Nonprofit · EIN 52-1127007
CARROLL LUTHERAN VILLAGE INC
Also known as STEVEN POWELL
Tax-exempt · WESTMINSTER, MD 21158
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $41,119,308 | $40,022,762 | $1,096,546 | $123,513,869 | $100,981,883 | $22,531,986 |
| June 30, 2024 | 990 | $38,172,021 | $37,722,782 | $449,239 | $117,798,877 | $96,384,367 | $21,414,510 |
| June 30, 2023 | 990 | $33,173,566 | $34,438,053 | -$1,264,487 | $114,532,146 | $92,995,835 | $21,536,311 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $532,042
- Program service revenue
- $38,312,325
- Investment income
- $1,712,895
- Net rental income
- $178,931
- Net gain from sales of assets
- $2,532
- Net income from fundraising events
- -$17,197
- Net income from sales of inventory
- -$4,432
- Other revenue
- $562,046
Expenses
- Grants and similar amounts paid
- $64,385
- Other salaries and wages
- $13,239,992
- Salaries, compensation and benefits (total)
- $17,312,630
- Professional fundraising fees
- $0
- Legal fees
- $36,132
- Occupancy
- $4,296,429
- Travel
- $111,800
- Depreciation
- $5,333,906
- Program services (functional)
- $32,943,690
- Management and general (functional)
- $6,415,172
- Fundraising (functional)
- $663,900
Balance sheet and other
- Total assets, start of year
- $117,798,877
- Total assets, end of year
- $123,513,869
- Total liabilities, end of year
- $100,981,883
- Net assets, end of year
- $22,531,986
- Land, buildings and equipment
- $77,986,337
- Publicly traded securities
- $35,969,502
- Net assets without donor restrictions
- $11,218,490
- Net assets with donor restrictions
- $11,313,496
- Gross unrelated business income
- $52,605
- Gross receipts
- $41,901,726
- Employees
- 488
- Volunteers
- 284
- Year formed
- 1981
- State of legal domicile
- MD
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEFFREY W BRANCH | PRESIDENT/CEO Officer | 16 | $0 | $527,238 | $35,504 |
| STEVEN POWELL | VP FINANCE Officer | 16 | $0 | $272,812 | $8,369 |
| KENNETH CONNELLY | VP OF OPERATIONS Officer | 16 | $0 | $236,046 | $28,218 |
| HEATHER HOWLETT | DIRECTOR OF HEALTH SERVICES Highest-paid employee | 40 | $164,516 | $0 | $10,312 |
| ANN MCDERMOTT | ASSOCIATE EXECUTIVE DIRECTOR Highest-paid employee | 40 | $159,695 | $0 | $14,078 |
| KERRIE ROMERIL | DIRECTOR OF NURSING Highest-paid employee | 40 | $154,784 | $0 | $5,216 |
| CHRISTINE SEITZ | DIRECTOR OF SALES Highest-paid employee | 40 | $125,739 | $0 | $4,023 |
| CATHERINE VALENTINE | RN MDS CARE PLAN COORDINATOR Highest-paid employee | 40 | $114,375 | $0 | $3,867 |
| DAVID BOLLINGER | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| DAVID MORGAN | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JOSEPH CONKLIN | BOARD Trustee or director | 2 | $0 | $0 | $0 |
| JENNI GLENNON | BOARD Trustee or director | 2 | $0 | $0 | $0 |
| JOHN OLSH | BOARD Trustee or director | 2 | $0 | $0 | $0 |
| NEIL SALONEN | BOARD Trustee or director | 2 | $0 | $0 | $0 |
| JAMES SCHWARTZ | BOARD Trustee or director | 2 | $0 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DOT SISLER | BOARD Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEFFREY W BRANCH | PRESIDENT/CEO Officer | 16 | $0 | $490,990 | $20,468 |
| STEVEN POWELL | VP FINANCE Officer | 16 | $0 | $247,307 | $11,032 |
| KENNETH CONNELLY | VP OF OPERATIONS Officer | 16 | $0 | $225,773 | $17,481 |
| ANN MCDERMOTT | ASSOCIATE EXECUTIVE DIRECT Highest-paid employee | 40 | $149,740 | $0 | $9,111 |
| KERRIE ROMERIL | DIRECTOR OF NURSING Highest-paid employee | 40 | $148,130 | $0 | $6,770 |
| TAMMY PORTER | REGISTERED NURSE Highest-paid employee | 40 | $111,396 | $0 | $4,140 |
| CHARLOTTE SCHAFFER | CHARGE NURSE Highest-paid employee | 40 | $107,378 | $0 | $6,309 |
| SABRINA HUDICKA | ASSISTANT DIRECTOR OF NURSING & INFECTION PREVENTI Highest-paid employee | 40 | $101,058 | $0 | $10,582 |
| DAVID BOLLINGER | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| DAVID MORGAN | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| DONALD B MEYERS | SECRETARY/TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JOHN OLSH | BOARD Trustee or director | 2 | $0 | $0 | $0 |
| JENNI GLENNON | BOARD Trustee or director | 2 | $0 | $0 | $0 |
| DOT SISLER | BOARD Trustee or director | 2 | $0 | $0 | $0 |
| JOSEPH CONKLIN | BOARD Trustee or director | 2 | $0 | $0 | $0 |
| NEIL SALONEN | BOARD Trustee or director | 2 | $0 | $0 | $0 |
| JAMES SCHWARTZ | BOARD Trustee or director | 2 | $0 | $0 | $0 |
| VIRGINIA HARRISON UNTIL 1023 | BOARD Trustee or director | 2 | $0 | $0 | $0 |
| SHARON MCCLERNAN UNTIL 1023 | BOARD Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 17 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEFFREY W BRANCH | PRESIDENT/CEO Officer | 16 | $0 | $451,429 | $30,183 |
| STEVEN POWELL | VP FINANCE Officer | 16 | $0 | $235,176 | $11,509 |
| KENNETH CONNELLY | VP OF OPERATIONS Officer | 16 | $0 | $198,302 | $21,459 |
| ANN MCDERMOTT | ASSOCIATE EXECUTIVE DIRECT Highest-paid employee | 40 | $139,745 | $0 | $12,652 |
| KERRIE ROMERIL | DIRECTOR OF NURSING Highest-paid employee | 40 | $140,415 | $0 | $2,616 |
| KRISTINA CATON | RN RESIDENT CARE SUPERVISOR Highest-paid employee | 40 | $123,962 | $0 | $4,806 |
| JENNIFER MILLER | DIRECTOR OF HEALTHCARE Highest-paid employee | 40 | $107,515 | $0 | $18,833 |
| ROSS BAKER | DIRECTOR OF FACILITIES Highest-paid employee | 40 | $104,040 | $0 | $16,346 |
| DAVID BOLLINGER | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| DAVID MORGAN | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| DONALD B MEYERS | SECRETARY/TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| SHARON MCCLERNAN | BOARD Trustee or director | 2 | $0 | $0 | $0 |
| VIRGINIA HARRISON | BOARD Trustee or director | 2 | $0 | $0 | $0 |
| DOT SISLER | BOARD Trustee or director | 2 | $0 | $0 | $0 |
| JOSEPH CONKLIN | BOARD Trustee or director | 2 | $0 | $0 | $0 |
| NEIL SALONEN | BOARD Trustee or director | 2 | $0 | $0 | $0 |
| JAMES SCHWARTZ | BOARD Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 300 SAINT LUKE CIR, WESTMINSTER, MD 21158-4174
- In care of
- % STEVEN POWELL
- Principal officer (990 for 2024)
- JEFFREY W BRANCH, 300 SAINT LUKE CIRCLE, WESTMINSTER, MD 21158
- Signed the 990
- JEFFREY W BRANCH, PRESIDENT/CEO
- Phone
- (410) 848-0090
- Return prepared by
- RKL LLP
Mission
LUTHERAN SOCIAL MINISTRIES IS ORGANIZED TO RECEIVE AND ADMINISTER FUNDS FOR, TO ESTABLISH, MAINTAIN, SUPERVISE, COORDINATE, ASSIST AND PERFORM PLANNING AND OTHER FUNCTIONS FOR THE BENEFIT OF, OR TO CARRY OUT THE CHARITABLE, EDUCATIONAL, AND SERVICE PURPOSES OF THE SUPPORTED ORGANIZATIONS.
Program accomplishments
- RESIDENTAL LIVING - THE VILLAGE OFFERS SENIORS 60 YEARS OF AGE AND OLDER ACCESS TO QUALITY SERVICES ON A 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. RESIDENTS HAVE ACCESS TO ON SITE MEDICAL SERVICES. THE VILLAGE RESIDENTIAL LIVING PROGRAM HAD 121,845 CENSUS DAYS DURING THE YEAR, WHICH REPRESENTS 84.30% OCCUPANCY.Expenses $16,510,473 · revenue $19,201,085
- 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). 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 22,830 HEALTHCARE CENSUS DAYS, WHICH REPRESENTS 60.73% OCCUPANCY, AND 14,487 ASSISTED LIVING CENSUS DAYS, WHICH REPRESENTS 79.38% OCCUPANCY.Expenses $14,790,776 · grants $64,385 · revenue $17,201,140
- 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 ADMINISTRERED 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 HAVNING GNA INTERNS WORK IN OUR SKILLED AND ASSISTED LIVING UNITS. ORGANIZATIONAL GOVERNANCE IS ACHIEVED BY VOLUNTEER BOARD MEMBERS WITH SKILLSETS THAT COMPLIMENT THE NEED AND MISSION OF THE ORGANIZATION. BOARD MEMBERS INCLUDE TWO RESIDENT BOARD MEMBERS. THE RESIDENT ASSOCIATION IS ENCOURAGED TO PARTNER WITH MANAGEMENT TO ENHANCE RESIDENT LIFE AND OTHER SERVICES.Expenses $1,642,441 · revenue $1,910,100
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 52-1127007
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1980
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Assets (IRS master file)
- $123,513,869
- Income (IRS master file)
- $41,901,726
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $41,119,308 | $40,022,762 | $123,513,869 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $38,172,021 | $37,722,782 | $117,798,877 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $33,173,566 | $34,438,053 | $114,532,146 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $33,951,883 | $34,118,190 | $102,545,420 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-1127007).
Questions about CARROLL LUTHERAN VILLAGE INC
- What is the EIN of CARROLL LUTHERAN VILLAGE INC?
- The employer identification number (EIN) of CARROLL LUTHERAN VILLAGE INC is 52-1127007.
- Is CARROLL LUTHERAN VILLAGE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to CARROLL LUTHERAN VILLAGE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CARROLL LUTHERAN VILLAGE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CARROLL LUTHERAN VILLAGE INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CARROLL LUTHERAN VILLAGE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CARROLL LUTHERAN VILLAGE INC?
- The 990 for the year ended June 30, 2025 names JEFFREY W BRANCH.
- Who are the officers and directors of CARROLL LUTHERAN VILLAGE INC?
- The 990 for the year ended June 30, 2025 lists 16 people; 5 received compensation from the organization.
- How much revenue does CARROLL LUTHERAN VILLAGE INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $41,119,308, expenses of $40,022,762 and total assets of $123,513,869 at year end.
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