2013-02-12T16:56:47-06:00 2012-06-30 476097913 SEIM JOHNSON LLP 18081 BURT STREET SUITE 200 OMAHA NE 680224722 990 2011-07-01 272628802 IMMANUEL HOME AND COMMUNITY RESOURCES IMMA 4028292900 5858 WENNINGHOFF ROAD NO 2 OMAHA NE 68134 DAN FRIEDLUND 4028292900 2013-02-11 1 BARBARA J FAJEN P00400874 4023302660 2011 2016-02-25 16:41:14Z ERIC N GURLEY 6757 NEWPORT AVENUE SUITE 200 OMAHA NE 68152 766504 0 X WWW.IMMANUELCOMMUNITIES.COM X 2010 NE TO PROVIDE IN-HOME, RESIDENTIAL AND COMMUNITY-BASED HEALTH CARE AND RELATED SERVICES TO THE ELDERLY. 13 12 0 0 0 0 0 0 655851 680876 2053 46509 0 39119 657904 766504 186280 36500 0 0 540289 738455 0 0 0 786915 998638 1513484 1773593 -855580 -1007089 1228091 859035 2535186 3173219 -1307095 -2314184 CHRIST-CENTERED SERVICE TO SENIORS AND EACH OTHER. 0 0 684786 680876 LIFELINE BY IMMANUEL IS AN AFFORDABLE EMERGENCY CALL SYSTEM. THE PROGRAM PROVIDES HELP AT THE PUSH OF A BUTTON GIVING INDIVIDUALS INDEPENDENCE AND SAFETY WHILE LIVING ALONE. 899688 36500 39119 IMMANUEL HOME AND COMMUNITY RESOURSES (IHCR) IS THE SOLE MEMBER OF PACE IOWA AND PACE NEBRASKA, BOTH 501(C)(3) ORGANIZATIONS DOING BUSINESS AS IMMANUEL PATHWAYS. IHCR OVERSEES AND COORDINATES THE ACTIVITIES OF PACE IOWA, WHICH BEGAN ACTIVITIES ON 01/02/12. PACE NEBRASKA WILL BEGIN BUSINESS DURING THE NEXT FISCAL YEAR. "PACE" STANDS FOR PROGRAMS OF ALL-INCLUSIVE CARE FOR THE ELDERLY. PACE PROGRAMS COORDINATE AND PROVIDE ALL NEEDED PREVENTATIVE, PRIMARY, ACUTE AND LONG-TERM CARE SERVICES SO THAT OLDER INDIVIDUALS CAN CONTINUE LIVING IN THEIR COMMUNITIES. 1584474 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 X 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 1 0 0 0 X MARY ANDERSON CONTROLLER 4028292933 5858 WENNINGHOFF ROAD SUITE 2 OMAHA NE 68134 X JAMES J OLMSTED 0.30 X X 0 0 0 REV CARMALA ADERMAN 0.30 X X 0 0 0 MIKE WILLIAMS 0.30 X X 0 0 0 ERIC N GURLEY 2.00 X X 0 350442 145768 BISHOP DAVID DEFREESE 0.30 X 0 0 0 REV DR DENNIS ANDERSON 0.30 X 0 0 0 LAURA FENDER 0.30 X 0 0 0 REV MARK GRORUD 0.30 X 0 0 0 ANTHONY HATCHER DO 0.30 X 0 0 0 RUTH HENRICHS 0.30 X 0 0 0 SUZANNE HRUZA MD 0.30 X 0 0 0 GUILLERMO HURTA MD 0.30 X 0 0 0 DAVID MUSSMAN 0.30 X 0 0 0 MARK WATERSTRAAT 0.30 X 0 0 0 DAN FRIEDLUND 2.00 X 0 156828 0 STEVE HESS 22.00 X 151770 0 19737 ROXANN ROGERS-MEYER 2.00 X 0 113151 28833 TAMMY SEALER 2.00 X 0 109411 21061 JEFFREY AHL 3.00 X 0 101437 29392 CHERYL L MUNDT 25.00 X 119365 0 7776 DEBRA WIENS 2.00 X 0 104124 17100 271135 935393 269667 2 0 1 0 PHILLIPS LIFELINE PO BOX 403109 ATLANTA GA 303843109 MONITORING SERVICES 358227 1 LIFELINE EMERGENCY CAL 621990 680876 680876 680876 43088 43088 3421 0 3421 3421 3421 MANAGEMENT SERVICES 623990 39119 39119 39119 766504 719995 0 46509 36500 36500 171100 25665 145435 431943 431943 10308 10308 99685 99685 25419 19801 5618 122 122 3900 3900 420539 386495 34044 22757 22757 297424 297424 3928 3928 19921 19921 25479 25479 159081 159081 30966 30966 11280 11280 BAD DEBT EXPENSE 3156 3156 MISCELLANEOUS 85 85 1773593 1584474 189119 0 19295 19323 750000 46946 42182 331578 446301 8900 19400 376686 44857 71372 331829 1228091 859035 205308 327197 2329878 2846022 2535186 3173219 X -1307095 -2314184 -1307095 -2314184 1228091 859035 -1007089 0 X X 0 1 1 X 0 X 15123 15123 624622 655851 680876 1961349 639745 655851 680876 1976472 0 0 0 1976472 182 2053 43088 45323 182 2053 43088 45323 39119 39119 639927 657904 763083 2060914 X 12042 10296 1746 362313 32230 330083 2331 2331 0 331829 SUBORDINATED NOTE PAYABLE TO IMMANUEL 2846022 2846022 1 NEBRASKA SYNOD ELCA 4980 SOUTH 118TH STREET SUITE D OMAHA NE 68137 363514308 501(C)(3) 36000 SUPPORT FOR MISSION FIELD NEBRASKA AND ITS MINISTRIES. 1 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: IHCR ONLY MAKES GRANTS TO OTHER 501(C)(3) ORGANIZATIONS. THE CHARITABLE PURPOSE FOR WHICH THE FUNDS ARE GIVEN IS AGREED UPON PRIOR TO THE TRANSFER OF FUNDS. 0 1 0 0 0 0 0 0 0 ERIC N GURLEY 0 279809 0 63822 0 6811 0 104969 0 40799 0 496210 0 0 DAN FRIEDLUND 0 128544 0 28284 0 0 0 0 0 0 0 156828 0 0 STEVE HESS 125885 0 25885 0 0 0 9278 0 10459 0 171507 0 0 0 PART I, LINE 3 THE COMPENSATED OFFICERS ARE EMPLOYEES OF IMMANUEL, A RELATED ENTITY. THE BOARD'S EXECUTIVE COMMITTEE SERVES AS THE COMPENSATION COMMITTEE TO REVIEW AND APPROVE THE TOTAL COMPENSATION FOR ERIC GURLEY, AND TO APPROVE THE BONUS PLAN AND PAYOUT OF BONUSES TO THE LEADERSHIP TEAM. THE COMPENSATION COMMITTEE USES AN INDEPENDENT COMPENSATION CONSULTANT TO HELP SET SALARIES AND BENEFITS. WRITTEN EMPLOYMENT CONTRACTS ARE USED FOR ERIC GURLEY AND DAN FRIEDLUND. PART I, LINE 4B ERIC N. GURLEY - $89,369 IN PREMIUMS EXPENSED FOR FUNDING OF SUPPLEMENTAL EMPLOYEE RETIREMENT PLAN. PART I, LINE 6 THE ORGANIZATION DOES NOT PAY OR ACCRUE ANY COMPENSATION BASED ON THE REVENUES OR THE NET EARNINGS OF THE ORGANIZATION OR ANY RELATED ORGANIZATION. HOWEVER, A SMALL PERCENTAGE (LESS THAN 10%) OF THE BONUSES PAID TO ERIC GURLEY, DAN FRIEDLUND, STEVE HESS, CHERYL MUNDT AND ROXANNE ROGERS-MEYER IS BASED BASED ON AN OPERATING MARGIN CALCULATION OF IMMANUEL AND RELATED TAX-EXEMPT ORGANIZATIONS. A SMALL PERCENTAGE (LESS THAN 10%) OF THE BONUSES PAID TO TAMMY SEALER, JEFFREY AHL, AND DEBRA WIENS IS BASED ON AN OPERATING MARGIN CALCULATION OF IMMANUEL RETIREMENT COMMUNITIES, A RELATED TAX-EXEMPT ORGANIZATION. FORM 990, PART V, LINE 2A: INDIVIDUALS PERFORMING SERVICES FOR IMMANUEL HOME AND COMMUNITY RESOURCES ARE EMPLOYEES OF IMMANUEL, A RELATED ENTITY. THEREFORE, IMMANUEL ISSUES THE FORM W-2 FOR THESE EMPLOYEES. BECAUSE IMMANUEL HOME AND COMMUNITY RESOURCES REIMBURSES IMMANUEL FOR THE SALARIES AND BENEFITS OF THESE EMPLOYEES, THE EXPENSES FOR THEIR SALARIES AND BENEFITS ARE REFLECTED ON THIS RETURN IN PART IX, STATEMENT OF FUNCTIONAL EXPENSES. FORM 990, PART VI, SECTION A, LINE 2 ERIC N. GURLEY IS THE PRESIDENT AND CEO OF IMMANUEL, A SUPPORTING ORGANIZATION OF IHCR. ALL COMPENSATED BOARD MEMBERS, OFFICERS AND OTHER EMPLOYEES ARE EMPLOYEES OF IMMANUEL. FORM 990, PART VI, SECTION A, LINE 6 IMMANUEL HOME AND COMMUNITY RESOURCES HAS ONE MEMBER, IMMANUEL. FORM 990, PART VI, SECTION A, LINE 7A IMMANUEL, IHCR'S SOLE MEMBER, HAS THE RIGHT TO APPOINT AND REMOVE DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B IMMANUEL, IHCR'S SOLE MEMBER, MUST APPROVE ANY AMENDMENT AND INITIATE OR ADOPT AMENDMENTS TO THE ARTICLES OR BYLAWS OF IMMANUEL HOME AND COMMUNITY RESOURCES. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY AN ACCOUNTING FIRM WITH THE ASSISTANCE OF THE CONTROLLER. THE PREPARED FORM 990 IS REVIEWED BY THE CFO AND CONTROLLER. COPIES OF THE RETURN ARE PROVIDED TO THE BOARD AFTER THE CFO AND CONTROLLER HAVE REVIEWED THE RETURN. THE RETURN IS APPROVED BY THE CFO PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C IMMANUEL HOME AND COMMUNITY RESOURCES USES THE SAME POLICY AS IMMANUEL, A RELATED ORGANIZATION. THE POLICY STATES THAT THE BOARD OF DIRECTORS MUST SIGN THE CONFLICT OF INTEREST POLICY AND DISCLOSE ALL CONFLICTS. THE GOVERNANCE COMMITTEE SHALL DECIDE WHAT ACTIONS NEED TO BE TAKEN CONCERNING ANY CONFLICTS. THE BOARD MEMBER IS PROHIBITED FROM VOTING ON ANY BUSINESS RELATED TO ANY CONFLICT THE GOVERNANCE COMMITTEE HAS IDENTIFIED. FORM 990, PART VI, SECTION C, LINE 19 IMMANUEL HOME AND COMMUNITY RESOURCES DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. COMPENSATION FORM 990, PART VII: ALL COMPENSATION AND BENEFITS SHOWN FOR DIRECTORS ARE PAID BY IMMANUEL, THE SPONSOR ORGANIZATION, FOR SERVICES PERFORMED FOR IMMANUEL OR OTHER RELATED ENTITIES. THE COMPENSATION IS NOT PAID FOR SERVICES IN CONNECTION WITH THE POSITION OF DIRECTOR FOR IMMANUEL HOME AND COMMUNITY RESOURCES. -ERIC GURLEY AND DAN FRIEDLUND EACH WORK AN AVERAGE OF 40 HOURS PER WEEK FOR VARIOUS RELATED ORGANIZATIONS. -STEVE HESS WORKS AN AVERAGE OF 25 HOURS PER WEEK FOR VARIOUS RELATED ORGANIZATIONS. -ROXANN ROGERS-MEYER WORKS AN AVERAGE OF 45 HOURS PER WEEK FOR VARIOUS RELATED ORGANIZATIONS. -TAMMY SEALER WORKS AN AVERAGE OF 46 HOURS PER WEEK FOR VARIOUS RELATED ORGANIZATIONS. -JEFFREY AHL WORKS AN AVERAGE OF 45 HOURS PER WEEK FOR VARIOUS RELATED ORGANIZATIONS. -CHERYL MUNDT WORKS AN AVERAGE OF 43 HOURS PER WEEK FOR VARIOUS RELATED ORGANIZATIONS. -DEBRA WIENS WORKS AN AVERAGE OF 46 HOURS PER WEEK FOR VARIOUS RELATED ORGANIZATIONS. JAMES J. OLMSTED, REV. CARMALA ADERMAN, MIKE WILLIAMS, BISHOP DAVID DEFREESE, REV. DR. DENNIS ANDERSON, LAURA FENDER, REV. MARK GRORUD, ANTHONY HATCHER, D.O., RUTH HENRICHS, SUZANNE HRUZA, M.D., GUILLERMO HURTA, M.D., DAVID MUSSMAN, MARK WATERSTRAAT SPEND AN AVERAGE OF 2 HOURS PER WEEK FOR VARIOUS RELATED ORGANIZATIONS. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS OF IMMANUEL HOME AND COMMUNITY RESOURCES ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE FROM PRIOR YEARS. FORM 990, PART VI, SECTION B, LINE 15: IMMANUEL HOME AND COMMUNITY RESOURCES DOES NOT HAVE A CEO, EXECUTIVE DIRECTOR OR TOP MANAGEMENT OFFICIAL OR ANY KEY EMPLOYEES THE ORGANIZATION DIRECTLY COMPENSATES. THE ORGANIZATION REIMBURSES IMMANUEL, A RELATED ORGANIZATION, FOR PORTIONS OF THE SALARIES OF IMMANUEL EMPLOYEES WHO PROVIDE NEEDED SERVICES. THEREFORE, IT IS NOT NECESSARY TO HAVE A PROCESS TO DETERMINE COMPENSATION FOR THESE POSITIONS. IMMANUEL 5858 WENNINGHOFF ROAD OMAHA NE 68134 470733774 CORPORATE SUPPORT NE 501(C)(3) 11C N/A 0 IMMANUEL RETIREMENT COMMUNITIES 5858 WENNINGHOFF ROAD OMAHA NE 68134 470799108 ELDERLY HOUSING NE 501(C)(3) 9 IMMANUEL 0 IMMANUEL COMMUNITY FOUNDATION 5858 WENNINGHOFF ROAD OMAHA NE 68134 470624928 FUNDRAISING NE 501(C)(3) 11C N/A 0 PACE-IOWA 5858 WENNINGHOFF ROAD OMAHA NE 68134 273635343 ELDERLY SERVICES NE 501(C)(3) 9 IMMANUEL HOME AND COMMUNITY RESOURCES 1 PACE-NEBRASKA 5858 WENNINGHOFF ROAD OMAHA NE 68134 273635416 ELDERLY SERVICES NE 501(C)(3) 9 IMMANUEL HOME AND COMMUNITY RESOURCES 1 IMMANUEL AFFORDABLE INC 5858 WENNINGHOFF ROAD OMAHA NE 68134 470831041 ELDERLY & LOW INCOME HOUSING NE 501(C)(3) 9 IMMANUEL 0 IMMANUEL AFFORDABLE II INC 5858 WENNINGHOFF ROAD OMAHA NE 68134 800016829 ELDERLY & LOW INCOME HOUSING NE 501(C)(3) 9 IMMANUEL 0 IMMANUEL TRINITY AFFORDABLE INC 5858 WENNINGHOFF ROAD OMAHA NE 68134 113742894 ELDERLY & LOW INCOME HOUSING NE 501(C)(3) 9 IMMANUEL 0 0 0 0 1 1 0 0 0 0 0 0 1 1 1 1 1 0 0 PACE IOWA D 210067 CASH TRASFERRED EQUALS FMV