LUTHERAN HOMES OF OCONOMOWOC INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LUTHERAN HOMES OF OCONOMOWOC INC (EIN 39-0845016)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-10
- IRS object ID
- 201202239349301815
- Schema version
- 2011v1.2
- 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 | 2012-08-10T16:42:16-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390758449 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10000 INNOVATION DRIVE SUITE 250 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532264837 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390845016 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN HOMES OF OCONOMOWOC INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LUTH | NameControl |
| Phone | 2625678341 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 208 | AddressLine1 |
| City | OCONOMOWOC | City |
| State | WI | State |
| ZIP Code | 53066 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOAN BIRR | Name |
| Title | CFO | Title |
| Phone | 2625678341 | Phone |
| Date Signed | 2012-08-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAY ADKISSON CPA | Name |
| PTIN | P01360892 | PTIN |
| Phone | 4144319300 | Phone |
| Date Prepared | 2012-08-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOAN BIRR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 208 | AddressLine1 |
| City | OCONOMOWOC | City |
| State | WI | State |
| ZIP Code | 53066 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 19690349 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LHO.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1939 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | REFLECTING CHRIST'S LOVE WE PROVIDE HOMES AND RESOURCES FOR SENIORS AS A CONTINUING CARE RETIREMENT COMMUNITY AND PROVIDER OF COMMUNITY BASED SERVICES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 422 | TotalNbrEmployees |
| Total Nbr Volunteers | 300 | TotalNbrVolunteers |
| Total Gross UBI | 93914 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -33185 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 199452 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 207406 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 17349784 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 17217423 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 311100 | InvestmentIncomePriorYear |
| Investment Income Current Year | 128910 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 85554 | OtherRevenuePriorYear |
| Other Revenue Current Year | 114494 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 17945890 | TotalRevenuePriorYear |
| Total Revenue Current Year | 17668233 | 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 | 10813422 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 10373625 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6015716 | OtherExpensePriorYear |
| Other Expenses Current Year | 6144788 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 16829138 | TotalExpensesPriorYear |
| Total Expenses Current Year | 16518413 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1116752 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1149820 | RevenuesLessExpensesCY |
| Total Assets BOY | 42609202 | TotalAssetsBOY |
| Total Assets EOY | 42607069 | TotalAssetsEOY |
| Total Liabilities BOY | 19344952 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 18955838 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 23264250 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 23651231 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | REFLECTING CHRIST'S LOVE WE PROVIDE HOMES AND RESOURCES FOR SENIORS AS A CONTINUING CARE RETIREMENT COMMUNITY AND PROVIDER OF COMMUNITY BASED SERVICES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 10337125 | Expense |
| Revenue | 12512246 | Revenue |
| Description | NURSING HOME CARE: OPERATION OF A SKILLED NURSING FACILITY AND REHABILITATION CENTER. PROVIDED 41,241 DAYS OF SKILLED NURSING SERVICES AND REHABILITATION. MAJORITY OF MEDICARE CLIENTS REHAB AND RETURN HOME TO THE COMMUNITY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2018203 | Expense |
| Revenue | 2843361 | Revenue |
| Description | PROVIDE ASSISTED LIVING HOUSING AND SERVICES TO INDIVIDUALS ON AN A LA CARTE BASIS IN ORDER TO PRESERVE INDEPENDENCE AND CONSERVE THE RESIDENTS ASSETS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1333558 | Expense |
| Revenue | 1536461 | Revenue |
| Description | PROVIDE INDEPENDENT LIVING ACCOMMODATIONS FOR SENIORS THROUGH 94 UNITS ACROSS A FULL RANGE OF APARTMENT SIZES AND COSTS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 507779 | Expense |
| Revenue | 345935 | Revenue |
| Description | PROVIDE COMMUNITY OUTREACH PROGRAMS THROUGH OUR LIFE ENRICHMENT CENTERPROVIDE IN HOME ASSISTANCE FOR CLIENTS WHO WISH TO REMAIN IN THEIR HOMES | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 507779 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 345935 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 14196665 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | 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 | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | 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 | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| 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 | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 30 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 422 | 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 | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | 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 | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | 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 | 0 | 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 | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOAN BIRR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2625606969 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1305 W WISCONSIN AVE | AddressLine1 |
| City | OCONOMOWOC | City |
| State | WI | State |
| ZIP Code | 53066 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 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 |
|---|---|---|---|---|---|---|---|
| RONALD SOWINSKI | |||||||
| PRESIDENT | 2.00 | X | X | 0 | 0 | 0 | |
| THOMAS LANGER | |||||||
| PAST PRESIDENT | 2.00 | X | X | 0 | 0 | 0 | |
| LISA BURCHARDT | |||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 | |
| W DAVID PERRY | |||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 | |
| WILLIAM LAMM | |||||||
| BOARD MEMBER | 2.00 | X | X | 0 | 0 | 0 | |
| CHARLES KILANDER III | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DONALD THELEN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| SHARON MANKE | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| BARBARA HIRSCH | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| ISOLA MILLETT | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| GREG JAMES | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JUDY STOCKS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MARY JO O'MALLEY | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| TIM THIELE | |||||||
| CEO | 40.00 | X | 225960 | 0 | 26582 | ||
| JOAN BIRR | |||||||
| CFO | 40.00 | X | 129230 | 0 | 21358 | ||
| LORNA GARTZKE | |||||||
| ADMINISTRATOR | 40.00 | 131629 | 0 | 21489 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 486819 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 69429 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| HEALTHREACH REHAB | |||||
| 17280 NORTH AVE | BROOKFIELD | WI | 53045 | REHAB SERVICES | 675691 |
| BAND BOX | |||||
| PO BOX 299 | TOMAH | WI | 54660 | LAUNDRY SERVICES | 181515 |
| ALLIANCE PHARMACY | |||||
| 1520 KENSINGTON RD | OAK BROOK | IL | 60523 | PHARMACY SERVICES | 150048 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| All Other Contributions | 207406 | AllOtherContributions |
| Total Contributions | 207406 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| SKILLED NURSING FACILI | 623000 | 12512246 | 12512246 |
| ASSISTED LIVING FACILI | 623000 | 2843361 | 2843361 |
| INDEPENDENT APTS | 623000 | 1536461 | 1536461 |
| ADULT DAY CENTER | 623000 | 160911 | 160911 |
| LIFE ENRICHMENT CENTER | 623000 | 111558 | 111558 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 52886 | TotalRevenueColumn |
| Related Or Exempt Function Income | 52886 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 17217423 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 137666 | TotalRevenueColumn |
| Exclusion | $137,666 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2013360 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1971195 | Securities |
| Other | 50921 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 42165 | Securities |
| Other | -50921 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -8756 | TotalRevenueColumn |
| Exclusion | -$8,756 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| CAFE REVENUE | 900099 | 93914 | 93914 | |
| LADIES AUXILIARY INCOM | 623000 | 20580 | 20580 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 114494 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17668233 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17238003 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 93914 | UnrelatedBusinessRevenue |
| Exclusion | $128,910 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8341968 | Total |
| Program Services | 6933833 | ProgramServices |
| Management And General | 1408135 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 265928 | Total |
| Program Services | 265928 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1170041 | Total |
| Program Services | 1170041 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 595688 | Total |
| Program Services | 595688 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45550 | Total |
| Management And General | 45550 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16779 | Total |
| Management And General | 16779 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26656 | Total |
| Management And General | 26656 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23701 | Total |
| Program Services | 265 | ProgramServices |
| Management And General | 23436 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 566866 | Total |
| Program Services | 456149 | ProgramServices |
| Management And General | 110717 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24413 | Total |
| Management And General | 24413 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 584170 | Total |
| Program Services | 553030 | ProgramServices |
| Management And General | 31140 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1264 | Total |
| Management And General | 1264 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26235 | Total |
| Management And General | 26235 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 475116 | Total |
| Program Services | 475116 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1841858 | Total |
| Program Services | 1841858 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108130 | Total |
| Management And General | 108130 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MEDICAL EXPENSES | 882587 | 882587 | |
| FOOD | 524791 | 524791 | |
| STATE BED TAX | 267750 | 267750 | |
| CAFE EXPENSE | 127099 | 127099 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 601823 | Total |
| Program Services | 370280 | ProgramServices |
| Management And General | 231543 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16518413 | Total |
| Program Services | 14196665 | ProgramServices |
| Management And General | 2321748 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3537084 | BOY |
| EOY | 5329071 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1774 | BOY |
| EOY | 1039 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1206348 | BOY |
| EOY | 701298 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98596 | BOY |
| EOY | 101028 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 49022562 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 16072144 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34074336 | BOY |
| EOY | 32950418 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3596559 | BOY |
| EOY | 3440904 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94505 | BOY |
| EOY | 83311 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42609202 | BOY |
| EOY | 42607069 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1332840 | BOY |
| EOY | 1295240 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11337000 | BOY |
| EOY | 10744000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6675112 | BOY |
| EOY | 6916598 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19344952 | BOY |
| EOY | 18955838 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23262476 | BOY |
| EOY | 23650192 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1774 | BOY |
| EOY | 1039 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23264250 | BOY |
| EOY | 23651231 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42609202 | BOY |
| EOY | 42607069 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1149820 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -762839 | ReconcilationOtherChanges |
| 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 | 100185 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 204909 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 244460 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 194669 | CurrentTaxYearMinus1Year |
| Current Tax Year | 207406 | CurrentTaxYear |
| Total | 951629 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16271350 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17310167 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16926355 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16967633 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17216423 | CurrentTaxYear |
| Total | 84691928 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16371535 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17515076 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17170815 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17162302 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17423829 | CurrentTaxYear |
| Total | 85643557 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | 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) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 85643557 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 404898 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 302084 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 124751 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 266105 | CurrentTaxYearMinus1Year |
| Current Tax Year | 137666 | CurrentTaxYear |
| Total | 1235504 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 404898 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 302084 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 124751 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 266105 | CurrentTaxYearMinus1Year |
| Current Tax Year | 137666 | CurrentTaxYear |
| Total | 1235504 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16776433 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17817160 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17295566 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17428407 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17561495 | CurrentTaxYear |
| Total | 86879061 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98580 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98310 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01420 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01690 | 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 D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3463142 | OtherCostOrOtherBasis |
| Book Value | 3463142 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 37863267 | OtherCostOrOtherBasis |
| Depreciation | 12589398 | Depreciation |
| Book Value | 25273869 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6027798 | OtherCostOrOtherBasis |
| Depreciation | 3482746 | Depreciation |
| Book Value | 2545052 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1668355 | OtherCostOrOtherBasis |
| Book Value | 1668355 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 32950418 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| REFUNDABLE ENTRANCE FEES | $5,524,834 |
| FAIR MARKET VALUE - SWAP | $1,121,530 |
| MISC PAYABLES | $44,734 |
| RESERVATION FEES | $225,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 6916598 | TotalOfAmounts |
| Total Revenue | 17668233 | TotalRevenue |
| Total Expenses | 16518413 | TotalExpenses |
| Excess Or Deficit For Year | 1149820 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -295339 | NetUnrealizedGLOnInvestments |
| Other | -$467,500 | OtherAmount |
| Total Adjustments | -762839 | TotalAdjustments |
| Excess Or Deficit Per FS | 386981 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 17801860 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 133627 | OtherRevenues |
| Revenue Not Rptd F990 | 133627 | RevenueNotRptdF990 |
| Revenue Subtotal | 17668233 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 17668233 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 16528937 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 10524 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 10524 | ExpensesNotRptdF990 |
| Expenses Subtotal | 16518413 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 16518413 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | ASC TOPIC 740-10, INCOME TAXES, REQUIRES AN ORGANIZATION TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OF THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE BENEFIT OF THE TAX POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. MANAGEMENT DOES NOT BELIEVE THE ORGANIZATION HAS ANY MATERIAL UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS IN 2011 AND 2010. FEDERAL TAX RETURNS FOR TAX YEARS 2008 AND BEYOND, REMAIN SUBJECT TOEXAMINATION BY THE INTERNAL REVENUE SERVICE. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | FAIR MARKET VALUE OF SWAP -467,500. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FOUNDATION REVENUE 133,627. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | FOUNDATION EXPENSES 10,524. |
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 (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TIM THIELE | |||||||||||||
| 225960 | 0 | 0 | 0 | 0 | 0 | 11298 | 0 | 15284 | 0 | 252542 | 0 | 0 | 0 |
| JOAN BIRR | |||||||||||||
| 129230 | 0 | 0 | 0 | 0 | 0 | 6462 | 0 | 14896 | 0 | 150588 | 0 | 0 | 0 |
| LORNA GARTZKE | |||||||||||||
| 131629 | 0 | 0 | 0 | 0 | 0 | 6581 | 0 | 14908 | 0 | 153118 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|
| WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY | ||||||
| 391337855 | 2004-08-01 | 12000000 | BUILD A 150 BED SNF | 0 | 0 | 0 |
| WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY | ||||||
| 391337855 | 2009-09-01 | 1930000 | REFUND SERIES 1996 BONDS | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Total ProceedsTotalProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount RetiredAmountRetired |
|---|---|---|---|---|---|---|---|
| 12000000 | 12000000 | 2005 | 0 | 0 | 1 | 1 | |
| 1930000 | 1 | 0 | 1 | 1 | 1930000 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 1 | 0 | 0 | 0 | 0 |
| 0 | 1 | 0 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE CORPORATION SHALL HAVE NOT LESS THAN 50, NOR MORE THAN 150 MEMBERS, ELECTED BY THE MEMBERS OF THE CORPORATION OR BY THE BOARD OF DIRECTORS. AT LEAST TWO-THIRDS OF THIS MEMBERSHIP SHALL BE OF THE LUTHERAN FAITH WITH THE BALANCE TO BE ELECTED FROM THE COMMUNITY AT LARGE. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE CORPORATE MEMBERS SHALL DETERMINE AT THE ANNUAL MEETING, BY A MAJORITY VOTE, THE NUMBER OF DIRECTORS TO BE ELECTED TO THE BOARD OF DIRECTORS AND SHALL THEN ELECT THE NUMBER NECESSARY. | |
| FORM 990, PART VI, SECTION A, LINE 7B | EACH MEMBER MAY HAVE ONE VOTE AT MEETINGS OF THE CORPORATION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE EXECUTIVE DIRECTOR REVIEWS THE 990 BEFORE IT IS FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | MEMBERS ARE REQUIRED TO ACKNOWLEDGE THEIR CONFLICTS OF INTEREST. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE EXECUTIVE DIRECTOR'S PERFORMANCE AND COMPARES COMPENSATION LEVEL WITH COMPENSATION OF SIMILAR ORGANIZATIONS OF SIMILAR SIZE. THE EXECUTIVE DIRECTOR EVALUATES THE PERFORMANCE OF KEY EMPLOYEES IN THE SAME MANNER. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -295,339. FAIR MARKET VALUE OF SWAP -467,500. TOTAL TO FORM 990, PART XI, LINE 5: -762,839. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN HOMES OF OCONOMOWOC CHARITABLE FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 208 | AddressLine1 |
| City | OCONOMOWOC | City |
| State | WI | State |
| ZIP Code | 53066 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391889721 | EIN |
| Primary Activities | SUPPORT LHO | PrimaryActivities |
| Legal Domicile State | WI | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11D, III-O | PublicCharityStatus |
| Controlled Org | 0 | ControlledOrg |
| 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 | 0 | 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 | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |