2011-05-13T07:52:02-05:00 2010-12-31 BDO USA LLP 330 E KILBOURN AVENUE SUITE 950 MILWAUKEE WI 53202 990 2010-01-01 391531532 HARWOOD PLACE INC HARW 4142586170 7500 WEST NORTH AVENUE WAUWATOSA WI 532131797 BRIAN BLANK 2011-05-15 ROBERT L HUKKANEN 4142725900 2010 2016-03-07 17:11:31Z SCOTT MCFADDEN 7500 W NORTH AVENUE WAUWATOSA WI 532131797 23121043 false X WWW.HARWOODPLACE.ORG X 1988 DE HARWOOD IS A FAITH-BASED FAMILY OF SERVICES DEDICATED TO MEETING THE PHYSICAL, EMOTIONAL AND SPIRITUAL NEEDS OF OLDER ADULTS, INCLUDING THEIR FAMILIES, WITH A VARIETY OF DISTINCTIVE HOUSING AND CARE OPTIONS 16 16 128 75 0 675 2445 5418120 5615500 357326 339502 455707 482947 6231828 6440394 0 175000 0 0 1975257 2098940 0 0 0 4209231 4353173 6184488 6627113 47340 -186719 28323569 27809263 26748370 26345252 1575199 1464011 HARWOOD IS A FAITH-BASED FAMILY OF SERVICES DEDICATED TO MEETING THE EVER-CHANGING PHYSICAL, EMOTIONAL AND SPIRITUAL NEEDS OF OLDER ADULTS, INCLUDING THEIR FAMILIES, WITH A VARIETY OF DISTINCTIVE HOUSING AND CARE OPTIONS. false false 4285606 4233024 RETIREMENT HOUSING 1366927 1382476 COMMUNITY BASED RESIDENTIAL FACILITY 175000 SUPPORT OF THE LUTHERAN HOME, INC. - DURING THE YEAR HARWOOD PLACE, INC. DONATED $175,000 TO THE LUTHERAN HOME, INC. TO HELP SUPPORT ITS OPERATIONS. 5827533 true false false false false false false true false true false false false true false true false false false false false false false false false false true false true false false false false false false false false false false false false false true false false false true 9 0 128 true false false false false false false false false false false X 16 16 false false false false true false false true true true false true true true true true true true true false WI X BRIAN BLANK 4142586170 7500 W NORTH AVENUE WAUWATOSA WI 532131797 X DONALD A HACKBARTH 1.0 X 0 0 0 DON SCHWERIN 1.0 X 0 0 0 CHRISTINE DOLHUN 1.0 X 0 0 0 TIMOTHY SEIDER 1.0 X 0 0 0 DUANE H BLUEMKE 1.0 X 0 0 0 WILLIAM F BRUSS 1.0 X 0 0 0 JAMES N KECK 1.0 X 0 0 0 SHERRILL L MARRS 1.0 X 0 0 0 WILLIAM MARTENS 1.0 X 0 0 0 RONALD E MEYER 1.0 X 0 0 0 LAWRENCE E SOHN 1.0 X 0 0 0 CHRISTINE A SPECHT 1.0 X 0 0 0 MARY F BUESTRIN 1.0 X X 0 0 0 DALE F GUENTHER 1.0 X X 0 0 0 THOMAS E BALGEMAN 1.0 X X 0 0 0 DALE E VAN DAM 1.0 X X 0 0 0 SCOTT MCFADDEN 16.0 X 0 139129 23166 ALLISON KATULA 40.0 X 58271 0 1885 BRIAN BLANK 9.0 X 0 104281 18805 EILEEN HAYES 10.0 X 0 123185 3908 58271 366595 47764 0 false true false 0 2445 2445 RETIREMENT HOUSING 623000 4233024 4233024 CBRF 623000 1382476 1382476 5615500 181850 181850 0 0 16838301 16680649 157652 157652 157652 0 0 0 MEAL FEES 623000 264347 264347 GARAGE FEES 623000 50603 50603 TELEPHONE FEES 623000 55269 55269 112728 112728 482947 6440394 6098447 339502 175000 175000 0 0 0 75577 75577 0 1603937 1402401 201536 23726 20429 3297 243696 224441 19255 152004 133057 18947 0 9510 9510 10984 10984 0 0 4079 4079 330300 297489 32811 73383 73383 44461 44461 0 0 1506840 1506840 11389 11377 12 0 4885 2482 2403 0 0 1418527 1418527 35630 35630 MANAGEMENT FEE FROM AFFILIATES 314676 63503 251173 SUPPLIES (NURSING, HOUSEKEEPIN 112492 112492 RESIDENT TRIPS 35932 35932 RAW FOOD 366104 366104 CABLE TV - FOR RESIDENTS 40868 40868 33113 16591 16522 6627113 5827533 799580 0 323995 537345 750149 500149 49582 62232 462225 417791 31648728 16179544 16154808 15469184 10582810 10822562 28323569 27809263 536686 595177 7264056 7216673 18570000 18155000 330350 333400 47278 45002 26748370 26345252 X 1573308 1462120 1891 1891 1575199 1464011 28323569 27809263 X -186719 75531 X false true true X false X 5944 30960 106666 675 2445 146690 4986826 5246387 5286963 5415316 5602850 26538342 4992770 5277347 5393629 5415991 5605295 26685032 26685032 463562 553680 447932 305403 181850 1952427 463562 553680 447932 305403 181850 1952427 400219 415590 488293 455707 482947 2242756 5856551 6246617 6329854 6177101 6270092 30880215 0.86415 0.85820 0.06323 0.06963 X OTHER INCOME: MEALS $264,347, GARAGE FEES $50,603, TELEPHONE FEES $55,269, OTHER FEES $112,728 false true 1153911 1153911 21350129 10013550 11336579 8322917 5521397 2801520 821771 644597 177174 15469184 0 PAYABLE TO RELATED ORGANIZATION 45002 45002 6440394 6627113 -186719 75532 75532 -111187 6515926 75532 75532 6440394 6440394 6627113 6627113 6627113 PART IV THE ACCOUNTS THAT HARWOOD IS A CUSTODIAN FOR ARE SECURITY DEPOSITS AND WAITING LIST DEPOSITS. WHEN THE RESIDENT MOVES OUT THE DEPOSITS ARE REFUNDED TO THEM. PART X, QUESTION 2 THERE WAS NO IMPACT TO HARWOOD'S FINANCIAL STATEMENTS AS A RESULT OF THE IMPLEMENTATION OF ASC 740-10 (UNCERTAIN TAX POSITIONS). AS A RESULT, HARWOOD HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2010. true THE LUTHERAN HOME INC 7500 W NORTH AVENUE WAUWATOSA WI 53213 390807205 501(C)(3) 175000 GENERAL SUPPORT PART I FINANCIAL ASSISTANCE WILL BE GIVEN BY HARWOOD PLACE, INC. TO RELATED ORGANIZATIONS, FOR OPERATIONS, IF FINANCIALLY NEEDED. X X X X false false false false false false false false false SCOTT MCFADDEN 0 129293 0 0 0 9836 0 4215 0 19919 0 163263 0 0 PART VI, QUESTION 11A FORM 990 IS PRESENTED TO EACH RESPECTIVE BOARD FOR ITS REVIEW AND APPROVAL PRIOR TO FILING. COPIES ARE MADE AVAILABLE TO ANY MEMBER OF THE BOARD UPON THEIR REQUEST. PART VI, QUESTION 9 MARY F. BUESTRIN 13259 N. LAKEWOOD DRIVE, MEQUON, WI 53097 DALE F. GUENTHER 7525 PORTLAND AVENUE, WAUWATOSA, WI 53213 THOMAS E. BALGEMAN 14145 CRIMSON LANE, NEW BERLIN, WI 53151 DALE E. VAN DAM 1025 TIMBER PASS, BROOKFIELD, WI 53045 DUANE H. BLUEMKE 245 SEA GULL AVENUE, VERO BEACH, FL 32960 WILLIAM F. BRUSS N61 W29544 WOODFIELD ROAD, HARTLAND, WI 53029 CHRISTINE DOLHUN 14014 WEST TIFFANY PLACE, NEW BERLIN, WI 53151 DONALD A. HACKBARTH 990 WESTON DRIVE, BROOKFIELD, WI 53045 JAMES N. KECK 4642 N 109TH STREET, WAUWATOSA, WI 53225 SHERRILL L. MARRS 4260 PENN COURT, BROOKFIELD, WI 53045 WILLIAM MARTENS 11716 W CLARKE STREET, WAUWATOSA, WI 53226 RONALD E. MEYER 14248 WATERS EDGE TRAIL, NEW BERLIN, WI 53151 DON SCHWERIN 18625-B ST ANDREWS LANE, BROOKFIELD, WI 53045 TIMOTHY SEIDER 12253 W MORGAN OAK DRIVE, GREENFIELD, WI 53226 LAWRENCE E. SOHN 3063 N 53RD STREET, MILWAUKEE, WI 53210 CHRISTINE A. SPECHT 1800 ASHLEA DRIVE, BROOKFIELD, WI 53045 PART VI, QUESTION 12C SELECTED EMPLOYEES HAVE AUTHORITY TO PURCHASE GOODS AND SERVICES UNDER $500 WITH A VALID LLS PURCHASE ORDER. PURCHASES BETWEEN $500 AND $1,000 MUST HAVE DEPARTMENT HEAD APPROVAL. PURCHASES OVER $1,000 MUST FURTHER BE APPROVED BY AN AUTHORIZED CORPORATE OFFICER OR FUNCTIONAL LEADER. ALL GOODS ARE ORDERED IN ACCORDANCE WITH THE LLS COMPLIANCE POLICY. PART VI, QUESTION 15 TYPICALLY IN DECEMBER, THE COMPENSATION COMMITTEE MEETS TO REVIEW THE PERFORMANCE, CURRENT COMPENSATION AND BENEFITS, INDUSTRY-SPECIFIC INDEPENDENT SALARY SURVEY INFORMATION FOR THE CEO AND PRESIDENT (OR THE TWO FULL-TIME EXECUTIVES), EXAMINE ANY OTHER CURRENT COMPENSATION INFORMATION DEEMED COMPARABLE AND NECESSARY, AND THEN CONSIDER AND APPROVE ANY CHANGES IN COMPENSATION AND BENEFITS FOR THE CEO AND PRESIDENT. THE COMMITTEE THEN REVIEWS AND APPROVES THE CEO'S RECOMMENDATIONS FOR COMPENSATION CHANGES FOR OTHER OFFICERS AND SENIOR MANAGERS. THE COMMITTEE WILL ALSO REVIEW AND APPROVE THE CEO'S PLAN FOR ANY INCENTIVE COMPENSATION PROGRAM AND PLAN BEING CONSIDERED FOR ANY OFFICER OR SENIOR EXECUTIVE. ANY INCENTIVES (BONUSES OR OTHERWISE) THAT ARE BEING AWARDED PURSUANT TO AN APPROVED PLAN ARE APPROVED BY THE COMMITTEE FOLLOWING THE END OF THE FISCAL YEAR AND PRIOR TO PAYMENT. PART VI, QUESTION 19 HARWOOD PLACE PROVIDES THE AFOREMENTIONED DOCUMENTS TO THE PUBLIC UPON REQUEST. CURRENTLY, THE 2009 ANNUAL REPORT IS AVAILABLE ON OUR WEBSITE. ANNUAL REPORTS ARE TYPICALLY DEVELOPED AND LIBERALLY PROVIDED AS A MARKETING PIECE. 990'S FOR NON-PROFIT ORGANIZATIONS ARE TYPICALLY AVAILABLE AT WWW.GUIDESTAR.ORG PART VII, COLUMN B THE AVERAGE HOURS FROM RELATED ORGANIZATIONS ARE FOR THE PRESIDENT/CEO, CFO/ASST. SECRETARY/TREASURER, AND COO. ALL THESE EMPLOYEES ARE OFFICERS AT HARWOOD PLACE, INC. BUT WORK PART OF THEIR HOURS THROUGH THE LUTHERAN HOME, INC. AND LUTHERAN HOME FOUNDATION. EACH OF THESE ORGANIZATIONS ARE RELATED TAX-EXEMPT ORGANIZATIONS. PART VI, QUESTION 6 THE CORPORATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, RELIGIOUS, AND SCIENTIFIC PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE BUSINESS AND AFFAIRS OF THE CORPORATION SHALL BE MANAGED UNDER THE DIRECTION OF ITS BOARD OF DIRECTORS. FOR AS LONG AS LUTHERAN LIVING SERVICES, INC. IS THE SOLE STOCKHOLDER OF THE CORPORATION, THE BOARD OF DIRECTORS SHALL BE COMPRISED OF THOSE INDIVIDUALS ON AN EX OFFICIO BASIS WHO SERVE FROM TIME TO TIME AS DIRECTORS OF LUTHERAN LIVING SERVICES, INC. PART XI, QUESTION 5 $75,531 UNREALIZED GAIN AND LOSS ON INVESTMENTS THE LUTHERAN HOME INC 7500 W NORTH AVENUE WAUWATOSA WI 53213 390807205 NURSING HOME WI 501(C)(3) 9 NA LUTHERAN HOME FOUNDATION 7500 W NORTH AVENUE WAUWATOSA WI 53213 391478794 FOUNDATION WI 501(C)(3) 11c III-FI NA LUTHERAN LIVING SERVICES INC 7500 W NORTH AVENUE WAUWATOSA WI 53213 391477207 DEVELOPMENT WI 501(C)(3) 9 NA false true false false false false false false false false false true true true true false false false THE LUTHERAN HOME INC B 175000 THE LUTHERAN HOME INC O 534588 PART V, QUESTION 2 (1) $175,000 IS A CONTRIBUTION TO THE LUTHERAN HOME, INC. THE LUTHERAN HOME, INC. IS A RELATED ORGANIZATION AND MAY RECEIVE CONTRIBUTIONS FROM HARWOOD PLACE, INC. THE METHOD USED IN DETERMINING THE AMOUNT OF THE CONTRIBUTION IS ALWAYS THE FINANCIAL NEEDS OF THE RELATED ORGANIZATION. (2) $534,588 IS PAYMENT OF INTERCOMPANY EXPENSES DUE TO THE LUTHERAN HOME, INC. THE LUTHERAN HOME, INC. IS A RELATED ORGANIZATION AND AS PART OF ITS OPERATION IT WILL PAY ALL INSURANCE PREMIUM AND PART OF THE PAYROLL EXPENSES OF HARWOOD PLACE. EACH MONTH HARWOOD PLACE DETERMINES THE FMV OF ALL EXPENSES PAID BY THE LUTHERAN HOME AND MAKES PAYMENT ON THOSE EXPENSES. THE METHOD USED IN DETERMINING THE AMOUNT TO BE REPAID IS ALWAYS THE FMV OF EXPENSES.