Lutheran Senior Services EIN 43-0654862

Lutheran Senior Services

EIN  43-0654862 Public charity (501(c)(3)) Saint Louis, MO Founded 1863
Form 990 (PDF) Compare with another nonprofit →
Verified accurate 7/4/26 · see original filing: IRS
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Size
$100M+
What they do
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.
Leadership
Adam Marles · President/CEO · $615K
Money in and out
$254.5M revenue, $278.1M expenses
Bottom line
87% program efficiency

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. For fiscal year 2024 it reported $254.5M in revenue, $278.1M in expenses, and $-53.9M in net assets.Pt I

Where the money goes · FY2024
Total revenue
$254.5M
Pt VIII · Ln 12
Total expenses
$278.1M
Pt IX · Ln 25
Net assets
$-53.9M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$23.6M
Where spending went · Part IX cols B–D
Program services $0.87 Management & general $0.13
Program efficiency
87%
of spending reaches programs▼ -2% vs prior filing year
Operating runway
14.1mo
months of highly liquid reserves at operating expense rate▲ +5% vs prior filing year
Surplus margin
-9%
revenue over expenses, this year▼ -40% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$254.5M
FY2024▲ +7%
Expenses
$278.1M
FY2024▲ +9%
Total assets
$898.9M
FY2024▲ +16%
Total liabilities
$952.8M
FY2024▲ +6%
Total revenue
$254.5M
Pt VIII · Ln 12
Total expenses
$278.1M
Pt IX · Ln 25
Net assets
$-53.9M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$23.6M
Total assetsPt X · Ln 16$898.9M
Program-expense ratioPt IX · col B87%
Voting members of governing bodyPt I · Ln 312
Independent voting membersPt I · Ln 412
Mission & Programs · Part III

Where the work happens

3 program services account for $236.9M of program spending, described in the organization's 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

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CLutheran Senior Services
EINHdr · item D43-0654862
Principal addressHdr · item CSaint Louis, MO
WebsiteHdr · item Jwww.lssliving.org
Year of formationHdr · item L1863
State of legal domicileHdr · item MMO
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFHuman Services (P75)
Ruling yearIRS BMFAug 1946

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a12
Independent voting membersPt VI · Ln 1b12
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

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 78th 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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Statement of Revenue

Part VIII
Program service revenue$234.7M · 92%
Investment income$11.6M · 5%
Contributions & grants$6.2M · 2%
Other revenue$2.0M · 1%
Program service revenue92%$234.7M
Investment income5%$11.6M
Contributions & grants2%$6.2M
Other revenue1%$2.0M
— government grantsLn 1e$327K
Total revenueLn 12$254.5M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.87 Management & general $0.13
Program services87%$241.6M
Management & general13%$36.5M
Total functional expensesLn 25$278.1M

Balance Sheet

Part X · end of year
CashLn 1$25.6M
Total assetsLn 16$898.9M
Total liabilitiesLn 26$952.8M
Total net assetsLn 32$-53.9M
Months of cash on handcomputed1.1

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $327.5M · Operating expenses/yr $278.1M
14.1 months
Where the money goes
Program services
Program services $241.6M · Total expenses $278.1M
87%
Management & General
Management & general $36.5M · Total expenses $278.1M
13%
Fundraising
Fundraising $0 · Total expenses $278.1M
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $4.8M
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $6.2M · Total revenue $254.5M
2%
Government reliance
Government grants $327K · Total revenue $254.5M
0%
Earned-income share
Program service revenue $234.7M · Total revenue $254.5M
92%
Investment reliance
Investment income $11.6M · Total revenue $254.5M
+5%
Program self-sufficiency
Program service revenue $234.7M · Total expenses $278.1M
84%
Growth & trend
Revenue growth (YoY)
This year $254.5M · Prior year $238.8M
+7%
Revenue CAGR
FY2020 $177.8M · FY2024 $254.5M
+9%
Net-asset trend (YoY)
End of year $-53.9M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $254.5M · Expenses $278.1M
-9%
Liabilities-to-Assets
Total liabilities — · Total assets $898.9M
Net-asset ratio
Net assets $-53.9M · Total assets $898.9M
-6%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $300.9M · Other securities (Pt X, ln 12) $1.1M · Total assets (Pt X, ln 16) $898.9M
34%
People & payroll
Highest Reported Total Compensation
Individual Adam Marles · Reported title PRESIDENT/CEO · Highest reported compensation $615K · Total expenses $278.1M
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $149.7M · Total expenses $278.1M
54%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 87%
Overhead ratio 13%
Fundraising cost ratio 0%
Revenue growth 7%
Investment management fee ratio 0%
Legal fee ratio 1%
Accounting fee ratio 0%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$254.5M revenue · viewing · ⤓ 990 PDF
FY2023$238.8M revenue · ⤓ 990 PDF
FY2022$176.2M revenue · ⤓ 990 PDF
FY2021$181.3M revenue · ⤓ 990 PDF
FY2020$177.8M revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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