LUTHERAN HOMES OF MICHIGAN INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LUTHERAN HOMES OF MICHIGAN INC (EIN 38-1358410)
- Tax period
- 2011-04-01 to 2012-03-31
- Filed
- 2013-02-15
- IRS object ID
- 201300469349302605
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-15T15:40:31-06:00 | Timestamp |
| Tax Period End Date | 2012-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381357951 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 307 | AddressLine1 |
| City | SOUTHFIELD | City |
| State | MI | State |
| ZIP Code | 480370307 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381358410 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN HOMES OF MICHIGAN INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LUTH | NameControl |
| Phone | 9896523470 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 329 | AddressLine1 |
| City | FRANKENMUTH | City |
| State | MI | State |
| ZIP Code | 48734 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AMY E STORMS | Name |
| Title | CFO | Title |
| Phone | 9896523470 | Phone |
| Date Signed | 2013-02-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN MIENCIER | Name |
| PTIN | P00842339 | PTIN |
| Phone | 2483522500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN HOME - FRANKENMUTH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAVID M GEHM | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 329 | AddressLine1 |
| City | FRANKENMUTH | City |
| State | MI | State |
| ZIP Code | 48734 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 36651418 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.AGINGENRICHED.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1892 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1030 | TotalNbrEmployees |
| Total Nbr Volunteers | 328 | TotalNbrVolunteers |
| Total Gross UBI | -4437 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -4437 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 81034 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 25481 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 29435348 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 32229397 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 17058 | InvestmentIncomePriorYear |
| Investment Income Current Year | -10939 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1154556 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4348336 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 30687996 | TotalRevenuePriorYear |
| Total Revenue Current Year | 36592275 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 18991243 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 21346894 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 347279 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 12129649 | OtherExpensePriorYear |
| Other Expenses Current Year | 17334774 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 31120892 | TotalExpensesPriorYear |
| Total Expenses Current Year | 38681668 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -432896 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2089393 | RevenuesLessExpensesCY |
| Total Assets BOY | 22246054 | TotalAssetsBOY |
| Total Assets EOY | 20634904 | TotalAssetsEOY |
| Total Liabilities BOY | 9089047 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 9682535 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 13157007 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10952369 | NetAssetsOrFundBalancesEOY |
| Mission Description | AS CHRIST'S SERVANTS ON EARTH, LHM SERVES THE ELDERLY AND THEIR CAREGIVERS WITH COMPASSION, RESPECT, SPIRITUAL SUPPORT AND AN UNWAVERING FOCUS ON INDEPENDENCE, PERSONAL DIGNITY AND SERVICE EXCELLENCE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 32710515 | Expense |
| Revenue | 32229397 | Revenue |
| Description | SKILLED NURSING CARE UNIT AND HOME FOR THE AGED UNIT PROVIDED 119,753 DAYS OF CARE AND 21,420 DAYS OF REHABILITATION, ROOM AND BOARD, NURSING CARE AND RELIGIOUS SERVICES FOR RESIDENTS OF THREE NURSING HOMES | Description |
| Total Program Service Expense | 32710515 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 93 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1030 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMY E STORMS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9896523470 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 329 | AddressLine1 |
| City | FRANKENMUTH | City |
| State | MI | State |
| ZIP Code | 48734 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| DAVID M GEHM | |||||||
| PRESIDENT & CEO | 26.00 | X | X | 207577 | 0 | 23412 | |
| TONY GOLDEN | |||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | ||
| MARILYNN GOERING | |||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | ||
| REV PETER LARSEN | |||||||
| VICE CHAIR | 0.30 | X | X | 0 | 0 | 0 | |
| DR JOHN BRANDT | |||||||
| TREASURER | 0.30 | X | X | 0 | 0 | 0 | |
| REV JOHN BUSH | |||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | ||
| DARRELL ZOLTON | |||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | ||
| CHARLES WINTERSTEIN | |||||||
| CHAIR | 0.30 | X | X | 0 | 0 | 0 | |
| DEBORAH DUTCHER | |||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | ||
| MARY JO KRICK | |||||||
| SECRETARY | 0.30 | X | X | 0 | 0 | 0 | |
| SCOTT ZIMMER | |||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | ||
| RANDY HARRIS | |||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | ||
| DENNIS KRAFFT | |||||||
| CEO - LHM-ASSET MANAGEMENT | 40.00 | X | 109959 | 0 | 20676 | ||
| LYNN ZUELLIG | |||||||
| COO - HOME BASED SERVICES | 6.00 | X | 108261 | 0 | 28000 | ||
| MAUREEN MCGEE | |||||||
| COO - CAMPUS BASED SERVICES | 26.00 | X | 114276 | 0 | 12589 | ||
| AMY STORMS | |||||||
| CFO | 26.00 | X | 102559 | 0 | 12483 | ||
| TODD SEIBT | |||||||
| CHIEF SUPPORT OFFICER | 40.00 | X | 92576 | 0 | 15683 | ||
| ERIC MUSUM | |||||||
| CHIEF TECHNOLOGY OFFICER | 40.00 | X | 0 | 0 | 0 | ||
| ALBERT KAUL | |||||||
| CEO - LHM FOUNDATION | 1.00 | X | 94607 | 0 | 16345 | ||
| JON GOLM | |||||||
| DIRECTOR OF SERVICE DEVELOPMENT | 40.00 | 102003 | 0 | 9765 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 931818 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 138953 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| REHABCARE GROUP INC | |||||
| PO BOX 503534 | ST LOUIS | MO | 63150 | THERAPY | 1917904 |
| PLANTE MORAN | |||||
| 27400 NORTHWESTERN HIGHWAY | SOUTHFIELD | MI | 48037 | AUDITORS | 155750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Related Organizations | 25144 | RelatedOrganizations |
| All Other Contributions | 337 | AllOtherContributions |
| Total Contributions | 25481 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| SKILLED NURSING AND HO | 623000 | 31751487 | 31751487 |
| FURNISHED SERVICES | 623000 | 424382 | 424382 |
| OTHER RESIDENT INCOME | 623000 | 53528 | 53528 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 32229397 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20822 | TotalRevenueColumn |
| Exclusion | $20,822 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 22945 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 27382 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -4437 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -4437 | TotalRevenueColumn |
| Unrelated Business Revenue | -4437 | UnrelatedBusinessRevenue |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 31761 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -31761 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -31761 | TotalRevenueColumn |
| Exclusion | -$31,761 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| OTHER INCOME | 900099 | 4069726 | $4,069,726 | |
| MANAGEMENT FEES | 900099 | 201484 | 201484 | |
| TELEVISION FEES | 900099 | 42450 | $42,450 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 39113 | TotalRevenueColumn |
| Exclusion | $39,113 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 4352773 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 36592275 | TotalRevenueColumn |
| Related Or Exempt Function Income | 32430881 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -4437 | UnrelatedBusinessRevenue |
| Exclusion | $4,140,350 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 980639 | Total |
| Management And General | 863112 | ManagementAndGeneral |
| Fundraising | 117527 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16533652 | Total |
| Program Services | 14363252 | ProgramServices |
| Management And General | 2017813 | ManagementAndGeneral |
| Fundraising | 152587 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 309728 | Total |
| Program Services | 218343 | ProgramServices |
| Management And General | 83562 | ManagementAndGeneral |
| Fundraising | 7823 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2259510 | Total |
| Program Services | 2039882 | ProgramServices |
| Management And General | 196138 | ManagementAndGeneral |
| Fundraising | 23490 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1263365 | Total |
| Program Services | 1045616 | ProgramServices |
| Management And General | 198762 | ManagementAndGeneral |
| Fundraising | 18987 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123465 | Total |
| Program Services | 5424 | ProgramServices |
| Management And General | 118041 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 657 | Total |
| Management And General | 657 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 548790 | Total |
| Program Services | 186899 | ProgramServices |
| Management And General | 361891 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 305600 | Total |
| Program Services | 284037 | ProgramServices |
| Management And General | 20363 | ManagementAndGeneral |
| Fundraising | 1200 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2700809 | Total |
| Program Services | 2575632 | ProgramServices |
| Management And General | 123139 | ManagementAndGeneral |
| Fundraising | 2038 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120220 | Total |
| Program Services | 2733 | ProgramServices |
| Management And General | 117487 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 640175 | Total |
| Program Services | 618744 | ProgramServices |
| Management And General | 21431 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 164122 | Total |
| Program Services | 15371 | ProgramServices |
| Management And General | 128388 | ManagementAndGeneral |
| Fundraising | 20363 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61595 | Total |
| Program Services | 5995 | ProgramServices |
| Management And General | 52336 | ManagementAndGeneral |
| Fundraising | 3264 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 436956 | Total |
| Program Services | 436956 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 972089 | Total |
| Program Services | 972089 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 344824 | Total |
| Management And General | 344824 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PATIENT CARE | 3872426 | 3791275 | 81151 |
| MMQAA PROVIDER TAX | 1988491 | 1988491 | |
| BAD DEBT EXPENSE | 1387467 | 1382700 | 4767 |
| DRUGS AND MEDICAL SUPP | 910076 | 910076 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2757012 | Total |
| Program Services | 1867000 | ProgramServices |
| Management And General | 890012 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38681668 | Total |
| Program Services | 32710515 | ProgramServices |
| Management And General | 5623874 | ManagementAndGeneral |
| Fundraising | 347279 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 942829 | BOY |
| EOY | 917878 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7005562 | BOY |
| EOY | 6858840 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 225000 | BOY |
| EOY | 225000 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46378 | BOY |
| EOY | 39635 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 362222 | BOY |
| EOY | 540591 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 27348840 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 18574917 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8528880 | BOY |
| EOY | 8773923 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 384977 | BOY |
| EOY | 384977 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4750206 | BOY |
| EOY | 2894060 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22246054 | BOY |
| EOY | 20634904 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1956016 | BOY |
| EOY | 2359459 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7133031 | BOY |
| EOY | 7323076 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9089047 | BOY |
| EOY | 9682535 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10756571 | BOY |
| EOY | 8583694 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2400436 | BOY |
| EOY | 2368675 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13157007 | BOY |
| EOY | 10952369 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22246054 | BOY |
| EOY | 20634904 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -2089393 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -115245 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 714280 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 206185 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 74620 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 81034 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25481 | CurrentTaxYear |
| Total | 1101600 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25243807 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27763581 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 29689761 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 30395124 | CurrentTaxYearMinus1Year |
| Current Tax Year | 32229397 | CurrentTaxYear |
| Total | 145321670 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 959776 | CurrentTaxYearMinus1Year |
| Total | 959776 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25958087 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27969766 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 29764381 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 31435934 | CurrentTaxYearMinus1Year |
| Current Tax Year | 32254878 | CurrentTaxYear |
| Total | 147383046 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 198082 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 74620 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 81034 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25144 | CurrentTaxYear |
| Total | 378880 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 198082 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 74620 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 81034 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25144 | CurrentTaxYear |
| Total | 378880 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 147004166 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 156371 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 78516 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 28045 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 44260 | CurrentTaxYearMinus1Year |
| Current Tax Year | 43767 | CurrentTaxYear |
| Total | 350959 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 156371 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 78516 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 28045 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 44260 | CurrentTaxYearMinus1Year |
| Current Tax Year | 43767 | CurrentTaxYear |
| Total | 350959 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 744187 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 853118 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1135553 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 200718 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4151289 | CurrentTaxYear |
| Total | 7084865 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 26858645 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 28901400 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 30927979 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 31680912 | CurrentTaxYearMinus1Year |
| Current Tax Year | 36449934 | CurrentTaxYear |
| Total | 154818870 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.94950 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.94700 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00230 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00290 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $657 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 657 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | MEMBERSHIP FEE ALLOCATED TO LOBBYING. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 1 | AgentTrusteeEtc |
| Beginning Balance | 13161 | BeginningBalance |
| Additions During Year | 44820 | AdditionsDuringYear |
| Distributions During Year | 49732 | DistributionsDuringYear |
| Ending Balance | 8249 | EndingBalance |
| Included On FS | 0 | IncludedOnFS |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2282362 | OtherCostOrOtherBasis |
| Book Value | 2282362 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 19106708 | OtherCostOrOtherBasis |
| Depreciation | 13469025 | Depreciation |
| Book Value | 5637683 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18266 | OtherCostOrOtherBasis |
| Depreciation | 18266 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2723819 | OtherCostOrOtherBasis |
| Depreciation | 2408193 | Depreciation |
| Book Value | 315626 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3217685 | OtherCostOrOtherBasis |
| Depreciation | 2679433 | Depreciation |
| Book Value | 538252 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 8773923 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| INTERESTS IN CHARITABLE REMAINDER TRUST | 1983698 |
| PROJECT DEVELOPMENT COSTS | 168113 |
| DEPOSITS | 22000 |
| OTHER ASSETS | 720249 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 2894060 | TotalBookValueOtherAssets |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 1B: | LUTHERAN HOMES OF MICHIGAN, INC. IS REQUIRED TO MAINTAIN RESIDENT TRUST FUNDS AT ITS NURSING HOMES. | |
| PART X: | 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 MARCH 31, 2012, 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 MARCH 31, 2009. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DAVID M GEHM | NamePerson |
| Base Compensation Filing Org | 207577 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 8689 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 14723 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 230989 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DOING BUSINESS AS | FORM 990, PART I, ITEM C | DBA: LUTHERAN HOME - LIVONIA DBA: LUTHERAN HOME - MONROE |
| ORGANIZATION MISSION STATEMENT | FORM 990, PART I, LINE 1: | THE MISSION STATEMENT OF LUTHERAN HOMES OF MICHIGAN READS: "AS CHRIST'S SERVANTS ON EARTH, LHM SERVES THE ELDERLY AND THEIR CAREGIVERS WITH COMPASSION, RESPECT, SPIRITUAL SUPPORT AND AN UNWAVERING FOCUS ON INDEPENDENCE, PERSONAL DIGNITY AND SERVICE EXCELLENCE." THIS MISSION IS REALIZED THROUGH THE PROVISION OF PROGRAMS AND SERVICES TO ELDERLY PERSONS AND THEIR CAREGIVERS, COMMUNITY OUTREACH PROGRAMS, AND BY PROVIDING ADDITIONAL SERVICES OTHERWISE UNFUNDED THROUGH TRADITIONAL REIMBURSEMENT SOURCES. LHM'S MISSION IS SUPPORTED BY THE RECRUITMENT, TRAINING, AND DEPLOYMENT OF VOLUNTEERS FOR VARIOUS SUPPORT ACTIVITIES AND THROUGH THE ENGAGEMENT OF MEMBERS OF THE COMMUNITY WITH PHILANTHROPIC SUPPORT. LUTHERAN HOMES OF MICHIGAN PROVIDES CARE AND SUPPORT FOR FRAIL AND DISABLED ELDERLY THROUGH THE PROVISION OF ROOM AND BOARD, NURSING CARE, SOCIAL AND LIFE ENRICHMENT PROGRAMS, EDUCATION, RELIGIOUS AND SPIRITUAL SUPPORT SERVICES, AND CAREGIVER SUPPORT PROGRAMS. LHM DELIVERS THESE PROGRAMS THROUGH SKILLED NURSING CARE, HOME FOR THE AGE (ASSISTED LIVING), AND HOME CARE SERVICES. |
| FORM 990, PART VI, SECTION B, LINE 11 | PRIOR TO FILING THE FORM 990 RETURN, ELECTRONIC COPIES OF THE FORM 990 WERE SENT TO THE MEMBERS OF THE BOARD OF DIRECTORS. THE MEMBERS' INPUTS AND COMMENTS WERE SOLICITED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD CHAIR DISTRIBUTES AND COLLECTS COMPLETED "CONFLICT OF INTEREST POLICIES" FORMS IN THE BEGINNING OF EACH NEW BOARD YEAR. THE FORMS ARE DISTRIBUTED AND COMPLETED BY ALL BOARD MEMBERS AND ALL TOP EXECUTIVES OF THE ORGANIZATION. THE FORMS ARE REVIEWED BY THE BOARD OF DIRECTORS AND CEO TO DETERMINE ANY EXISTING CONFLICTS. IF A CONFLICT EXISTS, THE PROPER RESPONSE WOULD BE MADE TO REMOVE THE INDIVIDUAL FROM THE POSITION OF CONFLICT FOR THE SPECIFIC TRANSACTION/PROCESS. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE LHM EXECUTIVE COMMITTEE OF THE BOARD, UNDER THE BOARD CHAIR'S LEADERSHIP, IS RESPONSIBLE FOR ANNUAL PERFORMANCE REVIEW AND COMPENSATION ADJUSTMENT OF THE CEO, WHEN APPROPRIATE. OUTSIDE SOURCES OR COMPARATIVE REVIEW ARE TAKEN INTO CONSIDERATION WHEN SETTING TOTAL COMPENSATION. THE LAST ANNUAL PERFORMANCE REVIEW OCCURRED IN 2012 AND THE LAST IN-DEPTH COMPENSATION REVIEW OCCURRED IN 2009. | |
| 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 AT THE CORPORATE OFFICE OF LUTHERAN HOMES OF MICHIGAN, INC. BY CONTACTING THE CHIEF FINANCIAL OFFICER. | |
| FORM 990, PART VII: | DAVID GEHM WORKED AN AVERAGE OF AT LEAST 12 HOURS AT RELATED ORGANIZATIONS. TONY GOLDEN, MARILYNN GOEIRING, REV. PETER LARSEN, DR. JOHN BRANDT, REV. JOHN BUSH, DARRELL ZOLTON, CHARLES WINTERSTEIN, DEBORAH DUTCHER, MARY JO KRICK, SCOTT ZIMMER, AND RANDY HARRIS EACH WORKED AN AVERAGE OF 1 HOUR PER WEEK AT RELATED ORGANIZATIONS. LYNN ZUELLIG WORKED AN AVERAGE OF AT LEAST 34 HOURS PER WEEK AT RELATED ORGANIZATIONS. AMY STORMS WORKED AN AVERAGE OF AT LEAST 12 HOURS PER WEEK AT A RELATED ROAGANIZATION. TODD SEIBT WORKED AN AVERAGE OF AT LEAST 8 HOURS PER WEEK AT RELATED ORGANIZATIONS. ERIC MUSUM WORKED AN AVERAGE OF AT LEAST 3 HOURS PER WEEK AT RELATED ORGANIZATIONS. ALBERT KAUL WORKED AN AVERAGE OF AT LEAST 39 HOURS PER WEEK AT A RELATED ORGANIZATION. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | INVESTMENT IN LHM ASSET MANAGEMENT, LLC -115,245. TOTAL TO FORM 990, PART XI, LINE 5: -115,245. |
| FORM 990, PART XII, LINE 2C | THERE WERE NO CHANGES TO THE AUDIT OVERSIGHT PROCEDURES FROM THE PREVIOUS YEAR. | |
| FORM 990, PART VI, SECTION B, LINE 14 | A WRITTEN DOCUMENT RETENTION AND DOCUMENT DESTRUCTION POLICY IS CURRENTLY UNDER DEVELOPMENT. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LHM ASSET MANAGEMENT LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 244 WALNUT STREET | AddressLine1 |
| City | FRANKENMUTH | City |
| State | MI | State |
| ZIP Code | 48734 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200055004 | EIN |
| Primary Activities | ASSET MANAGEMENT | PrimaryActivities |
| Legal Domicile State | MI | LegalDomicileState |
| Total Income | -157426 | TotalIncome |
| EOY Assets | 24118 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN HOMES OF MICHIGAN INC | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| LUTHERAN HOME CARE AGENCY INC | ||||||||||
| PO BOX 329 | FRANKENMUTH | MI | 48734 | 383081979 | HOME CARE AND HOSPICE | MI | 501(C)(3) | LINE 9 | LUTHERAN HOMES OF MICHIGAN INC | 1 |
| ELDER HOUSING LLC | ||||||||||
| PO BOX 329 | FRANKENMUTH | MI | 48734 | 201034873 | SENIOR HOUSING | MI | 501(C)(3) | LINE 9 | LUTHERAN HOMES OF MICHIGAN INC | 1 |
| LUTHERAN HOMES OF MICHIGAN FOUNDATION | ||||||||||
| PO BOX 329 | FRANKENMUTH | MI | 48734 | 261630687 | DONATE FUNDS | MI | 501(C)(3) | LINE 11A | LUTHERAN HOMES OF MICHIGAN INC | 1 |
| LUTHERAN HOME CARE PERSONAL ASSISTANCE | ||||||||||
| PO BOX 329 | FRANKENMUTH | MI | 48734 | 272138954 | HOME CARE | MI | 501(C)(3) | LINE 9 | LUTHERAN HOMES OF MICHIGAN INC | 1 |
| AUSABLE VALLEY CONTINUING CARE RETIREMENT COMMUNITY INC | ||||||||||
| 1390 MAPLE DRIVE | FAIRVIEW | MI | 48621 | 382236926 | RETIREMENT COMMUNITY | MI | 501(C)(3) | LINE 9 | LUTHERAN HOMES OF MICHIGAN INC | 1 |
Form990 Schedule R Part III Form990ScheduleRPartIII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALPENA VILLAGE | ||||||||||||||
| PO BOX 329 | FRANKENMUTH | MI | 48734 | 320090735 | RESIDENTIAL CONTINUING CARE RETIREMENT FACILITY | MI | LUTHERAN HOMES OF MICHIGAN INC | RELATED | -328566 | 688742 | 0 | 1 | 0.50000 | |
| GIBRALTAR | ||||||||||||||
| 26200 LAHSER RD STE 300 | SOUTHFIELD | MI | 48034 | 301829767 | PROVIDE AFFORDABLE HOUSING TO THE ELDERLY | MI | N/A | |||||||
| MONROE ELDERLY LDHALP | ||||||||||||||
| 5309 TRANSPORTATION BLVD | CLEVELAND | OH | 44125 | 383609893 | PROVIDE AFFORDABLE HOUSING TO THE ELDERLY | MI | N/A | |||||||
| ALPENA PINES LDHALP | ||||||||||||||
| 9710 JUNCTION ROAD | FRANKENMUTH | MI | 48434 | 260236982 | PROVIDE AFFORDABLE HOUSING TO THE ELDERLY | MI | N/A | |||||||
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LHM HOUSING SERVICES INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 329 | AddressLine1 |
| City | FRANKENMUTH | City |
| State | MI | State |
| ZIP Code | 48734 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383609879 | EIN |
| Primary Activity | HOUSING SERVICES | PrimaryActivity |
| Legal Domicile State | MI | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN HOMES OF MICHIGAN INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C | TypeOfEntity |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| AUSABLE VALLEY COMMUNITY | ||
| P | 1019000 | ACTUAL COST |
| ELDER HOUSING LLC | ||
| P | 3755000 | ACTUAL COST |
| LUTHERAN HOME CARE AGENCY INC | ||
| P | 60000 | ACTUAL COST |
| LUTHERAN HOME CARE PERSONAL ASSISTANCE | ||
| P | 1820000 | ACTUAL COST |
| LUTHERAN HOME CARE AGENCY INC | ||
| O | 110000 | ACTUAL COST |
| ELDER HOUSING LLC | ||
| O | 111000 | ACTUAL COST |
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