SPIRITRUST LUTHERAN FKA LUTHERAN SOCIAL SERVICES

EIN: 231476329 501(c)(3) Human Services

YORK, PA

Total Revenue
$63,045,484
Total Expenses
$71,155,046
Total Assets
$142,143,661
Net Assets
$-13,387,406
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Financial Trends

Organization Details

Formation Year
1951
Legal Domicile
PA
Principal Officer
MELISSA FROWNFELTER
Phone
7178543971
Tax Period
2023-01-01 to 2023-12-31

SPIRITRUST LUTHERAN FKA LUTHERAN SOCIAL SERVICES, founded in 1951, is a mid-sized nonprofit in the Human Services sector that reported $63.0M in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year. Expenses of $71.2M exceeded revenue, resulting in a 13% operating deficit.

Mission

SPIRITRUST LUTHERAN, AN AGENCY OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA, WITNESSES TO THE GOSPEL OF JESUS CHRIST THROUGH ACTS OF SERVING AND CARING.

Program Service Accomplishments

Program 1
Expenses: $62,414,150 Revenue: $60,268,813

ESTABLISHED IN 1951, SPIRITRUST LUTHERAN PROVIDES RESIDENTIAL AND ASSISTED LIVING, NURSING, AND REHABILITATION SERVICES IN SIX SENIOR LIVING COMMUNITIES LOCATED IN YORK, SHREWSBURY, GETTYSBURG...

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ESTABLISHED IN 1951, SPIRITRUST LUTHERAN PROVIDES RESIDENTIAL AND ASSISTED LIVING, NURSING, AND REHABILITATION SERVICES IN SIX SENIOR LIVING COMMUNITIES LOCATED IN YORK, SHREWSBURY, GETTYSBURG, HANOVER, AND CHAMBERSBURG, PENNSYLVANIA. IN ADDITION TO THE SIX RETIREMENT COMMUNITIES, SPIRITRUST LUTHERAN WORKS IN PARTNERSHIP WITH LOCAL ORGANIZATIONS, CONGREGATIONS, VOLUNTEERS, DONORS, EDUCATION PROVIDERS, AND THE BUSINESS COMMUNITY. THE ORGANIZATION PROVIDES VARIOUS COMMUNITY OUTREACH SERVICES INCLUDING DOMESTIC ABUSE SOLUTIONS, FINANCIAL EDUCATION AND COACHING, SENIOR COMPANION, STEPHEN MINISTRY, TOUCH-A-LIFE PROGRAMS, AND VOLUNTEER INCOME TAX ASSISTANCE. SPIRITRUST LUTHERAN LIFE, A WHOLLY-OWNED SUBSIDIARY OF SPIRITRUST LUTHERAN ESTABLISHED IN 2006, OFFERS SENIORS 55 YEARS AND OLDER HEALTH CARE ALTERNATIVES TO RESIDENCY IN A SKILLED NURSING FACILITY THROUGH COMPREHENSIVE MEDICAL AND SOCIAL SERVICES THAT ARE PROVIDED BY A TEAM OF HEALTH PROFESSIONALS AT A SPIRITRUST LUTHERAN LIFE HEALTH CENTER, THE PARTICIPANTS' HOMES, AND/OR AN INPATIENT FACILITY. LIFE LUTHERAN SERVICES OPERATIONS COMMENCED IN 2008. HOME CARE AND HOSPICE SERVICES ARE PROVIDED THROUGHOUT FRANKLIN, PERRY, DAUPHIN, ADAMS, YORK, SCHUYLKILL, BERKS, LEHIGH, LUZERNE, CARBON, NORTHAMPTON, LACKAWANNA AND MONROE COUNTIES IN PENNSYLVANIA AND WASHINGTON, FREDERICK, AND CARROLL COUNTIES IN NORTHERN MARYLAND THROUGH SPIRITRUST LUTHERAN HOME CARE & HOSPICE, INC. A WHOLLY-OWNED SUBSIDIARY. TO ENSURE THAT THOSE WHO ARE NOT ABLE TO LIVE WITHIN THE RETIREMENT COMMUNITIES HAVE SAFE AND SECURE HOUSING, SPIRITRUST LUTHERAN PROVIDES 107 UNITS OF INCOME QUALIFIED HOUSING IN PARTNERSHIP WITH THE UNITED STATES DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT THROUGH THREE SUBSIDIARIES: SHREWSBURY HOUSING, INC., CHAMBERSBURG HOUSING, INC., AND WEST MANHEIM HOUSING, INC. MANY PEOPLE THINK THAT SPIRITRUST LUTHERAN IS ONLY FOR LUTHERANS, BUT THE ORGANIZATION WELCOMES PEOPLE OF ALL FAITHS AND LIFE EXPERIENCES. BEGAN AS A MINISTRY OF THE LUTHERAN CHURCH, SPIRITRUST LUTHERAN HAS GROWN IN SERVICE WELL BEYOND THE LUTHERAN CIRCLE AND SERVES THOSE IN NEED IN THE COMMUNITY, WITHOUT REGARD TO CREED OR BELIEF. THE SPIRITRUST LUTHERAN FOUNDATION, A WHOLLY-OWNED SUBSIDIARY OF SPIRITRUST LUTHERAN, EXISTS TO GROW PHILANTHROPIC SUPPORT OF ALL PROGRAMS AND SERVICES OF SPIRITRUST LUTHERAN. THE FOUNDATION WORKS TO BUILD PHILANTHROPIC RELATIONSHIPS WITH INDIVIDUALS, CONGREGATIONS, BUSINESSES, AND ORGANIZATIONS WHO ARE INTERESTED IN THE SPIRITRUST LUTHERAN MISSION. SPIRITRUST LUTHERAN AND ITS SUBSIDIARIES SERVED 17,541 INDIVIDUALS AND THEIR FAMILIES IN PENNSYLVANIA AND MARYLAND THROUGH RESIDENTIAL CARE, SKILLED CARE, ALTERNATIVE HEALTH CARE PROGRAMS FOR SENIORS, ASSISTED LIVING, HOME CARE, HUD SUBSIDIZED HOUSING, HOSPICE, HOMEMAKER SERVICES, COUNSELING, CASE MANAGEMENT, FAMILY VIOLENCE INTERVENTION, DEAF AND HARD OF HEARING SERVICES, STEPHEN MINISTRY, SENIOR COMPANIONS, FINANCIAL STABILITY PROGRAMS, AND VOLUNTEER PROGRAMS. IN 2023, SPIRITRUST LUTHERAN SERVED THE FOLLOWING NUMBER OF CLIENTS:- CONTINUING CARE RETIREMENT COMMUNITIES - 1,856- COMMUNITY HEALTH SERVICES - 4,698- COMMUNITY OUTREACH SERVICES - 0ADDITIONALLY, 1,536 VOLUNTEERS, PROVIDED 16,013 HOURS OF SERVICE (WHICH INCLUDES 585 AUXILIARY VOLUNTEER HOURS). SPIRITRUST LUTHERAN PROVIDED CHARITY CARE TO ITS PERSONAL CARE RESIDENTS OF APPROXIMATELY $522,000 DURING 2023. IN ADDITION TO THE ABOVE BENEVOLENCE AND USING THE COMMONWEALTH OF PENNSYLVANIA'S AVERAGE WAGE, THE VALUE OF VOLUNTEER SERVICES IS ESTIMATED TO BE $451,466.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,379,022
Program Service Revenue $59,214,803
Investment Income $192,289
Other Revenue $1,259,370
TOTAL REVENUE $63,045,484

Expense Breakdown

Grants Paid $0
Salaries & Benefits $37,623,927
Fundraising Expenses $288,087
Program Expenses $62,414,150
Other Expenses $33,531,119
TOTAL EXPENSES $71,155,046

Year-over-Year Comparison

2023 2022 Change
Revenue $63,045,484 $66,591,789 -0.1%
Expenses $71,155,046 $78,190,066 -0.1%
Net Income $-8,109,562 $-11,598,277 -0.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
10
Independent Members
10
Employees
1172
Volunteers
778

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$774,799
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROBERT A BOWEN BOARD MEMBER - CHAIR 0.50
Officer Director
$0 $0 $0
ANGELA THOMAS BOARD MEMBER - VICE CHAIR 0.50
Officer Director
$0 $0 $0
SAMANTHA SMELTZER BOARD MEMBER - SECRETARY 0.50
Officer Director
$0 $0 $0
DANIEL BRINGMAN BOARD MEMBER - TREASURER 0.50
Officer Director
$0 $0 $0
STEPHANIE KESSLER BOARD MEMBER 0.50
Director
$0 $0 $0
WILLIAM NIENSTEDT BOARD MEMBER 0.50
Director
$0 $0 $0
LAWRENCE YOUNG BOARD MEMBER 0.50
Director
$0 $0 $0
CHRISTOPHER JACKSON BOARD MEMBER 0.50
Director
$0 $0 $0
EDWARD STRALEY BOARD MEMBER 0.50
Director
$0 $0 $0
BISHOP JAMES S DUNLOP BOARD MEMBER 0.50
Director
$0 $0 $0
ROBERT L RUNDLE JR PRESIDENT/CEO 37.50
Officer
$491,452 $29,055 $520,507
MELISSA FROWNFELTER INTERIM PRESIDENT, CEO/COO 37.50
Officer
$240,119 $14,173 $254,292
CRYSTAL HULL VP OF COMMUNICATIONS AND PUBLIC RELATIONS 37.50
Highest
$165,558 $4,917 $170,475
MARCIA WATERS EXECUTIVE DIRECTOR II 37.50
Highest
$165,721 $13,348 $179,069
MELISSA WILLIAMS VP OF SALES AND MARKETING 37.50
Highest
$161,233 $13,537 $174,770
ELIAS MUSISI RN SUPERVISOR 37.50
Highest
$196,905 $10,779 $207,684
NICOLE WATSON VP OF CLINICAL EXCELLENCE 37.50
Highest
$166,151 $24,750 $190,901
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $63,045,484 $71,155,046 $142,143,661 $-8,109,562
2022 $66,591,789 $78,190,066 $151,208,525 $-11,598,277
2021 $71,838,005 $71,170,739 $151,346,375 $667,266
2020 $65,982,514 $77,284,969 $157,568,368 $-11,302,455
2019 $68,085,658 $74,757,943 $160,545,487 $-6,672,285
2018 $64,396,868 $69,062,793 $149,465,016 $-4,665,925
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