Carroll Lutheran Village Inc is located in Westminster, MD. The organization was established in 1980. According to its NTEE Classification (P75) the organization is classified as: Supportive Housing for Older Adults, under the broad grouping of Human Services and related organizations. As of 06/2021, Carroll Lutheran Village Inc employed 518 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Carroll Lutheran Village Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Carroll Lutheran Village Inc generated $37.0m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 3.3% each year. All expenses for the organization totaled $34.6m during the year ending 06/2021. While expenses have increased by 1.8% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
RESID., ASSISTED & SKILLED CARE TO RESIDENTS OVER 60 AND SKILLED REHAB. SVC TO QUALIFIED PERSONS.
Describe the Organization's Program Activity:
HEALTH CARE AND ASSISTED LIVING - THE VILLAGE PROVIDES QUALITY, SKILLED NURSING CARE, LONG TERM CARE AND ASSISTED LIVING IN A COMFORTABLE, HOMELIKE ENVIRONMENT TO ALL RESIDENTS, INCLUDING THOSE WHO HAVE OUTLIVED THEIR ASSETS (PROVIDED APPROPRIATE STEWARDSHIP) OR WHOSE ANNUAL INCOME IS INSUFFICIENT TO MEET EXPENSES. EARNINGS FROM A RESTRICTED ENDOWMENT ARE USED TO SUBSIDIZE RESIDENTS AS NEEDS ARE DEMONSTRATED. THE VILLAGE PARTICIPATES IN MEDICARE AND MEDICAID PROGRAMS AND ACCEPTS REIMBURSEMENT FOR CARE THAT DOES NOT FULLY COVER COSTS. THE VILLAGE HEALTH CARE CENTER HAD 25,686 HEALTHCARE CENSUS DAYS, WHICH REPRESENTS 68.14% OCCUPANCY, AND 15,192 ASSISTED LIVING CENSUS DAYS, WHICH REPRESENTS 83.24% OCCUPANCY.
RESIDENTIAL LIVING - THE VILLAGE OFFERS SENIORS 60 YEARS OF AGE AND OLDER AFFORDABLE ACCESS TO QUALITY SERVICES ON A PROPERLY AND BEAUTIFULLY MAINTAINED CAMPUS WHERE QUALITY OF LIFE AND A SPIRIT OF COMMUNITY ARE EMPHASIZED. RESIDENTS MAY SELECT ACCOMMODATIONS FROM A WIDE RANGE OF UNIT SIZES WITH ENTRANCE FEES FOR THE MAJORITY OF UNITS BELOW THE U.S. MEDIAN HOME PRICE. HEALTH, WELLNESS, AND FITNESS PROGRAMMING IS INCLUDED IN MONTHLY FEES. RESIDENTS ARE ENCOURAGED TO ENGAGE IN ALL ASPECTS OF WELLNESS. RESIDENCES ARE SAFE AND SECURE AND EQUIPPED WITH ACCESS TO SKILLED HEALTH PROFESSIONALS THROUGH AN EMERGENCY CALL SYSTEM. THE VILLAGE RESIDENTIAL LIVING PROGRAM HAD 130,184 CENSUS DAYS DURING THE YEAR, WHICH REPRESENTS 90.07% OCCUPANCY.
ADDITIONAL SUPPORT SERVICES - ALL LEVELS OF CARE ARE SUPPORTED BY ON-CAMPUS ACCESS TO MEDICAL CARE (INCLUDING PRIMARY CARE PHYSICIAN, PODIATRY, DERMATOLOGY, AUDIOLOGY, LAB SERVICES AND RADIOLOGY), THERAPY SERVICES, NUTRITIONAL FOOD SERVICE, HOME HEALTH SERVICES, DIVERSE RELIGIOUS SERVICES, TRANSPORTATION, MAINTENANCE, HOUSEKEEPING, AND LAUNDRY SERVICES. ORGANIZATIONAL GOVERNANCE IS ACCOMPLISHED THROUGH A PROCESS THAT ENCOURAGES RESIDENT PARTICIPATION. CARROLL LUTHERAN VILLAGE IS DEDICATED NOT ONLY TO ITS RESIDENTS, BUT ALSO TO ITS STAFF, THE HEALTH PROFESSIONS, AND THE COMMUNITY AT LARGE. RESIDENTS CONDUCT AN ANNUAL APPEAL TO RAISE FUNDS FOR STAFF SCHOLARSHIPS. SUNDAY CHAPEL OFFERINGS ARE OFTEN DESIGNATED TO PROVIDE FINANCIAL SUPPORT WHERE IT IS CRITICALLY NEEDED. A COMPASSIONATE RESPONSE FUND EXISTS AND IS ADMINISTERED WITHIN THE GOVERNANCE STRUCTURE. THE VILLAGE OFFERS SUPPORT TO OTHER NON-PROFIT ORGANIZATIONS BY ENCOURAGING STAFF AND RESIDENTS TO ACT IN VOLUNTEER, ADVISORY OR BOARD ROLES. LOCAL COLLEGES ARE SUPPORTED FINANCIALLY, SPECIFICALLY TO ENHANCE PROGRAMS THAT TRAIN AND DEVELOP SKILLED HEALTHCARE PROFESSIONALS. THE LOCAL HOSPITAL IS SUPPORTED FINANCIALLY AS WE ARE ENGAGED IN A GROWING, MUTUALLY BENEFICIAL PARTNERSHIP TO PROVIDE QUALITY HEALTHCARE SERVICES AND INFORMATION TO RESIDENTS OF CARROLL LUTHERAN VILLAGE AND TO MEMBERS OF THE GREATER COMMUNITY IN NEED OF HEALTHY AGING SUPPORT.INTERNALLY, MEETING SPACE ON THE CAMPUS IS OFFERED FOR USE BY NON-PROFIT COMMUNITY GROUPS. CLINICAL TRAINING IS PROVIDED FOR LOCAL COLLEGES AND TECH SCHOOLS. MORE SPECIFICALLY, THE VILLAGE SUPPORTS CARROLL COMMUNITY COLLEGE BY HAVING OUR SKILLED NURSING FACILITY SERVE AS THE CLINICAL TRAINING SITE FOR NEW GNAS. WE ALSO PARTNER WITH THE SECONDARY SCHOOL SYSTEM'S CAREER AND TECHNICAL CENTER BY HAVING GNA INTERNS WORK IN OUR SKILLED AND ASSISTED LIVING UNITS.CARROLL LUTHERAN VILLAGE IS NATIONALLY ACCREDITED BY THE CARF INTERNATIONAL, AN INDEPENDENT, NONPROFIT ACCREDITING BODY FOR HEALTH AND HUMAN SERVICES ORGANIZATIONS. CARF ACCREDITATION IS AN ASSURANCE THAT AN ORGANIZATION PROVIDES SERVICE EXCELLENCE, RISK MANAGEMENT, VALUE AND ACCOUNTABILITY. DURING THE RIGOROUS REVIEW PROCESS, EVALUATORS LOOK FOR COMPLIANCE IN MORE THAN 1,000 QUALITY STANDARDS IN RESIDENT LIFE, HEALTH, AND WELLNESS; FINANCIAL RESOURCES AND DISCLOSURE; AND GOVERNANCE AND ADMINISTRATION. NATIONWIDE ONLY 15% OF CONTINUING CARE RETIREMENT COMMUNITIES HAVE RECEIVED CARF ACCREDITATION, MAKING CARROLL LUTHERAN VILLAGE AMONG THE ELITE AGING SERVICES PROVIDERS WITHIN THE IMMEDIATE COMMUNITY, THE REGION AND THE NATION.
THE VILLAGE PROVIDED DIRECT BENEVOLENT CARE TO RESIDENTS WHO MET CERTAIN CRITERIA WITHOUT CHARGE OR AT AMOUNTS LESS THAN ESTABLISHED RATES. THE CORPORATION PROVIDED CHARITY CARE UNDER THIS POLICY AT A COST OF APPROXIMATELY $2,764,000 AND $2,895,000 DURING 2021 AND 2020, RESPECTIVELY, BASED ON DIRECT AND ALLOCABLE COSTS OF CARE. ADDITIONALLY, THE VILLAGE PROVIDED DIRECT FINANCIAL ASSISTANCE UNDER ITS RESIDENT ASSISTANCE POLICY OF $532,000 AND $426,000 DURING 2021 AND 2020, RESPECTIVELY.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
John Henry Executive Director | 40 | $159,243 | |
Jennifer Rhoads Director Of Nursing | 40 | $112,270 | |
Michael Winebrenner Director Of Rehab Services | 40 | $108,533 | |
Rachael Cole Lpn | 51 | $100,864 | |
Justin R Durboraw Chairperson | OfficerTrustee | 2 | $0 |
Donald B Meyers Secretary/treasurer | OfficerTrustee | 2 | $0 |
Vendor Name (Service) | Service Year | Compensation |
---|---|---|
Sodexo Inc Contracted Services | 6/29/21 | $825,269 |
Right At Home Senior Care Services | 6/29/21 | $391,441 |
Chesapeake Medical Staffing Llc Staffing Services | 6/29/21 | $371,702 |
Classic Hvac Services Llc Hvac Services | 6/29/21 | $301,817 |
Unlimited Restoration Specialists Contracted Services | 6/29/21 | $290,378 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $68,249 |
Related organizations | $0 |
Government grants | $2,944,238 |
All other contributions, gifts, grants, and similar amounts not included above | $1,764,223 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $4,776,710 |
Total Program Service Revenue | $30,416,547 |
Investment income | $542,389 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $102,011 |
Net Gain/Loss on Asset Sales | $1,153,746 |
Net Income from Fundraising Events | -$18,901 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $916 |
Miscellaneous Revenue | $0 |
Total Revenue | $37,049,156 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $0 |
Grants and other assistance to domestic individuals. | $39,979 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $0 |
Compensation of current officers, directors, key employees. | $0 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $11,241,448 |
Pension plan accruals and contributions | $225,920 |
Other employee benefits | $1,364,628 |
Payroll taxes | $830,196 |
Fees for services: Management | $2,551,969 |
Fees for services: Legal | $18,588 |
Fees for services: Accounting | $0 |
Fees for services: Lobbying | $1,404 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $64,206 |
Fees for services: Other | $3,074,614 |
Advertising and promotion | $73,633 |
Office expenses | $2,587,262 |
Information technology | $10,853 |
Royalties | $0 |
Occupancy | $5,507,931 |
Travel | $77,920 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $3,533 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $4,083,820 |
Insurance | $609,397 |
All other expenses | $168,290 |
Total functional expenses | $34,609,167 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $1,025 |
Savings and temporary cash investments | $1,850,840 |
Pledges and grants receivable | $0 |
Accounts receivable, net | $1,174,094 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $61,428 |
Inventories for sale or use | $201,511 |
Prepaid expenses and deferred charges | $278,582 |
Net Land, buildings, and equipment | $57,191,039 |
Investments—publicly traded securities | $39,125,588 |
Investments—other securities | $4,198,590 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $67,145 |
Total assets | $104,149,842 |
Accounts payable and accrued expenses | $3,805,700 |
Grants payable | $0 |
Deferred revenue | $36,083,657 |
Tax-exempt bond liabilities | $44,358,501 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $2,750,530 |
Total liabilities | $86,998,388 |
Net assets without donor restrictions | $6,808,715 |
Net assets with donor restrictions | $10,342,739 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $104,149,842 |
Over the last fiscal year, we have identified 2 grants that Carroll Lutheran Village Inc has recieved totaling $632.
Awarding Organization | Amount |
---|---|
James And Jacqueline Stradtner Foundation Inc Ruxton, MD PURPOSE: UNRESTRICTED | $500 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $132 |
Beg. Balance | $12,452,904 |
Earnings | $1,530,865 |
Net Contributions | $214,783 |
Other Expense | $531,828 |
Ending Balance | $13,666,724 |
Organization Name | Assets | Revenue |
---|---|---|
Ashby Ponds Inc Ashburn, VA | $1,081,002,554 | $105,782,483 |
Willow Valley Communities Lancaster, PA | $552,338,395 | $126,609,439 |
Greenspring Village Inc Springfield, VA | $635,246,519 | $86,958,670 |
Oak Crest Village Inc Parkville, MD | $495,556,334 | $90,971,954 |
Goodwin House Incorporated Alexandria, VA | $441,770,291 | $109,508,883 |
Spiritrust Lutheran York, PA | $151,346,375 | $71,838,005 |
Humangood Pennsylvania Lafayette Hill, PA | $322,351,436 | $66,729,303 |
Westminster-Canterbury Corporation Richmond, VA | $326,286,753 | $77,739,552 |
Virginia United Methodist Homes Inc Glen Allen, VA | $253,887,875 | $70,234,834 |
Albright Care Services Frederick, MD | $96,340,327 | $64,491,895 |
Westminster-Canterbury On Chesapeake Bay Virginia Beach, VA | $226,856,514 | $70,077,492 |
Menno-Haven Inc Chambersburg, PA | $224,712,119 | $60,604,024 |