2020-11-04T12:35:12-06:00 2019-12-31 BKD LLP 200 E Main St Suite 700 Fort Wayne IN 46802 990 2019-01-01 350885590 LUTHERAN HOMES INC % DONNA SCANLON LUTH 2604471591 6701 S ANTHONY BLVD FORT WAYNE IN 46816 DONNA SCANLON CFO 2604471591 2020-05-15 true Lauren R Denton P01571860 2604604000 2019 2022-09-23 18:48:47Z ALEX KIEFER 6701 S ANTHONY BLVD FORT WAYNE IN 46816 39410525 false X WWW.LUTHERANLIFEVILLAGES.ORG X 1926 IN AS AN EXPRESSION OF CHRIST'S LOVE LUTHERAN LIFE VILLAGES SERVES INDIVIDUALS AND THEIR CAREGIVERS WITH COMPASSION AND RESPECT FOR INDEPENDENCE, WELLNESS AND SPIRITUAL LIFE. 15 15 788 467 0 0 418561 457866 9214853 35028330 285680 173991 14387 10966 9933481 35671153 0 0 0 0 3213465 20791777 0 0 54913 6513428 13362016 9726893 34153793 206588 1517360 36050673 45681379 21769632 28659453 14281041 17021926 X SINCE 1931, LUTHERAN LIFE VILLAGES HAS BEEN SERVING INDIVIDUALS AND THEIR CAREGIVERS WITH COMPASSION AND RESPECT FOR INDEPENDENCE, WELLNESS, AND SPIRITUAL LIFE. AT LUTHERAN LIFE VILLAGES, WE PRIDE OURSELVES ON CREATING A PLACE WHERE PEOPLE WANT TO LIVE, PROFESSIONALS WANT TO WORK, AND FAMILY AND COMMUNITY MEMBERS WANT TO VISIT. WE OFFER A FULL RANGE OF LIVING OPTIONS, FROM INDEPENDENT LIVING AND ASSISTED LIVING TO SKILLED NURSING, WITH LOCATIONS IN KENDALLVILLE AND FORT WAYNE, INDIANA. false false 30352370 34592128 LUTHERAN LIFE VILLAGES' GOAL IS TO PROVIDE RESIDENTS WITH THE SERVICES BEST-SUITED TO FIT THEIR INDIVIDUAL NEEDS. THROUGH THIS HOLISTIC APPROACH, RESIDENTS ARE ENABLED TO FUNCTION AT THEIR HIGHEST POTENTIAL. INDEPENDENT LIVING - PROVIDES PEOPLE 55 AND OLDER WITH RELIEF FROM THE CARES OF HOME MAINTENANCE, GIVING THEM THE FREEDOM TO ENJOY THE BEST THAT LIFE HAS TO OFFER. ASSISTED LIVING - COMBINES THE BENEFITS OF ASSISTED LIVING WITH THE SUPPORT OF MINIMAL DAILY ASSISTANCE AND A 24-HOUR EMERGENCY CALL SYSTEM. NURSING CARE - MEETS A WIDE VARIETY OF NEEDS, FROM THERAPY AND RESTORATIVE NURSING SERVICES, TO ALZHEIMER'S, BEHAVIOR, AND PAIN-MANAGEMENT CARE. 354332 336239 LUTHERAN LIFE VILLAGES SPONSORS THE FOSTER GRANDPARENTS PROGRAM, PART OF SENIOR CORP AND THE CORPORATION FOR NATIONAL AND COMMUNITY SERVICE. ADULTS 55 AND OLDER SHARE THEIR EXPERIENCE AND COMPASSION.EACH FOSTER GRANDPARENT IS A ROLE MODEL, MENTOR, AND A FRIEND. SERVING AT ONE OF MANY LOCAL ORGANIZATIONS - INCLUDING FAITH-BASED GROUPS, HEAD START CENTERS, SCHOOLS, AND OTHER YOUTH FACILITIES - GRANDPARENTS HELP CHILDREN LEARN TO READ, PROVIDE ONE-ON-ONE TUTORING, AND GUIDE CHILDREN AT A CRITICAL TIME IN THEIR LIVES. 161703 99963 INNOVATIVE, INTER-GENERATIONAL PROGRAMMING DISTINGUISHES LUTHERAN LIFE VILLAGES FROM OTHER RETIREMENT-LIVING PROVIDERS AND PLAYS A KEY ROLE IN THE WELLNESS STRATEGY. THE ON-SITE CHILDREN'S VILLAGE EARLY LEARNING CENTERS AND THE VOLUNTEER OPPORTUNITIES PROVIDED BY THE CENTERS HAVE BEEN ENRICHING THE LIVES OF RESIDENTS FOR YEARS. 30868405 true true false false false false false false false true true false false true true false false true false false false false false false false false false false false true false false false false false false false false false false false false true true true false false false true 8 0 788 true false false false false false false false false false false false false X 15 15 false false false false true true true true true false false true true true true true true true false false IN X DONNA SCANLON 2604470800 6701 S ANTHONY BLVD FORT WAYNE IN 46816 ALEX KIEFER PRESIDENT/CEO 45.0 5.0 X 166513 0 15479 KELLY BORROR CHIEF OPERATING OFFICER 50.0 0.0 X 134136 0 12211 DONNA SCANLON CFO 45.0 5.0 X 136293 0 6175 TRICIA NEARY VP OF MARKETING & DEVELOPMENT 50.0 0.0 X 118334 0 5541 CONNIE BALL NURSE 59.0 0.0 X 115792 0 4203 SARAH CLAY DIRECTOR OF NURSING 50.0 0.0 X 108394 0 8470 SHAUNA SHAFER ADMINISTRATOR 50.0 0.0 X 114060 0 132 LINDA CHRZAN CHAIR 2.0 2.0 X X 0 0 0 JACK DANIEL VICE CHAIR 2.0 2.0 X X 0 0 0 GREG GOEGLEIN SECRETARY (THROUGH 3/19) 2.0 2.0 X X 0 0 0 CRAIG LINNEMEIER TREASURER 2.0 2.0 X X 0 0 0 ERIC BIEBERICH BOARD MEMBER (THROUGH 03/19) 2.0 2.0 X 0 0 0 RUTH SPRINGER BOARD MEMBER (THROUGH 3/19) 2.0 2.0 X 0 0 0 GRANT GOEGLEIN BOARD MEMBER 2.0 2.0 X 0 0 0 REV MARK NEUBACHER BOARD MEMBER 2.0 2.0 X 0 0 0 DAVE BISCHOFF BOARD MEMBER 2.0 2.0 X 0 0 0 RANDY GROTE BOARD MEMBER 2.0 2.0 X 0 0 0 REV DEBRA MEUTER BOARD MEMBER 2.0 2.0 X 0 0 0 STEVE RIECK SECRETARY 2.0 2.0 X 0 0 0 JAKE FETTERS BOARD MEMBER 2.0 2.0 X 0 0 0 ALISON PARK BOARD MEMBER 2.0 2.0 X 0 0 0 CHRIS HANKE BOARD MEMBER 2.0 2.0 X 0 0 0 DEBBIE GOTSCH BOARD MEMBER 2.0 2.0 X 0 0 0 LANCE HOFFMAN BOARD MEMBER 2.0 2.0 X 0 0 0 DR STEPHANIE OETTING BOARD MEMBER 2.0 2.0 X 0 0 0 893522 0 52211 9 false true false DAVIS HARRISON DION 333 N MICHIGAN AVENUE STE 2300 CHICAGO IN 60601 MARKETING & ADVERT. 513865 CORSICA TECHNOLOGIES 8181 W JEFFERSON BLVD FORT WAYNE IN 46804 IT SUPPORT 191056 MKM ARCHITECTURE DESIGN INC 119 WEST WAYNE STREET FORT WAYNE IN 46802 ARCHITECTURE 110102 BKD LLP 200 E MAIN STREET STE 700 FORT WAYNE IN 46802 ACCOUNTING 101250 4 X 457866 457866 RESIDENT SERVICES - PRIVATE PAY 621610 34739925 34739925 FOSTER GRANDPARENT PROGRAM 621610 288405 288405 35028330 144524 144524 0 0 16377 5411 10966 0 10966 10966 2795628 967800 2647689 1086272 147939 -118472 29467 29467 0 0 0 0 0 0 0 0 0 0 35671153 35028330 184957 X 0 0 0 0 324460 324460 0 17332841 15565974 1728219 38648 58042 44687 13355 1791364 1578267 209105 3992 1285070 1143140 139594 2336 0 13114 346 12768 151902 48072 103830 0 0 19960 19960 1979453 1955682 23366 405 711302 400842 309368 1092 493888 439255 53027 1606 689245 618985 68723 1537 0 1255301 1255301 87119 21808 64774 537 0 86041 54106 31870 65 754924 751445 3479 0 1669895 1614175 55720 332898 315895 17003 OPERATIONAL EXPENSES 1418140 1418140 FOSTER GRANDPARENT PROGRAM 239178 239178 FOOD AND DINING SUPPLIES 1361581 1346786 14787 8 MISCELLANEOUS 2042209 2009081 28831 4297 55866 47240 8236 390 34153793 30868405 3230475 54913 2100 2100 1270636 3735164 0 0 4627474 5327840 0 0 0 0 0 0 56719 59307 139071 141617 63021586 37643811 20698003 25377775 5820399 7357703 0 0 0 0 0 0 3436271 3679873 36050673 45681379 3266712 4287303 0 0 0 0 0 0 0 0 0 0 15707495 21185842 0 0 2795425 3186308 21769632 28659453 X 9114788 11529383 5166253 5492543 14281041 17021926 36050673 45681379 X 1517360 681230 36564 505731 X false true X true false X 628769 140972 652940 416374 457866 2296921 8289208 2001592 8850846 9214853 35028330 63384829 0 0 0 8917977 2142564 9503786 9631227 35486196 65681750 0 5367318 1117020 6119631 6211619 1046080 19861668 5367318 1117020 6119631 6211619 1046080 19861668 45820082 21664 4643 140248 64895 82057 313507 0 21664 4643 140248 64895 82057 313507 0 0 8939641 2147207 9644034 9696122 35568253 65995257 0.69429 0.48889 0.00475 0.00576 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2634904 456475 58022 3033357 2888091 -185956 67231 2634904 2576155 363854 51918 2888091 2595277 11852 30974 2576155 0.62000 0.38000 false false 1451001 1451001 46763968 30321624 16442344 0 0 8563164 6415800 2147364 6243453 906387 5337066 25377775 OTHER ASSETS 1393622 PERPETUAL TRUSTS 2286251 3679873 0 ADVANCE DEPOSITS 3186308 3186308 36394358 681230 36564 5411 723205 35671153 35671153 34159204 5411 5411 34153793 34153793 SCHEDULE D, PART XI, LINE 2D $5,411 RENTAL EXPENSES SCHEDULE D, PART XII, LINE 2D $5,411 RENTAL EXPENSES ASC 740 FOOTNOTE MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. X X X X X false false false false false false false false false ALEX KIEFER PRESIDENT/CEO 166513 0 0 0 0 0 1785 0 13694 0 181992 0 FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERSHIP OF LUTHERAN HOMES INC CONSISTS OF DELEGATES ELECTED OR APPOINTED BY VOTING MEMBERS OF THE AFFILIATED LUTHERAN CHURCHES WITHIN NORTHEAST INDIANA. THE ORGANIZATION IS COMPOSED OF DELEGATES FROM 62 LUTHERAN CONGREGATIONS WHO ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBER DELEGATES FINALIZE APPROVAL ON SECTIONS OF THE BY-LAWS INCLUDING INTENT TO BE AFFILIATED, DISSOLUTION, BOARD MEMBERSHIP, AND OTHER CHANGES IN ORGANIZATIONAL STRUCTURE AND FUNCTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 AND RELATED SCHEDULES ARE REVIEWED IN DETAIL BY THE CFO, CEO AND AN INDEPENDENT CPA FIRM. THE FORM 990 IS ALSO REVIEWED BY THE BOARD PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, A CONFLICT OF INTEREST QUESTIONNAIRE IS COMPLETED BY EACH MEMBER OF THE GOVERNING BODY TO MONITOR COMPLIANCE. THROUGHOUT THE TERM OF A MEMBER'S TENURE, NO GOVERNING BODY MEMBER SHALL BE INCLUDED IN DELIBERATIONS AND/OR VOTE ON A BUSINESS MATTER THAT WOULD VIOLATE THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE COMPENSATION IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE EXECUTIVE REVIEW AND EXECUTIVE COMMITTEE ANNUALLY REVIEWS THE PRESIDENT/CEO. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VIII & IX ON JANUARY 1, 2019, LUTHERAN HOMES INC. ADOPTED THE FASB ASU 2014-09, REVENUE FROM CONTRACTS WITH CUSTOMERS (TOPIC 606). ADOPTION OF ASU 2014-09 RESULTED IN CHANGES IN PRESENTATION OF THE FINANCIAL STATEMENTS & RELATED DISCLOSURES. FORM 990, PART XI, LINE 9 $278,673 CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS $227,058 NET ASSET TRANSFER $505,731 OTHER CHANGES IN NET ASSETS OR FUND BALANCES LLV PROPERTY LLC 6701 S ANTHONY BLVD FORT WAYNE IN 46816 454098765 REAL ESTATE IN -143921 4568327 LHI LLV PROPERTY PV LLC 6701 S ANTHONY BLVD FORT WAYNE IN 46816 474998593 REAL ESTATE IN -53021 8086393 LHI LUTHERAN LIFE VILLAGES HOME HEALTHCARE 6701 S ANTHONY BLVD FORT WAYNE IN 46816 274640248 SENIOR SERV IN 501 (C) (3) 10 LHI true false true false false false false false false false false false false false false false false false false false