LUTHERAN HILLSIDE VILLAGE INC C/O … - Form 990 Financial Data

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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

1960

Legal Domicile

Principal Officer

ADAM MARLES

Phone

3149689313

Tax Period

2022-01-01 to 2022-12-31

LUTHERAN HILLSIDE VILLAGE INC C/O LUTHERAN SENIOR SERVICES, founded in 1960, is a mid-sized nonprofit that reported $24.2M in total revenue in fiscal year 2022. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

TO ADDRESS AND MEET THE NEEDS OF AGED PERSONS, INCLUDING HOUSING, HEALTHCARE, AND FINANCIAL SECURITY.

Program Service Accomplishments

Program 1

Expenses: $19,486,627 Revenue: $21,736,438

OPERATION OF A LIFE PLAN COMMUNITY THAT OFFERS A CONTINUUM OF CARE THAT INCLUDES 126 INDEPENDENT LIVING APARTMENTS, 48 PATIO HOMES, 63 ASSISTED LIVING UNITS, 20 ASSISTED LIVING MEMORY CARE UNITS AND 88 SKILLED NURSING BEDS, WHICH INCLUDE 18 MEDICAID CERTIFIED BEDS. BENEVOLENT CARE ASSISTANCE IS ALSO PROVIDED, WHICH INCLUDES MEDICAID CONTRACTUAL ALLOWANCES. TOTAL BENEVOLENT CARE ASSISTANCE PROVIDED WAS $611,416 , OF WHICH, $611,416 IS OFFSETTING PROGRAM SERVICE REVENUE.THE CORPORATION'S RESIDENTIAL FACILITIES AND PROGRAMS ARE SPECIFICALLY DESIGNED TO MEET AND MAINTAIN ITS AGED RESIDENTS PHYSICAL AND EMOTIONAL WELL-BEING, AS WELL AS MEET THEIR RECREATIONAL, SOCIAL, AND RELIGIOUS NEEDS.

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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%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $2,133,816

Program Service Revenue $21,736,438

Investment Income $151,553

Other Revenue $204,560

TOTAL REVENUE $24,226,367

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,694,782

Fundraising Expenses $0

Program Expenses $19,486,627

Other Expenses $14,283,817

TOTAL EXPENSES $24,978,599

Year-over-Year Comparison

	2022	2021	Change
Revenue	$24,226,367	$21,651,382	+0.1%
Expenses	$24,978,599	$23,453,244	+0.1%
Net Income	$-752,232	$-1,801,862	-0.6%

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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

373

Volunteers

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

$3,242,596

Total Directors

$359,350

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GARRY ANDERSON	CHIEF OPERATING OFFICER	1.00	Officer Director	$0	$28,172	$359,350
PEPPER BAUER	DIRECTOR	1.00	Director	$0	$0	$0
LINDA COURI	DIRECTOR	1.00	Director	$0	$0	$0
KRISTI EMBRY	DIRECTOR	1.00	Director	$0	$0	$0
CONNIE IVERSON	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL JONES	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
MICHAEL LELM	DIRECTOR	1.00	Director	$0	$0	$0
LISA MACK	DIRECTOR	1.00	Director	$0	$0	$0
REV JOHN ROTHFUSZ	DIRECTOR	1.00	Director	$0	$0	$0
REV LISA STRADER	DIRECTOR	1.00	Director	$0	$0	$0
BEVERLY TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
CINDY WEGNER	DIRECTOR	1.00	Director	$0	$0	$0
JIM YOCUM	DIRECTOR	1.00	Director	$0	$0	$0
ADAM MARLES	PRESIDENT AND CEO	1.00	Officer	$0	$30,824	$465,932
BECKY ZIMMER	EX DIR OF PLANNED GIVING	1.00	Officer	$0	$4,794	$134,525
BEN CAFFEY	EX DIR OF REVENUE ENHANCEMENT	1.00	Officer	$0	$17,279	$170,155
BRIAN REINHOLD	VP RISK/ SAFETY/ COMPLIANCE	1.00	Officer	$0	$33,711	$201,293
CHAD SNEED	CHIEF FINANCIAL OFFICER	1.00	Officer	$0	$34,816	$344,736
COLLEEN BOTTENS	VP HCBS	1.00	Officer	$0	$29,494	$209,618
JOSH KING	VP OF INFORMATION TECHNOLOGY	1.00	Officer	$0	$32,909	$207,205
LISA NORWINE	CHIEF ADVANCEMENT OFFICER	1.00	Officer	$0	$29,156	$325,052
LISA WILLIAMS	SR VP OF WORKFORCE EXCELLENCE	1.00	Officer	$0	$8,785	$224,081
MARYANNE WALLACE	EX DIR OF MARKETING & COMMUNICATION	1.00	Officer	$0	$22,473	$144,545
SHELLY HEIDEN	EXECUTIVE DIRECTOR	40.00	Officer	$0	$15,639	$157,922
VALERIE COOPER	VP OF LIFE PLAN COMMUNITIES	1.00	Officer	$0	$29,657	$226,006
BETH RUSERT	CHIEF EXPERIENCE OFFICER	1.00	Officer	$0	$654	$72,176
AMY THOMAS	CONTROLLER	1.00	Highest	$0	$7,284	$161,184
MARY HEMPHILL	RN	1.00	Highest	$0	$12,538	$176,722
RACHEL LITTLE	DIR OF CLINICAL COMPLIANCE	1.00	Highest	$0	$9,649	$165,657
TODD YOUNG	NETWORK DIRECTOR	1.00	Highest	$0	$6,116	$158,260
DENIS THIEN	DIR OF BENEFITS & COMPENSATION	1.00	Highest	$0	$13,269	$151,084

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
2022	$24,226,367	$24,978,599	No data	$-752,232
2021	$21,651,382	$23,453,244	$68,145,212	$-1,801,862
2020	$22,596,139	$23,520,692	$69,285,613	$-924,553
2019	$25,207,684	$22,590,448	$71,590,015	$2,617,236
2018	$21,417,923	$22,191,822	$65,513,359	$-773,899

LUTHERAN HILLSIDE VILLAGE INC C/O LUTHERAN SENIOR SERVICES