Lutheran Home At Moorestown in Burlington, New Jersey (NJ)

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Lutheran Home At Moorestown
Employer Identification Number (EIN)220643360
Name of OrganizationLutheran Home At Moorestown
Address6 Terri Ln Ste 300, Burlington, NJ 08016-4911
ActivitiesChurch, synagogue, etc
SubsectionReligious Organization
Ruling Date04/1987
DeductibilityContributions are deductible
FoundationChurch
OrganizationAssociation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2008
Assets$10,000,000 to $49,999,999
Income$10,000,000 to $49,999,999
Filing Requirement990 - Not required to file (church)
Asset Amount$27,071,691
Amount of Income$20,021,302
Form 990 Revenue Amount$17,279,563
National Taxonomy of Exempt Entities (NTEE)Human Services - Multipurpose and Other: Senior Continuing Care Communities


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Amount of income in 2008: $20,021,302
Lutheran Home At Moorestown: 

 $20,021,302
Other organizations performing similar types of work: 

 $15,223,418

Assets in 2008: $27,071,691
This organization: 

 $27,071,691
Other organizations performing similar types of work: 

 $27,089,417

Expenses in 2007: $15,457,277
This organization: 

 $15,457,277
Other organizations performing similar types of work: 

 $13,481,543

Income to expenses ratio in 2007: 1.1
This organization: 

 1.1
Other organizations performing similar types of work: 

 1.1

Expenses allocated to program services in 2007: 86.9%
This organization: 

 86.9%
Other organizations performing similar types of work: 

 86.2%

Number of employees in 2007: 257
This organization: 

 257
Other organizations performing similar types of work: 

 269

Employees paid over $50,000 in 2007: 10.1%
This organization: 

 10.1%
Other organizations performing similar types of work: 

 5.2%

Grants share in income in 2007: 1.2%
This organization: 

 1.2%
Other organizations performing similar types of work: 

 0.7%

Financial snapshot ($)

Revenue for 2007

Assets at end of 2007

Expenses for 2007

Functional Expenses for 2007 ($)

Income-Producing Activities for 2007

Revenue, Expenses, and Changes in Net Assets or Fund Balances
2007
Total revenue$17,416,105
Contributions, gifts, grants, and similar amounts received$204,953
Contributions to donor advised funds$0
Direct public support$204,953
Indirect public support$0
Government contributions (grants)$0
Program service revenue including government fees and contracts$16,340,816
Membership dues and assessments$0
Interest on savings and temporary cash investments$73,774
Dividends and interest from securities$139,799
Net rental income or (loss)$51,975
Gross rents$51,975
Less: rental expenses$0
Other investment income$0
Gain or (loss) from sales of assets other than inventory$526,996
Gross amount from sales of assets other than inventory$4,500,000
Less: cost or other basis and sales expenses$3,973,004
Net income or (loss) from special events and activities$0
Gross revenue$0
Less: direct expenses other than fundraising expenses$0
Gross profit or (loss) from sales of inventory$0
Gross sales of inventory, less returns and allowances$0
Less: cost of goods sold$0
Other revenue$77,792
Total expenses$15,457,277
Program services$13,428,666
Management and general$2,028,611
Fundraising$0
Payments to affiliates$0
Net assets or fund balances at end of year$13,760,698
Excess or (deficit) for the year$1,958,828
Net assets or fund balances at beginning of year$0
Other changes in net assets or fund balances$11,801,870
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$15,457,277$13,428,666$2,028,611$0
Grants paid from donor advised funds$0
Other grants and allocations$0
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$118,496$0$118,496$0
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$7,069,064$6,787,216$281,848$0
Pension plan contributions not included above$264,494$240,287$24,207$0
Employee benefits not included above$1,007,373$990,455$16,918$0
Payroll taxes$538,491$511,016$27,475$0
Professional fundraising fees$68,034$0$68,034$0
Accounting fees$47,417$0$47,417$0
Legal fees$9,393$0$9,393$0
Supplies$1,330,543$1,317,637$12,906$0
Telephone$76,935$68,588$8,347$0
Postage and shipping$9,278$3,677$5,601$0
Occupancy$1,197,470$654,252$543,218$0
Equipment rental and maintenance$160,993$130,610$30,383$0
Printing and publications$95,919$31,173$64,746$0
Travel$7,510$5,185$2,325$0
Conferences, conventions, and meetings$12,308$8,451$3,857$0
Interest$180,967$0$180,967$0
Depreciation, depletion, etc.$512,423$512,423$0$0
Other expenses not covered above$2,750,169$2,167,696$582,473$0
Balance Sheets
2007
Total assets$27,785,949
Cash - non-interest-bearing$1,500
Savings and temporary cash investments$7,224,122
Accounts receivable less allowance for doubtful accounts$1,410,172
Pledges receivable less allowance for doubtful accounts$0
Grants receivable$0
Receivables from current and former officers, directors, trustees, and key employees$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0
Other notes and loans receivable less allowance for doubtful accounts$0
Inventories for sale or use$0
Prepaid expenses and deferred charges$725,350
Investments - publicly-traded securities$7,962,322
Investments - other securities$0
Investments - land, buildings, and equipment less accumulated depreciation$0
Investments - other$0
Land, buildings, and equipment less accumulated depreciation$9,444,993
Other assets, including program-related investments$1,017,490
Total liabilities$14,025,251
Accounts payable and accrued expenses$2,241,100
Grants payable$0
Deferred revenue$93,318
Loans from officers, directors, trustees, and key employees$0
Tax-exempt bond liabilities$11,115,000
Mortgages and other notes payable$0
Other liabilities$575,833
Total liabilities and net assets/fund balances$27,785,949
Total net assets or fund balances$13,760,698
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
2007
Total revenue$17,416,105
Total revenue, gains, and other support per audited financial statements$16,962,334
Other expenses$-453,771
Net unrealized gains on investments$-375,584
Donated services and use of facilities$0
Recoveries of prior year grants$0
Other$-78,187
Other revenue$0
Investment expenses$0
Other$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
2007
Total expenses$15,457,277
Total expenses and losses per audited financial statements$15,457,277
Other revenue$0
Donated services and use of facilities$0
Prior year adjustments$0
Losses$0
Other$0
Other expenses$0
Investment expenses$0
Other$0
Current Officers, Directors, Trustees, and Key Employees
Average hours per week devoted to positionCompensationContributions to employee benefit plans & deferred compensation plansExpense account and other allowances
40$99,098$19,398$0
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings17
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?Yes
Does the organization have a written conflict of interest policy?Yes
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?Yes
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 2006257
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$870,336$16,340,816
Program service revenue
Program service revenue 1000000$000$0$3,867,546
Program service revenue 2000000$000$0$0
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$12,473,270
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$73,774$0
Dividends and interest from securities000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$139,799$0
Net rental income or (loss) from real estate
debt-financed property000000$0Real property rental income that does not depend on the income or profits derived by the person leasing the property and is excluded by section 512(b)(3)$51,975$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$0Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))$526,996$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$0Section 501(c)(3) organization - Income from an activity carried on primarily for the convenience of the organization's members, students, patients, visitors, officers, or employees (hospital parking lot or museum cafeteria, for example) (section 513(a)(2))$77,792$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$101,339$4,297$0
$81,758$14,716$0
$85,855$3,189$0
$83,356$3,334$0
$79,420$3,971$0
Total number of other employees paid over $50,00020
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization maintain any donor advised funds?No
Did the organization make any taxable distributions under section 4966?No
Did the organization make a distribution to a donor, donor advisor, or related person?No
The total number of donor advised funds owned at the end of the tax year$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isNot controlled by disqualified persons/supports non private foundation
Type of supporting organizationType II
Information about the supported organizations
Employer identification number (EIN)Name of organizationType of organizationIs the supported organization listed in the supporting organization's governing documents?Amount of support
411568278Evangelical Lutheran Church In AmericaNo$0
Total$0
Support Schedule
2006
Total$0
Gifts, grants, and contributions received$0
Membership fees received$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$0
Net income from unrelated business activities not included above$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0
Other income$0
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Springpoint Senior Living Inc, Group Return4814 Outlook Dr Ste 201, Wall Township, NJ 07753-6812NJ1997-01$165,461,422
2Fellowship Senior Living Inc8000 Fellowship Road, Basking Ridge, NJ 07920-3915NJ1992-05$83,833,857
3The EstaughOne Medford Leas Way, Medford, NJ 08055-2254NJ1994-04$80,920,643
4The Evergreens309 Bridgeboro Rd, Moorestown, NJ 08057-1419NJ1935-07$48,879,678
5Bristol Glen Inc3311 State Route 33, Neptune, NJ 07753-3440NJ1998-11$39,693,900
6Phs Senior Living Inc, Marcus L Ward Home Inc333 Elmwood Ave, Maplewood, NJ 07040-2491NJ1997-01$36,416,071
7United Methodist Homes Of New Jersey3311 Hwy 33, Neptune, NJ 07753-3440NJ1986-01$34,006,042
8The Pines At Whiting509 Rt 530, Whiting, NJ 08759-3145NJ1992-03$33,804,852
9Lutheran Social Ministries At Cranes Mill Inc, Cranes Mill3 Manhattan Dr, Burlington, NJ 08016-4119NJ1996-02$30,574,290
10St Francis Life Care Corporation19 Pocono Road, Denville, NJ 07834-2996NJ1946-03$26,112,024
11Volunteers Of America Inc, Volunteers Of America National Serv7530 Market Place Dr, Eden Prairie, MN 55344-3636MN1963-05$20,753,966
12Village At Marymount5200 Marymount Village Dr, Garfield Hts, OH 44125-2973OH1946-03$18,251,592
13Walker Methodist Health Center Inc3737 Bryant Ave S, Minneapolis, MN 55409-1019MN1953-09$30,879,736
14Wesley Glen Inc5155 N High St, Columbus, OH 43214-1525OH1970-06$22,365,309
15Sarah A Reed Retirement Center227 W 22nd St, Erie, PA 16502-2689PA1988-07$19,597,849
16St Camillus Health Center Inc10101 W Wisconsin Avenue, Wauwatosa, WI 53226-4861WI1946-03$16,103,660
17Yellowwood Acres Inc, Westminster Village Kentuckiana2200 Greentree North, Clarksville, IN 47129-8965IN1984-03$14,507,229
18Shalom Park14800 E Belleview Dr, Aurora, CO 80015-2258CO1986-01$14,093,962
19The Jewish Home Family Inc10 Link Dr, Rockleigh, NJ 07647-2504NJ2007-12$1,415,158
20Logan Square East602 Dutch Neck Rd, East Windsor, NJ 08520-1104NJ1982-01$0
Number of organizations performing similar types of work
Alaska2
Alabama3
Arkansas5
Arizona12
California48
Colorado13
Connecticut21
District of Columbia6
Delaware3
Florida45
Georgia13
Hawaii2
Iowa22
Illinois54
Indiana25
Kansas14
Kentucky10
Louisiana8
Massachusetts16
Maryland26
Maine4
Michigan20
Minnesota41
Missouri22
Montana2
North Carolina23
North Dakota2
Nebraska4
New Hampshire5
New Jersey24
New Mexico1
New York45
Ohio45
Oklahoma4
Oregon12
Pennsylvania93
Rhode Island5
South Carolina8
South Dakota8
Tennessee14
Texas21
Utah2
Virginia23
Vermont1
Washington19
Wisconsin26
West Virginia4
Wyoming1
International2
Total829
20 biggest affiliated organizations
AffiliationNameAddressStateEstablishedTotal Income
SubordinateDiakon Lutheran Social Ministries798 Hausman Road, Allentown, PA 18104-9108PA1963-08$367,166,665
SubordinateCalifornia Lutheran University60 West Olsen Road M/C 1200, Thousand Oaks, CA 91360-2700CA1983-01$188,266,179
SubordinateEcumen3530 Lexington Ave N, Shoreview, MN 55126-8166MN1963-08$140,330,380
SubordinateConcordia College Corporation901 8th St S, Moorhead, MN 56562-0001MN1988-04$131,672,602
SubordinateLutheran Social Services Of Illinois1001 E Touhy Ave Ste 77, Des Plaines, IL 60018-5801IL1963-08$111,429,567
SubordinateLutheran Social Services Of Michigan8131 E Jefferson Ave, Detroit, MI 48214-2610MI1961-11$102,262,272
SubordinateLutheran Social Service Of Minnesota, Swanville Senior CenterPo Box 334, Swanville, MN 56382MN1963-08$95,323,857
SubordinateTexas Lutheran University1000 W Court St, Seguin, TX 78155-5978TX1961-11$62,230,425
SubordinateSpiritrust Lutheran1050 Pennsylvania Ave, York, PA 17404-1983PA1963-08$61,081,928
SubordinateLutheran Social Service Of The South IncPO BOX 140767, Austin, TX 78714-0767TX1961-11$56,815,401
SubordinateEger Health Care And Rehabilitation Center140 Meisner Ave, Staten Island, NY 10306-1236NY1988-04$47,618,146
SubordinateMidland University900 N Clarkson St, Fremont, NE 68025-4254NE1963-08$40,417,775
SubordinateShepherd Of The Valley Lutheran Retirement Services Inc5525 Silica Rd, Austintown, OH 44515-1002OH1985-09$36,238,440
SubordinateLutheran Augustana Center For Extended Care And Rehabilitation, Augustana Lutheran Home For Aged5434 2nd Ave, Brooklyn, NY 11220-2606NY1963-08$34,324,807
SubordinateAllegheny Lutheran Social Ministries Inc998 Logan Blvd, Altoona, PA 16602-4026PA1963-08$28,043,641
SubordinateSt Johns Lutheran Ministries Inc3940 Rimrock Rd, Billings, MT 59102-0141MT1961-11$26,670,944
SubordinateLutheran Social Services Group Inc, Group Return715 Falconer St, Jamestown, NY 14701-1935NY1987-04$24,386,666
SubordinateLutheran Social Services Of South Dakota Inc1601 Milwaukee Avenue Ne, Aberdeen, SD 57401SD1963-08$21,200,235
SubordinateLutheran Home At Moorestown6 Terri Ln Ste 300, Burlington, NJ 08016-4911NJ1987-04$20,021,302
SubordinateEvangelical Lutheran Church In America, Josephine Sunset Home Inc9901 272nd Pl Nw, Stanwood, WA 98292-7449WA1961-11$19,989,110
Number of affiliated organizations
Alaska24
Alabama14
Arkansas14
Arizona86
California325
Colorado76
Connecticut41
District of Columbia11
Delaware9
Florida152
Georgia77
Hawaii10
Iowa388
Idaho32
Illinois414
Indiana124
Kansas96
Kentucky24
Louisiana8
Massachusetts45
Maryland151
Maine8
Michigan202
Minnesota934
Missouri62
Mississippi10
Montana99
North Carolina215
North Dakota344
Nebraska186
New Hampshire12
New Jersey139
New Mexico16
Nevada19
New York299
Ohio349
Oklahoma23
Oregon83
Pennsylvania948
Rhode Island8
South Carolina121
South Dakota202
Tennessee36
Texas324
Utah17
Virginia133
Vermont7
Washington208
Wisconsin448
West Virginia34
Wyoming11
International15
Total7,633

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