LUTHERAN HOUSING SERVICES 9 INCORPORATED: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- LUTHERAN HOUSING SERVICES 9 INCORPORATED (EIN 34-1801635)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-11
- IRS object ID
- 201123159349302037
- Schema version
- 2010v3.4
- 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 | 2011-11-11T10:22:44-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341801635 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN HOUSING SERVICES 9 INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LUTH | NameControl |
| Phone | 4198614990 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 NORTH MCCORD ROAD | AddressLine1 |
| City | TOLEDO | City |
| State | OH | State |
| ZIP Code | 43615 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY M SHURTS | Name |
| Title | TREASURER | Title |
| Phone | 4198614990 | Phone |
| Date Signed | 2011-11-11 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | REV STEPHEN BAUERLE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 NORTH MCCORD ROAD | AddressLine1 |
| City | TOLEDO | City |
| State | OH | State |
| ZIP Code | 43615 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 636379 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LHSOH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1995 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | PROVIDES HOUSING UNITS, MANAGEMENT AND DEVELOPMENT SERVICES, AND OVERSEES 80 INDEPENDENT LIVING UNITS FOR THE ELDERLY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 201 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 12577 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 639234 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 623802 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -3072 | InvestmentIncomePriorYear |
| Investment Income Current Year | -557 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 636363 | TotalRevenuePriorYear |
| Total Revenue Current Year | 635822 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 715799 | OtherExpensePriorYear |
| Other Expenses Current Year | 745532 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 715799 | TotalExpensesPriorYear |
| Total Expenses Current Year | 745532 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -79436 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -109710 | RevenuesLessExpensesCY |
| Total Assets BOY | 8289572 | TotalAssetsBOY |
| Total Assets EOY | 7874836 | TotalAssetsEOY |
| Total Liabilities BOY | 10936129 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 10630044 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -2646557 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -2755208 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVIDES HOUSING UNITS, MANAGEMENT AND DEVELOPMENT SERVICES, AND OVERSEES 80 INDEPENDENT LIVING UNITS FOR THE ELDERLY. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 677615 | Expense |
| Revenue | 623802 | Revenue |
| Description | PROVIDES HOUSING UNITS, MANAGEMENT AND DEVELOPMENT SERVICES, AND OVERSEES 80 INDEPENDENT LIVING UNITS FOR THE ELDERLY PER OUR MISSION STATEMENT AS FOLLOWS: AS FOLLOWERS OF CHRIST, WE ARE CALLED TO DO WHAT LIES WITHIN OUR POWER TO SHARE BURDENS THAT WEIGH UPON THE YOUNG AND THE OLD AND TO ALLEVIATE SORROW AND MISERY IN HIS NAME. | Description |
| Total Program Service Expense | 677615 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARY SHURTS | NamePerson |
| Telephone Number | 4198614905 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 NORTH MCCORD | AddressLine1 |
| City | TOLEDO | City |
| State | OH | State |
| ZIP Code | 43615 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (7 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| DAVID ROBERTS - LHS INC | ||||||
| PERM. DIRECT | 0.00 | X | 0 | 197497 | 55483 | |
| KENNETH MAUER | ||||||
| PRESIDENT | 0.00 | X | 0 | 0 | 0 | X |
| DANIEL KUNOS | ||||||
| VICE CHAIR | 0.00 | X | 0 | 0 | 0 | X |
| JANET DORR | ||||||
| SECRETARY | 0.00 | X | 0 | 0 | 0 | X |
| REV DOUGLAS MEILANDER | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| DANIEL PERRY | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| MARY SHURTS - LHS INC | ||||||
| TREASURER | 0.00 | 0 | 175000 | 25435 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp Frm Rltd Orgs | 372497 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 80918 | TotalOtherCompensation |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Related Organizations | 12577 | RelatedOrganizations |
| Total Contributions | 12577 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROGRAM SERVICE REVENUE | Description |
| Total Revenue Column | 623802 | TotalRevenueColumn |
| Related Or Exempt Function Income | 623802 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 623802 | TotalProgramServiceRevenue |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 557 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -557 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -557 | TotalRevenueColumn |
| Related Or Exempt Function Income | -557 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 635822 | TotalRevenueColumn |
| Related Or Exempt Function Income | 623245 | RelatedOrExemptFunctionIncome |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22847 | Total |
| Management And General | 22847 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5483 | Total |
| Management And General | 5483 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4155 | Total |
| Management And General | 4155 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6000 | Total |
| Management And General | 6000 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 433354 | Total |
| Program Services | 433354 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1116 | Total |
| Management And General | 1116 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| REAL ESTATE TAXES | 244261 | 244261 | |
| WAGES PD BY LOOFS @ WC | 23871 | 23871 | |
| PR TAXES PD BY LOOFS @ WC | 1745 | 1745 | |
| BENEFITS PD BY LOOFS @ WC | 1379 | 1379 | |
| PENSION PD BY LOOFS @ WC | 955 | 955 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 366 | Total |
| Management And General | 366 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 745532 | Total |
| Program Services | 677615 | ProgramServices |
| Management And General | 67917 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 203725 | BOY |
| EOY | 201933 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 827 | BOY |
| EOY | 1116 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 12210299 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4540797 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8083794 | BOY |
| EOY | 7669502 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1226 | BOY |
| EOY | 2285 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8289572 | BOY |
| EOY | 7874836 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1416639 | BOY |
| EOY | 1464817 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9519490 | BOY |
| EOY | 9165227 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10936129 | BOY |
| EOY | 10630044 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -2647459 | BOY |
| EOY | -2757159 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 902 | BOY |
| EOY | 1951 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -2646557 | BOY |
| EOY | -2755208 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8289572 | BOY |
| EOY | 7874836 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -109710 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1059 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | 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 Minus2 Years | 990 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 201 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12577 | CurrentTaxYear |
| Total | 13768 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 439921 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 453607 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 561476 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 639234 | CurrentTaxYearMinus1Year |
| Current Tax Year | 623802 | CurrentTaxYear |
| Total | 2718040 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 439921 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 453607 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 562466 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 639435 | CurrentTaxYearMinus1Year |
| Current Tax Year | 636379 | CurrentTaxYear |
| Total | 2731808 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 2731808 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4988 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7601 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 567 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 75 | CurrentTaxYearMinus1Year |
| Total | 13231 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4988 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7601 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 567 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 75 | CurrentTaxYearMinus1Year |
| Total | 13231 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 444909 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 461208 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 563033 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 639510 | CurrentTaxYearMinus1Year |
| Current Tax Year | 636379 | CurrentTaxYear |
| Total | 2745039 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99520 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99400 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 583632 | OtherCostOrOtherBasis |
| Book Value | 583632 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10148924 | OtherCostOrOtherBasis |
| Depreciation | 3782267 | Depreciation |
| Book Value | 6366657 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 496310 | OtherCostOrOtherBasis |
| Depreciation | 358277 | Depreciation |
| Book Value | 138033 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 981433 | OtherCostOrOtherBasis |
| Depreciation | 400253 | Depreciation |
| Book Value | 581180 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 7669502 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LIFE LEASES | Description |
| Amount | $9,165,227 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 9165227 | TotalOfAmounts |
| Total Revenue | 635822 | TotalRevenue |
| Total Expenses | 745532 | TotalExpenses |
| Excess Or Deficit For Year | -109710 | ExcessOrDeficitForYear |
| Other | $1,059 | OtherAmount |
| Total Adjustments | 1059 | TotalAdjustments |
| Excess Or Deficit Per FS | -108651 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 636881 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 1059 | OtherRevenues |
| Revenue Not Rptd F990 | 1059 | RevenueNotRptdF990 |
| Revenue Subtotal | 635822 | RevenueSubtotal |
| Total Revenue Per Form990 | 635822 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 745532 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 745532 | ExpensesSubtotal |
| Total Expenses Per Form990 | 745532 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| RECONCILIATION OF CHANGES - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 8 | CHANGE IN INTEREST LHS FOUNDATION 1,059 |
| REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 2D | CHANGE IN INTEREST LHS FOUNDATION 1,059 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Comp Based On Related OrgsCompBasedOnRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|
| DAVID ROBERTS - LHS INC | |||||
| 197008 | 489 | 48260 | 7223 | 252980 | 224612 |
| MARY SHURTS - LHS INC | |||||
| 175000 | 15250 | 10185 | 200435 | 183012 | |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SEVERANCE, NONQUALIFIED, AND EQUITY-BASED PAYMENTS | Identifier |
| Return Reference | SCHEDULE J, PAGE 1, PART I, LINE 4 | ReturnReference |
| Explanation | DAVID ROBERTS - LHS, INC. 0 40,380 0 MARY SHURTS - LHS, INC. 0 10,000 0 | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ELECTION OF MEMBERS AND THEIR RIGHTS | FORM 990, PAGE 6, PART VI, LINE 7A | THE BOARD OF DIRECTORS IS SHARED WITH LOOFS AT WOLF CREEK (A RELATED ORGANIZATION) AND IS ELECTED BY THE PARENT BOARD OF LUTHERAN HOMES SOCIETY, INC. |
| DECISIONS SUBJECT TO APPROVAL OF MEMBERS | FORM 990, PAGE 6, PART VI, LINE 7B | PARENT BOARD OF LUTHERAN HOMES SOCIETY, INC APPROVES FINANCING ARRANGEMENTS AND CERTAIN POLICIES. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | THE TREASURER OF THE BOARD DOES A THROUGH REVIEW OF THE 990S. DUE TO THE EXCESSIVE NUMBER (26) OF 990S FILED AND PREPARED BY THE PARENT COMPANY (LUTHERAN HOMES SOCIETY, INC), ONCE THE 990S ARE COMPLETE AND FILED, THE BOARD MEMBERS ARE GIVEN THE OPPORTUNITY TO REVIEW UPON THEIR REQUEST. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | THE CONFLICT OF INTEREST POLICY IS ENFORCED THRU THE ACCOUNTS PAYABLE PROCESS AS WELL AS OUR INTERNAL AUDIT PROGRAM. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | BONNIE STEPANIAN IS A TOP OFFICIAL OF THIS ORGANIZATION. HER COMPENSATION IS PAID BY LOOFHS @ WOLF CREEK AND THEN ALLOCATED TO LHS 9 AND CREEKSIDE CONDOMINIUM OWNERS ASSOCIATION. HER COMPENSATION IS DETERMINED USING WAGE INFORMATION OF COMPARITIVE INDUSTRIES. HER COMPENSATION IS APPROVED BY THE LOOFHS @ WOLF CREEK BOARD. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | THERE ARE NO OFFICERS OR KEY EMPLOYEES COMPENSATION AT THIS ORGANIZATION. KEY EMPLOYEES ARE PAID THRU LUTHERAN HOMES SOCIETY (PARENT COMPANY). |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS ARE ALL MADE AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| LUTHERAN HOMES SOCIETY INC | ||||||||||
| 2021 NORTH MCCORD ROAD | TOLEDO | OH | 43615 | 311515773 | PAR. CORP | OH | 501C3 | 9 | YES | false |
| LHS FOUNDATION | ||||||||||
| 2021 NORTH MCCORD ROAD | TOLEDO | OH | 43615 | 341678593 | FUND CORP | OH | 501C3 | 11D | NO | false |
| LOOFS WOLF CREEK | ||||||||||
| 2021 NORTH MCCORD ROAD | TOLEDO | OH | 43615 | 341801637 | LT CARE | OH | 501C3 | 9 | NO | false |
| CREEKSIDE CONDOMINIUM OWNER'S ASSOC | ||||||||||
| 2021 NORTH MCCORD ROAD | TOLEDO | OH | 43615 | 341878025 | SR LIVING | OH | 501C6 | NO | false | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| LHS FOUNDATION | |
| C | 1400 |
| LOOFS WOLF CREEK | |
| C | 11177 |
| LOOFS WOLF CREEK | |
| N | 27949 |
| LOOFS WOLF CREEK | |
| O | 6417 |
| CREEKSIDE CONDOMINIUM OWNER'S ASSOC | |
| P | 242330 |
| LUTHERAN HOMES SOCIETY INC | |
| L | 6000 |