2012-08-15T09:58:57-05:00 2011-12-31 310210560 BATTELLE & BATTELLE LLP 2000 WEST DOROTHY LANE DAYTON OH 45439 990 2011-01-01 310540159 GRACEWORKS LUTHERAN SERVICES GRAC 9374366885 6430 INNER MISSION WAY DAYTON OH 45459 MICHAEL W ALLEN 9374366885 2012-07-26 1 KAREN O CRIM P00368385 9372980201 2011 2016-02-24 21:20:13Z MICHAEL W ALLEN 6430 INNER MISSION WAY DAYTON OH 45459 61810426 0 X WWW.GRACEWORKS.ORG X 1926 OH TO HELP PEOPLE EXPERIENCE DIGNITY & WHOLENESS IN RELATIONSHIP WITH GOD, FAMILY & COMMUNITY. 13 13 952 550 5220 0 1262983 1110465 40952368 42226968 723301 9026982 22031 105036 42960683 52469451 0 0 0 0 24717463 25061467 0 0 241533 19227816 19300531 43945279 44361998 -984596 8107453 113445303 118885953 75808418 73762638 37636885 45123315 X IN RESPONSE TO JESUS CHRIST, GRACEWORKS LUTHERAN SERVICES HELPS PEOPLE EXPERIENCE DIGNITY AND WHOLENESS IN RELATIONSHIP WITH GOD, FAMILY AND COMMUNITY. 0 0 36964926 41747821 BETHANY VILLAGE: BETHANY VILLAGE PROVIDED HEALTH AND RESIDENTIAL SERVICES TO NEARLY 750 ELDERLY PEOPLE WHO LIVE AT BETHANY VILLAGE (BETHANY), A STATE-OF-THE-ART CONTINUING CARE RETIREMENT COMMUNITY THAT INCLUDES A CHRONIC AND SUB ACUTE HEALTHCARE FACILITY (LINDEN HOUSE), AN ASSISTED LIVING FACILITY (PAVILION) AND INDEPENDENT LIVING RESIDENCES (VISTA PLACE, HOMESTEAD, PARK RIDGE PLACE, COTTAGES AND VILLAS). BETHANY PROVIDED SHORT-TERM, GOAL-ORIENTED THERAPY TO 710 PEOPLE AT THE BETHANY REHABILITATION CENTER. SIXTY-ONE PERCENT OF THE PEOPLE SERVED RETURNED TO THEIR PREVIOUS HOMES AFTER RECOVERY. BETHANY PROVIDED $3.8 MILLION IN UNCOMPENSATED CHARITABLE CARE DURING THE PERIOD. ALL RESIDENTS, REGARDLESS OF ABILITY TO PAY, RECEIVE PRIVATE ROOMS AND HOLISTIC CARE THAT PROVIDES FOR THEIR PHYSICAL, SOCIAL, PSYCHOLOGICAL, EMOTIONAL AND SPIRITUAL NEEDS. VOLUNTEER SERVICES PROVIDED OPPORTUNITIES FOR 321 VOLUNTEERS TO FAITHFULLY CARE FOR THE NEEDS OF THOSE WHOM WE SERVE THROUGH 34,712 HOURS OF SERVICES AT BETHANY VILLAGE. 1188108 479147 COMMUNITY CARE: CONSUMER CREDIT COUNSELING SERVICE (CCCS) HELPED NEARLY 2,300 PEOPLE EXPERIENCE ONE-ON-ONE FINANCIAL COUNSELING AND HELPED 915 PEOPLE MANAGE THEIR DEBTS THROUGH THE CCCS DEBT MANAGEMENT PROGRAM. CCCS ENABLED 20 FAMILIES TO BECOME HOMEOWNERS AND HELPED 257 FAMILIES TO AVOID FORECLOSURE. NEARLY 580 INDIVIDUALS RECEIVED BANKRUPTCY PRE-FILING COUNSELING AND 300 INDIVIDUALS RECEIVED BANKRUPTCY PRE-DISCHARGE FINANCIAL EDUCATION. APPROXIMATELY 1,100 INDIVIDUALS LEARNED HOW TO MANAGE THEIR FINANCES THROUGH FINANCIAL EDUCATION CLASSES OR WORKSHOPS. ANOTHER 3,600 INDIVIDUALS LEARNED ABOUT AVAILABLE SERVICES THROUGH OUTREACH PRESENTATIONS. AN ADDITIONAL 2,200 INDIVIDUALS BENEFITED FROM RESPONSES BY CCCS TO FINANCIALLY RELATED INQUIRIES. FRIENDS AT HOME EMPOWERED 32 SENIOR VOLUNTEERS TO PROVIDE COMPANIONSHIP SERVICES THAT SUPPORTED 35 INDEPENDENT SENIORS IN THEIR DESIRE TO LIVE IN THEIR HOMES LONGER. HOMELESSNESS PREVENTION AND RAPID REHOUSING PROGRAM PROVIDED FINANCIAL ASSISTANCE FOR RENT AND RENT ARREARS TO 33 FAMILIES, CONSISTING OF 70 INDIVIDUALS AT IMMINENT RISK OF HOMELESSNESS, FROM LOSING THEIR HOUSING IN MONTGOMERY COUNTY. PROGRAM SERVICE ENDED JUNE 30, 2011 FULFILLING THE TERMS OF A CONTRACT WITH MONTGOMERY COUNTY. INTERFAITH CARE TEAM MINISTRY PROVIDED CASE MANAGEMENT SERVICES TO 33 FAMILIES IN TARGETED NEIGHBORHOODS. IN ADDITION, EMERGENCY ASSISTANCE WAS PROVIDED TO 328 INDIVIDUALS THROUGH THIS PROGRAM. THE PROGRAM CLOSED JUNE 30, 2011 WHEN MONTGOMERY COUNTY FUNDING CONCLUDED. THE PREBLE COUNTY EMERGENCY ASSISTANCE PROGRAM PROVIDED FOOD, CLOTHING AND FINANCIAL ASSISTANCE FOR SHELTER, UTILITIES AND MEDICATIONS TO 5,888 INDIVIDUALS. THOUSANDS MORE RECEIVED AFFORDABLE CLOTHING AND HOUSEHOLD ITEMS AT THE ONCE AROUND THRIFT SHOP IN EATON. SENIOR COMPANION PROGRAM PROVIDED FULFILLING OPPORTUNITIES FOR 40 INCOME-ELIGIBLE OLDER ADULTS TO PROVIDE FRIENDSHIP AND ASSISTANCE TO 187 ELDERLY PERSONS WHO WERE ABLE TO MAINTAIN INDEPENDENCE IN THEIR OWN HOMES. VOLUNTEER SERVICES PROVIDED OPPORTUNITIES FOR 91 VOLUNTEERS TO FAITHFULLY CARE FOR THE NEEDS OF THOSE WHOM WE SERVE THROUGH 49,105 HOURS OF VARIOUS SUBSIDIZED CHARITABLE SERVICES. COMMUNITY CARE PROVIDED $518,926 IN UNCOMPENSATED CHARITABLE SERVICES DURING THE PERIOD TO PEOPLE WHO NEEDED COUNSELING AND TO PEOPLE WITH LIMITED RESOURCES. 38153034 1 1 0 1 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 1 0 1 114 0 952 1 1 1 0 0 0 0 1 1 0 0 0 0 X 13 13 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X MICHAEL W ALLEN V-P FINANCE & FAC 9374366885 6430 INNER MISSION WAY DAYTON OH 45459 RONALD A LONG 5.00 X X 0 0 0 DR GEORGE R BROWN 5.00 X X 0 0 0 STEPHEN B HOFFSIS 5.00 X X 0 0 0 MARILYN K SHANNON 3.00 X X 0 0 0 REV LISA A ARRINGTON 3.00 X 0 0 0 SALLY D BEALS 3.00 X 0 0 0 REV JOHN F BRADOSKY 3.00 X 0 0 0 FLOYD EVANS JR 3.00 X 0 0 0 DONALD E KALB 3.00 X 0 0 0 JUDY A KALTHOFF 3.00 X 0 0 0 JOYCE RUTHERFORD-DONNER 3.00 X 0 0 0 RONALD C SCHNEIDER 3.00 X 0 0 0 VIOLET G SHARPE 3.00 X 0 0 0 JEFFREY R TEETERS 3.00 X 0 0 0 RONALD D WINE 3.00 X 0 0 0 WILLIS O SERR II 40.00 X 373270 0 32406 MICHAEL W ALLEN 40.00 X 205826 0 22896 PAMELA E BLUMENSHEID 40.00 X 107025 0 16991 REV JAMES V BOSSE 40.00 X 136242 0 56325 JUDY A BUDI 40.00 X 161226 0 24091 DAVID V VANDERCHER 40.00 X 142005 0 17896 JOHN M BRINKMAN 40.00 X 125765 0 22160 MATTHEW J CASSIDY 40.00 X 104638 0 19752 DWIGHT D MORGAN 40.00 X 126327 0 12136 1482324 0 224653 9 0 1 0 OBERER THOMPSON COMPANY 9080 SPRINGBORO PIKE MIAMISBURG OH 45342 CONSTRUCTION SERVICES 1922874 COPELAND ROOFING SIDING & WINDOWS 4080 DAYTON-XENIA ROAD DAYTON OH 45432 CONSTRUCTION SERVICES 344637 ML TAYLOR CONSTRUCTION INC 2146 TROY AVENUE NEW CASTLE IN 47362 CONSTRUCTION SERVICES 265676 GLYNN DEVINS INC 11230 COLLEGE BLVD OVERLAND PARK KS 66210 ADVERTISING & MARKETING SERVICES 256546 SHUSTER ARTHUR INC PO BOX 131115 ST PAUL MN 55113 INTERIOR DESIGN SERVICES 195485 6 69207 7020 326735 707503 21718 1110465 BETHANY VILLAGE RESIDE 623000 27441480 27441480 MEDICARE/MEDICAID REVE 623990 12795074 12795074 RELATED ENTITY MGMT SE 541610 1511267 1511267 COMMUNITY CARE SERVICE 623000 479147 479147 42226968 494227 494227 88924 88924 88924 88924 8726888 9099774 7722999 1570908 1003889 7528866 8532755 8532755 27171 7020 20779 6392 6392 30789 26289 4500 4500 BOOKKEEPING FEES 541200 5220 5220 5220 52469451 42226968 5220 9126798 1296199 1276942 19257 18574458 16230431 2247076 96951 827060 693724 127592 5744 2302576 2011221 283039 8316 2061174 1811986 241725 7463 201451 167719 33732 79880 79880 223307 223307 437906 412446 23162 2298 282356 149334 110879 22143 4042398 4003258 39140 88800 76990 10963 847 26479 4206 22039 234 1833752 1833752 5135440 4949171 186269 384851 348130 36721 DRUGS & LAB 1383661 1383661 FOOD 1194169 1188243 5117 809 SUPPLIES 934824 900664 33736 424 REPAIR & MAINTENANCE 842478 671673 161933 8872 2208779 1316425 824179 68175 44361998 38153034 5967431 241533 8097207 4582094 11502911 12129396 850000 850000 174628 180403 874104 994367 119628525 50494594 70667130 69133931 20490799 30334622 60932 98217 727592 582923 113445303 118885953 6413116 5981116 22972597 22105157 45945000 45295000 18705 18365 459000 363000 75808418 73762638 X 35636684 42936675 1838422 2024861 161779 161779 37636885 45123315 113445303 118885953 X 8107453 -621023 X X 0 1 1 X 0 X 1469399 1582435 1256800 1262983 1110465 6682082 35519402 37704711 40116266 41007804 42284928 196633111 36988801 39287146 41373066 42270787 43395393 203315193 59064 45420 50857 53926 209267 0 59064 45420 50857 53926 209267 203105926 706141 781258 524884 434478 583151 3029912 32909 32909 706141 814167 524884 434478 583151 3062821 37694942 40101313 41897950 42705265 43978544 206378014 0.98410 0.98030 0.01480 0.01890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 0 0 1 2205 2205 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: THE ORGANIZATION OCCASIONALLY CONTACTS LEGISLATORS ENCOURAGING THEM TO SUPPORT POSITIONS CONSISTENT WITH ITS MISSION AND SERVICE ACTIVITIES. ISSUES CAN INCLUDE MEDICARE AND MEDICAID FUNDING, VARIOUS GOVERNMENT PROGRAM CHANGES, LONG-TERM CARE INSURANCE, ETC. EXPENDITURES FOR LOBBYING ARE VERY SMALL AND IMMATERIAL. THE ORGANIZATION ALSO PAYS DUES TO LEADINGAGE OHIO (FKA AOPHA), THE ADVOCATE OF NOT-FOR-PROFIT SERVICES FOR OLDER OHIOANS. THE PORTION OF THESE DUES ALLOCABLE TO LOBBYING EFFORTS IN 2011 IS $2,205. 0 1 410953 20463 2461 428955 364799 61086 2932 12000 410953 345731 39705 4637 16000 364799 403350 -53679 3940 345731 0.37720 0.62280 0 0 898351 898351 98702618 36871768 61830850 3653663 2631282 1022381 16373893 10991544 5382349 69133931 OBLIGATION TO PROVIDE FUTURE SERVICES 363000 363000 PART IV, LINE 2B: AS PART OF THE CONSUMER CREDIT COUNSELING SERVICE, THE ORGANIZATION OFFERS A DEBT MANAGEMENT PLAN. PARTICIPANTS IN THIS PLAN MAKE DEPOSITS INTO AN ESCROW ACCOUNT AND THESE FUNDS ARE USED TO MAKE MONTHLY PAYMENTS TO CREDITORS TO APY DOWN THE CONSUMER'S OUTSTANDING DEBT WITHIN 60 MONTHS. THE ORGANIZATION HOLDS A SMALL AMOUNT OF PERSONAL FUNDS FOR A FEW RESIDENTS. THE MONEY IS USED TO PAY VARIOUS BILLS ON BEHALF OF THESE RESIDENTS. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: PERMANENTLY RESTRICTED FUNDS: DISTRIBUTIONS FROM THE EMMA IVY FUND SUBSIDIZE MAINTENANCE OF PERMANENT ADOPTION RECORDS INCLUDING STAFFING TO RESPOND TO INQUIRIES AND FACILITATE CORRESPONDENCE AMONG BIRTH PARENTS, ADOPTIVE PARENTS, AND ADOPTED CHILDREN. THE SLOAN ENDOWMENT FUND IS INTENDED TO ESTABLISH AN EDUCATIONAL TRUST TO PROVIDE EDUCATIONAL SCHOLARSHIPS AND EDUCATION TO NURSING ASSISTANTS, REGISTERED NURSES AND LICENSED PROFESSIONAL NURSES FOR STUDIES IN BASIC SCIENCES. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: INCOME TAX FOOTNOTE FROM THE DECEMBER 31, 2011 AUDITED FINANCIAL STATEMENTS: THE ORGANIZATION AND SUBSTANTIALLY ALL OF ITS AFFILIATES ARE TAX-EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAX IS REQUIRED. LYR DEVELOPMENT, INC. IS A FOR-PROFIT OHIO CORPORATION THAT IS 100% OWNED BY BETHANY COMMONS AT YANKEE TRACE. LYR DEVELOPMENT, INC. HAD NO TAXABLE INCOME FOR 2011 OR 2010. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2008. GOLF OUTING 34191 7020 27171 6711 14068 34191 7020 27171 6711 14068 20779 6392 X 1 1 X X X X 0 1 0 0 0 0 0 0 0 WILLIS O SERR II 361715 0 0 0 11555 0 14700 0 17706 0 405676 0 0 0 MICHAEL W ALLEN 204829 0 0 0 997 0 12547 0 10349 0 228722 0 0 0 REV JAMES V BOSSE 134556 0 0 0 1686 0 10398 0 45927 0 192567 0 0 0 JUDY A BUDI 160730 0 0 0 496 0 10023 0 14068 0 185317 0 0 0 DAVID V VANDERCHER 140145 0 0 0 1860 0 8792 0 9104 0 159901 0 0 0 PART I, LINE 1A A HOUSING ALLOWANCE IS PROVIDED TO REV. JAMES V. BOSSE. PART I, LINE 4B WILLIS O. SERR II - NON QUALIFIED DEFERRED COMPENSATION PLAN, SECTION 457(B): $7,199 CITY OF CENTERVILLE OHIO - SERIES 2007A HEALTH CARE REVENUE BONDS 316001036 152241AN5 2007-08-31 30976474 SEE SCHEDULE K, PART V 0 0 0 CITY OF CENTERVILLE OHIO - SERIES 2007B HEALTH CARE REVENUE BONDS 316001036 152241AP0 2007-08-31 23800000 SEE SCHEDULE K, PART V 0 0 0 500000 30976474 2375045 528552 28131197 2009 0 0 1 1 8955000 23800000 7750000 283101 313906 15452993 2009 0 0 1 1 0 0 0 0 0.01000 0.00000 0.01000 1 0 0 0 0 0.01000 0.00000 0.01000 1 0 0 0 0 0 1 0 1 0 0 0 1 FORM 990, SCHEDULE K, PART I, LINES A AND B, COLUMN (F): DESCRIPTION OF PURPOSE THE SERIES 2007 BONDS WERE ISSUED TO (I) FINANCE THE EXPANSION AND RENOVATION OF THE CONTINUING-CARE RETIREMENT COMMUNITY OWNED AND OPERATED BY GRACEWORKS LUTHERAN SERVICES (THE "CORPORATION") KNOWN AS "BETHANY VILLAGE," (II) REFUND CERTAIN OUTSTANDING BONDS PREVIOUSLY ISSUED ON BEHALF OF THE CORPORATION, (III) PAY CAPITALIZED INTEREST ON THE 2007 BONDS, (IV) FUND A DEBT SERVICE RESERVE FUND FOR THE SERIES 2007A BONDS, AND (V) PAY A PORTION OF THE COSTS OF ISSUANCE OF THE SERIES 2007 BONDS. PROCEEDS FROM THE 2007 SERIES A BONDS WERE USED EXCLUSIVELY ON PROJECT CONSTRUCTION. MORE SPECIFICALLY, THE USE OF PROCEEDS FROM SERIES B OF THE TOTAL SERIES 2007 ISSUE WERE GENERALLY ALLOCATED 2/3 FOR THE USES NOTED ABOVE, EXCLUSIVE OF THE REFERENCED REFUNDING OF CERTAIN OUTSTANDING BONDS PREVIOUSLY ISSUED ON BEHALF OF THE CORPORATION, AND 1/3 FOR THE REFERENCED REFUNDING ALONE. FORM 990, SCHEDULE K, PART III, LINE 4, COLUMNS A AND B: STATEMENT REGARDING PRIVATE BUSINESS USE ANY PRIVATE BUSINESS USE OF BOND FINANCED PROPERTY IS LESS THAN 1% OF TOTAL USE OF THE PROPERTY. LARRY A HOFFSIS FATHER OF BOARD MEMBER STEPHEN HOFFSIS 45331 PASTOR LARRY IS AN INDEPENDENT CONTRACTOR WHO PROVIDES PASTORAL SERVICES TO GRACEWORKS. 0 FORM 990, PART IV, LINE 33: GW REAL PROPERTY, LLC WAS FORMED IN 2009. GRACEWORKS IS THE SOLE MEMBER OF THE COMPANY. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE ORGANIZATION ARE LUTHERAN CONGREGATIONS IN FORMAL COVENANT RELATIONSHIP WITH THE ORGANIZATION AS DESCRIBED IN ITS CODE OF REGULATIONS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S MEMBERS SEND DELEGATES TO AN ANNUAL MEETING WHEREIN MEMBERS ARE ELECTED TO THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 ANNUALLY, THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S CEO, VP - FINANCE & FACILITIES, AND OTHER SENIOR FINANCE STAFF FOR AN IN-DEPTH REVIEW OF THE RETURN PRIOR TO THE TIME OF FILING FORM 990 WITH THE IRS. THE FORM 990 IS ALSO PROVIDED TO EACH VOTING MEMBER OF THE GOVERNING BODY OF THE ORGANIZATION IN A QUARTERLY MEETING PRIOR TO THE TIME OF FILING FORM 990. EACH VOTING MEMBER IS GIVEN THE OPPORTUNITY TO REVIEW AND COMMENT ON THE FORM. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES SELF-DISCLOSURE OF ANY CONFLICTS OF INTEREST ON AN ON-GOING BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS WILL CONDUCT A WRITTEN ASSESSMENT OF THE PERFORMANCE OF THE CEO AT LEAST ANNUALLY. SUCH ASSESSMENT WILL NORMALLY BE CONDUCTED DURING THE FIRST QUARTER OF THE CALENDAR YEAR AFTER DATA RELATED TO ORGANIZATIONAL PERFORMANCE FOR THE PRIOR YEAR IS COMPILED AND PUBLISHED. ALL MEMBERS OF THE BOARD OF DIRECTORS SHOULD PARTICIPATE IN SUCH ASSESSMENT AND THE INPUT OF THE CEO SHOULD BE SOUGHT AND CONSIDERED. THE BOARD OR ITS DESIGNATED REPRESENTATIVES WILL MEET WITH THE CEO TO COMMUNICATE THE RESULTS OF SUCH ASSESSMENT. UPON COMPLETION OF THE ANNUAL WRITTEN EVALUATION OF THE CEO, THE BOARD OF DIRECTORS WILL CONSIDER ADJUSTMENTS TO THE COMPENSATION OF THE CEO. THE BOARD CHAIR IS THE COORDINATOR OF THIS PROCESS. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS WILL SELECT A QUALIFIED COMPENSATION CONSULTANT TO PROVIDE PROFESSIONAL SERVICES TO THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE WILL WORK WITH THE CONSULTANT TO COMPILE INFORMATION CONCERNING COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS, BOTH TAXABLE AND TAX-EXEMPT, FOR FUNCTIONALLY COMPARABLE POSITIONS. THE CONSULTANT WILL CONSIDER THE AVAILABILITY OF SIMILAR SERVICES WITHIN THE GEOGRAPHIC SERVICE TERRITORY OF GRACEWORKS LUTHERAN SERVICES AND REVIEW CURRENT COMPENSATION SURVEYS COMPILED BY INDEPENDENT FIRMS. CONSIDERING THE AVAILABILITY OF RESOURCES AND PERFORMANCE OF THE CEO, THE BOARD OF DIRECTORS WILL ESTABLISH A REASONABLE AND FAIR LEVEL OF COMPENSATION FOR THE CEO, INCLUDING APPROPRIATE BENEFITS, THAT IS CONSISTENT WITH THE COMPENSATION PHILOSOPHY OF THE ORGANIZATION AND WILL NOT RESULT IN AN EXCESS BENEFIT TRANSACTION AS DEFINED BY THE INTERNAL REVENUE SERVICE. THE ACTIONS OF THE BOARD OF DIRECTORS REGARDING COMPENSATION WILL BE RECORDED IN CONFIDENTIAL MINUTES OF THE MEETINGS AT WHICH SUCH MATTERS ARE CONSIDERED. NORMALLY THIS PROCESS SHOULD BE COMPLETED DURING THE FIRST QUARTER OF A CALENDAR YEAR. UPON COMPLETION OF THE PROCESS, THE BOARD CHAIR WILL INFORM THE CEO IN WRITING OF THE DECISION OF THE BOARD OF DIRECTORS. THE TOTAL COMPENSATION OF THE CEO WILL BE DOCUMENTED IN A MEMORANDUM SIGNED BY THE BOARD CHAIR AND THE CEO. THE CEO IS RESPONSIBLE AND ACCOUNTABLE TO THE BOARD OF DIRECTORS FOR THE FAIR COMPENSATION OF ALL OTHER EMPLOYEES. AT LEAST ANNUALLY, THE CEO WILL REVIEW WITH THE EXECUTIVE COMMITTEE THE COMPENSATION OF ALL EMPLOYEES WHO ARE OFFICERS OF GRACEWORKS LUTHERAN SERVICES AND THE COMPENSATION OF ALL EMPLOYEES WHO EARN COMPENSATION ABOVE A THRESHOLD AMOUNT SET FROM TIME TO TIME BY THE EXECUTIVE COMMITTEE. AS PART OF SUCH REVIEW, THE CEO WILL DEMONSTRATE THE REASONABLENESS OF SUCH COMPENSATION IN LIGHT OF EACH INDIVIDUAL'S PERFORMANCE AND COMPARABILITY DATA RELATED TO EACH INDIVIDUAL'S POSITION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. AN UNAUDITED FINANCIAL STATEMENT IS PUBLISHED WITH THE ORGANIZATION'S ANNUAL REPORT WITH INSTRUCTIONS ON HOW TO REVIEW THE AUDITED FINANCIAL STATEMENTS ONCE THEY ARE AVAILABLE. THE ANNUAL REPORT IS MAILED TO INDIVIDUALS IN THE COMMUNITY AND POSTED ON THE ORGANIZATION'S WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -621,023. FORM 990, PART XII, LINE 2C: NEITHER THE ORGANIZATION'S AUDIT OVERSIGHT PROCESS NOR ITS PROCESS FOR SELECTION OF AN INDEPENDENT ACCOUNTANT HAS CHANGED DURING THE TAX YEAR. GW REAL PROPERTY LLC 6430 INNER MISSION WAY DAYTON OH 45459 270731990 TO HOLD REAL ESTATE OH 0 212979 N/A GRACEWORKS LUTHERAN SERVICES HEALTH BENEFIT TRUST 6430 INNER MISSION WAY DAYTON OH 45459 311273785 GRACEWORKS LUTHERAN SERVICES HEALTH BENEFIT TRUST OH 501(C)(9) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 HEALTH AT HOME LLC Q 150000 COST HANDS AT HOME LLC Q 50000 COST GRACEWORKS LUTHERAN SERVICES HEALTH BENEFIT TRUST Q 2478256 COST GRACEWORKS ENHANCED LIVING P 2430511 COST GRACEWORKS HOUSING SERVICES P 656604 COST MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN XI INC P 83303 COST MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN INC P 133317 COST MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN II INC P 85373 COST MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN III INC P 226005 COST MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN IV INC P 95682 COST MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN V INC P 139693 COST MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN VII INC P 99467 COST MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN IX INC P 33977 COST MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN VIII INC P 83800 COST MIAMI VALLEY LUTHERAN HOUSING ASSOC OF IN X INC P 82018 COST MIAMI VALLEY LUTHERAN HOUSING ASSOCIATION OF KY INC P 127526 COST MIAMI VALLEY LUTHERAN HOUSING ASSOCIATION IV INC P 125878 COST MIAMI VALLEY LUTHERAN HOUSING ASSOCIATION II INC P 86047 COST MIAMI VALLEY LUTHERAN HOUSING ASSOCIATION INC P 80611 COST ST MARK HOUSING ASSOCIATION INC P 42022 COST MIAMI VALLEY LUTHERAN HOUSING ASSOCIATION V INC P 114641 COST REDEEMER HOUSING ASSOCIATION INC P 174938 COST COMMUNITY ALTERNATIVE HOUSING ASSOC II INC P 6461 COST MIAMI VALLEY LUTHERAN HOUSING ASSOCIATION III INC P 3381 COST WE CARE HOMES II INC P 3807 COST IMMANUEL HOUSING ASSOCIATION II INC P 2178 COST IMMANUEL HOUSING ASSOCIATION INC P 2178 COST IMMANUEL HOUSING ASSOCIATION III INC P 5602 COST HEALTH AT HOME LLC P 50000 COST HANDS AT HOME LLC P 92917 COST