 1 X 259232 254505 251398 233477 139160 1137772 207777 220650 228787 256247 158897 1072358 467009 475155 480185 489724 298057 2210130 0 0 0 2210130 163 77 133 1376 694 2443 163 77 133 1376 694 2443 4573 4187 4367 4945 2462 20534 471745 479419 484685 496045 301213 2233107 0.98970 0.99000 0.00110 0.00080 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: LAUNDRY VENDING REVENUE - 2020 AMOUNT: $ 4,573. 2021 AMOUNT: $ 4,187. 2022 AMOUNT: $ 4,367. 2023 AMOUNT: $ 4,945. 2024 AMOUNT: $ 2,462. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 301213 0 301213 0 301213 217818 0 217818 0 217818 PART X, LINE 2: THE CORPORATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE CODE. THE CORPORATION USES A THRESHOLD OF MORE LIKELY THAN NOT FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE CORPORATION DOES NOT BELIEVE THAT THERE ARE ANY UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT SHOULD BE RECORDED. 0 1 0 0 0 0 0 0 0 SCOTT HABECKER CEO/PRESIDENT (UNTIL 11/10/2024) 0 474109 0 213214 0 527004 0 6250 0 34089 0 1254666 0 514930 LISA WEBSTER VICE PRESIDENT OF FINANCE, SECRETARY 0 194488 0 39295 0 0 0 2989 0 14206 0 250978 0 0 PART I, LINE 3 ALL EMPLOYEES ARE COMPENSATED BY DIAKON. SEE SCHEDULE O IN REFERENCE TO PART VI, SECTION B, LINE 15 FOR A DETAILED DESCRIPTION OF DIAKON EXECUTIVE COMPENSATION PROGRAM. THE CEO'S COMPENSATION IS PAID BY DIAKON. DIAKON USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE CEO: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -FORM 990 OF OTHER ORGANIZATIONS -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PART I, LINE 4B DLSM HAS A 457(F) SUPPLEMENTAL NONQUALIFIED BENEFIT PLAN TO RECOGNIZE CERTAIN EMPLOYEES FOR THEIR SIGNIFICANT CONTRIBUTIONS AND IN CONSIDERATION OF EXPECTED CONTRIBUTION TO THE GROWTH OF DLSM, ITS AFFILIATES AND SUBSIDIARIES IN THE FUTURE. THE ANNUAL PAYMENTS FOR THE 457(F) SUPPLEMENTAL NONQUALIFIED BENEFIT PLAN IS REPORTED IN PART VII, SECTION A, COLUMN E AND SCHEDULE J, PART II, COLUMN B(III) AND IS LISTED BELOW SCOTT D. HABECKER - $514,930 AS A CONDITION FOR PARTICIPATING IN THE 457(F) SUPPLEMENTAL NON QUALIFIED BENEFIT PLAN, THE INDIVIDUAL MUST BE EMPLOYED AT THE VESTING DATE AND HAVE AGREED TO CERTAIN RESTRICTIVE COVENANTS. CASH 2024-08-01 922833 BOOK VALUE 992336761 DIAKON HOUSING SERVICES LLC 1 S HOME AVE TOPTON PA 19562 501(C)(3) PREPAID EXPENSES 2024-08-01 13276 BOOK VALUE 992336761 DIAKON HOUSING SERVICES LLC 1 S HOME AVE TOPTON PA 19562 501(C)(3) BUILDINGS AND EQUIPMENT (NET ACCUMULATED DEPRECIATION) 2024-08-01 205685 BOOK VALUE 992336761 DIAKON HOUSING SERVICES LLC 1 S HOME AVE TOPTON PA 19562 501(C)(3) 0 0 0 0 SCHEDULE N, PART II AS OF AUGUST 1, 2024, DIAKON LUTHERAN SENIOR HOUSING AT LUTHER MEADOWS WAS CONVERTED TO A DISREGARDED LIMITED LIABILITY COMPANY OF DIAKON HOUSING SERVICES, LLC. FORM 990, PART VI, SECTION A, LINE 7B BECAUSE DIAKON LUTHERAN SENIOR HOUSING AT LUTHER MEADOWS IS A PARTY TO A REGULATORY AGREEMENT WITH THE U.S. SECRETARY OF HOUSING AND URBAN DEVELOPMENT, ANY ACTION OF THE BOARD WHICH IS CONTRADICTORY TO THE REGULATORY AGREEMENT OR HAS DIRECT IMPACT ON THE PROPERTY REQUIRES APPROVAL OF THE SECRETARY OF HUD PRIOR TO IMPLEMENTATION. FORM 990, PART VI, SECTION B, LINE 11B DIAKON LUTHERAN SENIOR HOUSING AT LUTHER MEADOWS HAS A CPA FIRM PREPARE ITS FORM 990. THE RETURN IS COMPLETED IN DRAFT FORM AND REVIEWED BY MANAGEMENT OF THE ORGANIZATION. THE RETURN IS THEN FINALIZED AND THE BOARD IS PROVIDED A COPY OF THE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIAKON LUTHERAN SENIOR HOUSING AT LUTHER MEADOWS CONSISTS OF OFFICERS OF DIAKON. THE COMPLIANCE OFFICER OF THE ORGANIZATION REVIEWS THE ORGANIZATION'S CONFLICT OF INTEREST STATEMENT AND CERTIFICATION FORM WITH BOARD MEMBERS AND OFFICERS. ALL DIAKON BOARD MEMBERS AND ALL OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CERTIFICATION FORM AND DISCLOSE POSSIBLE OR ACTUAL CONFLICTS OF INTEREST. THE COMPLETED FORMS ARE REVIEWED BY THE COMPLIANCE OFFICER AND BY THE ORGANIZATION'S OUTSIDE AUDITOR ON A REGULAR BASIS. FORM 990, PART VI, SECTION B, LINE 15 DIAKON LUTHERAN SENIOR HOUSING AT LUTHER MEADOWS CEO IS PAID BY DIAKON. EXECUTIVE COMPENSATION PHILOSOPHY A COMPENSATION COMMITTEE UTILIZES EXTERNAL CONSULTANTS TO ASSIST WITH THE DEVELOPMENT, ADMINISTRATION, AND DETERMINATION OF COMPENSATION, WELFARE, BENEFIT, AND OTHER PLANS, WHICH TAKE INTO ACCOUNT APPROPRIATE INDUSTRY BENCHMARKS AND THE COMPENSATION POLICIES FOLLOWED BY ORGANIZATIONS SIMILARLY SITUATED TO DIAKON. THE COMPENSATION COMMITTEE HAS ADOPTED A WRITTEN "CHARTER," WHICH SETS FORTH THE PURPOSE, MEMBERSHIP AND RESPONSIBILITIES OF THE COMMITTEE. IN ADDITION, IT CONDUCTS ITS ACTIVITIES IN COMPLIANCE WITH DIAKON'S "EXCESS BENEFITS TRANSACTIONS" POLICY, WHICH REQUIRES REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. DIAKON'S EXECUTIVE COMPENSATION PROGRAM CONSISTS OF A BASE SALARY REFLECTING THE VALUE OF AN EXECUTIVE'S CAPABILITIES, EXPERIENCE, AND SUCCESS IN MEETING MISSION, FINANCIAL, OPERATIONAL AND QUALITY OBJECTIVES. INFORMATION ABOUT EXECUTIVE COMPENSATION ISSUES AND DECISIONS IS REPORTED TO THE FULL BOARD OF DIRECTORS AT REGULAR MEETINGS. EMPLOYEE BENEFITS DIAKON PROVIDES ALL EMPLOYEES, INCLUDING EXECUTIVES, WITH A COMPREHENSIVE BENEFIT PLAN THAT INCLUDES HEALTH INSURANCE, DENTAL INSURANCE, LIFE AND DISABILITY INSURANCE AND A RETIREMENT PLAN. FORM 990, PART VI, SECTION C, LINE 19 DIAKON LUTHERAN SENIOR HOUSING AT LUTHER MEADOWS MAKES ITS GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION AND BYLAWS) AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE FILED ANNUALLY WITH THE U.S. DEPT. OF HOUSING AND URBAN DEVELOPMENT AND ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS 755,855. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. THE PROCESS IS CONSISTENT WITH PRIOR YEARS AND HAS NOT CHANGED. DIAKON 1 S HOME AVE TOPTON PA 19562 233014613 SUB OVERSIGHT PA 501(C)(3) LINE 12B, II N/A 0 DIAKON LUTHERAN SOCIAL MINISTRIES 1 S HOME AVE TOPTON PA 19562 231857015 PRGM OPERATIONS PA 501(C)(3) LINE 10 DIAKON 0 DLSH AT HEILMAN HOUSE 1 S HOME AVE TOPTON PA 19562 232463233 HUD HOUSING PA 501(C)(3) LINE 10 DLSM 0 DIAKON CHILD FAMILY & COMMUNITY MINISTRIES 1 S HOME AVE TOPTON PA 19562 465390969 SOCIAL SVCS PA 501(C)(3) LINE 10 DIAKON 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0