LUTHER HOUSE: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LUTHER HOUSE (EIN 34-1026426)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202133169349302143
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T08:57:13-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 S HIGH ST SUITE 100 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341026426 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHER HOUSE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUTH | BusinessNameControlTxt |
| Phone | 4408710090 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2116 DOVER CENTER ROAD | AddressLine1Txt |
| City | WESTLAKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44145 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES L BOWERSOX | PersonNm |
| Person Title | VP & CFO | PersonTitleTxt |
| Phone | 4408710090 | PhoneNum |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | BOWERSOX | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY CIMINELLO CPA | PreparerPersonNm |
| PTIN | P00796388 | PTIN |
| Phone | 6148493000 | PhoneNum |
| Preparation | 2021-11-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES L BOWERSOX | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6279 TRI-RIDGE BLD SUITE 320 | AddressLine1Txt |
| City | LOVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45140 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $115,539 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LEC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $113,277 | CYProgramServiceRevenueAmt |
| PY Investment Income | $41 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,254 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $8 | CYOtherRevenueAmt |
| PY Total Revenue | $41 | PYTotalRevenueAmt |
| CY Total Revenue | $115,539 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $133,490 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $284,918 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $100,413 | PYOtherExpensesAmt |
| CY Other Expenses | $1,152,773 | CYOtherExpensesAmt |
| PY Total Expenses | $233,903 | PYTotalExpensesAmt |
| CY Total Expenses | $1,437,691 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$233,862 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,322,152 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $31,416,619 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,291,601 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $26,714,717 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,060,805 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,701,902 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,230,796 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,000,048 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $113,285 | RevenueAmt |
| Desc | LUTHER HOUSE HAS 80 INDEPENDENT LIVING APARTMENTS FOR SENIORS. LUTHER HOUSE PROVIDES ITS RESIDENTS WITH RELIGIOUS, SOCIAL, EDUCATIONAL AND WELLNESS PROGRAMS AND SERVICES. DINING SERVICES, MAINTENANCE, ENVIRONMENTAL AND LAUNDRY SERVICES ALSO ARE PROVIDED AT VARIOUS LEVELS FOR RESIDENTS. | Desc |
| Total Program Service Expenses | $1,000,048 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES L BOWERSOX | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5137193531 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6279 TRI-RIDGE BLVD SUITE 320 | AddressLine1Txt |
| City | LOVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45140 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| SCOTT MCQUINN | |||||||
| CEO/PRESIDENT | 2.30 | 45.70 | Yes (X) | Yes (X) | $0 | $504,906 | $220,305 |
| JAMES L BOWERSOX | |||||||
| CFO/SECRETARY/TREASURER | 2.00 | 46.00 | Yes (X) | Yes (X) | $0 | $355,345 | $173,352 |
| THOMAS W KAHLE | |||||||
| CHAIRPERSON (BEGIN 9/1/20) | 0.80 | 2.60 | Yes (X) | $0 | $0 | $0 | |
| REV RONALD YOUNG | |||||||
| TRUSTEE (BEGIN 9/1/20) | 0.40 | 1.10 | Yes (X) | $0 | $0 | $0 | |
| ROBERT IZO | |||||||
| TRUSTEE (BEGIN 9/1/20) | 0.20 | 0.40 | Yes (X) | $0 | $0 | $0 | |
| GREG STOVER | |||||||
| TRUSTEE (BEGIN 9/1/20) | 0.20 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY BRUESHABER | |||||||
| TRUSTEE (BEGIN 9/1/20) | 0.30 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| REV RONALD YOUNG | |||||||
| PRESIDENT (ENDED 8/31/20) | 0.20 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT IZO | |||||||
| VICE PRES. (ENDED 8/31/20) | 0.20 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| EDWARD J BAKER | |||||||
| TREASURER (ENDED 8/31/20) | 0.10 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAN SHELL | |||||||
| SECRETARY (ENDED 8/31/20) | 0.10 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| REV JOHN BUTCHKO | |||||||
| TRUSTEE (ENDED 8/31/20) | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW FOWERBAUGH | |||||||
| TRUSTEE (ENDED 8/31/20) | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| REV ANGELA FREEMAN-RILEY | |||||||
| TRUSTEE (ENDED 8/31/20) | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DR LISA HANSON | |||||||
| TRUSTEE (ENDED 8/31/20) | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LOIS MCNABB | |||||||
| TRUSTEE (ENDED 8/31/20) | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| REV LAURIE MILLER | |||||||
| TRUSTEE (ENDED 8/31/20) | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID MOLNAR | |||||||
| TRUSTEE (ENDED 8/31/20) | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BILL RADAK | |||||||
| TRUSTEE (ENDED 8/31/20) | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CAROL ROSING | |||||||
| TRUSTEE (ENDED 8/31/20) | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES SIEVING | |||||||
| TRUSTEE (ENDED 8/31/20) | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN WADE | |||||||
| TRUSTEE (ENDED 8/31/20) | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BRUCE R MCNABB | |||||||
| EXECUTIVE DIRECTOR | 4.00 | 36.00 | Yes (X) | $3,857 | $34,713 | $13,579 | |
| CHARLES RINNE | |||||||
| CEO (ENDED AUGUST 31,2020) | 3.90 | 36.10 | Yes (X) | $0 | $366,973 | $22,551 | |
| CAROLYN NYIKES | |||||||
| CFO (ENDED AUGUST 31,2020) | 3.90 | 36.10 | Yes (X) | $0 | $108,928 | $9,462 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,857 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,370,865 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $439,249 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TURNER CONSTRUCTION COMPANY | |||||
| 1422 EUCLID AVE SUITE 200 | CLEVELAND | OH | 44115 | CONSTRUCTION SERVICES | $3,210,726 |
| RBC CAPITAL MARKETS LLC | |||||
| 300 FOUR FALLS CORP CTR STE 760 | W CONSHOHOCKEN | PA | 19428 | PROFESSIONAL SERVICES - CONSULTING FEES | $145,064 |
| INNOVATIVE INTERIORS BY TAMELA | |||||
| 2512 INTERLACHEN LANE | WESTLAKE | OH | 44145 | INTERIOR DECORATING CONSULTING | $107,171 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT REVENUE | 623311 | $107,419 | $107,419 |
| RESIDENT SERVICES | 623311 | $5,858 | $5,858 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $113,277 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,254 | TotalRevenueColumnAmt |
| Exclusion | $2,254 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VENDOR REBATES | Desc |
| Business | 623311 | BusinessCd |
| Total Revenue Column | $8 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $115,539 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $113,285 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,254 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,755 | TotalAmt |
| Management And General | $4,755 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,126 | TotalAmt |
| Program Services | $124,176 | ProgramServicesAmt |
| Management And General | $105,950 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,386 | TotalAmt |
| Program Services | $16,936 | ProgramServicesAmt |
| Management And General | $14,450 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,651 | TotalAmt |
| Program Services | $9,871 | ProgramServicesAmt |
| Management And General | $8,780 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,336 | TotalAmt |
| Management And General | $3,336 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,900 | TotalAmt |
| Management And General | $4,900 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,321 | TotalAmt |
| Management And General | $214,321 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,994 | TotalAmt |
| Management And General | $44,994 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,385 | TotalAmt |
| Program Services | $14,495 | ProgramServicesAmt |
| Management And General | $33,890 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,629 | TotalAmt |
| Program Services | $44,629 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35 | TotalAmt |
| Management And General | $35 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $437,210 | TotalAmt |
| Program Services | $435,766 | ProgramServicesAmt |
| Management And General | $1,444 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $341,783 | TotalAmt |
| Program Services | $341,783 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| RESIDENT ACTIVITIES | $12,253 | $12,253 | $0 | $0 |
| DUES AND LICENSES | $927 | $139 | $788 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,437,691 | TotalAmt |
| Program Services | $1,000,048 | ProgramServicesAmt |
| Management And General | $437,643 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,521 | BOYAmt |
| EOY | $371,867 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,112,385 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $11,804 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $260,560 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,331 | BOYAmt |
| EOY | $34,835 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $32,773,273 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $341,783 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $208,250 | BOYAmt |
| EOY | $32,431,490 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,147,517 | BOYAmt |
| EOY | $68,660 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,416,619 | BOYAmt |
| EOY | $34,291,601 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,236,130 | BOYAmt |
| EOY | $262,696 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $298,240 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,678,326 | BOYAmt |
| EOY | $27,700,644 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $800,261 | BOYAmt |
| EOY | $799,225 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,714,717 | BOYAmt |
| EOY | $29,060,805 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,701,902 | BOYAmt |
| EOY | $5,230,796 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,701,902 | BOYAmt |
| EOY | $5,230,796 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,416,619 | BOYAmt |
| EOY | $34,291,601 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,322,152 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $1,851,048 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $325,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,823,812 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $151,100 | CurrentTaxYearMinus2YearsAmt |
| Total | $4,299,912 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $2,022 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $113,277 | CurrentTaxYearAmt |
| Total | $115,299 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $325,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,825,834 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $151,100 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $113,277 | CurrentTaxYearAmt |
| Total | $4,415,211 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $4,415,211 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $236 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,148 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,254 | CurrentTaxYearAmt |
| Total | $9,693 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $236 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,148 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,254 | CurrentTaxYearAmt |
| Total | $9,693 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $8 | CurrentTaxYearAmt |
| Total | $8 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $325,236 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,825,848 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $158,248 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $115,539 | CurrentTaxYearAmt |
| Total | $4,424,912 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99780 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99800 | PublicSupportPY509Pct |
| Investment Income CY | 0.00220 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00200 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PT III LN 12: OTHER INCOME PART III, LINE 12 DESCRIPTION: | FormAndLineReferenceDesc |
| Explanation | VENDOR REBATES 2020: 8. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $548,803 | OtherCostOrOtherBasisAmt |
| Book Value | $548,803 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,402,194 | OtherCostOrOtherBasisAmt |
| Depreciation | $341,783 | DepreciationAmt |
| Book Value | $30,060,411 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,366,317 | OtherCostOrOtherBasisAmt |
| Book Value | $1,366,317 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $455,959 | OtherCostOrOtherBasisAmt |
| Book Value | $455,959 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $32,431,490 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE LIFE USE FEES | $776,000 |
| ADVANCED DEPOSITS - RESIDENTS | $23,225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $799,225 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCOTT MCQUINN | ||||||||||||||
| CEO/PRESIDENT | $0 | $361,324 | $0 | $141,425 | $0 | $2,157 | $0 | $195,010 | $0 | $25,295 | $0 | $725,211 | $0 | $141,425 |
| JAMES L BOWERSOX | ||||||||||||||
| CFO/SECRETARY/TREASURER | $0 | $254,670 | $0 | $98,518 | $0 | $2,157 | $0 | $149,868 | $0 | $23,484 | $0 | $528,697 | $0 | $98,518 |
| CHARLES RINNE | ||||||||||||||
| CEO (ENDED AUGUST 31,2020) | $0 | $226,010 | $0 | $70,000 | $0 | $70,963 | $0 | $17,019 | $0 | $5,532 | $0 | $389,524 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PT I LINE 3: | THE EXECUTIVE COMMITTEE OF LIFE ENRICHING COMMUNITIES, A RELATED ORGANIZATION, REVIEWS AND APPROVES THE COMPENSATION OF THE CURRENT CEO. A COMPENSTION COMMITTEE AND INDUSTRY SURVEY ARE UTILIZED IN THEIR DETERMINATION OF COMPENSATION. |
| PT I LINE 4A: | IN ACCORDANCE WITH THE EIGHTH AMENDED AND RESTATED EMPLOYMENT AGREEMENT, AS AMENDED, CHARLES RINNE,CEO, WAS ENTITLED TO SEVERANCE PAYMENTS OF $257,140. $70,963 OF THIS AMOUNT WAS PAID IN 2020, THE REMAINING $186,177 WAS ACCRUED IN 2020 BUT WAS PAYABLE IN 2021. |
| PT I LINE 4B: | EFFECTIVE JANUARY 1, 2018, THE EXECUTIVE COMMITTEE OF THE LIFE ENRICHING COMMUNITIES BOARD APPROVED A COMPENSATION ARRANGEMENT TO PROVIDE RETENTION OF KEY EXECUTIVES, NAMELY THE CEO AND CFO, AND TO PROVIDE THEM WITH SUPPLEMENTAL RETIREMENT BENEFITS. THE BOARD DETERMINES ANNUALLY THE AMOUNT TO BE CONTRIBUTED TO THE PLAN AND THE EXECUTIVE HAS A NONFORFEITABLE RIGHT TO 100% OF THIS CONTRIBUTION ON THE 4TH ANNIVERSARY OF THE DECEMBER 31ST OF SUCH PLAN YEAR. NO AMOUNTS WERE PAID IN 2020. |
| PT I LINE 7: | MEMBERS OF THE MANAGMENT TEAM RECIEVE A BONUS BASED ON THEIR PERFORMANCE AND THE FINACIAL RESULTS OF THE ORGANIZATION. THESE BONUSES WERE APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| OTHER: FORM 990, PART I, LINE 1, | DESCRIPTION OF ORGANIZATION MISSION: THE PURPOSE OF LUTHER HOUSE IS TO CREATE AND MAINTAIN A CHRISTIAN COMMUNITY WHERE OLDER ADULTS CAN JOIN WITH ADMINISTRATION AND STAFF TO LIVE AS AN EXTENDED FAMILY AND BE ENCOURAGED TO LIVE AT THE HIGHEST POSSIBLE LEVEL OF INDEPENDENCE, AND IN KEEPING WITH THE PRINCIPLES ESTABLISHED BY THE UNITED METHODIST AND LUTHERAN CHURCHES, TO PROVIDE OLDER ADULTS WITH ACCOMODATIONS DESIGNED TO MEET THEIR PHYSICAL, SPIRITUAL, VOCATIONAL, SOCIAL, EMOTIONAL AND INTELLECTUAL NEEDS. |
| OTHER: FORM 990, PART III, LINE 1, | DESCRIPTION OF ORGANIZATION MISSION: VISION... WE WORK FOR THE DAY WHEN EVERYONE INVOLVED IN SENIOR LIVING FINDS FULFILLMENT THROUGH... LIFE WITH MEANING AND PURPOSE; ENRICHING OPPORTUNITIES AND EXPERIENCES; COMMUNITIES FOSTERING RELATIONSHIPS AND PERPETUATING LEGACY MISSION... WE PROVIDE EXCEPTIONAL EVERYDAY EXPERIENCES IN A CHRISTIAN COMMUNITY BY: (A) CREATING ASSOCIATE EXPERIENCES THAT SUPPORT, ENGAGE AND EMPOWER DELIVERING RESIDENT AND CUSTOMER EXPERIENCES THAT EXCEED EXPECTATIONS; (B) SETTING AND SURPASSING STANDARDS FOR QUALITY AND SAFETY; (C) GROWING CONSISTENTLY IN SERVICE AND VALUE; (D) PRODUCING EXPANDED RESOURCES TO EXTEND OUR IMPACT. VALUES: WE ARE AN EXTENDED FAMILY OF MULTIPLE GENERATIONS, BOUND TOGETHER WITH: (A) RESPECT: HONORING THE DIGNITY OF ALL PEOPLE; (B)INNOVATION: IGNITING ENTREPRENEURIAL INITIATIVE AND CREATIVE SOLUTIONS; (C) SPIRITUALITY: PURSUING OUR PURPOSE CONSISTENT WITH CHRISTIAN PRINCIPLES; (D) EXCELLENCE: STRIVING FOR EXTRAORDINARY EFFECTIVENESS AND EFFICIENCY. |
| FORM 990, PART VI, SECTION A, LINE 4 | ON SEPTEMBER 1, 2020, LEC - CONCORD RESERVE HOLDING CO. LLC BECAME THE SOLE MEMBER OF LUTHER HOUSE. LIFE ENRICHING COMMUNITIES IS THE SOLE MEMBER OF LEC - CONCORD RESERVE HOLDING CO. LLC. CONCURRENTLY THE ARTICLES OF INCORPORATION AND CODE OF REGULATIONS WERE AMENDED AND INCLUDED GIVING CERTAIN EXCLUSIVE POWERS TO THE MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 6 | LEC-CONCORD RESERVE HOLDING CO., A NON-PROFIT LIMITED LIABILITY COMPANY, IS THE SOLE MEMBER OF LUTHER HOUSE. |
| FORM 990, PART VI, SECTION A, LINE 7A | LEC-CONCORD RESERVE HOLDING CO. LLC ELECTS THE BOARD OF TRUSTEES OF LUTHER HOUSE. |
| FORM 990, PART VI, SECTION A, LINE 7B | LEC-CONCORD RESERVE HOLDING CO. LLC SHALL HAVE THE FOLLOWING EXCLUSIVE POWERS: A) TO ADOPT, AMEND AND REPEAL THE ARTICLES OF INCORPORATION OR ANY AMENDED OR RESTATED ARTICLES OF INCORPORATION OF THE CORPORATION. B) TO SELECT WHICH CERTIFIED PUBLIC ACCOUNTANTS WILL AUDIT THE BOOKS AND RECORDS OF THE CORPORATION. C) TO ADOPT, AMEND AND REPEAL THE MISSION STATEMENT OF THE CORPORATION. D) TO ADOPT, AMEND AND REPEAL THE REGULATIONS OF THE CORPORATION. E) TO APPROVE ANY VOLUNTARY MERGER OR CONSOLIDATION OF THE CORPORATION OR THE SALE, ASSIGNMENT, PLEDGING, MORTGAGING, LEASING OR TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS OR THE TRANSFER OF MAJORITY CONTROL OF THE CORPORATION. F) TO DETERMINE AND APPROVE THE ASSUMPTION, REFUNDING, ADVANCE REFUNDING OR DEFEASANCE OF ANY MAJOR DEBT, TO EXECUTE MAJOR DEBT DOCUMENTS AND TO TAKE ALL OTHER ACTIONS NECESSARY TO ENFORCE THE PROVISIONS OF THOSE DOCUMENTS ON BEHALF OF AND WITH RESPECT TO LUTHER HOUSE AND TO AUTHORIZE PERSONS TO CARRY OUT SUCH ACTIONS. G) TO APPROVE THE FINANCING OR CONSTRUCTION OF ANY NEW FACILITIES, IMPROVEMENTS, BUILDING OR GROUNDS. H) TO APPROVE ALL CAPITAL AND OPERATING BUDGETS OF THE CORPORATION. I) TO INSTITUTE AND APPROVE SYSTEM-WIDE POLICIES AND PROCEDURES FOR HUMAN RESOURCES AND COMPLIANCE. J) TO APPOINT, EVALUATE AND COMPENSATE ALL OFFICERS OF THE CORPORATION WHO ARE EMPLOYED BY LEC OR ANY AFFILIATED ENTITY INCLUDING THE CORPORATION. K) TO INITIATE AND OVERSEE STRATEGIC PLANNING FOR THE CORPORATION. L) ANY OTHER RIGHTS OR POWERS ACCORDED BY OHIO LAW TO THE MEMBERS OF AN OHIO NON-PROFIT CORPORATION AND NOT CONFERRED UPON THE BOARD OF TRUSTEES BY OHIO LAW OR BY THE ARTICLES OF INCORPORATION OR THESE REGULATIONS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FINANCE COMMITTEE OF LIFE ENRICHING COMMUNITIES REVIEWS AND APPROVES THE FORM 990 PRIOR TO FILING, DISCUSSIONS CONCERNING THE FORM 990, QUESTIONS AND ANSWERS ARE DOCUMENTED CONTEMPORANEOUSLY IN THE MINUTES OF THE FINANCE COMMITTEE MEETING. ADDITIONALLY, A COPY OF THE FORM 990 WAS MADE AVAILABLE TO THE LUTHER HOUSE BOARD OF TRUSTEES PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS AND TRUSTEES ARE REQUIRED TO REPORT ANY CONFLICTS OR POTENTIAL CONFLICTS OF INTEREST AT LEAST ONCE A YEAR. A QUESTIONNAIRE IS COMPLETED, SIGNED AND DATED BY THE PERSON COMPLETING THE QUESTIONNAIRE. THE RESULTS ARE COMPILED INTO A SINGLE DOCUMENT AND REVIEWED BY SENIOR MANAGEMENT AND ARE DISTRIBUTED TO THE PERSON APPROVING ACCOUNTS PAYABLE AND SIGNING THE CHECKS. CONFLICTS OF INTEREST ARE MONITORED BY SENIOR MANAGEMENT TO ENSURE THAT THOSE WITH CONFLICTS DO NOT VOTE ON MATTERS WHERE THEY HAVE A CONFLICT OF INTEREST. AS PART OF THE ONBOARDING PROCESS OF NEW OFFICERS AND TRUSTEES, ANY POTENTIAL CONFLICTS OF INTEREST ARE IDENTIFIED. ANY OTHER CONFLICTS THAT ARISE DURING THE YEAR ARE COMMUNICATED VERBALLY, AND IF ANY ARE IDENTIFIED, THIS INFORMATION IS SHARED. |
| FORM 990, PART VI, SECTION B, LINE 15 | A RELATED ORGANIZATION, LIFE ENRICHING COMMUNITIES, PAYS COMPENSATION TO THE ORGANIZATION'S CURRENT CEO AND OTHER OFFICERS. TOTAL CASH COMPENSATION, INCLUSIVE OF BASE PAY, VARIABLE COMPENSATION, RETIREMENT CONTRIBUTIONS AND BENEFITS FOR APPLICABLE POSITIONS IS COMPARED TO DATA CONTAINED IN THE LEADING AGE-CEMO SENIOR LIVING COMPENSATION SURVEY (A NATIONAL INDUSTRY ORGANIZATION). COMPENSATION BANDS FOR EACH APPLICABLE POSITION WERE ALSO ESTABLISHED BASED ON THE SURVEY DATA. THE EXECUTIVE COMMITTEE OF THE LIFE ENRICHING COMMUNITIES BOARD REVIEWS AND APPROVES VARIOUS ELEMENTS OF EXECUTIVE COMPENSATION BASED ON AND AS REQUIRED BY THE ORGANIZATION'S EXECUTIVE COMPENSATION POLICY AND THE EXECUTIVE INCENTIVE PLAN. SPECIFICALLY, THE CEO'S COMPENSATION IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE LIFE ENRICHING COMMUNITIES BOARD. COMPENSATION FOR OTHER EXECUTIVE TEAM MEMBERS IS DETERMINED BY THE CEO WITH RECOMMENDATIONS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE LIFE ENRICHING COMMUNITIES BOARD. THESE APPROVALS WERE CONTEMPORANEOUSLY DOCUMENTED IN COMMITTEE MEETING MINUTES AND APPROVED BY THE LIFE ENRICHING COMMUNITIES BOARD. THIS PROCESS WAS LAST UNDERTAKEN IN 2020. |
| FORM 990, PART VI, SECTION C, LINE 19 | LUTHERAN HOME MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON WRITTEN REQUEST. THE CONSOLIDATED ORGANIZATION'S CONDENSED FINANCIAL STATEMENTS ARE PUBLISHED IN ITS ANNUAL REPORT ON ITS WEBSITE. THE ANNUAL REPORT IS DISTRIBUTED TO FRIENDS, FAMILY MEMBERS, BUSINESS PARTNERS AND CONTRIBUTORS. AUDITED FINANCIAL STATEMENTS AND QUARTERLY BONDHOLDER FINANCIAL DISCLOSURES ARE POSTED TO ELECTRONIC MUNICIPAL MARKET ACCESS (EMMA). |
| FORM 990, PART XI, LINE 9: | TRANSFER FROM AFFILIATE 1,750,000. GAIN ON ACQUISITION 101,048. |
| PART XII LINE 2C: | THE FINANCE COMMITTEE OF LIFE ENRICHING COMMUNITIES FUNCTIONS AS THE ORGANIZATION'S AUDIT COMMITTEE. |
| PT IX, LINE 11G: | DESCRIPTION: PROFESSIONAL SERVICES - CONSULTING FEES TOTAL: $145,064 MANAGEMENT AND GENERAL: $145,064 DESCRIPTION: MARKETING AND SALES CONSULTING FEES TOTAL: $69,257 MANAGEMENT AND GENERAL: $69,257 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LIFE ENRICHING COMMUNITIES | |||||||||||
| 6279 TRI-RIDGE BLVD SUITE 320 | LOVELAND | OH | 45140 | 043660611 | SEE PART VII | OH | 501(C)(3) | LINE 12C, III-FI | N/A | 0 | |
| LIFE ENRICHING COMMUNITIES FOUNDATION | |||||||||||
| 6279 TRI-RIDGE BLVD SUITE 340 | LOVELAND | OH | 45140 | 061708088 | SEE PART VII | OH | 501(C)(3) | LINE 12B, II | 0 | SEE PART VII | |
| TWIN TOWERS | |||||||||||
| 5343 HAMILTON AVE | CINCINATTI | OH | 45224 | 310536677 | SEE PART VII | OH | 501(C)(3) | LINE 10 | 0 | SEE PART VII | |
| LEC NFP | |||||||||||
| 6279 TRI-RIDGE BLVD SUITE 320 | LOVELAND | OH | 45140 | 261133673 | INACTIVE | OH | 0 | SEE PART VII | |||
| TWIN LAKES | |||||||||||
| 9840 MONTGOMERY ROAD | CINCINATTI | OH | 45242 | 311708926 | SEE PART VII | OH | 501(C)(3) | LINE 10 | 0 | SEE PART VII | |
| LUTHERAN HOME | |||||||||||
| 2116 DOVER CENTER RD | WESTLAKE | OH | 44145 | 340742692 | SEE PART VII | OH | 501(C)(3) | LINE 10 | 0 | SEE PART VII | |
| LUTHERAN ELDERHOOD FOUNDATION | |||||||||||
| 2116 DOVER CENTER RD | WESTLAKE | OH | 44145 | 202734166 | SEE PART VII | OH | 501(C)(3) | LINE 12B, II | 0 | SEE PART VII | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POST ACUTE CARE NETWORK LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6279 TRI-RIDGE BLVD SUITE 350 | AddressLine1Txt |
| City | LOVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45140 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 465401320 | EIN |
| Primary Activities | CONSULTING | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| WHOLE-PERSON WELLNESS SOLUTIONS INC | |||||||||
| 6279 TRI-RIDGE BLVD SUITE 320 | LOVELAND | OH | 45140 | 261134796 | SEE PART VII | OH | N/A | C | 0 |
| LEC COMMUNITY SERVICES INC | |||||||||
| 6279 TRI-RIDGE BLVD SUITE 320 | LOVELAND | OH | 45140 | 261130747 | INVESTMENT CO. | OH | N/A | C | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 2, COLUMN B: | SUPPORTING FOUNDATION FOR TWIN TOWERS AND TWIN LAKES |
| PART II, LINE 2, COLUMN F: | LIFE ENRICHING COMMUNITIES |
| PART II, LINE 3, COLUMN B: | SENIOR CARE AND HOUSING |
| PART II, LINE 3, COLUMN F: | LIFE ENRICHING COMMUNITIES |
| PART II, LINE 4 COLUMN F: | LIFE ENRICHING COMMUNITIES |
| PART II, LINE 5, COLUMN B: | SENIOR CARE AND HOUSING |
| PART II, LINE 5, COLUMN F: | LIFE ENRICHING COMMUNITIES |
| PART II, LINE 6, COLUMN B: | SENIOR CARE AND HOUSING |
| PART II, LINE 6, COLUMN F: | LEC-CONCORD RESERVE HOLDING CO. LLC |
| PART II, LINE 7, COLUMN B: | SUPPORTING FOUNDATION FOR LUTHERAN HOME AND LUTHER HOUSE |
| PART II, LINE 7, COLUMN F: | LEC-CONCORD RESERVE HOLDING CO. LLC |
| PART IV, LINE 1, COLUMN B: | WHOLE-PERSON WELLNESS CONSULTING AND EDUCATION |
| PART II, LINE 1, COLUMN B: | SUPPORTING ORGANIZATION FOR TWIN TOWERS AND TWIN LAKES |
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