Lutheran SeniorLife

What it reported doing in 2024

Lutheran seniorlife passavant community is a 501(c) (3) life plan community with a 120 year history of providing faith-based, non-profit services to elders in western Pennsylvania. Located on 42 acres in zelienople, pa, passavant community is one of lutheran seniorlife's senior living communities dedicated to providing opportunities for abundant life to elders. We provide a complete continuum of care including residential living in cottages, villas, and apartments, personal care in two venues, long term nursing, short term rehabilitation, memory care, and adult day care. Our abundant life center accommodates 102 elders either requiring short term skilled rehabilitation services or needing long term nursing services. The nursing community is designed in a household model with 6 nursing households. Each household has accommodations for 17 residents. This life affirming environment affords residents privacy in 96 private rooms and three (3) semi-private suites. Each household is also appointed with a full service kitchen and dining room along with a family room and access to the outdoors. We continue our work to transform our culture to one that is truly person-directed, where residents direct the course of their day. Each elder's voice is honored and we continually evaluate our practices and adapt our processes to better meet their needs. Passavant community provides service to personal care residents in two different venues in newhaven court and in the abundant life center. Newhaven court has 92 apartments built in a neighborhood model and the abundant life center has two households, one of which is specifically designed for individuals needing memory support. We offer varied options for individuals wanting to live residentially from several different apartment buildings to varied cottage styles. The abundant life center is the community's hub and provides varied community life offerings from the fitness center to varied dining venues. Many of the residents are active volunteers both on the campus as well as in the community at large. Through aspire wellness, they teach classes, facilitate programs, and provide valuable input in operational decisions that affect them directly. The medical clinic on campus serves residents through primary care physicians and specialists. Guided by its faith-based non-profit mission, residents accepted into passavant community's continuum of care are not asked to leave should they outlive their resources. In fy 2025, passavant community provided support of $589,033 through its benevolent care program.

Financial Efficiency

• Mission deployment rate: 70.8%; rating input score 71
• Program expense ratio: 73.5%; rating input score 73
• Fundraising efficiency: Limited

Transparency & Controls

• Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
• Pay-setting controls: 1 of 6 controls in place; rating input score 17
  • Compensation committee: Missing
  • Independent consultant: Missing
  • Other Form 990s reviewed: Missing
  • Written employment contract: Missing
  • Compensation survey or study: Missing
  • Board or committee approval: Pass
• Foreign activity oversight: Limited
• Grant itemization coverage: Limited
• Major donor itemization: Yes; rating input score 100
• Related-party transparency: Limited

Accountability

• Independent voting board: 0%; rating input score 0; 3rd percentile among comparable filings
• Governance controls: 8 of 9 controls in place; rating input score 89
  • Conflict-of-interest policy: Pass
  • Whistleblower policy: Pass
  • Document-retention policy: Pass
  • CEO compensation review process: Pass
  • Other executive compensation review process: Fail
  • Form 990 shared with the board: Pass
  • Board meeting minutes documented: Pass
  • Audit committee oversight: Pass
  • Independent financial-statement audit: Pass

Sustainability

• Operating margin: 4.5%; rating input score 52; 52nd percentile among comparable filings
• Total-asset coverage ratio: 2.69; rating input score 71; 71st percentile among comparable filings
• Liabilities to assets ratio: 0.81; rating input score 13; 13th percentile among comparable filings
• Officer compensation ratio: 2.1%; rating input score 76; 76th percentile among comparable filings

Growth

• Program expense growth: 2.2% per year; rating input score 100; 21st percentile among comparable filings
• Revenue growth: 2.2% per year; rating input score 100; 19th percentile among comparable filings
• Asset growth: 2.6% per year; rating input score 100; 21st percentile among comparable filings