Faith based organization which provides a network of supportive Services for older adults. See below for summary of lss consolidated operations.

501(c)(3) charity; gifts are tax-deductible.
87¢ of each $1 spent went to programs.
Run by 292 volunteers and 3,293 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 5
filings with a surplus
Average deficit $16.5M a year · 8% of revenue · last 5 filings
Concern: a surplus in 0 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$5.2M
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
1 mo
of spending, in cash
Fine: 1.1 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
5
named funders · $6.2M
Looks good: 5 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$952.8M
106% of total assets
Concern: liabilities are 106% of assets; over 80%.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$254.5M
+7% vs prior year
Spent
$278.1M
To programs
87%
Net assets
−$53.9M
By yearFY2020–FY2024
Revenue
$254.5M
FY2024▲ +7%
Tap a bar for its year
Revenue by fiscal year
FY2020$177.8M
FY2021$181.3M
FY2022$176.2M
FY2023$238.8M
FY2024$254.5M
Expenses
$278.1M
FY2024▲ +9%
Tap a bar for its year
Expenses by fiscal year
FY2020$191.9M
FY2021$191.9M
FY2022$194.4M
FY2023$254.5M
FY2024$278.1M
Net assets
−$53.9M
FY2024▲ +57%
Tap a bar for its year
Net assets by fiscal year
FY2020−$8.9M
FY2021−$20.2M
FY2022−$121.0M
FY2023−$126.7M
FY2024−$53.9M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Aug 1946.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $241.6M Management & general 13% · $36.5M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

39 people listed on the 990; $5.2M paid to officers and key staff.

Part VII, Section A · reportable compensation
President/CEO
$614,791Pt VII · Sec A
Chief Advancement Officer
$395,136Pt VII · Sec A
Chief Operating Officer
$394,784Pt VII · Sec A
Chief Financial Officer
$343,030Pt VII · Sec A
$236,759Pt VII · Sec A
VP, Life Plan Communities
$232,593Pt VII · Sec A
VP of Information Technology
$218,868Pt VII · Sec A
$212,796Pt VII · Sec A

Adam Marles’s $615K as President/CEO is at the 77th percentile of top reported officer pay among 249 $100M+ human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
John Kotovsky———$982,405$934,367
Adam Marles$614,791$528,482$435,108$67,608—
Lisa Norwine$395,136$301,984$295,896$222,367$218,487
Ron Schaefer$394,784$301,322———
Garry Anderson——$331,178$350,998$323,868
Beth Rusert—$347,284$71,522——
Chad Sneed$343,030$308,547$309,920$245,376$182,324
Paul Ogier———$241,279$274,149

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides a faith-based network of supportive services, medical care, and holistic home-based assistance to help older adults maintain their physical and emotional health.

Questions for Lutheran Senior Services

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Provided by the organization

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3 programs · $236.9M · in their own filed words · FY2024
01

Operations for eight life plan communities that offer a continuum of care that includes independent living, assisted living, memory care, and skilled nursing, the majority of which are MEDICARE/MEDICAID certified.

$220.9Mprogram expense
02

A variety of home community based services for older adults who remain in their own homes, including medicare certified home health, private duty home health services, hospice services and three programs in partnership with the united way: outreach social services, the good neighbor program, and volunteer money management.

$9.3Mprogram expense
03

Pace

Program of all-inclusive care for the elderly-proven, cost-effective program led by an interdisciplinary team of healthcare professionals that provide holistic support at home and in the evertrue pace center. From medical care to socialization, your physical and emotional health will be supported through a robust network of resources.

$6.6Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 5 funders →
Grants paid · 11 grants · $3.3M · 2020–2024
Unitemized GrantFY2024$15,749
Unitemized GrantFY2024$2,544
The Cole County Lutheran HomeMO · FY2022$2,360,251
Unitemized GrantFY2022$25,940
Provident Group INCFY2022$9,206
Unitemized GrantFY2022$2,729
The Cole County Lutheran HomeMO · FY2021$800,501
Unitemized GrantFY2021$30,520
Unitemized GrantFY2021$3,788
Unitemized GrantFY2020$18,424
Unitemized GrantFY2020$4,200

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$254.5M
Ln 12
Fees for servicesLn 2g$234.7M
Investment incomeLn 3$11.6M
Gifts and grantsLn 1h$6.2M
Money outPt IX
$278.1M
Ln 25
Programscol B$241.6M
Managementcol C$36.5M
Owns and owesPt X
−$53.9M
net assets · Ln 32
Cash and savingsLn 1–2$25.6M
Total assetsLn 16$898.9M
LiabilitiesLn 26$952.8M
PeoplePt VI, VII
39
listed · VII A
PaidVII A23
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$6.2M
Government grantsLn 1e$327K
Fees for servicesLn 2g$234.7M
Investment incomeLn 3$11.6M
Other incomeLn 4–11$2.0M
Gains on assetsLn 7$4.1M
Total revenueLn 12$254.5M
Assets in detailPt X, end of year
CashLn 1$139K
SavingsLn 2$25.4M
Cash and savings togetherLn 1–2$25.6M
InvestmentsLn 11–13$371.4M
Land, buildings, equipmentLn 10c$475.6M
Other assetsLn 15$442K
Total assetsLn 16$898.9M
LiabilitiesLn 26$952.8M
Net assetsLn 32−$53.9M
OperationsPt I, VI
EmployeesI 53,293
VolunteersI 6292
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$70.5M$25.6M
InvestmentsLn 11–13$213.4M$371.4M
Land, buildings, equipmentLn 10c$469.7M$475.6M
Total assetsLn 16$771.6M$898.9M
LiabilitiesLn 26$898.4M$952.8M
Net assetsLn 32−$126.7M−$53.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$18K$18K
Pay of current officers, directors and key staffLn 5$4.7M$4.7M
Other salaries and wagesLn 7$120.9M$107.0M$13.9M
Pension plan contributionsLn 8$1.2M$1.2M
Other employee benefitsLn 9$13.9M$12.7M$1.1M
Payroll taxesLn 10$9.0M$8.1M$951K
Legal feesLn 11b$1.7M$24K$1.7M
Accounting feesLn 11c$348K$55K$293K
Lobbying feesLn 11d$10K$10K
Investment management feesLn 11f$389K$389K
Other fees for servicesLn 11g$20.7M$18.9M$1.8M
Advertising and promotionLn 12$487K$224K$263K
Office expensesLn 13$10.2M$9.3M$833K
Information technologyLn 14$3.8M$3.3M$466K
OccupancyLn 16$12.1M$10.9M$1.2M
TravelLn 17$1.3M$938K$320K
Conferences, conventions and meetingsLn 19$76K$23K$53K
InterestLn 20$20.0M$12.9M$7.1M
Depreciation, depletion and amortizationLn 22$35.0M$34.3M$767K
InsuranceLn 23$5.3M$5.1M$225K
Other expenses (24a–d)Ln 24$15.7M$15.5M$141K
All other expensesLn 24e$1.2M$931K$296K
Total functional expensesLn 25$278.1M$241.6M$36.5M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $254.5M$278.1M−$23.6M−$53.9M 990 PDF
FY2023 $238.8M$254.5M−$15.8M−$126.7M 990 PDF
FY2022 $176.2M$194.4M−$18.2M−$121.0M 990 PDF
FY2021 $181.3M$191.9M−$10.6M−$20.2M 990 PDF
FY2020 $177.8M$191.9M−$14.2M−$8.9M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $254,513,817 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $4,946,565$6,246,451
I-9 Program service revenuePrior year $221,184,421$234,704,125
I-10 Investment incomePrior year $9,704,101$11,604,887
I-11 Other revenuePrior year $2,956,590$1,958,354
I-12 Total revenuePrior year $238,791,677$254,513,817
I-13 Grants and similar amounts paidPrior year $2,944$18,293
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $136,359,908$149,662,900
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $118,179,444$128,393,688
I-18 Total expensesPrior year $254,542,296$278,074,881
I-19 Revenue less expensesPrior year −$15,750,619−$23,561,064
Part VI · Governance 12 of 12 board members independent, no flags
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $254,513,817 across 10 lines filed
Lines not itemized here account for −$5,259,941 of total revenue; see the IRS return.
VIII-1a Federated campaigns$92,839
VIII-1d Related organizations$5,826,695
VIII-1e Government grants$326,917
VIII-1h Total contributions, gifts and grants$6,246,451
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $242,574,972$242,574,972
VIII-3 Investment incomeExcluded from tax $5,363,181$5,363,181
VIII-6 Net rental income or lossExcluded from tax $255,045$255,045
VIII-7 Net gain or loss on sales of assetsExcluded from tax $4,120,890$4,120,890
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $1,213,219$1,213,219
VIII-12 Total revenueRelated to mission $234,704,125 · Unrelated business $0 · Excluded from tax $13,563,241$254,513,817
Part IX · Statement of functional expenses $278,074,881 across 22 lines filed
IX-2 Grants to domestic individualsPrograms $18,293$18,293
IX-5 Pay of current officers, directors and key staffManagement $4,712,387$4,712,387
IX-7 Other salaries and wagesPrograms $107,008,038 · Management $13,856,329$120,864,367
IX-8 Pension plan contributionsPrograms $1,180,269$1,180,269
IX-9 Other employee benefitsPrograms $12,744,494 · Management $1,140,314$13,884,808
IX-10 Payroll taxesPrograms $8,070,429 · Management $950,640$9,021,069
IX-11b Legal feesPrograms $23,752 · Management $1,708,284$1,732,036
IX-11c Accounting feesPrograms $54,921 · Management $293,374$348,295
IX-11d Lobbying feesManagement $10,010$10,010
IX-11f Investment management feesManagement $389,211$389,211
IX-11g Other fees for servicesPrograms $18,929,640 · Management $1,808,240$20,737,880
IX-12 Advertising and promotionPrograms $224,027 · Management $262,956$486,983
IX-13 Office expensesPrograms $9,349,650 · Management $832,631$10,182,281
IX-14 Information technologyPrograms $3,346,713 · Management $465,698$3,812,411
IX-16 OccupancyPrograms $10,921,449 · Management $1,168,291$12,089,740
IX-17 TravelPrograms $937,874 · Management $319,706$1,257,580
IX-19 Conferences, conventions and meetingsPrograms $23,123 · Management $53,060$76,183
IX-20 InterestPrograms $12,901,927 · Management $7,100,674$20,002,601
IX-22 Depreciation, depletion and amortizationPrograms $34,277,272 · Management $767,250$35,044,522
IX-23 InsurancePrograms $5,094,039 · Management $225,191$5,319,230
IX-24 Other expenses (24a–d)Programs $15,535,936 · Management $141,131$15,677,067
IX-24e All other expensesPrograms $931,260 · Management $296,398$1,227,658
IX-25 Total functional expensesPrograms $241,573,106 · Management $36,501,775 · Fundraising $0$278,074,881
Part X · Balance sheet $898,919,190 assets, 21 lines filed
Asset lines not itemized here account for $4,574,832; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $357,642$139,269
X-2 Savings and temporary cash investmentsStart of year $70,156,864$25,441,077
X-4 Accounts receivableStart of year $9,367,685$12,120,222
X-8 Inventories for sale or useStart of year $655,375$630,492
X-9 Prepaid expenses and deferred chargesStart of year $3,131,536$4,097,644
X-10c Land, buildings and equipment, netStart of year $469,702,615$475,590,092
X-11 Publicly traded securitiesStart of year $211,903,397$300,881,957
X-12 Other securitiesStart of year $1,009,856$1,067,269
X-13 Program-related investmentsStart of year $449,406$69,487,289
X-14 Intangible assetsStart of year $453,000$4,446,920
X-15 Other assetsStart of year $1,087,146$442,127
X-16 Total assetsStart of year $771,641,649$898,919,190
X-17 Accounts payable and accrued expensesStart of year $42,537,045$40,244,020
X-19 Deferred revenueStart of year $45,634,808$49,066,138
X-20 Tax-exempt bond liabilitiesStart of year $471,412,600$457,326,332
X-25 Other liabilitiesStart of year $338,706,075$368,259,424
X-26 Total liabilitiesStart of year $898,357,319$952,845,996
X-27 Net assets without donor restrictionsStart of year −$126,715,670−$87,852,210
X-28 Net assets with donor restrictionsStart of year $0$33,925,404
X-32 Total net assets or fund balancesStart of year −$126,715,670−$53,926,806
X-33 Total liabilities and net assetsStart of year $771,641,649$898,919,190
Part XI · Reconciliation of net assets −$53,926,806 net assets at year end
XI-1 Total revenue$254,513,817
XI-2 Total expenses$278,074,881
XI-3 Revenue less expenses−$23,561,064
XI-4 Net assets at start of year−$126,715,670
XI-5 Net unrealized gains (losses) on investments$2,542,969
XI-9 Other changes in net assets$93,806,959
XI-10 Net assets at end of year−$53,926,806

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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