LUTHERAN HOUSING SERVICES 9 INCORPORATED: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: LUTHERAN HOUSING SERVICES 9 INCORPORATED (EIN 34-1801635)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-11-12
IRS object ID: 201333169349305903
Schema version: 2012v2.3
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
Form 990
Schedule A
Schedule D
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-11-12T18:25:45-06:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate
Return Type	990	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	341801635	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	LUTHERAN HOUSING SERVICES 9 INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	LUTH	NameControl
Phone	4198614990	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2021 NORTH MCCORD ROAD	AddressLine1
City	TOLEDO	City
State	OH	State
ZIP Code	43615	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	MARY M SHURTS	Name
Title	TREASURER	Title
Phone	4198614990	Phone
Date Signed	2013-11-12	DateSigned
Authorize Third Party	false	AuthorizeThirdParty

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	DAVID ROBERTS	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	2021 NORTH MCCORD ROAD	AddressLine1
City	TOLEDO	City
State	OH	State
ZIP Code	43615	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	665965	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.LHSOH.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1995	YearFormation
State Legal Domicile	OH	StateLegalDomicile
Activity Or Mission Description	PROVIDES HOUSING UNITS, MANAGEMENT AND DEVELOPMENT SERVICES, AND OVERSEES 80 INDEPENDENT LIVING UNITS FOR THE ELDERLY.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	18	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	18	NbrIndependentVotingMembers
Total Nbr Employees	0	TotalNbrEmployees
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	1832	ContributionsGrantsPriorYear
Contributions Grants Current Year	820	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	822546	ProgramServiceRevenuePriorYear
Program Service Revenue CY	629090	ProgramServiceRevenueCY
Investment Income Current Year	2707	InvestmentIncomeCurrentYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	824378	TotalRevenuePriorYear
Total Revenue Current Year	632617	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Current Year	0	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	702062	OtherExpensePriorYear
Other Expenses Current Year	449141	OtherExpensesCurrentYear
Total Expenses Prior Year	702062	TotalExpensesPriorYear
Total Expenses Current Year	449141	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	122316	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	183476	RevenuesLessExpensesCY
Total Assets BOY	7518787	TotalAssetsBOY
Total Assets EOY	7134255	TotalAssetsEOY
Total Liabilities BOY	10151354	TotalLiabilitiesBOY
Total Liabilities EOY	9583110	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	-2632567	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	-2448855	NetAssetsOrFundBalancesEOY
Mission Description	PROVIDES HOUSING UNITS, MANAGEMENT AND DEVELOPMENT SERVICES, AND OVERSEES 80 INDEPENDENT LIVING UNITS FOR THE ELDERLY.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	407865	Expense
Revenue	629090	Revenue
Description	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.	Description
Total Program Service Expense	407865	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	false	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	true	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	true	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	3	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	0	NumberOfEmployees
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	18	NbrVotingGoverningBodyMembers
Number Independent Voting Members	18	NumberIndependentVotingMembers
Family Or Business Relationship	true	FamilyOrBusinessRelationship
Delegation Of Management Duties	true	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	true	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	OH	StatesWhereCopyOfReturnIsFiled
Other Website	X	OtherWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	MARY SHURTS	NamePerson
Telephone Number	4198614905	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	2021 NORTH MCCORD	AddressLine1
City	TOLEDO	City
State	OH	State
ZIP Code	43615	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (20 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	FormerFormer
DAVID ROBERTS - LHS INC
ASST. SEC./T	1.00	X	0	532785	50510
LYNN OLMAN
CHAIR	0.25	X	0	0	0	X
DANIEL KUNOS
VICE CHAIR	0.25	X	0	0	0	X
JANET DORR
SECRETARY	0.25	X	0	0	0	X
REV DOUGLAS MEILANDER
DIRECTOR	0.25	X	0	0	0
MICHAEL HOLLIE
DIRECTOR	0.25	X	0	0	0
ROBIN BURKETT
DIRECTOR	0.25	X	0	0	0
JENNIFER FEHNRICH
DIRECTOR	0.25	X	0	0	0
REV KEITH HUNSINGER
DIRECTOR	0.25	X	0	0	0
NATALIE JACKSON
DIRECTOR	0.25	X	0	0	0
LORI JOHNSTON
DIRECTOR	0.25	X	0	0	0
KATHY MARTIN
DIRECTOR	0.25	X	0	0	0
REV RICHARD RENTNER
DIRECTOR	0.25	X	0	0	0
PHILIP MEUSER
DIRECTOR	0.25	X	0	0	0
REV DALE SCHAEFER
DIRECTOR	0.25	X	0	0	0
ALLEN SCHROEDER
DIRECTOR	0.25	X	0	0	0
REV CHRYSANNE TIMM
DIRECTOR	0.25	X	0	0	0
ROSE THOMSON
DIRECTOR	0.25	X	0	0	0
MARY SHURTS - LHS INC
TREASURER	1.00		0	241479	33287	X
JOAN UHL BROWNE
DIRECTOR	0.25		0	0	0		X

Field	Value	IRS element (for citing)
Total Reportable Comp Frm Rltd Orgs	774264	TotalReportableCompFrmRltdOrgs
Total Other Compensation	83797	TotalOtherCompensation
Formers Listed	true	FormersListed
Total Comp GT150 K	true	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
Related Organizations	820	RelatedOrganizations
Total Contributions	820	TotalContributions

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	PROGRAM SERVICE REVENUE	Description
Total Revenue Column	629090	TotalRevenueColumn
Related Or Exempt Function Income	629090	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	629090	TotalProgramServiceRevenue

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Other	36055	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Other	33348	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Other	2707	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	2707	TotalRevenueColumn
Related Or Exempt Function Income	2707	RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	632617	TotalRevenueColumn
Related Or Exempt Function Income	631797	RelatedOrExemptFunctionIncome

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	11830	Total
Management And General	11830	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	1800	Total
Management And General	1800	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	2181	Total
Management And General	2181	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	48413	Total
Program Services	42758	ProgramServices
Management And General	5655	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	365107	Total
Program Services	365107	ProgramServices

Insurance Insurance

Field	Value	IRS element (for citing)
Total	2409	Total
Management And General	2409	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Management And GeneralManagementAndGeneral
ALLOCATED SALARIES/WAGES	8049	8049
MANAGEMENT FEES	6000	6000
ALLOCATED PR TAX/BENEFITS	2459	2459
BANK CHARGES AND FEES	643	643

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	250	Total
Management And General	250	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	449141	Total
Program Services	407865	ProgramServices
Management And General	41276	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	190195	BOY
EOY	111984	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	1836	BOY
EOY	3515	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	12209444	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	5259335	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	7258343	BOY
EOY	6950109	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	68413	BOY
EOY	68647	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	7518787	BOY
EOY	7134255	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	1546112	BOY
EOY	1555024	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	8605242	BOY
EOY	8028086	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	10151354	BOY
EOY	9583110	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	-2634768	BOY
EOY	-2451292	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	2201	BOY
EOY	2437	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	-2632567	BOY
EOY	-2448855	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	7518787	BOY
EOY	7134255	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	183476	ReconcilationRevenueExpenses
Reconcilation Other Changes	236	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Consolidated	X	FinancialStatementConsolidated

Field	Value	IRS element (for citing)
Audit Committee	true	AuditCommittee
Federal Grant Audit Required	false	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	990	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	201	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	12577	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1832	CurrentTaxYearMinus1Year
Current Tax Year	820	CurrentTaxYear
Total	16420	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	561476	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	639234	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	623802	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	822546	CurrentTaxYearMinus1Year
Current Tax Year	629090	CurrentTaxYear
Total	3276148	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	562466	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	639435	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	636379	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	824378	CurrentTaxYearMinus1Year
Current Tax Year	629910	CurrentTaxYear
Total	3292568	Total

Field	Value	IRS element (for citing)
Public Support Total509	3292568	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	567	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	75	CurrentTaxYearMinus3Years
Total	642	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	567	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	75	CurrentTaxYearMinus3Years
Total	642	Total

Other Income509 OtherIncome509

Field	Value	IRS element (for citing)
Current Tax Year	2707	CurrentTaxYear
Total	2707	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	563033	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	639510	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	636379	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	824378	CurrentTaxYearMinus1Year
Current Tax Year	632617	CurrentTaxYear
Total	3295917	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.99900	PublicSupportPercentage509
Prior Year Support Percentage	0.99740	PriorYearSupportPercentage
Investment Income Percentage	0.00000	InvestmentIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

Schedule D IRS990ScheduleD

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	583632	OtherCostOrOtherBasis
Book Value	583632	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	10211645	OtherCostOrOtherBasis
Depreciation	4427917	Depreciation
Book Value	5783728	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	495774	OtherCostOrOtherBasis
Depreciation	381668	Depreciation
Book Value	114106	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	918393	OtherCostOrOtherBasis
Depreciation	449750	Depreciation
Book Value	468643	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	6950109	TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	LIFE LEASES	Description
Amount	$8,028,086	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	8028086	TotalOfAmounts
Tot Revenue Etc Audited Fincl Stmt	632853	TotRevenueEtcAuditedFinclStmt
Other Revenues	236	OtherRevenues
Revenue Not Rptd F990	236	RevenueNotRptdF990
Revenue Subtotal	632617	RevenueSubtotal
Total Revenue Per Form990	632617	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	449141	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	449141	ExpensesSubtotal
Total Expenses Per Form990	449141	TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII

Field	Value	IRS element (for citing)
Identifier	REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER	Identifier
Return Reference	SCHEDULE D, PAGE 4, PART XI, LINE 2D	ReturnReference
Explanation	CHANGE IN INTEREST IN LHS FOUNDATION 236	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	false	SeverancePayment
Supplemental Nonqual Retire Plan	true	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	false	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	false	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	false	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	false	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	false	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	false	AnyNonFixedPayments
Initial Contract Exception	false	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)

TitleTitle	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
DAVID ROBERTS - LHS INC
ASST SECTREASURER	233000	299785	44121	6389	583295	299112
MARY SHURTS - LHS INC
TREASURER	175000	66479	26800	6487	274766	65839
JOAN UHL BROWNE
DIRECTOR

Form990 Schedule J Part III Form990ScheduleJPartIII

Field	Value	IRS element (for citing)
Identifier	SEVERANCE, NONQUALIFIED, AND EQUITY-BASED PAYMENTS	Identifier
Return Reference	SCHEDULE J, PAGE 1, PART I, LINE 4	ReturnReference
Explanation	DAVID ROBERTS - LHS, INC. 0 34,800 0 MARY SHURTS - LHS, INC. 0 19,800 0	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (9 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
RELATED PARTY INFORMATION AMONG OFFICERS	FORM 990, PAGE 6, PART VI, LINE 2	DAVID ROBERTS LYNN OLMAN DIRECTOR CHAIR PERSONAL AUTO INSURANCE COVG. PURCHASE
MANAGEMENT DELEGATED	FORM 990, PAGE 6, PART VI, LINE 3	THIS ORGANIZATION IS MANAGED BY LUTHERAN HOMES SOCIETY, INC.
ELECTION OF MEMBERS AND THEIR RIGHTS	FORM 990, PAGE 6, PART VI, LINE 7A	THE GOVERNING BODY IS ELECTED BY THE BOARD OF LUTHERAN HOMES SOCIETY, INC.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	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.
ENFORCEMENT OF CONFLICTS POLICY	FORM 990, PAGE 6, PART VI, LINE 12C	THE CONFLICTS POLICY IS MONITORED THROUGH THE ACCOUNTS PAYABLE PROCESS AND THE INTERNAL AUDIT PROCESS.
COMPENSATION PROCESS FOR TOP OFFICIAL	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.
COMPENSATION PROCESS FOR OFFICERS	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.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS ARE ALL MADE AVAILABLE UPON REQUEST.
RECONCILIATION OF CHANGES - OTHER	FORM 990, PART XI, LINE 9	CHANGE IN INTEREST IN LHS FOUNDATION 236

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (3 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 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	false

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	true	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	true	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	LoansOrGuaranteesFromOtherOrg
Dividends Related Organization	false	DividendsRelatedOrganization
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	false	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	false	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	false	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	true	PerformOfServicesByOtherOrgs
Sharing Of Facilities	false	SharingOfFacilities
Sharing Of Paid Employees	true	SharingOfPaidEmployees
Reimbursement Paid To Other Org	true	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	false	OtherTransferToOtherOrg
Other Transfer From Other Org	false	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

Field	Value	IRS element (for citing)
Business Name Line1	LUTHERAN HOMES SOCIETY INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Transaction Type	S	TransactionType
Amount Involved	200000	AmountInvolved