Nonprofit · EIN 57-0342978
LUTHERAN HOMES OF SOUTH CAROLINA FOUNDATION INC
Tax-exempt · IRMO, SC 29063
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $3,166,572 | $2,566,968 | $599,604 | $57,818,598 | $452,644 | $57,365,954 |
| September 30, 2024 | 990 | $2,548,541 | $2,557,440 | -$8,899 | $54,011,845 | $224,724 | $53,787,121 |
| September 30, 2023 | 990 | $4,026,901 | $2,571,201 | $1,455,700 | $48,931,503 | $111,433 | $48,820,070 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $1,246,087
- Program service revenue
- $0
- Investment income
- $1,914,692
- Net rental income
- $7,500
- Net gain from sales of assets
- $386,662
- Net income from fundraising events
- -$4,047
- Other revenue
- $5,793
Expenses
- Grants and similar amounts paid
- $1,906,568
- Compensation of officers, directors and key employees
- $351,845
- Other salaries and wages
- $149,586
- Salaries, compensation and benefits (total)
- $563,574
- Professional fundraising fees
- $0
- Occupancy
- $97
- Travel
- $17,172
- Depreciation
- $5,683
- Program services (functional)
- $2,203,503
- Management and general (functional)
- $175,459
- Fundraising (functional)
- $188,006
Balance sheet and other
- Total assets, start of year
- $54,011,845
- Total assets, end of year
- $57,818,598
- Total liabilities, end of year
- $452,644
- Net assets, end of year
- $57,365,954
- Land, buildings and equipment
- $17,817
- Net assets without donor restrictions
- $30,252,180
- Net assets with donor restrictions
- $27,113,774
- Gross receipts
- $3,188,180
- Employees
- 0
- Volunteers
- 40
- Year formed
- 1892
- State of legal domicile
- SC
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Frank Shepke | CEO - LHSC Officer | 1 | $0 | $652,488 | $51,832 |
| Chad Coleman | CFO - LHSC Officer | 1 | $0 | $218,820 | $35,786 |
| Ernest Beck | President and CEO Officer | 40 | $226,511 | $0 | $23,814 |
| Tina DeeDee White | CFO and Sec/Treasurer Officer | 30 | $125,334 | $0 | $12,415 |
| John Balling | Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Susan Boland | Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Beth Trump | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| John Thomason | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Judith Woolly | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Michael Boliek | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Tim Rogers | Board Member Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Frank Shepke | CEO -LHSC Officer | 1 | $0 | $555,583 | $56,843 |
| Parke Horton | FORMER CFO -LHSC Former | 1 | $0 | $233,845 | $23,479 |
| Ernest Beck | President and CEO Officer | 40 | $201,941 | $0 | $17,307 |
| CHARLES COLEMAN | CFO - LHSC Officer | 1 | $0 | $171,845 | $22,331 |
| Tina DeeDee White | Sec/Treas and CFO Officer | 30 | $113,470 | $0 | $9,050 |
| John Balling | Secretary Trustee or director | 1 | $0 | $0 | $0 |
| John Thomason | Board member Trustee or director | 1 | $0 | $0 | $0 |
| Judith Wooly | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Michael W Boliek | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Susan Boland | Chair Trustee or director | 1 | $0 | $0 | $0 |
| Tim Rogers | Board Member Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| FRANK SHEPKE | CEO -LHSC Officer | 1 | $0 | $582,550 | $51,312 |
| PARKE HORTON | CFO - LHSC (THROUGH 06/30/23) Officer | 1 | $0 | $378,815 | $36,195 |
| ERNEST BECK | PRESIDENT AND CEO Officer | 40 | $177,580 | $0 | $15,337 |
| CHARLES COLEMAN | CFO - LHSC (BEG. 07/01/23) Officer | 1 | $0 | $124,052 | $16,667 |
| TINA DEEDEE WHITE | SEC/TREAS AND CFO Officer | 30 | $100,582 | $0 | $8,679 |
| JOHN BALLING | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN BOLAND | CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL W BOLIEK | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| REV DR RICHARD R CAMPBELL SR | SECRETARY Trustee or director | 1 | $0 | $0 | $0 |
| CF CARTER IV | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CAROLYN DONGES | VICE CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| TIM ROGERS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JOHN THOMASON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JUDITH WOOLY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 300 MINISTRY DR, IRMO, SC 29063-2366
- Principal officer (990 for 2024)
- TINA D WHITE, 300 MINISTRY DRIVE, IRMO, SC 29063
- Signed the 990
- TINA D WHITE, SEC/TREASURER AND CFO
- Phone
- (803) 749-5122
- Return prepared by
- Forvis Mazars LLP
Mission
TO SUPPORT THE MINISTRY OF LUTHERAN HOMES OF SOUTH CAROLINA BY ENABLING DONORS, WHO CARE ABOUT OLDER ADULTS AND HOSPICE PATIENTS, TO ACHIEVE THEIR PHILANTHROPIC GOALS AND BY BEING A FAITHFUL STEWARD OF THEIR GIFTS.
Program accomplishments
- CAPITAL PURCHASE FUNDING THE FOUNDATION FUNDS CAPITAL PURCHASES FOR THE FIVE LUTHERAN HOMES OF SC, INC. COMMUNITIES, BEWELL HOME SERVICES AND LUTHERAN HOSPICE TO ENHANCE AND EXPAND THE SERVICES PROVIDED TO RESIDENTS, CLIENTS, AND HOSPICE PATIENTS.Expenses $910,821 · grants $910,821
- RESIDENT GRANT PROGRAM THE FOUNDATION'S RESIDENT GRANT PROGRAM SUBSIDIZED THE CARE OF 28 OLDER RESIDENTS, HOSPICE Patients AND BEWELL CLIENTS SERVED BY LUTHERAN HOMES OF SC, INC. WHO DID NOT HAVE THE RESOURCES TO PAY THE FULL COST OF THEIR CARE.Expenses $499,187 · grants $499,187
- CONTRIBUTIONS THE FOUNDATION RECEIVES ALL CONTRIBUTIONS FOR THE VARIOUS MINISTRIES OF LUTHERAN HOMES OF SC, INC. AND IMMEDIATELY TRANSFERS UP TO $5,000 OF EACH UNRESTRICTED CONTRIBUTION TO THE DESIGNATED MINISTRY TO ENHANCE THE SERVICES AND QUALITY OF CARE PROVIDED TO RESIDENT OR HOSPICE PATIENTS.Expenses $345,893 · grants $345,893
- Additional costs related to program support and salariesExpenses $447,602 · grants $150,667 · revenue $2,340
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 57-0342978
- 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
- 1942
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P110)
- Assets (IRS master file)
- $57,818,598
- Income (IRS master file)
- $3,188,180
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $3,166,572 | $2,566,968 | $57,818,598 | XML |
| 990 | September 2024 | $2,548,541 | $2,557,440 | $54,011,845 | XML |
| 990 | September 2023 | $4,026,901 | $2,571,201 | $48,931,503 | XML |
| 990 | September 2022 | $5,922,264 | $2,637,060 | $47,033,372 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 57-0342978).
Questions about LUTHERAN HOMES OF SOUTH CAROLINA FOUNDATION INC
- What is the EIN of LUTHERAN HOMES OF SOUTH CAROLINA FOUNDATION INC?
- The employer identification number (EIN) of LUTHERAN HOMES OF SOUTH CAROLINA FOUNDATION INC is 57-0342978.
- Is LUTHERAN HOMES OF SOUTH CAROLINA FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1942.
- Are donations to LUTHERAN HOMES OF SOUTH CAROLINA FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LUTHERAN HOMES OF SOUTH CAROLINA FOUNDATION 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 LUTHERAN HOMES OF SOUTH CAROLINA FOUNDATION INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LUTHERAN HOMES OF SOUTH CAROLINA FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of LUTHERAN HOMES OF SOUTH CAROLINA FOUNDATION INC?
- The 990 for the year ended September 30, 2025 names TINA D WHITE.
- Who are the officers and directors of LUTHERAN HOMES OF SOUTH CAROLINA FOUNDATION INC?
- The 990 for the year ended September 30, 2025 lists 11 people; 2 received compensation from the organization.
- How much revenue does LUTHERAN HOMES OF SOUTH CAROLINA FOUNDATION INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $3,166,572, expenses of $2,566,968 and total assets of $57,818,598 at year end.
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