2014-07-14T13:25:14-05:00 2013-08-31 BKD LLP 200 E Main St Suite 700 Fort Wayne IN 46802 990 2012-09-01 350885590 LUTHERAN HOMES INC % DONNA SCANLON LUTH 2604471591 6701 S ANTHONY BLVD Suite FORT WAYNE IN 46816 Donna Scanlon 2604471591 2014-07-15 true Joyce A Dulworth 2604604000 2012 2015-11-30 17:44:51Z ALEX KIEFER 6701 S ANTHONY BLVD FORT WAYNE IN 46816 9498787 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. 12 12 603 0 0 0 255142 262159 17868870 9221423 -636659 1681 9763 9022 17497116 9494285 200 0 0 0 12149811 3768664 0 0 0 8379782 5889289 20529793 9657953 -3032677 -163668 24641487 25589871 20475465 21587517 4166022 4002354 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 6870607 8750395 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. 216263 371309 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. 144175 99719 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. 7231045 true false false false false false false false false true true false false false true false false true false false false false false false false false false false false false false false false false false false false false true false false false false true true false false false true 10 0 true 603 true false false false false false true true false false false false X 12 12 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 2.0 X X 0 0 0 TROY PANNING 2.0 X X 0 0 0 NATE FINK 2.0 X X 0 0 0 GINA ROHRBACHER 2.0 X X 0 0 0 ERIC BIEBERICH 2.0 X 0 0 0 LINDA PETERS-CHRZAN 2.0 X 0 0 0 GRANT GeoGLEIN 2.0 X 0 0 0 GREG GOEGLEIN 2.0 X 0 0 0 REV KATHY HALLER 2.0 X 0 0 0 REV MARK NEUBACHER 2.0 X 0 0 0 VICTOR MARTIN 2.0 X 0 0 0 MICHAEL SCHEUMANN 2.0 X 0 0 0 BRUCE BLALOCK 50.0 X X 121465 0 1456 ALEX KIEFER 50.0 X 129067 0 6120 250532 0 7576 4 false false false DAVID HARRISON DION 333 N MICHIGAN AVE CHICAGO IL 60601 MKTG & ADVERTISING 162874 ENS GROUP INC 8181 W JEFFERSON BLVD FORT WAYNE IN 46804 IT 107933 BKD LLP 200 E MAIN SUITE 700 FORT WAYNE IN 46802 INDEPENDENT AUDITOR 100809 3 X 205172 56987 48772 262159 RESIDENT SERVICES - PRIVATE PAY 621610 2506188 2506188 FOSTER GRANDPARENT PROGRAM 621610 310405 310405 MEDICARE/MEDICAID PAYMENTS 621610 2779863 2779863 MANAGEMENT FEE INCOME 621610 3624967 3624967 9221423 1681 1681 0 0 13524 4502 9022 0 9022 9022 0 0 0 0 0 9494285 9221423 10703 X 0 0 0 0 133817 133817 0 3082496 2271152 811344 10816 4993 5823 285839 177765 108074 255696 169182 86514 0 17448 17448 113808 1000 112808 0 0 230 230 1125766 739049 386717 211790 27170 184620 217265 183583 33682 245124 170613 74511 0 452266 442129 10137 57236 11195 46041 0 0 776928 635750 141178 0 1559463 1438920 120543 68819 54627 14192 FOSTER GRANDPARENT PROGRAM 191127 191127 TRAINING, DUES & MEMBERSHIPS 63460 19971 43489 FOOD AND DINING SUPPLIES 338234 336423 1811 MEDICAL SUPPLIES 223054 223054 227271 133342 93929 9657953 7231045 2426908 0 3397 2979 291933 255648 0 0 771739 2708860 0 0 0 0 0 0 83370 80521 227536 168638 50629793 28313838 23199576 22315955 50961 52490 0 0 0 0 0 0 12975 4780 24641487 25589871 2688316 2103525 0 0 0 0 0 0 0 0 0 0 13562448 13965233 0 0 4224701 5518759 20475465 21587517 X 4166022 4002354 0 0 0 0 4166022 4002354 24641487 25589871 -163668 X false true X true false X 741339 393981 210494 255142 262159 1863115 20501886 20652242 15887020 17868870 9221423 84131441 0 0 0 21243225 21046223 16097514 18124012 9483582 85994556 150000 150000 1981850 1888914 3870764 150000 1981850 1888914 4020764 81973792 124264 20353 22184 14665 15205 196671 0 124264 20353 22184 14665 15205 196671 0 0 21367489 21066576 16119698 18138677 9498787 86191227 0.95107 0.97197 0.00228 0.00256 X false false 1769889 613 73930 1844432 1813148 163135 -206394 1769889 1370623 1370623 42518947 22908943 19610004 5772004 4784834 987170 968219 620061 348158 22315955 0 ADVANCE DEPOSITS 2082351 INTERCOMPANY PAYABLE 3436408 5518759 9498787 4502 4502 9494285 9494285 9662455 4502 4502 9657953 9657953 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 XII & XIII LINE 2D 4,502 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 MEALS 1 48772 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 CONTROLLER, 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 2013 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. PART VIII AND PART IX ON JULY 1, 2012, THE ORGANIZATION ENTERED INTO AN AGREEMENT WITH ADAMS COUNTY MEMORIAL HOSPITAL (ACMH) WHEREBY THE ORGANIZATION WILL LEASE OR SUBLEASE CERTAIN OF ITS TANGIBLE AND INTANGIBLE PROPERTY TO ACMH. AS PART OF THE AGREEMENTS ENTERED INTO BETWEEN THE ORGANIZATION AND ACMH, THE ORGANIZATION RECEIVES CERTAIN REVENUE FOR RENTAL OF THE LEASED PROPERTY AND ADDITIONAL AMOUNTS WHICH ARE INCLUDED IN MANAGEMENT FEE REVENUE ON THE CONSOLIDATED FINANCIAL STATEMENTS. DUE TO THIS AGREEMENT THE REPORTED CURRENT YEAR REVENUE AND EXPENSES VARY SIGNIFICANTLY FROM COMPARABLE AMOUNTS FOR THE YEAR ENDED 8/31/2012. PART IX LINE 11G CONTRACTOR EXPENSE $1,125,766 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 S ANTHONY BLVD 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 true false false false false false