LUTHERAN VILLAGE AT MILLERS GRANT Charity Report

Public IRS 990 nonprofit record

LUTHERAN VILLAGE AT MILLERS GRANT

EIN 32-0154392 · Senior Citizens Housing & Retirement Communities (L22)

What they do

THE LUTHERAN VILLAGE AT MILLERS 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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $78.50 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders18 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

70.40%of revenue went to mission work78.5% of expenses · Program services

0.12%of revenue went to fundraising0.1% of expenses

$89.65spent for every $100 of revenueRevenue covered expenses this year.

19.12%of revenue went to management and office costs21.3% of expenses

$8.09in assets for every $1 spent this yearSome assets cannot be spent right away.

2.3%of its money came from giftsOther money may come from services or investments.

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Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $214,764 for MICHELLE ROSENHEIM (EXECUTIVE DIRECTOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$27,966,741

Mission workProgram services$19,689,94470.40% of revenue78.5% of expenses

ManagementOffice and general costs$5,346,89519.12% of revenue21.3% of expenses

FundraisingAsking for donations$34,0380.12% of revenue0.1% of expenses

Revenue left after expensesReported annual surplus$2,895,86410.35% of revenueShown in gray on the chart

Total expenses$25,070,87789.65% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 78.5% mission · 21.3% management · 0.1% fundraisingTotal expenses: 89.65% of revenue

2023Expense mix: 79.7% mission · 20.2% management · 0.1% fundraisingTotal expenses: 90.53% of revenue

2022Expense mix: 80.2% mission · 19.7% management · 0.1% fundraisingTotal expenses: 95.67% of revenue

2021Expense mix: 81.2% mission · 18.7% management · 0.1% fundraisingTotal expenses: 99.85% of revenue

2020Expense mix: 82.6% mission · 17.3% management · 0.1% fundraisingTotal expenses: 95.61% of revenue

2019Expense mix: 82.7% mission · 15.2% management · 2.1% fundraisingTotal expenses: 98.73% of revenue

2018Expense mix: 83.0% mission · 15.1% management · 1.9% fundraisingTotal expenses: 106.05% of revenue

2017Expense mix: 84.4% mission · 14.9% management · 0.8% fundraisingTotal expenses: 123.52% of revenue

Money in and money out

Revenue$27,966,741

Expenses$25,070,877

Annual surplus $2,895,864 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$19,689,944 · 78.5% of expenses

Management and office costs$5,346,895 · 21.3% of expenses

Fundraising$34,038 · 0.1% of expenses

See all reported dollar amounts

Revenue$27,966,741

Expenses$25,070,877

Assets$202,904,977

Income$28,174,530

Contributions$637,852

Mission work (program services)$19,689,944

Fundraising$34,038

Management and general$5,346,895

Stocks and bonds$17,702,823

Investing fees$106,435

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

MICHELLE ROSENHEIMEXECUTIVE DIRECTOR · 40 hrs/week $214,764Base $201,303 · Other $13,461

NICOLE SCHERRDIRECTOR OF HCC · 40 hrs/week $137,113Base $125,708 · Other $11,405

SHEETAL PATELDIRECTOR OF REHAB SERVICES · 40 hrs/week $120,507Base $116,571 · Other $3,936

BRIAN EDWARD LUTZDIRECTOR OF FACILITIES · 40 hrs/week $115,673Base $104,502 · Other $11,171

DONNA SNYDERDIRECTOR OF SALES · 40 hrs/week $113,812Base $110,068 · Other $3,744

JEFFREY W BRANCHPRESIDENT/CEO · 16 hrs/week $35,504Base · Other $35,504

KENNETH CONNELLYVP OF OPERATIONS · 16 hrs/week $28,218Base · Other $28,218

STEVEN POWELLVP OF FINANCE · 16 hrs/week $8,369Base · Other $8,369

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (18)

MICHELLE ROSENHEIMEXECUTIVE DIRECTOR

NICOLE SCHERRDIRECTOR OF HCC

SHEETAL PATELDIRECTOR OF REHAB SERVICES

BRIAN EDWARD LUTZDIRECTOR OF FACILITIES

DONNA SNYDERDIRECTOR OF SALES

JEFFREY W BRANCHPRESIDENT/CEO

KENNETH CONNELLYVP OF OPERATIONS

STEVEN POWELLVP OF FINANCE

KEN HUNTERBOARD

SANDY HORNORBOARD

RICHARD FUNKEBOARD

PAUL MILLERBOARD

ANDRE LINGHAMBOARD

JIM GEIERBOARD

GEORGE CONKLIN UNTIL 1024BOARD

GAIL SANDERSBOARD

DOROTHY PLANTZCHAIR

BOB MUIRVICE CHAIR

About this charity

Recognized since: January 2007
Location: 300 SAINT LUKE CIR, WESTMINSTER, MD 21158-4174
County: Carroll
In care of: % STEVEN POWELL
Primary officer: JEFFREY W BRANCH, PRESIDENT/CEO

How to reach them

WebsiteVisit the charity’s website Phone(410) 848-0090

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: RKL LLP
NTEE classification: Senior Citizens Housing & Retirement Communities (L22)
IRS tax category: Senior Citizens Housing & Retirement Communities