2025-05-09T10:18:38-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 2021 SPRING ROAD SUITE 200 OAK BROOK IL 60523 990 2023-07-01 208549333 LUTHERAN LIFE COMMUNITIES LUTH 8477543610 3150 SALT CREEK LANE ARLINGTON HEIGHTS IL 60005 DAN NOONAN CHIEF FINANCIAL OFFICER 8473687365 2025-05-08 1 0 CHRIS MANDERFIELD P01238973 6305738600 2025-05-08 2023 2025-03-06 01:10:19Z SLOAN BENTLEY 3150 SALT CREEK LANE ARLINGTON HEIGHTS IL 60005 6138229 0 X WWW.LUTHERANLIFECOMMUNITIES.ORG X 2008 IL SEE SCHEDULE O FOR ORGANIZATION MISSION STATEMENT. EMPOWERING VIBRANT GRACE FILLED LIVING ACROSS ALL GENERATIONS. PROVIDING RESIDENTIAL AND HEALTH CARE SERVICES TO SENIORS INCLUDING BENEVOLENT CARE TO THOSE WHO HAVE EXHAUSTED THEIR FINANCIAL FUNDS. 3 1 365 1 0 0 0 34137 4329294 5709868 284242 394224 51551 0 4665087 6138229 0 0 0 0 6267523 7309248 0 0 0 4867369 1527446 11134892 8836694 -6469805 -2698465 13950332 13536177 20778306 23062620 -6827974 -9526443 EMPOWERING VIBRANT GRACE FILLED LIVING ACROSS ALL GENERATIONS. PROVIDING RESIDENTIAL AND HEALTH CARE SERVICES TO SENIORS INCLUDING BENEVOLENT CARE TO THOSE WHO HAVE EXHAUSTED THEIR FINANCIAL FUNDS. 0 0 7476980 5709868 DEVELOPMENT OF NEW AND INNOVATIVE SERVICES FOR SENIORS AND PROVIDING STRATEGIC MANAGEMENT SERVICES TO AFFILIATES. 7476980 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 27 0 365 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 1 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X LUTHERAN LIFE MINISTRIES 8473687365 3150 SALT CREEK LANE ARLINGTON HEIGHTS IL 60005 MICHAEL RENETZKY CHAIR 0.33 3.67 X X 0 0 0 MSLOAN BENTLEY PRESIDENT & CEO-VICE CHAIR 13.50 24.00 X X 694569 0 10159 AMY LACROIX SECRETARY & COO 17.50 20.00 X X 345435 0 9362 ABDULLAH SHAKOOR CHIEF LEGAL OFFICER 37.50 X 309727 0 11401 DANIEL NOONAN CFO 37.50 X 238077 0 2189 PAUL J RAUSEO VICE PRESIDENT,HUMAN RESOURCES & STRATEGY 37.50 X 309725 0 11015 HUI MENG VICE PRESIDENT, ACCOUNTING 37.50 X 215759 0 2116 JOSEPH ANDERSON PRESIDENT OF THE FOUNDATION 37.50 X 213073 0 0 DINA M LIPOWICH VICE PRESIDENT, CLINICAL OPERATIONS 37.50 X 198614 0 12767 JENNIFER L DARNELL VICE PRESIDENT, HEALTHCARE SALES & MARKETING 37.50 X 190149 0 12862 JOSEPH D CALABRESE VP, INFORMATION TECHNOLOGY 37.50 X 198059 0 1943 CHANDLER S FISHER DIRECTOR OF FINANCIAL PLANNING AND DATA ANALYSIS 37.50 X 149449 0 19780 BRADLEY J SCHOEBERL DIRECTOR, PROJECT MANAGEMENT 37.50 X 141244 0 9381 KATHLEEN PITTS VICE PRESIDENT-MARKETING 37.50 X 132732 0 5407 JINAL J PATEL REVENUE CYCLE PROGRAM 37.50 X 135100 0 2635 LINDA D HUMBERT VICE PRESIDENT, ANCILLARY 37.50 X 133407 0 1198 3605119 0 112215 21 0 1 0 RICHTER HEALTHCARE CONSULTANTS 8948 CANYON FALLS BLVD 400 TWINSBURG OH 44087 REVENUE CYCLE MANAGEMENT 746919 POINTCLICKCARE TECHNOLOGIES INC PO BOX 674802 DETROIT MI 48267 ELECTRONIC MEDICAL RECORDS 242689 PRELUDE SYSTEMS INC 5095 RITTER ROAD SUITE 112 MECHANICSBURG PA 17055 IT SERVICE 220191 INTELLITEC SOLUTIONS LLC 750 PRIDES CROSSING NEWARK DE 19713 FINANCIAL REPORTING 214493 THOMAS CUISINE 700 EAST FRANKLIN ROAD MERIDIAN ID 83642 FOOD SERVICE 166815 5 34137 34137 MANAGEMENT FEE 623000 5426798 5426798 MISC REVENUE 623000 283070 283070 5709868 385801 385801 8423 0 8423 8423 8423 6138229 5709868 0 394224 1587508 1349382 238126 5264495 4474821 789674 67520 57392 10128 808 687 121 388917 330579 58338 95609 50673 44936 42510 22530 19980 28171 27044 1127 10295 9986 309 94444 90666 3778 64744 52443 12301 120072 97258 22814 95523 77374 18149 49544 49049 495 299989 287989 12000 -6756 -6756 OTHER EXPENSES 369545 299331 70214 DUES AND LICENSES 177359 136417 40942 SUPPLIES 39892 32313 7579 MAINTENANCE 30476 24686 5790 16029 13116 2913 8836694 7476980 1359714 0 2146670 1424902 7868658 60656 140797 126650 422848 12818117 9324182 3747698 3493935 8053695 13950332 13536177 4557549 3790978 1514889 1370546 14705868 17901096 20778306 23062620 X -6827974 -9526443 -6827974 -9526443 13950332 13536177 X -2698465 -4 X 0 0 0 X 21300 34137 55437 6631041 7078388 7773073 4329294 5709868 31521664 6631041 7078388 7794373 4329294 5744005 31577101 0 0 0 31577101 69167 117715 111552 284242 385801 968477 69167 117715 111552 284242 385801 968477 103608 103630 103864 51551 362653 6803816 7299733 8009789 4665087 6129806 32908231 0.95960 0.96870 0.02940 0.01740 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 103,608. 2020 AMOUNT: $ 103,630. 2021 AMOUNT: $ 103,864. 2022 AMOUNT: $ 51,551. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1000000 1000000 11743754 9317352 2426402 74363 6830 67533 3493935 FINANCE LEASE 15549 DUE TO AFFILIATES 17885547 17901096 X PART X, LINE 2: THE CORPORATIONS QUALIFY AS NOT-FOR-PROFIT ORGANIZATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (CODE) AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE CORPORATIONS HAVE ADOPTED ASC SUBTOPIC 740-10, INCOME TAXES - OVERALL. ASC SUBTOPIC 740-10 ADDRESSES THE DETERMINATION OF HOW TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. UNDER ASC SUBTOPIC 740-10, THE CORPORATIONS MUST RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. ASC SUBTOPIC 740-10 ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST, AND PENALTIES ON INCOME TAXES, ACCOUNTING IN INTERIM PERIODS AND REQUIRES INCREASED DISCLOSURES. THE CORPORATIONS DO NOT HAVE AN ASSET OR LIABILITY FOR UNRECOGNIZED TAX BENEFITS. X 1 1 X X X X 0 0 0 0 0 0 0 1 0 MSLOAN BENTLEY PRESIDENT & CEO-VICE CHAIR 539569 0 155000 0 0 0 1036 0 9123 0 704728 0 0 0 AMY LACROIX SECRETARY & COO 285435 0 60000 0 0 0 2656 0 6706 0 354797 0 0 0 ABDULLAH SHAKOOR CHIEF LEGAL OFFICER 249727 0 60000 0 0 0 2726 0 8675 0 321128 0 0 0 PAUL J RAUSEO VICE PRESIDENT,HUMAN RESOURCES & STR 254725 0 55000 0 0 0 2663 0 8352 0 320740 0 0 0 DANIEL NOONAN CFO 218077 0 20000 0 0 0 2189 0 0 0 240266 0 0 0 HUI MENG VICE PRESIDENT, ACCOUNTING 200759 0 15000 0 0 0 2116 0 0 0 217875 0 0 0 JOSEPH ANDERSON PRESIDENT OF THE FOUNDATION 193073 0 20000 0 0 0 0 0 0 0 213073 0 0 0 DINA M LIPOWICH VICE PRESIDENT, CLINICAL OPERATIONS 188614 0 10000 0 0 0 1912 0 10855 0 211381 0 0 0 JENNIFER L DARNELL VICE PRESIDENT, HEALTHCARE SALES & M 175149 0 15000 0 0 0 963 0 11899 0 203011 0 0 0 JOSEPH D CALABRESE VP, INFORMATION TECHNOLOGY 188059 0 10000 0 0 0 1943 0 0 0 200002 0 0 0 CHANDLER S FISHER DIRECTOR OF FINANCIAL PLANNING AND D 149449 0 0 0 0 0 409 0 19371 0 169229 0 0 0 BRADLEY J SCHOEBERL DIRECTOR, PROJECT MANAGEMENT 141244 0 0 0 0 0 1332 0 8049 0 150625 0 0 0 PART I, LINE 1A THE PRESIDENT AND CEO IS PROVIDED WITH A HOUSING ALLOWANCE WHICH TOTALED $34,800 FOR CALENDAR YEAR 2023, AND WAS INCLUDED WITHIN TAXABLE COMPENSATION. PART I, LINE 1B THE HOUSING ALLOWANCE IS INCORPORATED INTO THE EMPLOYMENT AGREEMENT WITH THE CEO. PART I, LINE 7 THE ORGANIZATION AWARDED DISCRETIONARY BONUSES AS SHOWN IN SCHEDULE J, PART II, COLUMN (B)(II). FORM 990, PART VI, SECTION A, LINE 6 LUTHERAN LIFE MINISTRIES IS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD IS APPOINTED BY THE SOLE CORPORATE MEMBER, LUTHERAN LIFE MINISTRIES. FORM 990, PART VI, SECTION A, LINE 7B SOME DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO THE APPROVAL OF THE SOLE CORPORATE MEMBER, LUTHERAN LIFE MINISTRIES. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION REVIEWS THE TAX RETURN WITH THE AUDIT COMMITTEE OF ITS PARENT LUTHERAN LIFE MINISTRIES TO REPORT TO THE BOARD OF LUTHERAN LIFE MINISTRIES, WHICH PROVIDES FINAL APPROVAL OF THE TAX RETURNS OF ALL SUBSIDIARIES. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY REQUIRES BOARD MEMBERS, DIRECTORS, OFFICERS, AND KEY EMPLOYEES TO DISCLOSE TO THE BOARD OF DIRECTORS WHEN A CONFLICT MAY EXIST. THE POLICY AND COMPLIANCE WITH THIS POLICY ARE REVIEWED ANNUALLY BY THE AUDIT COMMITTEE OF ITS PARENT LUTHERAN LIFE MINISTRIES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED WITH THE HELP OF AN INDEPENDENT COMPENSATION CONSULTANT AND THE COMPENSATION COMMITTEE OF THE BOARD OF ITS PARENT LUTHERAN LIFE MINISTRIES. ULTIMATE APPROVAL FOR THE COMPENSATION AMOUNT FOR THE CEO RESTS WITH THE BOARD OF LUTHERAN LIFE MINISTRIES. THE BOARD PROVIDES COUNSEL TO THE CEO FOR THE COMPENSATION OF ANY OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE TAX RETURN, FINANCIAL STATEMENTS AND POLICIES ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: MISCELLANEOUS -4. PART V, LINE 2A THE ORGANIZATION IS A COMMON PAYMASTER FOR RELATED ORGANIZATIONS. AS SUCH, THE NUMBER OF W-2S ISSUED INCLUDES BOTH THE REPORTING ORGANIZATION AND THOSE FOR WHICH IT SERVES AS A COMMON PAYMASTER. THE ORGANIZATION HAS FILED ALL APPROPRIATE TAX RETURNS AND ISSUED FORMS W-2 WITH RESPECT TO WAGES THEY HAVE PAID. THE ORGANIZATION IS REIMBURSED FOR ITS SHARE OF WAGES AND TAX PAYMENTS. LUTHERAN HOME AND SERVICES FOR THE AGED INC 800 W OAKTON STREET ARLINGTON HEIGHTS IL 60004 363375902 HOUSING AND SERVICES FOR SENIORS IL 501(C)(3) 509(A)(3) LUTHERAN LIFE MINISTRIES 0 LUTHERAN HOME FOR THE AGED INC 800 W OAKTON STREET ARLINGTON HEIGHTS IL 60004 362192824 HEALTHCARE AND HOUSING FOR SENIORS IL 501(C)(3) 509(A)(2) LUTHERAN LIFE MINISTRIES 0 LUTHERAN COMMUNITY SERVICES FOR THE AGED INC 800 W OAKTON STREET ARLINGTON HEIGHTS IL 60004 363365609 IMPROVE QUALITY OF LIFE FOR SENIORS IL 501(C)(3) 509(A)(2) LUTHERAN LIFE MINISTRIES 0 LUTHERAN FOUNDATION FOR THE AGED INC 800 W OAKTON STREET ARLINGTON HEIGHTS IL 60004 363365615 SUPPORTS THE WORK PROVIDED IN THE LUTHERAN HOME AND SERVICES SYSTEM IL 501(C)(3) 170(B)(1)(A)(VI) LUTHERAN LIFE MINISTRIES 0 LUTHERAN LIFE MINISTRIES 3150 SALT CREEK LANE ARLINGTON HEIGHTS IL 60005 203426654 DEVELOP NEW SERVICES FOR SENIORS AND MANAGE SENIOR LIVING FACILITIES IL 501(C)(3) 509(A)(3) N/A 0 LUTHERAN LIFE COMMUNITIES FOUNDATION 3150 SALT CREEK LANE ARLINGTON HEIGHTS IL 60005 363861882 SUPPORTS THE RESIDENTS AND THE OPERATIONS OF EACH LUTHERAN LIFE COMMUNITY IL 501(C)(3) 509(A)(1) LUTHERAN LIFE MINISTRIES 0 PLEASANT VIEW LUTHER HOME INC 505 COLLEGE AVENUE OTTAWA IL 61350 362167830 NURSING AND HEALTHCARE FACILITY IL 501(C)(3) 509(A)(2) LUTHERAN LIFE MINISTRIES 0 ST PAUL'S HOUSE AND HEALTH CARE CENTER 3150 SALT CREEK LANE ARLINGTON HEIGHTS IL 60005 362167897 HEALTHCARE AND HOUSING FOR SENIORS IL 501(C)(3) 509(A)(2) LUTHERAN LIFE MINISTRIES 0 WITTENBERG LUTHERAN VILLAGE INC 1200 E LUTHER DRIVE CROWN POINT IN 46307 351299499 LONG-TERM HEALTH CARE FACILITY IN 501(C)(3) 509(A)(2) LUTHERAN LIFE MINISTRIES 0 WITTENBERG LUTHERAN VILLAGE ENDOWMENT CORPORATION 1200 E LUTHER DRIVE CROWN POINT IN 46307 351472245 LONG-TERM HEALTH CARE FACILITY IN 501(C)(3) 509(A)(2) LUTHERAN LIFE MINISTRIES 0 THE ARLINGTON OF NAPLES 7900 ARLINGTON CIRCLE NAPLES FL 34113 262019353 HEALTHCARE AND HOUSING FOR SENIORS IL 501(C)(3) 509(A)(2) LUTHERAN LIFE MINISTRIES 0 LUTHER OAKS INC 601 LUTZ ROAD BLOOMINGTON IL 61704 202117469 HEALTHCARE AND HOUSING FOR SENIORS IL 501(C)(3) 509(A)(2) LUTHERAN LIFE MINISTRIES 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0