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)

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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

THE LUTHERAN VILLAGE AT MILLER'S GRANT 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 Service Accomplishments

Program 1
Expenses: $19,689,944 Revenue: $24,065,554

THE LUTHERAN VILLAGE AT MILLER'S GRANT OFFERS THE AGING ADULT QUALITY SERVICES ON A PROPERLY AND BEAUTIFULLY MAINTAINED CAMPUS WHERE QUALITY OF LIFE AND A SPIRIT OF COMMUNITY ARE EMPHASIZED...

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THE LUTHERAN VILLAGE AT MILLER'S GRANT OFFERS THE AGING ADULT QUALITY SERVICES ON A PROPERLY AND 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 IN ACCORD WITH AREA HOME VALUES. HEALTH, WELLNESS, AND FITNESS PROGRAMMING IS INCLUDED IN MONTHLY FEES, AS IS ACCESS TO AN ART STUDIO, INDOOR POOL, AND WOODSHOP. RESIDENTS ARE ENCOURAGED TO ENGAGE IN ALL ASPECTS OF WELLNESS WITHIN THE COMMUNITY AND HAVE ACCESS TO MULTIPLE ACTIVITY ROOMS, A BILLIARDS ROOM, PUB AND VARIOUS LOUNGES. RESIDENCES ARE EQUIPPED WITH AN EMERGENCY CALL SYSTEM. RESIDENTS HAVE ACCESS TO HEALTHCARE SERVICES ON SITE AND VIA THIRD PARTY HEALTHCARE PROFESSIONALS.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. THE COMMUNITY ALSO OFFERS APPETIZING AND NUTRITIONAL DINING SERVICES IN A VARIETY OF VENUES, TRANSPORTATION TO MEDICAL APPOINTMENTS WITHIN A RADIUS OF THE COMMUNITY, SHOPPING EXCURSIONS, AND HOUSEKEEPING SERVICES. THE LUTHERAN VILLAGE AT MILLER'S GRANT ENCOURAGES RESIDENT PARTICIPATION IN ALL OF ITS ACTIVITIES AND ENDEAVORS TO PROVIDE PROGRAMMING TO MEET THE INTERESTS OF ITS DIVERSE POPULATION. ALL LEVELS OF RESIDENCY ARE SUPPORTED BY ON-CAMPUS ACCESS TO MEDICAL CARE, THERAPY SERVICES, DIVERSE RELIGIOUS SERVICES, AND SALON SERVICES. THE LUTHERAN VILLAGE AT MILLER'S GRANT CURRENTLY PROVIDES RESIDENTIAL LIVING WITH 205 APARTMENTS AND 36 HOMES TOTALING 241 INDEPENDENT LIVING UNITS. 20 ASSISTED LIVING SUITES AND 12 SKILLED NURSING BEDS ARE AVAILABLE FOR LONG-TERM CARE OR SHORT-TERM REHABILITATION. THE LUTHERAN VILLAGE AT MILLER'S GRANT IS DEDICATED NOT ONLY TO ITS RESIDENTS, BUT ALSO TO ITS STAFF, THE HEALTH PROFESSIONS AND THE COMMUNITY AT LARGE. THE PLAN FOR AN ANNUAL RESIDENT APPEAL TO RAISE FUNDS FOR STAFF SCHOLARSHIPS IS WELL UNDERWAY TO SUPPORT STAFF IN THEIR PROFESSIONAL AND ACADEMIC DEVELOPMENT. THE VILLAGE OFFERS SUPPORT TO OTHER NON-PROFIT ORGANIZATIONS IN THE COMMUNITY THROUGH SPONSORSHIP OF EVENTS AND PROFESSIONAL AFFILIATIONS. STAFF IS ENCOURAGED TO SERVE THE COMMUNITY THROUGH ADVISORY OR LEADERSHIP ROLES IN THE NON-PROFIT SECTOR. AS THE VILLAGE MATURES, IT WILL PROVIDE DIRECT BENEVOLENT CARE TO RESIDENTS WHO MEET CERTAIN CRITERIA WITHOUT CHARGE OR AT AMOUNTS LESS THAN ESTABILISHED TO HELP FUND THIS NEED.RESIDENTIAL LIVING - THE VILLAGE OFFERS THE AGING ADULT 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 CONSISTENT WITH THE SURROUNDING COMMUNITY HOUSING VALUES. HEALTH, WELLNESS, AND FITNESS PROGRAMMING IS INCLUDED IN MONTHLY FEES. RESIDENTS ARE ENCOURAGED TO ENGAGE IN ALL ASPECTS OF WELLNESS. RESIDENCES ARE EQUIPPED WITH ACCESS THROUGH A CALL SYSTEM. HEALTH CARE AND ASSISTED LIVING - THE ASSISTED LIVING AND SKILLED NURSING WINGS OF THE LUTHERAN VILLAGE AT MILLER'S GRANT ARE FULLY LICENSED. THE VILLAGE PROVIDES QUALITY ASSISTED LIVING, REHABILITATION AND SKILLED NURSING CARE IN A COMFORTABLE ENVIRONMENT TO ALL RESIDENTS, INCLUDING THOSE WHO HAVE OUTLIVED THEIR ASSETS OR WHOSE ANNUAL INCOME IS NO LONGER SUFFICIENT TO MEET EXPENSES. EARNINGS FROM A RESTRICTED ENDOWMENT WILL BE USED TO SUBSIDIZE RESIDENTS AS NEEDS ARE DEMONSTRATED. THE VILLAGE PARTICIPATES IN MEDICARE AND HAS APPLIED FOR MEDICAID. THE VILLAGE ALSO PARTICIPATES IN THE HOWARD COUNTY MODERATE INCOME HOUSING UNIT PROGRAM.ADDITIONAL SUPPORT SERVICES - RESIDENTIAL LIVING IS CURRENTLY SUPPORTED BY ON-CAMPUS ACCESS TO MEDICAL CARE (INCLUDING PRIMARY CARE PHYSICIANS, PODIATRY, DERMATOLOGY, AUDIOLOGY, LAB SERVICES AND RADIOLOGY), NUTRITIONAL FOOD SERVICE, TRANSPORTATION, HOUSEKEEPING SERVICES, THERAPY SERVICES AND DIVERSE RELIGIOUS SERVICES.

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Trantor Score

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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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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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