2017-11-01T13:40:11-05:00 2016-12-31 390758449 Wipfli LLP 10000 Innovation Drive Suite 250 Milwaukee WI 532264837 990 2016-01-01 390807205 The Lutheran Home Inc LUTH 4142586170 7500 W North Avenue Wauwatosa WI 532131797 Scott McFadden President/CEO 4142586170 2017-10-26 1 Paul Daly CPA P00277674 4144319300 2017-10-26 207.250.78.130 2017-10-26 14:13:40 CD P D832BC4428AEF2AFBD2D03DD33E6FFF029B75F77 D832BC4428AEF2AFBD2D03DD33E6FFF029B75F77 2016 2021-01-29 14:40:06Z Scott McFadden 7500 W North Avenue Wauwatosa WI 532131797 24211700 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. 15 15 535 225 0 0 2721876 1097400 21941149 21609350 834 5208 646943 1456073 25310802 24168031 450633 404489 0 0 15346075 15812845 0 0 357966 7789207 10004607 23585915 26221941 1724887 -2053910 23854815 20675694 3392970 2255717 20461845 18419977 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 21340130 404489 20403136 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 175 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. 762907 0 735166 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 50 children in the program during the year. 510788 0 471048 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 26 daily program participants. The services include meals for participants. 0 0 648736 Management Fee Revenue 0 0 192624 Cafeteria Revenue 0 0 72457 Barber & Beauty Shop Revenue 0 0 36925 Miscellaneous Revenue 0 0 950742 22613825 1 1 0 0 0 0 0 0 1 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 30 0 1 535 1 0 0 0 0 0 0 0 0 0 0 X 15 15 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 7400 W North Avenue Wauwatosa WI 532131797 Jim Denor Director 1.20 1.00 X 0 0 0 Aaron Holtebeck director 1.20 1.00 X 0 0 0 Ben Kebbekus 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 Candy Seider director 1.20 1.00 X 0 0 0 Larry Sohn director 1.20 1.00 X 0 0 0 Christine Specht-Palmert director 1.20 1.00 X 0 0 0 Jan Teuscher director 1.20 1.00 X 0 0 0 Steve Volz director 1.20 1.00 X 0 0 0 Sonja Williams director 1.20 1.00 X 0 0 0 Bob Sowinski Chairperson 1.20 1.00 X X 0 0 0 Amy Hartwig Vice Chairperson 1.20 1.00 X X 0 0 0 Dale Van Dam Treasurer 1.20 1.00 X X 0 0 0 Katie Sanders Secretary 1.20 1.00 X X 0 0 0 Scott McFadden President & CEO 32.00 8.00 X 216382 0 20754 Gail Boerema VP of Finance & CFO 32.00 8.00 X 126921 0 9447 Kathryn Cavers Administrator & COO 40.00 X 132578 0 17115 475881 0 47316 3 0 1 0 RehabCare Group Inc 5303 Bermuda Drive St Louis MO 63150 Therapy Services 1483101 HealthDirect Pharmacy Services 1 Adler Drive East Syracuse NY 13057 Pharmacy Services 690027 VCPI 1555 N Rivercenter Drive Suite 202 Milwaukee WI 53212 Technology Services 147922 3 330760 766640 1097400 Nursing Home Revenue 623000 17915619 17915619 CBRF Revenue 623000 2487517 2487517 Child Day Care Revenue 624410 735166 735166 Adult Day Care Revenue 623000 471048 471048 21609350 5208 5208 549000 43669 505331 505331 505331 Management Fee Revenue 623000 648736 648736 Cafeteria Revenue 623000 192624 192624 Barber & Beauty Shop Revenue 623000 72457 72457 36925 36925 950742 24168031 22560092 0 510539 X 404489 404489 523197 375824 147373 12082575 10771582 1310993 174582 134745 35072 4765 2113675 1681778 415224 16673 918816 770699 136985 11132 37892 37892 78147 78147 2823078 2735178 87900 234109 129548 104561 92851 92851 259429 186899 72530 641226 641226 25261 13667 10662 932 350 350 10 10 1480176 1480176 124288 124288 Forgiveness of Due from 1250635 1250635 Raw Food 769621 665514 104107 Pharmaceuticals 723585 723585 Supplies 661110 637190 23920 802839 703351 99488 26221941 22613825 3250150 357966 1740959 224726 224303 223668 2975532 2187976 1794 2134 225086 206811 45252415 28780766 16738544 16471649 1948597 1358730 23854815 20675694 2685510 1954327 698480 293255 8980 8135 3392970 2255717 X 20345803 18291893 116042 128084 20461845 18419977 23854815 20675694 X -2053910 12042 X 0 1 X 1 0 X 631769 8907441 698879 2721876 1097400 14057365 20817680 21617329 22212397 22588092 22560092 109795590 21449449 30524770 22911276 25309968 23657492 123852955 0 0 0 123852955 1 1054 0 834 5208 7097 1 1054 834 5208 7097 21449450 30525824 22911276 25310802 23662700 123860052 0.99990 1.00000 0.00010 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 265511 265511 29333834 16084061 13249773 14686570 12026465 2660105 966500 670240 296260 16471649 Due from Affiliates 669215 Interest in net assets of Lutheran Home Foundation, Inc. 116084 Other Assets 573431 1358730 24211700 0 24211700 -43669 -43669 24168031 26265610 43669 43669 26221941 0 26221941 Part IV, Line 2b: The accounts that The Lutheran Home is a custodian for are security deposits for rental units. When the resident moves out the security deposit is given back to them. Part XI, Line 4b - Other Adjustments: Rental Expenses -43,669. Part XII, Line 2d - Other Adjustments: Rental Expenses 43,669. 0 Lutheran Home Foundation Inc 7500 West North Avenue Wauwatosa WI 53213 391478794 501(C)(3) 404489 Property upgrades 1 0 X X X X 1 0 0 0 0 0 0 0 0 Scott McFadden President & CEO 216382 0 0 0 0 0 6600 0 14154 0 237136 0 0 0 Part I, Line 4a Gail Boerema $10,000 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 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 these 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 salary based on information provided by VP-HR from Paysource and Leadingage, along with gathered top 10 competitors salaries in published form 990. The board's executive committee approves the salary recommendation. Other officer and administrative leadership team follow same process but only advisory. CEO sets 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 IX, line 11g Other fees: Program service expenses 2,735,178. Management and general expenses 87,900. Fundraising expenses 0. Total expenses 2,823,078. Form 990, Part XI, line 9: Change in interest in assets of the Lutheran Home Foundation, Inc. 12,042. Harwood Place Inc 7500 W North Ave wauwatosa WI 53213 391531532 Independent Living DE 501(c)(3) Line 10 LutheranLiving Services Inc 0 LutheranLiving Services Inc 7500 W North Ave 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