2013-07-17T14:59:02-05:00 2012-12-31 BDO USA LLP 330 E KILBOURN AVENUE SUITE 950 MILWAUKEE WI 53202 990 2012-01-01 391531532 HARWOOD PLACE INC % SCOTT BERGIN HARW 4142586170 7500 WEST NORTH AVENUE Suite WAUWATOSA WI 532131797 SCOTT MCFADDEN 4142586170 2013-05-15 true 4142725900 2012 2016-02-24 21:20:13Z SCOTT MCFADDEN 7500 W NORTH AVENUE WAUWATOSA WI 532131797 15201251 false X WWW.HARWOODPLACE.ORG X 1988 DE HARWOOD IS A FAITH-BASED FAMILY OF SERVICES DEDICATED TO MEETING THE PHYSICAL, EMOTIONAL AND SPIRITUAL NEEDS OF OLDER ADULTS, INCLUDING THEIR FAMILIES, WITH A VARIETY OF DISTINCTIVE HOUSING AND CARE OPTIONS 19 18 131 75 0 5069 11146 6335255 6725679 543416 360957 497732 256770 7381472 7354552 600000 0 0 0 2126836 2121156 0 0 0 4339578 4446725 7066414 6567881 315058 786671 27019571 39729602 25223137 37037068 1796434 2692534 X HARWOOD IS A FAITH-BASED FAMILY OF SERVICES DEDICATED TO MEETING THE EVER-CHANGING PHYSICAL, EMOTIONAL AND SPIRITUAL NEEDS OF OLDER ADULTS, INCLUDING THEIR FAMILIES, WITH A VARIETY OF DISTINCTIVE HOUSING AND CARE OPTIONS. false false 4293560 5097405 RETIREMENT HOUSING 1427037 1628274 COMMUNITY BASED RESIDENTIAL FACILITY 256770 5720597 true false false false false false false false true false true false false false true true true false false false false false false false false false false false false true true false false false false false false false false false true false false false false false true false false false true 5 0 131 true false false false false false false false false false false X 19 18 false false false false true false false true true false false true true true true true true true true false WI X SCOTT BERGIN 4142586170 7500 W NORTH AVENUE WAUWATOSA WI 532131797 DALE F GUENTHER 1.0 1.2 X X DALE E VAN DAM 1.0 1.2 X X THOMAS E BALGEMAN 1.0 1.2 X X CHRISTINE A SPECHT-PALMERT 1.0 1.2 X X DUANE H BLUEMKE 1.0 1.2 X WILLIAM F BRUSS 1.0 1.2 X MARY F BUESTRIN 1.0 1.2 X CHRISINE DOLHUN 1.0 1.2 X DONALD A HACKBARTH 1.0 1.2 X AMY DEE HARTWIG 1.0 1.2 X JAMES N KECK 1.0 1.2 X SHERRILL L MARRS 1.0 1.2 X WILLIAM MARTENS 1.0 1.2 X RONALD E MEYER 1.0 1.2 X DON SCHWERIN 1.0 1.2 X TIMOTHY SEIDER 1.0 1.2 X LAWRENCE E SOHN 1.0 1.2 X ROBERT SOWINSKI 1.0 1.2 X STEVE VOLZ 1.0 1.2 X SCOTT MCFADDEN 16.0 24.0 X 147965 22391 ALLISON KATULA 40.0 0.0 X 75572 0 16549 75572 147965 38940 0 false true false 0 11146 11146 RETIREMENT HOUSING 623000 5097405 5097405 CBRF 623000 1628274 1628274 6725679 264516 264516 0 0 0 0 0 7943140 7846699 96441 96441 96441 0 0 0 MEAL FEES 623000 303765 303765 GARAGE FEES 623000 50666 50666 TELEPHONE FEES 623000 57450 57450 -155111 -155111 256770 7354552 6982449 360957 0 0 0 0 0 105011 105011 0 0 1609610 1423925 185685 27053 22960 4093 237327 218443 18884 142155 122404 19751 0 11644 11644 13634 13634 0 0 4453 4453 422695 345082 77613 80574 80574 37373 37373 0 0 1492953 1492953 26481 26481 0 840 640 200 0 0 1458598 1458598 30308 30308 MANAGEMENT FEE FROM AFFILIATES 289561 44508 245053 SUPPLIES (NURSING, HOUSEKEEPIN 118621 118621 RESIDENT TRIPS 23288 23288 RAW FOOD 366604 366604 69098 56090 13008 6567881 5720597 847284 0 1472270 2549259 32588 32578 0 0 32941 61553 0 0 0 0 0 0 0 0 385386 287830 32331570 18928271 14389095 13403299 10694734 23395083 0 0 0 0 0 0 12557 0 27019571 39729602 505859 648023 0 0 6676628 6260158 17720000 29719003 320650 348100 0 0 0 0 0 0 0 61784 25223137 37037068 X 1789473 2683363 6961 9171 0 0 1796434 2692534 27019571 39729602 786671 109429 X false true X true false X 106666 675 2445 5069 11146 126001 5775256 5871023 6085797 6803696 7011061 31546833 0 0 0 5881922 5871698 6088242 6808765 7022207 31672834 0 0 0 31672834 447932 305403 181850 283872 264516 1483573 0 447932 305403 181850 283872 264516 1483573 0 0 6329854 6177101 6270092 7092637 7286723 33156407 0.95525 0.87193 0.04475 0.05520 X false true X 1153911 1153911 21668008 11796602 9871406 8682703 6411864 2270839 826948 719805 107143 13403299 0 PAYABLE TO RELATED ORGANIZATION 61784 61784 X 7463981 109429 109429 7354552 7354552 6567881 6567881 6567881 PART IV THE ACCOUNTS THAT HARWOOD IS A CUSTODIAN FOR ARE SECURITY DEPOSITS AND WAITING LIST DEPOSITS. WHEN THE RESIDENT MOVES OUT THE DEPOSITS ARE REFUNDED TO THEM. PART X, QUESTION 2 THERE WAS NO IMPACT TO HARWOOD'S FINANCIAL STATEMENTS AS A RESULT OF THE IMPLEMENTATION OF ASC 740-10 (UNCERTAIN TAX POSITIONS). AS A RESULT, HARWOOD HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2012. X X X X false false false false false false false false false SCOTT MCFADDEN 137182 0 10783 4621 18585 171171 0 A WISCONSIN HEALTH & EDUCATIONAL FACILITIES 391337855 2012-12-20 12459003 REFUND PRIOR ISSUE 05/15/2002 false true false A 0 0 12459003 0 0 12267236 191767 0 0 0 0 0 true false true true A false false false false 0.00000 0.00000 0.00000 true false false true A false true true false 0 false 0 false false A false DALE E VAN DAM >35% OWNER OF INSUR. CO. 332240 SEE PART V false PART IV, 1(D) DESCRIPTION OF TRANSACTION INSURANCE TERMS ARE AT OR BELOW FAIR MARKET VALUE AND APPROVED BY AN INDEPENDENT GOVERNING BODY PART VI, QUESTION 11B FORM 990 IS PRESENTED TO EACH RESPECTIVE BOARD FOR ITS REVIEW AND APPROVAL PRIOR TO FILING. COPIES ARE MADE AVAILABLE TO ANY MEMBER OF THE BOARD UPON THEIR REQUEST. PART VI, QUESTION 12C SELECTED EMPLOYEES HAVE AUTHORITY TO PURCHASE GOODS AND SERVICES UNDER $500 WITH A VALID LLS PURCHASE ORDER. PURCHASES BETWEEN $500 AND $1,000 MUST HAVE DEPARTMENT HEAD APPROVAL. PURCHASES OVER $1,000 MUST FURTHER BE APPROVED BY AN AUTHORIZED CORPORATE OFFICER OR FUNCTIONAL LEADER. ALL GOODS ARE ORDERED IN ACCORDANCE WITH THE LLS COMPLIANCE POLICY. PART VI, QUESTION 15 TYPICALLY IN DECEMBER, THE COMPENSATION COMMITTEE MEETS TO REVIEW THE PERFORMANCE, CURRENT COMPENSATION AND BENEFITS, INDUSTRY-SPECIFIC INDEPENDENT SALARY SURVEY INFORMATION FOR THE CEO AND PRESIDENT (OR THE TWO FULL-TIME EXECUTIVES), EXAMINE ANY OTHER CURRENT COMPENSATION INFORMATION DEEMED COMPARABLE AND NECESSARY, AND THEN CONSIDER AND APPROVE ANY CHANGES IN COMPENSATION AND BENEFITS FOR THE CEO AND PRESIDENT. THE COMMITTEE THEN REVIEWS AND APPROVES THE CEO'S RECOMMENDATIONS FOR COMPENSATION CHANGES FOR OTHER OFFICERS AND SENIOR MANAGERS. THE COMMITTEE WILL ALSO REVIEW AND APPROVE THE CEO'S PLAN FOR ANY INCENTIVE COMPENSATION PROGRAM AND PLAN BEING CONSIDERED FOR ANY OFFICER OR SENIOR EXECUTIVE. ANY INCENTIVES (BONUSES OR OTHERWISE) THAT ARE BEING AWARDED PURSUANT TO AN APPROVED PLAN ARE APPROVED BY THE COMMITTEE FOLLOWING THE END OF THE FISCAL YEAR AND PRIOR TO PAYMENT. PART VI, QUESTION 19 HARWOOD PLACE PROVIDES THE AFOREMENTIONED DOCUMENTS TO THE PUBLIC UPON REQUEST. CURRENTLY, THE ANNUAL REPORT IS AVAILABLE ON OUR WEBSITE. FORM 990 FOR NON-PROFIT ORGANIZATIONS ARE TYPICALLY AVAILABLE AT WWW.GUIDESTAR.ORG PART VI, QUESTION 6 THE CORPORATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, RELIGIOUS, AND SCIENTIFIC PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE BUSINESS AND AFFAIRS OF THE CORPORATION SHALL BE MANAGED UNDER THE DIRECTION OF ITS BOARD OF DIRECTORS. FOR AS LONG AS LUTHERAN LIVING SERVICES, INC. IS THE SOLE STOCKHOLDER OF THE CORPORATION, THE BOARD OF DIRECTORS SHALL BE COMPRISED OF THOSE INDIVIDUALS ON AN EX OFFICIO BASIS WHO SERVE FROM TIME TO TIME AS DIRECTORS OF LUTHERAN LIVING SERVICES, INC. PART XI, QUESTION 5 $17,365 UNREALIZED GAIN AND LOSS ON INVESTMENTS PART III, LINE 4D OTHER ANCILLARY REVENUE $256,770 OF ADDITIONAL REVENUE RECEIVED FROM MEALS, BEAUTY SHOP, BATHING, TRANSPORTATION, GARAGE RENTAL FEES, TELPHONE AND CABLE TV SERVICES PROVIDED TO BENEFIT THE NEEDS OF RESIDENTS AS RELATED TO THE EXEMPT FUNCTION OF THE ORGANIZATION. THE LUTHERAN HOME INC 7500 W NORTH AVENUE WAUWATOSA WI 53213 390807205 NURSING HOME WI 501(C)(3) 9 NA false LUTHERAN HOME FOUNDATION 7500 W NORTH AVENUE WAUWATOSA WI 53213 391478794 FOUNDATION WI 501(C)(3) 11c III-FI NA false LUTHERAN LIVING SERVICES INC 7500 W NORTH AVENUE WAUWATOSA WI 53213 391477207 DEVELOPMENT WI 501(C)(3) 9 NA false false false false false false false false false false false false true true true true false false false THE LUTHERAN HOME INC P 497369 SEE PART VII PART V, QUESTION 2 $497,369 IS PAYMENT OF INTERCOMPANY EXPENSES DUE TO THE LUTHERAN HOME, INC. THE LUTHERAN HOME, INC. IS A RELATED ORGANIZATION AND AS PART OF ITS OPERATION IT WILL PAY ALL INSURANCE PREMIUMS AND PART OF THE PAYROLL EXPENSES OF HARWOOD PLACE. EACH MONTH HARWOOD PLACE DETERMINES THE FMV OF ALL EXPENSES PAID BY THE LUTHERAN HOME AND MAKES PAYMENT ON THOSE EXPENSES. THE METHOD USED IN DETERMINING THE AMOUNT TO BE REPAID IS ALWAYS THE FMV OF EXPENSES.