2011-02-14T16:01:53-06:00 2010-03-31 PLANTE & MORAN PLLC PO BOX 307 SOUTHFIELD MI 480370307 990 2009-04-01 381358410 Lutheran Homes of Michigan Inc LUTH 9896523470 PO Box 329 Frankenmuth MI 48734 AMY E STORMS 9896523470 2011-02-14 1 2483522500 2009 2016-02-24 21:20:13Z SEE SCHEDULE O David M Gehm PO Box 329 Frankenmuth MI 48734 30950939 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 11 870 749 -12177 -12177 206186 74620 27763581 29689761 76870 28745 845353 1123376 28891990 30916502 0 0 18794762 19404770 0 175133 9675356 10653747 28470118 30058517 421872 857985 22888961 23761463 10313185 10154372 12575776 13607091 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 0 20765419 28605063 SKILLED NURSING CARE UNIT AND HOME FOR THE AGED UNIT PROVIDED 102,582 DAYS OF CARE AND 17,486 DAYS OF REHAB, ROOM AND BOARD, NURSING CARE AND RELIGIOUS SERVICES FOR RESIDENTS AT THREE NURSING HOMES. 787421 1084698 PERSONAL SERVICES HOME CARE PROVIDED THOUSANDS OF HOURS OF PERSONAL HOME CARE SERVICES WHILE ASSISTING VARIOUS INDIVIDUAL CLIENTS. THESE SERVICES ALLOW THEM TO REMAIN IN THEIR HOMES, PROMOTE THEIR INDEPENDENCE, AND DELAY OR PREVENT TRANSITION TO A NURSING HOME OR ASSISTED LIVING ENVIRONMENT. 21552840 1 1 0 1 0 0 0 1 0 1 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 0 0 0 1 80 0 1 870 1 1 1 0 0 0 0 0 0 0 0 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 Storms 9896523470 PO BOX 329 Frankenmuth MI 48734 David M Gehm 26.00 X X 154778 0 22649 tony golden 1.00 X 0 0 0 marilynn goering 1.00 X 0 0 0 Rev peter larsen 1.00 X 0 0 0 dr john brandt 1.00 X 0 0 0 RICHARD falck 1.00 X 0 0 0 kurt kuck 1.00 X 0 0 0 charles winterstein 1.00 X 0 0 0 DEBORAH DUTCHER 1.00 X 0 0 0 MARY JO KRICK 1.00 X 0 0 0 SCOTT ZIMMER 1.00 X 0 0 0 RANDY HARRIS 1.00 X 0 0 0 Dennis Kraft 40.00 X 106424 0 14757 Albert Kaul 1.00 X 96419 0 19248 LYNN ZUELLIG 33.00 X 96631 0 12437 MAUREEN MCGEE 28.00 X 102481 0 16741 AMY STORMS 32.00 X 78123 0 15037 TODD SEIBT 40.00 X 81329 0 14757 716185 0 115626 3 0 1 0 REHAB CARE GROUP INC 7733 FORSYTH BOULEVARD ST LOUIS MO 63105 THERAPY 1868303 SAM BRITTON ORGANIZATION 2590 E ZIEGLER ROAD BAY CITY MI 48706 ADVERTISING 138288 2 74620 74620 SKILLED NURSING 623000 28786037 28786037 Home Care 621610 903724 903724 29689761 28045 28045 22260 34437 -12177 -12177 -12177 700 700 700 700 management fee revenue 990009 728653 728653 Miscellaneous 990009 232483 232483 Beauty Shop 990009 117511 117511 56906 56906 1135553 30916502 29689761 -12177 1164298 868940 868940 15320365 12879502 2306431 134432 284610 203780 75883 4947 1769105 1120998 640386 7721 1161750 934259 217122 10369 271926 271926 80236 78173 2063 266850 166406 100219 225 80814 80667 147 1049409 715193 331832 2384 983769 789973 190221 3575 89087 24008 59528 5551 63036 6581 55168 1287 316034 316034 1036615 910596 126019 255840 255400 440 therapy 1893608 1893608 MMQAA provider tax 1556557 1556557 miscellaneous 969647 403811 564547 1289 food 760222 760222 drugs 594777 594777 385320 149126 235491 703 30058517 21552840 8330544 175133 2976822 2520811 4704951 6619220 43637 43040 391594 343148 25473060 16889329 9500926 8583731 1973959 2271403 3297072 3380110 22888961 23761463 2632612 2536994 3600000 4080573 7617378 10313185 10154372 X 10601817 11335688 1973959 2271403 12575776 13607091 22888961 23761463 X 0 1 1 X 0 X 574535 843150 714280 206185 74620 2412770 31426346 25808999 25243807 27763581 29689761 139932494 32000881 26652149 25958087 27969766 29764381 142345264 5490 6380 11870 0 5490 6380 11870 142333394 89266 154184 156371 78516 50305 528642 89266 154184 156371 78516 50305 528642 -20040 -5932 11542 -7765 -12177 -34372 89414 754204 744187 192265 58066 1838136 32159521 27554605 26870187 28232782 29860575 144677670 0.98380 0.98670 0.00370 0.00360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 598 598 0 Part II-B, Line 1i: Explanation of Other Lobbying Activities: MEMBERSHIP FEE ALLOCATED TO LOBBYING. 1 7592 31545 28738 10399 0 1869711 1869711 16734266 11335876 5398390 2957041 2602228 354813 3912042 2951225 960817 8583731 INTEREST IN CHARITABLE REMAINDER TRUST 1781426 F ASSETS LIMITED TO USE 489977 C 2271403 OTHER ASSETS 1088389 DEPOSITS 22162 PROJECT DEVELOPMENT COSTS 2269559 3380110 30916502 30058517 857985 -197866 371196 173330 1031315 Part IV, Line 1b: LHM IS REQUIRED TO MAINTAIN RESIDENT TRUST FUNDS AT ITS NURSING HOMES. Part XI, Line 8 - Other Adjustments: change in trust: 371196. X 0 0 0 0 0 0 0 0 0 David M Gehm 143976 0 10802 0 0 0 0 0 22649 0 177427 0 0 0 Form 990, Part VI, Section B, line 11 PRIOR TO THE FILING OF THE FORM 990, ELECTRONIC COPIES OF THE FORM 990 WERE SENT TO ALL MEMBERS OF THE BOARD OF DIRECTORS AND INPUT/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 REVIEWED BY THE BOARD OF DIRECTORS AND CEO TO DETERMINE ANY EXISTING CONFLICTS AND THE PROPER RESPONSE. Form 990, Part VI, Section B, line 15a THE LHM 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 WHICH MOST RECENTLY OCCURRED IN CALENDAR YEAR 2009. Form 990, Part VI, Section C, line 19 THE ORGANIZATION MAKES THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE CORPORATE OFFICE OF LHM BY CONTACTING THE CHIEF FINANCIAL OFFICER. FORM 990, PART XI, LINE 2C THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSEEING THE AUDIT. THIS PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR. FORM 990, SECTION C, DOING BUSINESS AS: LUTHERAN HOME - FRANKENMUTH; LUTHERAN HOME - LIVONIA; LUTHERAN HOME - MONROE; LUTHERAN HOME CARE - PERSONAL SERVICES FORM 990, PART VI, SECTION B, LINE 14 A WRITTEN DOCUMENT RETENTION AND DOCUMENT DESTRUCTION POLICY IS CURRENTLY UNDER DEVELOPMENT. LUTHERAN HOME CARE AGENCY INC PO BOX 329 FRANKENMUTH MI 48734 383081979 HOME CARE AND HOSPICE MI 501(c)(3) Line 9 LUTHERAN HOMES OF MICHIGAN INC ELDER HOUSING LLC PO BOX 329 FRANKENMUTH MI 48734 201034873 SENIOR HOUSING MI 501(c)(3) Line 9 LUTHERAN HOMES OF MICHIGAN INC LUTHERAN HOMES OF MICHIGAN FOUNDATION PO BOX 329 FRANKENMUTH MI 48734 261630687 DONATED FUNDS MI 501(c)(3) Line 11a, I LUTHERAN HOMES OF MICHIGAN INC RIGHTTHERE PO BOX 329 FRANKENMUTH MI 48734 272138954 HOME CARE MI 501(c)(3) Line 9 LUTHERAN HOMES OF MICHIGAN INC LHM ASSET MANAGEMENT LLC 244 WALNUT ST FRANKENMUTH MI 48734 200055004 ASSET MANAGEMENT MI LUTHERAN HOMES OF MICHIGAN INC UNRELATED -49045 95443 0 1 LHM HOUSING SERVICES INC P O 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 0 1 1 1 0 0 LUTHERAN HOMES OF MICHIGAN FOUNDATION C 74620 LUTHERAN HOME CARE AGENCY INC O 155000 ELDER HOUSING LLC P 500000 LHM ASSET MANAGEMENT LLC N 43333