2012-03-30T06:03:37-05:00 2011-03-31 PLANTE & MORAN PLLC PO BOX 307 SOUTHFIELD MI 480370307 990 2010-04-01 381358410 LUTHERAN HOMES OF MICHIGAN INC LUTH 9896523470 PO BOX 329 FRANKENMUTH MI 48734 AMY E STORMS 9896523470 2012-03-29 1 2483522500 2010 2016-02-24 21:20:13Z SEE SCHEDULE O DAVID M GEHM PO BOX 329 FRANKENMUTH MI 48734 30721136 0 X WWW.AGINGENRICHED.ORG X 1892 MI LUTHERAN HOMES OF MICHIGAN PROVIDES CARE AND SUPPORT FOR FRAIL AND DISABLED ELDERLY THROUGH THE PROVISION OF ROOM AND BOARD, NURSING CARE, SOCIAL AND LIFE ENRICHMENT PROGRAMS, EDUCATION, RELIGIOUS AND SPIRITUAL SUPPORT SERVICES, AND CAREGIVER SUPPORT PROGRAMS. LHM DELIVERS THESE PROGRAMS THROUGH SKILLED NURSING CARE, HOME FOR THE AGE (ASSISTED LIVING), AND HOME CARE SERVICES. 12 11 876 581 -5938 -5938 74620 81034 29689761 29435348 28745 17058 1123376 1154556 30916502 30687996 0 0 0 0 19404770 18991243 0 0 400084 10653747 12129649 30058517 31120892 857985 -432896 23761463 22246054 10154372 9089047 13607091 13157007 X AS CHRIST'S SERVANTS ON EARTH, LHM SERVES THE ELDERLY AND THEIR CAREGIVERS WITH COMPASSION, RESPECT, SPIRITUAL SUPPORT AND AN UNWAVERING FOCUS ON INDEPENDENCE, PERSONAL DIGNITY AND SERVICE EXCELLENCE. 0 1 22198547 29435348 SKILLED NURSING CARE UNIT AND HOME FOR THE AGED UNIT PROVIDED 123,187 DAYS OF CARE AND 16,407 DAYS OF REHABILITATION, ROOM AND BOARD, NURSING CARE AND RELIGIOUS SERVICES FOR RESIDENTS AT THREE NURSING HOMES. 22198547 1 1 0 1 0 0 0 1 0 1 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 85 0 1 876 1 1 1 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 1 0 MI X AMY E STORMS 9896523470 160 S MAIN ST FRANKENMUTH MI 48734 DAVID M GEHM 26.00 X X 179778 0 26566 REV JOHN BUSH 1.00 X 0 0 0 TONY GOLDEN 1.00 X 0 0 0 DARRELL ZOLTON 1.00 X 0 0 0 DEBORAH DUTCHER 1.00 X 0 0 0 MARILYNN GOERING 1.00 X 0 0 0 REV PETER LARSEN 1.00 X 0 0 0 MARY JO KRICK 1.00 X 0 0 0 DR JOHN BRANDT 1.00 X 0 0 0 SCOTT ZIMMER 1.00 X 0 0 0 RANDY HARRIS 1.00 X 0 0 0 CHARLES WINTERSTEIN 1.00 X 0 0 0 DENNIS KRAFT 40.00 X 107855 0 18712 ALBERT KAUL 0.10 X 94393 0 22934 LYNN ZUELLIG 6.00 X 88000 0 11759 MAUREEN MCGEE 26.00 X 101043 0 17868 AMY STORMS 40.00 X 93804 0 17060 TODD SEIBT 40.00 X 84493 0 15895 749366 0 130794 3 0 1 0 REHABCARE GROUP INC 7733 FORSYTH BOULEVARD ST LOUIS MO 63105 THERAPY 1963660 PLANTE MORAN 27400 NORTHWESTERN HIGHWAY SOUTHFIELD MI 48037 AUDIT 156830 2 81034 81034 SKILLED NURSING AND HO 623000 28932969 28932969 FURNISHED SERVICES 623000 438602 438602 OTHER RESIDENT INCOME 623000 63777 63777 29435348 17058 17058 27202 33140 -5938 -5938 -5938 MANAGEMENT FEES 900099 959776 959776 CONSULTING INCOME 900099 81000 81000 OTHER INCOME 900099 50809 50809 68909 68909 1160494 30687996 30395124 -5938 217776 942114 815634 126480 15377942 13204210 1964039 209693 308758 220452 82958 5348 1191349 1089694 88960 12695 1171080 950024 205771 15285 108019 107455 564 519591 179271 340320 181387 180949 438 1565608 1361994 200706 2908 44162 44162 81855 75355 6500 100287 8572 79413 12302 93263 34535 53657 5071 378951 378951 880707 704566 176141 478704 478704 MMQAA PROVIDER TAX 2101031 2101031 PATIENT CARE 1983309 1983309 FOOD 792982 792982 DRUGS AND MEDICAL SUPPL 783672 783672 EQUIPMENT, VEHICLES, RE 588386 420648 165093 2645 1447735 85667 1361913 155 31120892 22198547 8522261 400084 2520811 942829 6619220 7005562 225000 43040 46378 343148 362222 26177443 17648563 8583731 8528880 2271403 384977 3380110 4750206 23761463 22246054 2536994 1956016 7617378 7133031 10154372 9089047 X 11335688 10756571 2271403 2400436 13607091 13157007 23761463 22246054 X -432896 -17188 X X 0 1 1 X 0 X 843150 714280 206185 74620 81034 1919269 25808999 25243807 27763581 29689761 29435348 137941496 26652149 25958087 27969766 29764381 29516382 139860765 6380 198082 74620 81034 360116 0 6380 198082 74620 81034 360116 139500649 154184 156371 78516 28045 17058 434174 154184 156371 78516 28045 17058 434174 754204 744187 853118 1135553 3525575 7012637 27560537 26858645 28901400 30927979 33059015 147307576 0.94700 0.98030 0.00290 0.00510 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: CONSULTING AND OTHER INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 624 624 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: MEMBERSHIP FEE ALLOCATED TO LOBBYING. 0 10399 39761 36999 13161 0 1869711 1869711 18493574 12722965 5770609 18266 18266 0 2592564 2339422 253142 3203328 2567910 635418 8528880 INTERESTS IN CHARITABLE REMAINDER TRUST 2015459 PROJECT DEVELOPMENT COSTS 1958708 DEPOSITS 22000 OTHER ASSETS 754039 4750206 PART IV, LINE 1B: LUTHERAN HOMES OF MICHIGAN, INC. IS REQUIRED TO MAINTAIN RESIDENT TRUST FUNDS AT ITS NURSING HOMES. X X 0 0 0 0 0 0 0 0 0 DAVID M GEHM 178053 0 1725 0 0 0 7885 0 18681 0 206344 0 0 0 CHANGES IN PROGRAM SERVICES FORM 990, PART III, LINE 3 AS OF APRIL 4, 2010, THE PERSONAL SERVICES PROGRAM WAS DISCONTINUED UNDER LUTHERAN HOMES OF MICHIGAN, INC. THIS PROGRAM REOPENED UNDER ITS OWN EIN AS LUTHERAN HOME CARE PERSONAL ASSISTANCE. FORM 990, PART VI, SECTION B, LINE 11 PRIOR TO FILING THE FORM 990 RETURN, ELECTRONIC COPIES OF THE FORM 990 WERE SENT TO THE MEMBERS OF THE BOARD OF DIRECTORS. THE MEMBERS' INPUTS AND COMMENTS WERE SOLICITED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD CHAIR DISTRIBUTES AND COLLECTS COMPLETED "CONFLICT OF INTEREST POLICIES" FORMS IN THE BEGINNING OF EACH NEW BOARD YEAR. THE FORMS ARE DISTRIBUTED AND COMPLETED BY ALL BOARD MEMBERS AND ALL TOP EXECUTIVES OF THE ORGANIZATION. THE FORMS ARE REVIEWED BY THE BOARD OF DIRECTORS AND CEO TO DETERMINE ANY EXISTING CONFLICTS. IF A CONFLICT EXISTS, THE PROPER RESPONSE WOULD BE MADE TO REMOVE THE INDIVIDUAL FROM THE POSITION OF CONFLICT FOR THE SPECIFIC TRANSACTION/PROCESS. FORM 990, PART VI, SECTION B, LINE 15A THE LUTHERAN HOMES OF MICHIGAN, INC. EXECUTIVE COMMITTEE OF THE BOARD, UNDER THE BOARD CHAIR'S LEADERSHIP, IS RESPONSIBLE FOR ANNUAL PERFORMANCE REVIEW AND COMPENSATION ADJUSTMENT OF THE CEO, WHEN APPROPRIATE. OUTSIDE SOURCES OR COMPARATIVE REVIEW ARE TAKEN INTO CONSIDERATION WHEN SETTING TOTAL COMPENSATION. THE LAST ANNUAL PERFORMANCE REVIEW OCCURRED IN 2011 AND THE LAST IN-DEPTH COMPENSATION REVIEW OCCURRED IN 2009. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE CORPORATE OFFICE OF LUTHERAN HOMES OF MICHIGAN, INC. BY CONTACTING THE CHIEF FINANCIAL OFFICER. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: IMPAIRMENT LOSS -146,221. CHANGE IN INTEREST OF RESTRICTED NET ASSETS OF OUTSIDE TRUST 129,033. TOTAL TO FORM 990, PART XI, LINE 5: -17,188. AUDIT OVERSIGHT FORM 990, PART XI, LINE 2C THERE WERE NO CHANGES TO THE AUDIT OVERSIGHT PROCEDURES FROM THE PREVIOUS YEAR. DOING BUSINESS AS FORM 990, SECTION C LUTHERAN HOME - FRANKENMUTH; LUTHERAN HOME - LIVONIA; LUTHERAN HOME - MONROE WRITTEN POLICIES FORM 990, PART VI, SECTION B, LINE 14 A WRITTEN DOCUMENT RETENTION AND DOCUMENT DESTRUCTION POLICY IS CURRENTLY UNDER DEVELOPMENT. AVERAGE HOURS WORKED FORM 990, PART VII, SECTION A AVERAGE HOURS WORKED PER WEEK AT RELATED ORGANIZATIONS: DAVID GEHM - 14 HOURS LYNN ZUELLIG - 34 HOURS MAUREEN MCGEE - 14 HOURS LUTHERAN HOME CARE AGENCY INC PO BOX 329 FRANKENMUTH MI 48734 383081979 HOME CARE AND HOSPICE MI 501(C)(3) LINE 9 N/A 1 ELDER HOUSING LLC PO BOX 329 FRANKENMUTH MI 48734 201034873 SENIOR HOUSING MI 501(C)(3) LINE 9 N/A 1 LUTHERAN HOMES OF MICHIGAN FOUNDATION PO BOX 329 FRANKENMUTH MI 48734 261630687 DONATE FUNDS MI 501(C)(3) LINE 11A N/A 1 LUTHERAN HOME CARE PERSONAL ASSISTANCE PO BOX 329 FRANKENMUTH MI 48734 272138954 HOME CARE MI 501(C)(3) LINE 9 N/A 1 AUSABLE VALLEY CONTINUING CARE RETIREMENT COMMUNITY INC 1390 MAPLE DRIVE FAIRVIEW MI 48621 382236926 RETIREMENT COMMUNITY MI 501(C)(3) LINE 9 N/A 1 LHM ASSET MANAGEMENT LLC 244 WALNUT STREET FRANKENMUTH MI 48734 200055004 ASSET MANAGEMENT MI LUTHERAN HOMES OF MICHIGAN INC UNRELATED -66201 244548 0 1 1.00000 ALPENA VILLAGE PO BOX 329 FRANKENMUTH MI 48734 320090735 RESIDENTIAL CONTINUING CARE RETIREMENT FACILITY MI LUTHERAN HOMES OF MICHIGAN INC RELATED 36186 920801 0 1 0.50000 GILBRALTAR 26200 LAHSER RD STE 300 SOUTHFIELD MI 48034 301829767 PROVIDE AFFORDABLE HOUSING TO THE ELDERLY MI LHM HOUSING SERVICES INC N/A 0 0 0.00000 MONROE ELDERLY LDHALP 5309 TRANSPORTATION BLVD CLEVELAND OH 44125 383609893 PROVIDE AFFORDABLE HOUSING TO THE ELDERLY MI LHM HOUSING SERVICES INC N/A 0 0 0.00000 ALPENA PINES LDHALP 9710 JUNCTION ROAD FRANKENMUTH MI 48434 260236982 PROVIDE AFFORDABLE HOUSING TO THE ELDERLY MI LHM HOUSING SERVICES INC N/A 0 0 0.00000 LHM HOUSING SERVICES INC PO BOX 329 FRANKENMUTH MI 48734 383609879 HOUSING SERVICES MI LUTHERAN HOMES OF MICHIGAN INC C 1.00000 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 LUTHERAN HOMES OF MICHIGAN FOUNDATION C 81034 ACTUAL COST ELDER HOUSING LLC P 4102000 ACTUAL COST LHM ASSET MANAGEMENT LLC N 53481 ACTUAL COST