2024-08-12T13:22:28-05:00 2023-09-30 440160260 FORVIS MAZARS LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990 2022-10-01 560583139 GLENFLORA GLEN 7046372870 PO BOX 947 SALISBURY NC 28145 KIRBY NICKERSON CFO 7046372870 2024-08-12 1 1 AMY BIBBY P00445891 8282542254 2022 2024-08-08 14:25:15Z X TED GOINS PO BOX 947 SALISBURY NC 28145 6475725 0 9368 X WWW.LSCAROLINAS.NET X 1951 NC EMPOWERED BY CHRIST, WE WALK TOGETHER WITH ALL WE SERVE. 6 6 150 0 0 0 574656 20982 5908032 6402761 163 51982 0 0 6482851 6475725 0 0 0 0 2931662 3636035 0 0 0 2365687 2422667 5297349 6058702 1185502 417023 6603404 6691468 1165864 850098 5437540 5841370 X SEE SCHEDULE O. 0 0 3813165 6402761 GLENFLORA STRIVES TO BE A TRUE HOME FOR ITS RESIDENTS, A PLACE OF COMFORT, SECURITY AND BELONGING. STAFF EMPHASIZE BOTH QUALITY CARE AND QUALITY OF LIFE. MEANINGFUL ACTIVITIES BRING RESIDENTS, STAFF, FAMILIES AND VOLUNTEERS TOGETHER IN A SPIRIT OF FUN AND FELLOWSHIPS. STAFF ARE COMMITTED TO PROVIDING COMPASSIONATE CARE AND PERSONAL ATTENTION TO RESIDENTS WHILE MEETING THE UNIQUE MEDICAL, EMOTIONAL, AND SPIRITUAL NEEDS OF EACH INDIVIDUAL. BECAUSE CHOOSING A NURSING HOME OFTEN COMES AT A DIFFICULT TIME, CHAPLAINS ARE AVAILABLE TO OFFER SUPPORT AND GUIDANCE TO FAMILIES AND RESIDENTS DURING ADMISSION AND THROUGHOUT THEIR STAY. THERE WERE 20,236 PATIENT BED DAYS SERVED DURING THE FISCAL YEAR ENDED 09/30/23. 3813165 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 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 0 0 1 150 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 1 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NC X X KIRBY NICKERSON 7047548228 1416 S MARTIN LUTHER KING STREET SALISBURY NC 28144 TED GOINS CEO/PRESIDENT 1.00 40.00 X X 0 381871 12195 GREGORY HUDGINS CHAIR 1.00 1.00 X 0 0 0 CARY M GRANT VICE CHAIR 1.00 1.00 X 0 0 0 DR CHERRY BEASLEY BOARD MEMBER 1.00 X 0 0 0 DR JOHN ROZIER BOARD MEMBER 1.00 X 0 0 0 KAREN MADDRY SECRETARY 1.00 40.00 X 0 81554 8083 KIRBY NICKERSON CFO 1.00 40.00 X 0 259279 15649 KESHA SMITH CHIEF OPERATING OFFICER 1.00 40.00 X 0 261157 15443 AUSTIN LOCKLEAR EXECUTIVE DIRECTOR 40.00 1.00 X 127317 0 7918 127317 983861 59288 1 0 1 0 0 15682 5300 20982 PROGRAM SERVICE REVENU 900099 6402761 6402761 6402761 51982 51982 6475725 6402761 0 51982 3636035 2545225 1090810 489430 386478 102952 179644 179644 2688 2688 159099 159099 PROFESSIONAL FEES 1017942 622271 395671 OTHER OPERATING EXPENSE 386866 4783 382083 REPAIRS & MAINTENANCE 100629 8940 91689 PHARMACEUTICALS 86369 86369 6058702 3813165 2245537 0 1717210 1159013 1167452 835823 26685 58010 16762 7072800 3930064 3138247 3142736 522485 1510449 6603404 6691468 444959 453344 15682 67306 637917 396754 1165864 850098 X 5437540 5841370 5437540 5841370 6603404 6691468 417023 -13193 0 X X 0 1 X 1 0 X FORM 990 SCHEDULE A PART I GLENFLORA IS A 72-BED EXTENDED CARE FACILITY OFFERING ASSISTED LIVING, SKILLED NURSING, REHABILITATION AND HEALTH-RELATED SERVICES. 553747 553747 5013749 3022579 1991170 1505304 907485 597819 3142736 LIABILITY FOR PENSION BENEFITS 396754 396754 6473237 0 6473237 2488 2488 6475725 6056214 -2488 -2488 6058702 0 6058702 PART XI, LINE 4B - OTHER ADJUSTMENTS: EXPENSES IN REVENUE 2,488. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES IN REVENUE -2,488. X X 0 0 0 0 0 0 0 0 0 TED GOINS CEO/PRESIDENT 0 381371 0 0 0 500 0 6100 0 6095 0 394066 0 0 KESHA SMITH CHIEF OPERATING OFFICER 0 245907 0 15000 0 250 0 5008 0 10435 0 276600 0 0 KIRBY NICKERSON CFO 0 259079 0 0 0 200 0 5214 0 10435 0 274928 0 0 FORM 990, PART I, LINE 1 LUTHERAN SERVICES FOR THE AGING, INC. (LSA) AND ITS AFFILIATED ORGANIZATIONS ARE MINISTRIES OF THE NORTH CAROLINA SYNOD OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA. THE LSA MISSION STATEMENT IS, "EMPOWERED BY CHRIST, WE WALK TOGETHER WITH ALL WE SERVE." LSA OPERATES NURSING HOMES, RETIREMENT COMMUNITIES, ASSISTED LIVING RESIDENCES, AND ADULT DAY SERVICES IN ADDITION TO PROVIDING CARE MANAGEMENT, HOME CARE, AND INFORMATION AND REFERRAL SERVICES IN NORTH CAROLINA. LSA PROVIDES A MINISTRY OF CHRISTIAN CARE TO OLDER ADULTS AND ADULTS WITH DISABILITIES REGARDLESS OF FAITH, RACE, DISABILITY, OR ECONOMIC STATUS. LSA IS MADE UP OF COMPASSIONATE PEOPLE WITH LOVING SPIRITS AND GENEROUS HEARTS. RESIDENTS, STAFF, CLIENTS, PARTICIPANTS, FAMILIES, AND VOLUNTEERS ALL STRIVE TO BE OF SERVICE TO GOD AND THE COMMUNITY. MANY OF THE SENIORS SERVED BY LSA HAVE BEEN SERVICE ORIENTED AND PHILANTHROPICALLY INCLINED THROUGHOUT THEIR LIVES AND CONTINUE TO SEEK OPPORTUNITIES FOR COMMUNITY SERVICE. FOR THE YOUNG-ELDERS OF THE RETIREMENT COMMUNITIES THOSE OPPORTUNITIES ARE ABUNDANT. RESIDENTS THERE LOG IN HUNDREDS OF VOLUNTEER HOURS FOR LOCAL CHURCHES, HABITAT FOR HUMANITY, THE ALZHEIMER'S ASSOCIATION, THE STATE VETERANS HOSPITAL, FUND RAISING FOR CANCER RESEARCH, LITERACY COUNCILS, LOCAL HOSPITALS, FOOD PANTRIES, HOMELESS SHELTERS, THE UNITED WAY, AND MENTORING PROJECTS FOR LOCAL ELEMENTARY SCHOOLS. THEY HAVE PACKED BOXES FOR SAMARITAN'S PURSE, GATHERED COATS FOR KIDS AND COLLECTED CANNED GOODS FOR FOOD PANTRIES. THEY HAVE SEWN, KNITTED, CROCHETED, AND QUILTED COUNTLESS ITEMS FOR CAUSES THROUGHOUT THE STATE AND BEYOND. THE MORE FRAIL ELDERS OF THE LSA NURSING HOMES AND ADULT DAY SERVICES MAY BE LESS VISIBLE, BUT ARE EQUALLY COMMITTED TO COMMUNITY SERVICE. SUPPORTED BY STAFF AND VOLUNTEERS, THEY HAVE HELD BLOOD DRIVES, THEY HAVE HOSTED BREAKFASTS FOR FIRE, POLICE, AND EMERGENCY SERVICE PERSONNEL, COLLECTED SCHOOL SUPPLIES FOR KIDS, AND ADOPTED NEEDY FAMILIES AT CHRISTMAS. THEY, TOO, HAVE LOGGED IN HUNDREDS OF HOURS IN PROJECTS FOR LOCAL SCHOOLS AND HOSPITALS, THE ARC, THE ALZHEIMER'S ASSOCIATION, MEALS-ON-WHEELS, THE HUMANE SOCIETY, THE AMERICAN RED CROSS, THE UNITED WAY, AND MORE. LSA ALSO SERVES ITS COMMUNITIES BY WORKING COLLABORATIVELY WITH COLLEGES AND UNIVERSITIES THROUGHOUT NORTH CAROLINA INCLUDING CATAWBA AND LIVINGSTONE COLLEGES; CATAWBA VALLEY, GASTON, ROWAN-CABARRUS, STANLY, CALDWELL AND FORSYTH COMMUNITY COLLEGES; APPALACHIAN STATE, WINSTON-SALEM STATE, LENOIR-RHYNE AND DUKE UNIVERSITIES; AND THE UNIVERSITY OF NORTH CAROLINA AND HOOD THEOLOGICAL SEMINARY. THESE COLLABORATIVE EFFORTS FOSTER GROWTH AND COOPERATION, AND ULTIMATELY IMPROVE THE QUALITY OF LIFE FOR THE INSTITUTIONS AND THE COMMUNITIES. LSA ALSO ENCOURAGES COMMUNITY MEMBERS TO SEEK VOLUNTEER, EDUCATIONAL, AND SPIRITUAL OPPORTUNITIES THROUGH ITS MINISTRIES. THE MINISTRIES OF LSA ARE ACTIVE, BUSY PLACES WHERE MULTIPLE GENERATIONS MEET IN A SPIRIT OF FUN, FELLOWSHIP AND COOPERATION. COMMUNITY EDUCATION OPPORTUNITIES ARE ALWAYS AVAILABLE ON TOPICS SUCH AS ADULT DAY CARE, ALZHEIMER'S DISEASE, MEDICAID, MEDICARE, HEALTHCARE DIRECTIVES AND MORE. FORM 990, PART VI, SECTION A, LINE 3 LSA MANAGEMENT, INC. PROVIDES ADMINISTRATIVE SUPPORT, MANAGEMENT, ACCOUNTING, INFORMATION TECHNOLOGY, AND RESOURCE DEVELOPMENT SERVICES TO LUTHERAN SERVICES FOR THE AGING AND ITS AFFILIATES. SEE SCHEDULE R, PART V. FORM 990, PART VI, SECTION A, LINE 4 THERE WAS A CHANGE IN THE ORGANIZATIONAL STRUCTURE TO BECOME A LUTHERAN SERVICES CAROLINAS' AFFILIATE AFTER 09/30/2022. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN REVIEWED BY THE CHIEF FINANCIAL OFFICER, BEFORE MADE AVAILABLE TO THE BOARD OF DIRECTORS VIA A WEBSITE PORTAL. THE BOARD OF DIRECTORS REVIEW AND COMMENT ON THE FORM 990. ANY MATTERS ARE RAISED TO THE OUTSIDE ACCOUNTANTS FOR COLLABORATION AND ULTIMATE RESOLUTION. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS RECEIVE A BOARD MANUAL AS PART OF ORIENTATION WHEN THEY JOIN THE BOARD WHICH INCLUDES THE CORPORATE COMPLIANCE POLICY AND BYLAWS. BOTH THE POLICY AND THE BYLAWS ADDRESS CONFLICT OF INTEREST. THEREAFTER, ANNUALLY, THE BOARD OF DIRECTORS RECEIVE CORPORATE COMPLIANCE TRAINING AND COMPLETE A CONFLICT OF INTEREST DISCLOSURE. FORM 990, PART VI, SECTION B, LINE 15 ALL COMPENSATION LIMITS ARE COMPARED TO STATE AND NATIONAL RANGES BASED ON FACILITY SIZE AND EXPERIENCE OF STAFF. THE BOARD OF DIRECTORS APPROVE THE COMPENSATION OF THE CEO/PRESIDENT WHICH IS PAID BY THE MANAGING ORGANIZATION OF THE CONTROL GROUP. ALL COMPENSATION LIMITS ARE COMPARED TO STATE AND NATIONAL RANGES BASED ON FACILITY SIZE AND EXPERIENCE OF STAFF. THE CEO/PRESIDENT APPROVES THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES. OFFICERS OF THE CONTROLLED GROUP ARE PAID BY THE MANAGING ORGANIZATION AND CERTAIN ORGANIZATIONS WITHIN THE CONTROL GROUP ALSO COMPENSATE KEY EMPLOYEES DIRECTLY. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 ARE POSTED ON GUIDESTAR AND AVAILABLE UPON REQUEST AT THE LSA OFFICE LOCATED IN SALISBURY, NC. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION ONLY MAKES ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGES FROM THE PRIOR YEAR. ABUNDANT LIVING ADULT DAY SERVICES PO BOX 947 SALISBURY NC 28145 561884652 ADULT DAY NC 501(C)(3) LINE 10 LSA INC 1 LFS REAL PROPERTIES INC PO BOX 2369 SALISBURY NC 28145 581820383 REAL ESTATE NC 501(C)(2) LFS INC 1 LSA ELMS AT TANGLEWOOD INC PO BOX 947 SALISBURY NC 28145 263735637 ASSIST LVG NC 501(C)(3) LINE 10 LSA INC 1 LSA ELMS PROPERTY INC PO BOX 947 SALISBURY NC 28145 263739962 LEASING NC 501(C)(3) LINE 10 LSA INC 1 LSA MANAGEMENT INC PO BOX 947 SALISBURY NC 28145 201457236 MANAGEMENT NC 501(C)(3) LINE 10 LSA INC 1 LSA PHARMACY INC PO BOX 947 SALISBURY NC 28145 201457251 PHARMACY NC 501(C)(3) LINE 10 LSA INC 1 LUTHERAN FAMILY SERVICES IN THE CAROLINAS PO BOX 2369 SALISBURY NC 28145 561286323 COMM SVC NC 501(C)(3) LINE 10 NC & SC SYNOD OF ECLA 1 LUTHERAN HOME - FORSYTH COUNTY INC PO BOX 947 SALISBURY NC 28145 263328029 NURSING NC 501(C)(3) LINE 10 LSA INC 1 LUTHERAN HOME AT TRINITY OAKS INC PO BOX 947 SALISBURY NC 28145 201457824 NURSING NC 501(C)(3) LINE 10 LSA INC 1 LUTHERAN HOME - ALBEMARLE INC PO BOX 947 SALISBURY NC 28145 201457298 NURSING NC 501(C)(3) LINE 10 LSA INC 1 LUTHERAN HOME - WILMINGTON INC PO BOX 947 SALISBURY NC 28145 260158686 NURSING NC 501(C)(3) LINE 10 LSA INC 1 LUTHERAN HOME - WINSTON-SALEM INC PO BOX 947 SALISBURY NC 28145 561500212 NURSING NC 501(C)(3) LINE 10 LSA INC 1 LUTHERAN HOME ALBEMARLE PROPERTY INC PO BOX 947 SALISBURY NC 28145 201457273 LEASING NC 501(C)(3) LINE 10 LSA INC 1 LUTHERAN HOME AT TRINITY OAKS PROPERTY INC PO BOX 947 SALISBURY NC 28145 201457796 LEASING NC 501(C)(3) LINE 10 LSA INC 1 LUTHERAN HOME - HICKORY INC PO BOX 947 SALISBURY NC 28145 201457341 NURSING NC 501(C)(3) LINE 10 LSA INC 1 LUTHERAN HOME FORSYTH COUNTY PROPERTY INC PO BOX 947 SALISBURY NC 28145 461188488 LEASING NC 501(C)(3) LINE 10 LSA INC 1 LUTHERAN HOME HICKORY PROPERTY INC PO BOX 947 SALISBURY NC 28145 201457319 LEASING NC 501(C)(3) LINE 10 LSA INC 1 LUTHERAN HOME HICKORY WEST PROPERTY INC PO BOX 947 SALISBURY NC 28145 205304712 LEASING NC 501(C)(3) LINE 10 LSA INC 1 LUTHERAN HOME WILMINGTON PROPERTY INC PO BOX 947 SALISBURY NC 28145 260158745 LEASING NC 501(C)(3) LINE 10 LSA INC 1 LUTHERAN HOME WINSTON-SALEM PROPERTY INC PO BOX 947 SALISBURY NC 28145 205304794 LEASING NC 501(C)(3) LINE 10 LSA INC 1 LUTHERAN RETIREMENT CENTER - SALISBURY PO BOX 947 SALISBURY NC 28145 561540214 ASSIST LVG NC 501(C)(3) LINE 10 LSA INC 1 LUTHERAN RETIREMENT CENTER - WILMINGTON PO BOX 947 SALISBURY NC 28145 561500308 INDEP. LVG NC 501(C)(3) LINE 10 LSA INC 1 THE FOUNDATION FOR ABUNDANT LIVING PO BOX 947 SALISBURY NC 28145 561681723 FOUNDATION NC 501(C)(3) LINE 10 LSA INC 1 LUTHERAN SERVICES FOR THE AGING INC PO BOX 947 SALISBURY NC 28145 560752160 PARENT ORG NC 501(C)(3) LINE 10 NC & SC SYNOD OF ECLA 1 LUTHERAN SERVICES PROPERTY INC PO BOX 947 SALISBURY NC 28145 203895886 LEASING NC 501(C)(3) LINE 10 LSA INC 1 LSA THERAPY INC PO BOX 947 SALISBURY NC 28145 461886488 THERAPY NC 501(C)(3) LINE 10 LSA INC 1 TRINITY AT HOME INC PO BOX 947 SALISBURY NC 28145 464838098 NURSING NC 501(C)(3) LINE 10 LSA INC 1 MOUNTAIN RIDGE GROUP HOME INC PO BOX 2369 SALISBURY NC 28145 581782084 GROUP HOME NC 501(C)(3) LINE 10 LFS INC 1 WHITTECAR HOME INC PO BOX 2369 SALISBURY NC 28145 581940152 GROUP HOME NC 501(C)(3) LINE 10 LFS INC 1 LUTHERAN RETIREMENT CENTER - LUTHERIDGE PO BOX 947 SALISBURY NC 28145 581823983 ASSIST LVG NC 501(C)(3) LINE 10 LSA INC 1 TRINITY GUARDIAN SERVICES INC PO BOX 947 SALISBURY NC 28145 474406015 INACTIVE NC 501(C)(3) LINE 10 LSA INC 1 LUTHERAN RETIREMENT CENTER - CLEMMONS INC PO BOX 947 SALISBURY NC 28145 824069577 INDEP. LVG NC 501(C)(3) LINE 10 LSA INC 1 TRINITY TEAM SERVICES PO BOX 947 SALISBURY NC 28145 852020967 INACTIVE NC 501(C)(3) LINE 12A, I LSA INC 1 LUTHERAN RETIREMENT CENTER - HICKORY INC PO BOX 947 SALISBURY NC 28145 863308201 INACTIVE NC 501(C)(3) LINE 10 LSA INC 1 LUTHERAN RETIREMENT CENTER - HICKORY WEST INC PO BOX 947 SALISBURY NC 28145 863314573 INACTIVE NC 501(C)(3) LINE 10 LSA INC 1 ASTON PARK HEALTH CARE CENTER PO BOX 947 SALISBURY NC 28145 560126590 NURSING NC 501(C)(3) LINE 3 LSA INC 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0