2015-07-14T13:43:33-05:00 2014-08-31 BKD LLP 200 E Main St Suite 700 Fort Wayne IN 46802 990 2013-09-01 350885590 LUTHERAN HOMES INC % DONNA SCANLON LUTH 2604471591 6701 S ANTHONY BLVD Suite FORT WAYNE IN 46816 DONNA SCANLON CFO 2604471591 2015-07-15 true Joyce A Dulworth P00151125 2604471591 2013 2016-02-25 16:41:14Z ALEX KIEFER 6701 S ANTHONY BLVD FORT WAYNE IN 46816 11214094 false X WWW.LUTHERANLIFEVILLAGES.ORG X 1926 IN AS AN EXPRESSION OF CHRIST'S LOVE, LUTHERAN LIFE VILLAGES SERVES INDIVIDUALS & THEIR CAREGIVERS WITH COMPASSION & RESPECT FOR INDEPENDENCE, WELLNESS & SPIRITUAL LIFE. 13 13 788 0 0 0 262159 407108 9221423 10787242 1681 3251 9022 11582 9494285 11209183 0 0 0 0 3768664 5482891 0 0 0 5889289 6698530 9657953 12181421 -163668 -972238 25589871 27615328 21587517 24585212 4002354 3030116 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 8832169 10236232 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. 278006 434358 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. 185338 116652 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. 9295513 true false 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 true false false false true true true false false false true 15 0 true 788 true false false false false false true true false false false false X 13 13 true 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 SOUTH ANTHONY BLVD FORT WAYNE IN 46816 MARK FRANKE CHAIRMAN 2.0 X X 0 0 0 TROY PANNING VICE-CHAIRMAN 2.0 X X 0 0 0 NATE FINK TREASURER 2.0 X X 0 0 0 GINA ROHRBACHER SECRETARY 2.0 X X 0 0 0 ERIC BIEBERICH BOARD MEMBER 2.0 X 0 0 0 LINDA PETERS-CHRZAN BOARD MEMBER 2.0 X 0 0 0 GRANT GOEGLEIN BOARD MEMBER 2.0 X 0 0 0 GREG GOEGLEIN BOARD MEMBER 2.0 X 0 0 0 REV KATHY HALLER BOARD MEMBER 2.0 X 0 0 0 REV MARK NEUBACHER BOARD MEMBER 2.0 X 0 0 0 VICTOR MARTIN BOARD MEMBER 2.0 X 0 0 0 MICHAEL SCHEUMANN BOARD MEMBER 2.0 X 0 0 0 DAN BUUCK BOARD MEMBER 2.0 X 0 0 0 ALEX KIEFER CFO/PRESIDENT AND CEO 50.0 X 148416 0 10216 DONNA SCANLON CFO (STARTED AUGUST 2013) 50.0 X 36369 0 250 184785 0 10466 1 false true false SELECT REHABILITATION PO BOX 809056 CHICAGO IL 60680 THERAPY SERVICES 862268 DAVID HARRISON DION 333 N MICHIGAN AVENUE CHICAGO IL 60601 MKTNG & ADVERTISING 170486 BKD LLP 200 E MAIN SUITE 700 FORT WAYNE IN 46802 INDEPENDENT AUDITOR 138990 3 X 349646 57462 46862 407108 RESIDENT SERVICES - PRIVATE PAY 621610 4226660 4226660 FOSTER GRANDPARENT PROGRAM 621610 312513 312513 MEDICARE/MEDICAID PAYMENTS 621610 4795028 4795028 MANAGEMENT FEE INCOME 621610 1453041 1453041 10787242 3251 3251 0 0 16493 4911 11582 0 11582 11582 0 0 0 0 0 11209183 10787242 14833 X 0 0 0 0 190710 190710 0 4417567 3344355 1073212 13965 8947 5018 528293 339652 188641 332356 250811 81545 0 75604 4083 71521 135689 1000 134689 0 0 166 166 1375454 1149023 226431 253631 18010 235621 282957 259834 23123 292754 210574 82180 0 753968 741438 12530 56198 11467 44731 0 0 633010 455263 177747 0 1107849 999050 108799 85049 69727 15322 FOSTER GRANDPARENT PROGRAM 179105 179105 TRAINING, DUES & MEMBERSHIPS 57547 15297 42250 FOOD AND DINING SUPPLIES 481739 471173 10566 MEDICAL SUPPLIES 283386 283386 644424 483318 161106 12181421 9295513 2885908 0 2979 2100 255648 194190 0 0 2708860 3005508 0 0 0 0 0 0 80521 82217 168638 108065 51453567 29850939 22315955 21602628 52490 54067 0 0 0 0 0 0 4780 2566553 25589871 27615328 2103525 2238400 0 0 0 0 0 0 0 0 0 0 13965233 16773908 0 0 5518759 5572904 21587517 24585212 X 4002354 3030116 0 0 0 0 4002354 3030116 25589871 27615328 -972238 X false true X true false X 393981 210494 255142 262159 407108 1528884 20652242 15887020 17868870 9221423 10787242 74416797 0 0 0 21046223 16097514 18124012 9483582 11194350 75945681 0 1800463 3529979 1340900 6671342 1800463 3529979 1340900 6671342 69274339 20353 22184 14665 15205 19744 92151 0 20353 22184 14665 15205 19744 92151 0 0 21066576 16119698 18138677 9498787 11214094 76037832 0.91105 0.96984 0.00121 0.00237 X false false 1769889 613 73930 1844432 1670623 1670623 42869404 24110293 18759111 6168889 5089855 1079034 1044651 650791 393860 21902628 BOND ISSUANCE COSTS 353580 OTHER ASSETS 2212973 2566553 0 ADVANCE DEPOSITS 2730265 INTERCOMPANY PAYABLE 2842639 5572904 11214094 4911 4911 11209183 11209183 12186332 4911 4911 12181421 12181421 SCHEDULE D 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. RECONCILIATION TO FINANCIAL STATEMENTS PART XI & XII LINE 2D 4,911 RENTAL EXPENSES ENDOWMENT FUNDS PART V LINE 4 THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS AND OTHER ITEMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED ENDOWMENT FUNDS THE ORGANIZATION MUST HOLD IN PERPETUITY OR FOR DONOR-SPECIFIED PERIODS. ASSETS ARE AVAILABLE FOR HEALTH CARE SERVICES. DURING 2010, THE ASSETS OF THE ENDOWMENT FUND WERE TRANSFERRED TO LHI FOUNDATION INC, A RELATED ORGANIZATION. X X X X X false false false false false false false false false ALEX KIEFER CFO/PRESIDENT AND CEO 145416 0 3000 0 0 0 1541 0 8675 0 158632 0 0 0 X MEALS 1 46862 MARKET VALUE false true false PART VI QUESTION 2 VICTOR MARTIN AND GREG GOEGLEIN HAVE A BUSINESS RELATIONSHIP. PART VI QUESTION 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. QUESTION 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. PART VI QUESTION 11A 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. PART VI QUESTION 12C AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE IS PROVIDED TO OFFICERS, DIRECTORS, KEY EMPLOYEES AND OTHER INTERESTED PERSONS. THE RESPONSES TO THE QUESTIONNAIRES ARE REVIEWED BY MANAGEMENT. ANY CONFLICTS DISCLOSED ARE DEALT WITH AT THE BOARD'S DISCRETION WHICH INCLUDES RECUSAL FROM VOTING ON MATTERS RELATED TO THE CONFLICT. PART VI QUESTION 15A EXECUTIVE COMPENSATION IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. IN 2014 THE BOARD USED A COMPENSATION SURVEY/STUDY TO DETERMINE COMPENSATION. THE BOARD DOES THE FINAL REVIEW. PART VI QUESTION 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990 PART IX LINE 11G DESCRIPTION:CONTRACTORS TOTAL FEES:1375454 LLV PROPERTY 6701 S ANTHONY BLVD FORT WAYNE IN 46816 454098765 REAL ESTATE IN 48280 5808088 LHI LHI FOUNDATION 6701 S ANTHONY BLVD FORT WAYNE IN 46816 272228658 FUNDRAISING IN 501(c)(3) 7 LHI true LUTHERAN HOMES INC WORKERS COMP TRUST 6701 SOUTH ANTHONY BOULEVARD FORT WAYNE IN 46816 351871504 VEBA TRUST IN 501(c)(3) 11A LHI true LUTHERAN LIFE VILLAGES HOME HEALTHCARE 6701 S ANTHONY BLVD FORT WAYNE IN 46816 274640248 CHARITY IN 501(C)(3) 509(A)(2) LHI true false false true false false false false false false false false false false true true false false false false