2014-11-13T09:16:49-06:00 2013-12-31 990 2013-01-01 341801635 LUTHERAN HOUSING SERVICES 9 INC LUTH 4198614990 2021 NORTH MCCORD ROAD TOLEDO OH 43615 LORINDA SCHALK TREASURER 4198614990 2014-11-13 2013 2015-11-30 17:44:51Z DAVID ROBERTS 2021 NORTH MCCORD ROAD TOLEDO OH 43615 744302 false X WWW.LHSOH.ORG X 1995 OH PROVIDES HOUSING UNITS, MANAGEMENT AND DEVELOPMENT SERVICES, AND OVERSEES 80 INDEPENDENT LIVING UNITS FOR THE ELDERLY. 18 18 0 0 820 310 629090 743992 2707 -2680 0 632617 741622 0 0 0 0 0 449141 527809 449141 527809 183476 213813 7134255 6816127 9583110 11413756 -2448855 -4597629 PROVIDES HOUSING UNITS, MANAGEMENT AND DEVELOPMENT SERVICES, AND OVERSEES 80 INDEPENDENT LIVING UNITS FOR THE ELDERLY. false false 496750 743992 PROVIDES HOUSING UNITS, MANAGEMENT AND DEVELOPMENT SERVICES, AND OVERSEES 80 INDEPENDENT LIVING UNITS FOR THE ELDERLY PER OUR MISSION STATEMENT AS FOLLOWS: AS FOLLOWERS OF CHRIST, WE ARE CALLED TO DO WHAT LIES WITHIN OUR POWER TO SHARE BURDENS THAT WEIGH UPON THE YOUNG AND THE OLD AND TO ALLEVIATE SORROW AND MISERY IN HIS NAME. 496750 true false false false false false false false false false true false false false true true 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 false true false false false true 3 0 true 0 false false false false false false X 18 18 true true false false false true false true true false false true true true true true true true true false OH X X LORINDA SCHALK 4198614906 2021 NORTH MCCORD TOLEDO OH 43615 DAVID ROBERTS - LHS INC ASST. SEC./T 1.00 X 0 238192 123524 LYNN OLMAN CHAIR 0.25 X X 0 0 0 REV DALE SCHAEFER VICE CHAIR 0.25 X X 0 0 0 JENNIFER FEHNRICH SECRETARY 0.25 X X 0 0 0 DANIEL KUNOS DIRECTOR 0.25 X 0 0 0 KATHY MARTIN DIRECTOR 0.25 X 0 0 0 MARY SHURTS - LHS INC TREASURER 1.00 X 0 241264 14414 479456 137938 false true false 310 310 PROGRAM SERVICE REVENUE 743992 743992 743992 2680 -2680 -2680 -2680 741622 741312 7989 7989 2790 2790 130682 127250 3432 369190 369190 3554 3554 MANAGEMENT FEES 6000 6000 ALLOCATED SALARIES/WAGES 5500 5500 ALLOCATED PR TAX/BENEFITS 1423 1423 BANK CHARGES AND FEES 371 371 310 310 527809 496750 31059 0 111984 99840 3515 155 12245529 5614996 6950109 6630533 68647 85599 7134255 6816127 1555024 1627081 8028086 9786675 9583110 11413756 X -2451292 -4600106 2437 2477 -2448855 -4597629 7134255 6816127 213813 -2362627 40 X false true X true false X 201 12577 1832 820 310 15740 639234 623802 822546 629090 743992 3458664 639435 636379 824378 629910 744302 3474404 3474404 75 75 75 75 2707 2707 5414 639510 636379 824378 632617 747009 3479893 0.99840 0.99900 0.00000 X PART II, LINE 12 GAIN ON INVESTMENTS 5,414 583632 583632 10245131 4751378 5493753 494243 393636 100607 922523 469982 452541 6630533 LIFE LEASES 9786675 9786675 X 741662 40 40 741622 741622 2890436 2362627 2362627 527809 527809 SCHEDULE D, PAGE 3, PART X FEDERAL INCOME TAXES - NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS SINCE THE ORGANIZATION IS EXEMPT FROM SUCH TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2013, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2010. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN INTEREST IN LHS FOUNDATION 40 false true false false false false false false false DAVID ROBERTS - LHS INC ASST. SEC./TREASURER 238192 116720 6804 361716 MARY SHURTS - LHS INC TREASURER 180000 61264 7451 6963 255678 19800 SCHEDULE J, PAGE 1, PART I, LINE 4 DAVID ROBERTS - LHS, INC. 0 107,000 0 MARY SHURTS - LHS, INC. 0 61,264 0 FORM 990, PAGE 6, PART VI, LINE 2 DAVID ROBERTS LYNN OLMAN DIRECTOR CHAIR PERSONAL AUTO INS. PURCHASE DAVID ROBERTS LYNN OLMAN DIRECTOR CHAIR MONEY MARKET ACCOUNT FORM 990, PAGE 6, PART VI, LINE 3 THIS ORGANIZATION IS MANAGED BY LUTHERAN HOMES SOCIETY, INC. FORM 990, PAGE 6, PART VI, LINE 7A THE GOVERNING BODY IS ELECTED BY THE BOARD OF LUTHERAN HOMES SOCIETY, INC. FORM 990, PAGE 6, PART VI, LINE 11B THE TREASURER OF THE BOARD DOES A THOROUGH REVIEW OF THE 990S. DUE TO THE EXCESSIVE NUMBER (18) OF 990S FILED AND PREPARED BY THE MANAGING COMPANY (LUTHERAN HOMES SOCIETY, INC.), ONCE THE 990S ARE COMPLETED, THEY ARE POSTED TO AN INTERNAL WEBSITE FOR REVIEW BY BOARD MEMBERS. AFTER A ONE WEEK REVIEW AND COMMENT PERIOD, THEY ARE FILED WITH THE IRS. FORM 990, PAGE 6, PART VI, LINE 12C THE CONFLICTS POLICY IS MONITORED THROUGH THE ACCOUNTS PAYABLE PROCESS AND THE INTERNAL AUDIT PROCESS. FORM 990, PAGE 6, PART VI, LINE 15A THERE ARE NO TOP MANAGEMENT OFFICIALS AT THIS CORPORATION. THE TOP MANAGEMENT OFFICIALS ARE EMPLOYED BY LUTHERAN HOMES SOCIETY, INC. FORM 990, PAGE 6, PART VI, LINE 15B THERE ARE NO OFFICERS OR KEY EMPLOYEES COMPENSATION AT THIS ORGANIZATION. KEY EMPLOYEES ARE PAID THROUGH THE MANAGING ORGANIZATION, LUTHERAN HOMES SOCIETY, INC. SALARIES ARE DETERMINED BY THE MANAGEMENT OF LUTHERAN HOMES SOCIETY, INC. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS ARE ALL MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 CHANGE IN INTEREST IN LHS FOUNDATION 40 LUTHERAN HOMES SOCIETY INC 2021 NORTH MCCORD ROAD TOLEDO OH 43615 311565719 PAR. CORP OH 501C3 9 YES false LHS FOUNDATION INC 2021 NORTH MCCORD ROAD TOLEDO OH 43615 341678593 FUND CORP OH 501C3 11D NO false CREEKSIDE CONDOMINIUM OWNER'S ASSOC 2021 NORTH MCCROD ROAD TOLEDO OH 43615 341878025 SR LIVING OH 501C6 NO true false false false false false false false false false false false false false false false true false false true WOLF CREEK CONDO ASSOCIATION CREEKSIDE Q 124953 COST LUTHERAN HOMES SOCIETY INC S 250000 COST