2019-08-12T15:22:44-05:00 2018-12-31 390758449 WIPFLI LLP 10000 INNOVATION DRIVE SUITE 250 MILWAUKEE WI 532264837 990 2018-01-01 390807205 THE LUTHERAN HOME INC LUTH 4142586170 7500 W NORTH AVENUE WAUWATOSA WI 53213 SCOTT MCFADDEN PRESIDENT & CEO 4142586170 2019-08-01 1 PAUL DALY CPA P00277674 4144319300 2019-07-23 207.250.78.130 2019-08-01 10:19:54 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 CC322FB1B7FC8ED290785ACCB7D2994D8745AEAD 2018 2019-02-21 02:37:17Z SCOTT MCFADDEN 7500 W NORTH AVENUE WAUWATOSA WI 53213 24778620 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 13 562 219 0 31713 746310 1299360 22593699 22976355 75132 595 476543 463670 23891684 24739980 0 0 0 0 15791855 16340282 0 145251 145251 8515612 8842282 24307467 25327815 -415783 -587835 23061277 23836572 2155975 2930651 20905302 20905921 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 19376293 0 21560102 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 170 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 38 BEDS WERE FILLED DURING THE YEAR. 826935 0 900832 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 60 CHILDREN IN THE PROGRAM DURING THE YEAR. 438981 0 515421 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 29 DAILY PROGRAM PARTICIPANTS. THE SERVICES INCLUDE MEALS FOR PARTICIPANTS. 20642209 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 30 0 562 1 1 1 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 JIM DENOR DIRECTOR 1.20 1.00 X 0 0 0 AARON HOLTEBECK DIRECTOR 1.20 1.00 X 0 0 0 DENNIS POLLARD DIRECTOR 1.20 1.00 X 0 0 0 DAVE RAYSICH DIRECTOR 1.20 1.00 X 0 0 0 DAVE SANDSTROM DIRECTOR 1.20 1.00 X 0 0 0 CANDY SEIDER DIRECTOR 1.20 1.00 X 0 0 0 LARRY SOHN DIRECTOR (THRU MAY) 1.20 1.00 X 0 0 0 BOB SOWINSKI DIRECTOR 1.20 1.00 X 0 0 0 CHRISTINE SPECHT-PALMERT DIRECTOR (THRU MAY) 1.20 1.00 X 0 0 0 DALE VAN DAM DIRECTOR 1.20 1.00 X 0 0 0 STEVE VOLZ DIRECTOR (THRU MAY) 1.20 1.00 X 0 0 0 SONJA WILLIAMS DIRECTOR 1.20 1.00 X 0 0 0 AMY HARTWIG CHAIRPERSON 1.20 1.00 X X 0 0 0 KATIE SANDERS VICE CHAIRPERSON 1.20 1.00 X X 0 0 0 BEN KEBBEKUS TREASURER 1.20 1.00 X X 0 0 0 JAN TEUSCHER SECRETARY 1.20 1.00 X X 0 0 0 SCOTT MCFADDEN PRESIDENT & CEO 32.00 8.00 X 227727 0 23263 KATHRYN CAVERS ADMINISTRATOR & COO 40.00 0.00 X 141177 0 20328 LUE HANG VP OF FINANCE 32.00 8.00 X 116072 0 23908 HEIDI MAYER FOUNDATION EXECUTIVE DIRECTOR 40.00 0.00 X 104049 0 25340 589025 0 92839 4 0 1 0 REHABCARE INC 680 S FOURTH STREET LOUISVILLE KY 40202 THERAPY SERVICES 1488123 PLUNKETT RAYSICH ARCHITECTS LLP 209 S WATER STREET MILWAUKEE WI 53204 ARCHITECTURE SERVICES 449133 CATALYST CONSTRUCTION 833 E MICHIGAN STREET SUITE 1000 MILWAUKEE WI 53202 CONSTRUCTION SERVICES 242846 LEDOMER LLC 5205 31ST STREET KENOSHA WI 53144 RENOVATION & BUILDING SERVICES 216808 VCPI 1555 N RIVERCENTER DRIVE SUITE 20 MILWAUKEE WI 53212 TECHNOLOGY SERVICES 167283 7 94574 1204786 1299360 NET RESIDENT SERVICE REVENUE 623000 20334405 20334405 MANAGEMENT SERVICE FEE REVENUE 623000 665702 665702 1976248 1976248 22976355 601 601 502304 38634 463670 463670 463670 6 -6 -6 -6 24739980 22976355 0 464265 X 552475 552475 12730183 11326502 1403681 132754 103563 29191 1939654 1368449 571205 985216 802961 182255 57725 57725 30382 30382 145251 145251 3030197 2363255 666942 71038 71038 65094 65094 117401 117401 704984 645512 59472 16505 4932 11573 2882 2882 1613641 1452277 161364 141584 141584 RAW FOOD 801613 691350 110263 PHARMACEUTICALS 781091 781091 0 SUPPLIES 664055 640254 23801 BAD DEBT EXPENSE 120772 120772 623318 459181 164137 25327815 20642209 4540355 145251 475064 1008704 234840 0 1500000 0 1985948 1985952 4505 4289 420743 393920 49632643 31718568 15875552 17914075 2564625 2529632 23061277 23836572 1899125 2752322 250525 133525 6325 19087 0 25717 2155975 2930651 X 17876110 18537064 3029192 2368857 20905302 20905921 23061277 23836572 X -587835 588454 X 0 1 X 1 0 X 698879 2721876 1097400 746310 1299360 6563825 22212397 22588092 22560092 22593699 22976355 112930635 22911276 25309968 23657492 23340009 24275715 119494460 0 0 0 119494460 491067 508421 554208 591828 502905 2648429 491067 508421 554208 591828 502905 2648429 23402343 25818389 24211700 23931837 24778620 122142889 0.97830 0.98260 0.02170 0.01680 X 0 1 X 834780 834780 36409782 22907457 13502325 9921040 8811111 1109929 2467041 2467041 17914075 DUE FROM LUTHERAN HOME FOUNDATION, INC. 173831 INTEREST IN NET ASSETS OF LUTHERAN HOME FOUNDATION, INC. 2117646 RESIDENT TRUST FUNDS 15099 UNEMPLOYMENT COMPENSATION DEPOSIT 223056 2529632 DUE TO HARWOOD PLACE, INC. 25717 25717 24778620 0 24778620 -38640 -38640 24739980 25366455 38634 38634 25327821 -6 -6 25327815 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -38,634. LOSS ON SALE OF PROPERTY -6. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 38,634. PART XII, LINE 4B - OTHER ADJUSTMENTS: LOSS ON SALE OF PROPERTY -6. X X X X X X 1 MCDONALD SCHAEFER LLC 342 N WATER STREET SUITE 600 MILWAUKEE WI 53202 FUNDRAISING CONSULTANT 0 1671190 145251 1525939 1671190 145251 1525939 WI X X X X 0 0 0 0 0 0 0 0 0 SCOTT MCFADDEN PRESIDENT & CEO 227727 0 0 0 0 0 6948 0 16315 0 250990 0 0 0 KATHRYN CAVERS ADMINISTRATOR & COO 141177 0 0 0 0 0 4441 0 15887 0 161505 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 2018 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 IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 2,363,255. MANAGEMENT AND GENERAL EXPENSES 666,942. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,030,197. FORM 990, PART XI, LINE 9: NET ASSETS RELEASED FROM RESTRICTIONS -5,769. CHANGE IN INTEREST IN NET ASSETS OF LUTHERAN HOME FOUNDATION, INC. 594,223. HARWOOD PLACE INC 7500 W NORTH AVENUE WAUWATOSA WI 53213 391531532 INDEPENDENT LIVING DE 501(C)(3) LINE 10 LUTHERANLIVING SERVICES INC 0 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