LUTHERAN VILLAGE AT MILLER'S GRANT

EIN: 320154392 501(c)(3) Housing & Shelter

WESTMINSTER, MD

Total Revenue
$27,966,741
Total Expenses
$25,070,877
Total Assets
$202,904,977
Net Assets
$-9,922,312
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2005
Legal Domicile
MD
Principal Officer
JEFFREY W BRANCH
Phone
4108480090
Tax Period
2024-07-01 to 2025-06-30

LUTHERAN VILLAGE AT MILLER'S GRANT, founded in 2005, is a mid-sized nonprofit in the Housing & Shelter sector that reported $28.0M in total revenue in fiscal year 2024. Expenses of $25.1M left a modest 10% surplus.

Mission

RESIDENTIAL, ASSISTED AND SKILLED CARE TO RESIDENTS OVER THE AGE OF 60.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $637,852
Program Service Revenue $24,065,554
Investment Income $3,135,250
Other Revenue $128,085
TOTAL REVENUE $27,966,741

Expense Breakdown

Grants Paid $43,509
Salaries & Benefits $6,944,167
Fundraising Expenses $34,038
Program Expenses $19,689,944
Other Expenses $18,083,201
TOTAL EXPENSES $25,070,877

Year-over-Year Comparison

2024 2023 Change
Revenue $27,966,741 $27,632,287 +0.0%
Expenses $25,070,877 $25,015,163 +0.0%
Net Income $2,895,864 $2,617,124 +0.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
9
Independent Members
9
Employees
297
Volunteers
60

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
$1,322,951
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
4
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DOROTHY PLANTZ CHAIR 1.00
Officer Director
$0 $0 $0
BOB MUIR VICE CHAIR 1.00
Officer Director
$0 $0 $0
GEORGE CONKLIN UNTIL 1024 BOARD 1.00
Director
$0 $0 $0
RICHARD FUNKE BOARD 1.00
Director
$0 $0 $0
JIM GEIER BOARD 1.00
Director
$0 $0 $0
SANDY HORNOR BOARD 1.00
Director
$0 $0 $0
KEN HUNTER BOARD 1.00
Director
$0 $0 $0
ANDRE LINGHAM BOARD 1.00
Director
$0 $0 $0
PAUL MILLER BOARD 1.00
Director
$0 $0 $0
GAIL SANDERS BOARD 1.00
Director
$0 $0 $0
KENNETH CONNELLY VP OF OPERATIONS 16.00
Officer
$0 $28,218 $264,264
STEVEN POWELL VP OF FINANCE 16.00
Officer
$0 $8,369 $281,181
JEFFREY W BRANCH PRESIDENT/CEO 16.00
Officer
$0 $35,504 $562,742
MICHELLE ROSENHEIM EXECUTIVE DIRECTOR 40.00
Officer
$201,303 $13,461 $214,764
SHEETAL PATEL DIRECTOR OF REHAB SERVICES 40.00
Highest
$116,571 $3,936 $120,507
DONNA SNYDER DIRECTOR OF SALES 40.00
Highest
$110,068 $3,744 $113,812
NICOLE SCHERR DIRECTOR OF HCC 40.00
Highest
$125,708 $11,405 $137,113
BRIAN EDWARD LUTZ DIRECTOR OF FACILITIES 40.00
Highest
$104,502 $11,171 $115,673
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
2025 $27,966,741 $25,070,877 $202,904,977 $2,895,864
2024 No data No data No data No data
2023 $24,811,054 $23,737,835 $134,358,263 $1,073,219
2022 $23,190,166 $23,155,885 $137,650,325 $34,281
2021 $23,586,793 $22,552,314 $146,336,066 $1,034,479
2020 $21,620,215 $21,345,974 $143,630,691 $274,241
2019 $19,731,737 $20,926,224 $150,842,010 $-1,194,487
2018 $16,665,081 $20,584,415 $155,593,105 $-3,919,334
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