2021-08-04T14:51:50-05:00 2020-12-31 390758449 WIPFLI LLP 10000 INNOVATION DRIVE SUITE 250 MILWAUKEE WI 532264837 990 2020-01-01 390807205 THE LUTHERAN HOME INC LUTH 4142586170 7500 W NORTH AVENUE WAUWATOSA WI 53213 KATHRYN CAVERS PRESIDENT & CEO 4142586170 2021-07-29 1 KATHRYN CAVERS 999009999 CHLOE CHIUMINATTO P01924323 4144319300 2021-07-29 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z KATHRYN CAVERS 7500 W NORTH AVENUE WAUWATOSA WI 53213 28194835 0 X WWW.THELUTHERANHOME.ORG X 1906 WI THE LUTHERAN HOME, INC. PROVIDES REHABILITATION SERVICES, SKILLED NURSING, SPECIALIZED MEMORY CARE ASSISTED LIVING, ADULT DAY SERVICES, AND CHILD CARE. 13 13 615 182 0 0 7842365 5615526 23592217 22151196 158 3469 258154 424644 31692894 28194835 0 0 0 0 16800284 19173798 60500 0 0 8541981 7952404 25402765 27126202 6290129 1068633 31409656 34682232 6238585 8426061 25171071 26256171 X THE LUTHERAN HOME, INC. IS DEDICATED TO SERVING OLDER ADULTS AND ENRICHING THE LIVES OF THOSE WE TOUCH BY PROVIDING COMPASSIONATE AND LOVING CARE. 0 0 21786180 0 21317575 187 BED NURSING HOME AND 40 UNIT COMMUNITY BASED RESIDENTIAL FACILITY.THE NURSING HOME OFFERS ALL PRIVATE ROOMS FOR SHORT AND LONG TERM STAYS. THE NURSING HOME OFFERS A WIDE RANGE OF SERVICES INCLUDING A REHABILITATION CENTER FOR PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPY. ADDITIONAL SERVICES INCLUDE PHYSICIAN VISITS, SOCIAL SERVICES, IN-HOUSE BEAUTY SHOP, RECREATIONAL THERAPY, DENTIST VISITS, CHURCH SERVICES, AND DIETICIAN. APPROXIMATELY 154 BEDS WERE FILLED DURNG THE YEAR. THE COMMMUNITY BASED RESIDENTIAL FACILITY OFFERS ALL PRIVATE UNITS FOR DEMENTIA RESIDENTS. SERVICES INCLUDE 24 HOUR NURSING SERVICES, 3 MEALS PER DAY, RECREATIONAL THERAPY, HOUSEKEEPING, AND LAUNDRY SERVICES. ABOUT 37 BEDS WERE FILLED DURING THE YEAR. 879926 0 737471 CHILD CARE - THE LUTHERAN HOME OFFERS A CHILD CARE PROGRAM FOR PRESCHOOL CHILDREN. THE CHILD CARE CENTER ALSO OFFERED A BEFORE AND AFTER SCHOOL PROGRAM FOR SCHOOL AGED CHILDREN. THE PROGRAM OFFERS A MEAL PLAN FOR CHILDREN WHO SPEND THE ENTIRE DAY IN DAY CARE. CHILD CARE AVERAGED 43 CHILDREN IN THE PROGRAM DURING THE YEAR. 250024 0 96150 ADULT DAY CARE - THE LUTHERAN HOME OFFERS AN ADULT DAY CARE PROGRAM, AVAILABLE FOR INDIVIDUALS WHO WISH TO REMAIN AT HOME, BUT NEED SOME HEALTH CARE SERVICES. THE HOME AVERAGED 28 DAILY PROGRAM PARTICIPANTS (JAN THROUGH MARCH ONLY). THE SERVICES INCLUDE MEALS FOR PARTICIPANTS. 22916130 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 0 1 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 20 0 615 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X LUE HANG 4142586170 7500 W NORTH AVENUE WAUWATOSA WI 53213 X KATHRYN CAVERS PRESIDENT & CEO (BEG. APRIL) 24.00 16.00 X 179116 0 24690 LUE HANG VICE PRESIDENT OF FINANCE & CFO 24.00 16.00 X 128513 0 28719 LINDSEY KRIETE VICE PRESIDENT OF HUMAN RESOURCES 24.00 16.00 X 121061 0 11838 HEIDI MAYER FOUNDATION EXECUTIVE DIRECTOR 40.00 X 108319 0 22136 MILA RUBIO NURSE SUPERVISOR 40.00 X 113209 0 9863 MARY HUMPHREY REGISTERED NURSE 40.00 X 112128 0 9571 MARY SWOBODA VICE PRESIDENT OF SUPPORT SERVICES 40.00 X 108908 0 10659 SCOTT MCFADDEN PRESIDENT & CEO (THRU MAY) 24.00 16.00 X 91565 0 6966 AMY HARTWIG CHAIRPERSON (THRU APRIL) 1.00 1.00 X X 0 0 0 KATIE SANDERS CHAIRPERSON (BEG. APRIL) 1.00 1.00 X X 0 0 0 TIM REARDON VICE CHAIRPERSON 1.00 1.00 X X 0 0 0 BEN KEBBEKUS TREASURER 1.00 1.00 X X 0 0 0 JAN TEUSCHER SECRETARY 1.00 1.00 X X 0 0 0 JIM DENOR DIRECTOR 1.00 1.00 X 0 0 0 DIANE EHN DIRECTOR 1.00 1.00 X 0 0 0 MARILOU GONZALES DIRECTOR 1.00 1.00 X 0 0 0 AARON HOLTEBECK DIRECTOR 1.00 1.00 X 0 0 0 RON PHILLEO DIRECTOR 1.00 1.00 X 0 0 0 DENNIS POLLARD DIRECTOR (THRU APRIL) 1.00 1.00 X 0 0 0 DAVE RAYSICH DIRECTOR (THRU APRIL) 1.00 1.00 X 0 0 0 DAVE SANDSTROM DIRECTOR 1.00 1.00 X 0 0 0 KRIS SURMA DIRECTOR 1.00 1.00 X 0 0 0 DAVID SINENSE DIRECTOR 1.00 1.00 X 0 0 0 SONJA WILLIAMS DIRECTOR 1.00 1.00 X 0 0 0 962819 0 124442 12 0 1 0 CATALYST CONSTRUCTION 833 E MICHIGAN STREET SUITE 1000 MILWAUKEE WI 53202 CONSTRUCTION SERVICES 1922499 HEALTHDIRECT PHARMACY SERVICES INC 150 PATRICK BOULEVARD BROOKFIELD WI 53045 PHARMACY SERVICES 608868 BSG MAINTENANCE OF GREEN BAY INC 6389 STOCKHAUSEN LANE WEST BEND WI 53095 CLEANING SERVICES 378634 VCPI 1555 N RIVERCENTER DRIVE SUITE 20 MILWAUKEE WI 53212 TECHNOLOGY SERVICES 268913 PARKING LOT MAINTENANCE INC W225 N3178 DUPLAINVILLE ROAD PEWAUKEE WI 53072 PARKING LOT MAINTENANCE SERVICES 129083 6 3510206 2105320 5615526 NET RESIDENT SERVICE REVENUE 623000 20113601 20113601 MANAGEMENT SERVICE FEE REVENUE 623000 753862 753862 1283733 1283733 22151196 3469 3469 424644 0 424644 424644 424644 28194835 22151196 0 428113 459569 459569 15591109 13837558 1753551 168200 153935 14265 1813147 1612914 200233 1141773 988058 153715 76778 76778 21667 21667 1722749 1566833 155916 31790 31790 141644 141644 96406 96406 686622 599520 87102 14029 14029 37663 37663 1856322 1670690 185632 357917 357917 SUPPLIES 1030273 969427 60846 RAW FOOD 788212 786553 1659 PHARMACEUTICALS 594174 594174 PROVISION FOR BAD DEBTS 154007 154007 342151 98805 243346 27126202 22916130 4210072 0 558289 4587323 2266366 1791532 2516 3460 530419 531182 61985577 34980361 27712608 27005216 339458 763519 31409656 34682232 4243526 2247857 107495 176208 18123 21272 1869441 5980724 6238585 8426061 X 25078404 26147037 92667 109134 25171071 26256171 31409656 34682232 X 1068633 16467 X 0 1 X 1 0 X 1097400 746310 1299360 7841933 5615526 16600529 22560092 22593699 22976355 23592649 22151196 113873991 23657492 23340009 24275715 31434582 27766722 130474520 0 0 0 130474520 554208 591828 502905 259692 428113 2336746 554208 591828 502905 259692 428113 2336746 24211700 23931837 24778620 31694274 28194835 132811266 0.98240 0.98150 0.01760 0.01850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 834780 834780 50372130 25655879 24716251 10774761 9324482 1450279 3906 3906 27005216 DUE TO LUTHERAN HOME FOUNDATION, INC. 1677224 REFUNDABLE ADVANCE 843500 PAYCHECK PROTECTION PROGRAM LOAN PAYABLE 3460000 5980724 28194835 0 28194835 0 28194835 27126202 0 27126202 0 27126202 PART IV, LINE 2B: THE ACCOUNTS THAT THE LUTHERAN HOME IS A CUSTODIAN FOR ARE RESERVATION DEPOSITS AND RESIDENT TRUST FUNDS. WHEN THE RESIDENT MOVES OUT THE RESERVATION DEPOSIT IS GIVEN BACK TO THEM. THE RESIDENT TRUST FUNDS ARE FOR RESIDENTS TO USE AS THEY WISH FOR PERSONAL EXPENSES. X X X X 0 0 0 0 0 0 0 0 0 KATHRYN CAVERS PRESIDENT & CEO (BEG. APRIL) 179116 0 0 0 0 0 5579 0 19111 0 203806 0 0 0 LUE HANG VICE PRESIDENT OF FINANCE & CFO 128513 0 0 0 0 0 4104 0 24615 0 157232 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION SHALL HAVE A SINGLE CLASS OF MEMBERS AND THE SOLE MEMBER OF SUCH CLASS SHALL BE LUTHERANLIVING SERVICES, INC., A WISCONSIN NONPROFIT CORPORATION AND AN ENTITY RECOGNIZED AS EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER SHALL HAVE SOLE VOTING POWER TO ELECT THE DIRECTORS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBER SHALL HAVE SOLE VOTING POWER TO AUTHORIZE ANY AMENDMENT TO THE CORPORATION'S ARTICLES OF INCORPORATION AND/OR THE BY-LAWS THAT IMPAIR THE RIGHTS OF THE MEMBER. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR ITS REVIEW AND APPROVAL PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. COPIES ARE MADE AVAILABLE TO ANY MEMBER OF THE BOARD UPON THEIR REQUEST. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR DURING THE FIRST BOARD MEETING OF THE YEAR, ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST FORM, WHICH IS TURNED INTO THE PRESIDENT/CEO OF THE COMPANY. FORM 990, PART VI, SECTION B, LINE 15 THE HUMAN RESOURCES COMMITTEE OF THE LUTHERAN HOME, INC. RECOMMENDS THE CEO'S SALARY BASED ON INFORMATION FROM PAYSOURCE AND LEADINGAGE PROVIDED BY THE VICE PRESIDENT OF HUMAN RESOURCES, ALONG WITH SALARIES GATHERED FROM THE PUBLISHED FORM 990 OF THE CORPORATION'S TOP 10 COMPETITORS. THE BOARD'S EXECUTIVE COMMITTEE APPROVES THE SALARY RECOMMENDATION. OTHER OFFICERS AND THE ADMINISTRATIVE LEADERSHIP TEAM FOLLOW THAT SAME PROCESS BUT ONLY ADVISORY. CEO SETS THOSE SALARIES WITH BOARD COMMITTEE INPUT. THE FULL BOARD APPROVES THE ANNUAL BUDGET, WHICH INCLUDES ALL SALARY RECOMMENDATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A: DURING 2020 HEIDI MAYER, EXECUTIVE DIRECTOR OF THE LUTHERAN HOME FOUNDATION, INC., WAS COMPENSATED IN EXCESS OF $100,000 REQUIRING HER TO BE LISTED ON FORM 990, PART VII AS A HIGHEST COMPENSATED EMPLOYEE. SHE IS NOTED AS PROVIDING 40 HOURS PER WEEK, ALL OF WHICH ARE FOR SERVICES PROVIDED TO LUTHERAN HOME FOUNDATION, INC., AN ORGANIZATION WHICH IS UNRELATED TO THE LUTHERAN HOME, INC. FOR TAX PURPOSES. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST IN NET ASSETS OF LUTHERAN HOME FOUNDATION, INC. 16,467. HARWOOD PLACE INC 7500 W NORTH AVENUE WAUWATOSA WI 53213 391531532 INDEPENDENT LIVING DE 501(C)(3) LINE 10 LUTHERANLIVING SERVICES INC 1 LUTHERANLIVING SERVICES INC 7500 W NORTH AVENUE WAUWATOSA WI 53213 391477207 STRATEGIC PLANNING & DEVELOPMENT WI 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0