2018-11-12T08:28:31-06:00 2017-12-31 BKD LLP 200 E Main St Suite 700 Fort Wayne IN 46802 990 2017-01-01 350885590 LUTHERAN HOMES INC % DONNA SCANLON LUTH 2604471591 6701 S ANTHONY BLVD FORT WAYNE IN 46816 DONNA SCANLON CFO 2604471591 2018-11-15 true Lauren R Denton P01571860 2604604000 167.68.126.162 35027420183115000008 2018-11-07 P C32BFEAB8C27A52315DF5F02F320116B11D77C77 B6216CF12129628A7FE598526BDE6CBBE5F2D5F5 2017 2019-02-21 02:37:17Z ALEX KIEFER 6701 S ANTHONY BLVD FORT WAYNE IN 46816 10255936 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 15 850 294 0 0 140972 652940 2001592 8850846 443 222417 2163 -808 2145170 9725395 0 0 0 0 931347 3404295 0 0 138833 2318803 6738097 3250150 10142392 -1104980 -416997 38849423 38835136 24021261 23559230 14828162 15275906 X FOR OVER 80 YEARS, 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 5521354 8379874 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. 197327 370483 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. THEIR LIVES. 162288 100489 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. 5880969 true true false false false false false false false true true false false true true false false true false false false false false false true false false false false true false false false false false false false false false false false false true true true false false false true 10 0 850 true false false false false false false false false false false X 15 15 false false false false false 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 LINDA CHRZAN VICE CHAIR 2.0 2.0 X X 0 0 0 JACK DANIEL BOARD MEMBER 2.0 0.0 X 0 0 0 CRAIG LINNEMEIER BOARD MEMBER 2.0 0.0 X 0 0 0 GREG GOEGLEIN SECRETARY 2.0 2.0 X X 0 0 0 ERIC BIEBERICH CHAIR 2.0 2.0 X X 0 0 0 RUTH SPRINGER BOARD MEMBER 2.0 0.0 X 0 0 0 GRANT GOEGLEIN BOARD MEMBER 2.0 0.0 X 0 0 0 REV MARK NEUBACHER BOARD MEMBER 2.0 0.0 X 0 0 0 DAVE BISCHOFF BOARD MEMBER 2.0 0.0 X 0 0 0 RANDY GROTE BOARD MEMBER 2.0 0.0 X 0 0 0 REV DEBRA MEUTER BOARD MEMBER 2.0 0.0 X 0 0 0 STEVE RIECK BOARD MEMBER 2.0 0.0 X 0 0 0 LEN JUDT BOARD MEMBER 2.0 0.0 X 0 0 0 GINA ROHRBACHER BOARD MEMBER 2.0 0.0 X 0 0 0 MARK FRANKE TREASURER 2.0 2.0 X X 0 0 0 ALEX KIEFER PRESIDENT & CEO 50.0 0.0 X 154106 0 26448 DONNA SCANLON CFO 50.0 0.0 X 123977 0 15819 278083 0 42267 2 false true false DAVIS HARRISON DION 333 N MICHIGAN AVE CHICAGO IL 60601 MARKETING & ADVERT. 315137 BKD LLP 200 E MAIN STREET STE 700 FORT WAYNE IN 46802 ACCOUNTING 124364 2 65634 320291 267015 652940 MANAGEMENT FEE INCOME 621610 6216071 6216071 RESIDENT SERVICES - PRIVATE PAY 621610 2319665 2319665 FOSTER GRANDPARENT PROGRAM 621610 315110 315110 8850846 125023 125023 0 0 15225 5311 9914 0 9914 9914 611902 514508 97394 97394 97394 0 65634 10722 -10722 -10722 0 0 0 0 0 0 0 9725395 8850846 221609 0 0 0 0 341814 341814 0 2385657 771453 1555519 58685 14570 1684 12886 474684 80092 386112 8480 187570 57706 125517 4347 0 13466 13321 145 127766 1000 126766 0 0 22039 22039 198921 147430 45304 6187 426560 6927 405968 13665 158116 97631 56597 3888 332018 100121 224281 7616 0 285082 285082 55024 604 52301 2119 0 57042 3902 52980 160 796356 768172 28184 0 1694393 1674769 19624 189264 165363 23901 LEASE EXPENSE 1418140 850884 567256 OPERATIONAL EXPENSES 362968 362968 FOSTER GRANDPARENT PROGRAM 197327 197327 FOOD AND DINING SUPPLIES 256812 249814 6197 801 146803 58040 56023 32740 10142392 5880969 4122590 138833 2100 2100 810727 729521 0 0 3096571 3414758 0 0 0 0 0 0 63932 58493 130727 229600 54947221 34448562 21402564 20498659 8071187 6817445 0 0 0 0 0 0 5271615 7084560 38849423 38835136 1994423 2956914 0 0 0 0 0 0 0 0 0 0 17342363 16096733 0 0 4684475 4505583 24021261 23559230 X 8899596 9356848 1977042 1783054 3951524 4136004 14828162 15275906 38849423 38835136 X -416997 619946 43516 201279 X false true X true false X 407108 398708 628769 140972 652940 2228497 10787242 12905823 8289208 2001592 8850846 42834711 0 0 0 11194350 13304531 8917977 2142564 9503786 45063208 0 1340900 3294626 5367318 1117020 6119631 17239495 1340900 3294626 5367318 1117020 6119631 17239495 27823713 19744 20569 21664 4643 140248 206868 0 19744 20569 21664 4643 140248 206868 0 0 11214094 13325100 8939641 2147207 9644034 45270076 0.61462 0.67353 0.00457 0.00181 X 2576155 363854 51918 2888091 0 2595277 11852 30974 2576155 0.65000 0.35000 false false 1370623 1370623 45248801 27992874 17255927 6929265 5694947 1234318 1398532 760741 637791 20498659 OTHER ASSETS 1679724 DUE FROM RELATED ENTITY 3134435 PERPETUAL TRUSTS 2270401 7084560 0 ADVANCE DEPOSITS 2641133 INTERCOMPANY PAYABLE 1864450 4505583 10595447 619946 43516 206590 870052 9725395 9725395 10147703 5311 5311 10142392 10142392 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. SCHEDULE D, PART XI, LINE 2D $5,311 RENTAL EXPENSES $201,279 CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS $206,590 TOTAL SCHEDULE D, PART XII, LINE 2D $5,311 RENTAL EXPENSES SIGNATURE EVENT 53433 53433 9611 BBE 12201 12201 1111 0 65634 65634 10722 10722 -10722 X X X X X false false false false false false false false false ALEX KIEFER PRESIDENT & CEO 153866 0 0 0 240 0 1947 0 24501 0 180554 0 0 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 61 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 COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. THE EXECUTIVE REVIEW AND COMPENSATION 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 XI, LINE 9 $201,279 CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS LLV PROPERTY LLC 6701 S ANTHONY BLVD FORT WAYNE IN 46816 454098765 REAL ESTATE IN -138987 4689056 LHI LLV PROPERTY PV LLC 9802 COLDWATER RD FORT WAYNE IN 46825 474998593 REAL ESTATE IN -104749 8503012 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