2011-07-13T09:49:15-04:00 2010-08-31 BKD LLP 200 E Main St Suite 700 Fort Wayne IN 46802 990 2009-09-01 350885590 LUTHERAN HOMES INC LUTH 2604471591 6701 S ANTHONY BLVD FORT WAYNE IN 46816 Alex Kiefer 2604471591 2011-07-15 true Joyce A Dulworth 2604604000 2009 2016-02-24 21:20:13Z LUTHERAN LIFE VILLAGES BRUCE BLALOCK 6701 S ANTHONY BLVD FORT WAYNE IN 46816 21090803 false X WWW.LUTHERANLIFEVILLAGES.ORG X 1926 IN AS AN EXPRESSION OF CHRIST'S LOVE, LUTHERAN LIFE VILLAGES SERVES INDIVIDUALS AND THEIR CAREGIVERS WITH COMPASSION AND RESPECT FOR INDEPENDENCE, WELLNESS AND SPIRITUAL LIFE. 12 12 619 0 0 0 741339 393981 20501886 20652242 -472201 20353 33051 20993 20804075 21087569 3106 9444 0 0 14686481 12664011 0 0 0 9374346 8826700 24063933 21500155 -3259858 -412586 23427841 18027910 10224293 9397014 13203548 8630896 FOR OVER 75 YEARS, LUTHERAN LIFE VILLAGES HAS BEEN SERVING INDIVIDUALS AND THEIR CARE GIVERS WITH COMPASSION AND RESPECT FOR INDEPENDENCE, WELLNESS, AND SPIRITUAL LIFE. AT LUTHERAN LIFE VILLAGES, WE PRIDE OURSELVES ON CREATING A PLACE WHERE PEOPLE WANT TO LIVE, PROFESSIONALS WANT TO WORK, AND FAMILY AND COMMUNITY MEMBERS WANT TO VISIT. WE OFFER A FULL RANGE OF LIVING OPTIONS, FROM INDEPENDENT LIVING AND ASSISTED LIVING TO SKILLED NURSING, WITH LOCATIONS IN KENDALLVILLE AND FORT WAYNE, INDIANA. false false 18510963 19850368 LUTHERAN LIFE VILLAGES' GOAL IS TO PROVIDE RESIDENTS WITH THE SERVICES BEST-SUITED TO FIT THEIR INDIVIDUAL NEEDS. THROUGH THIS HOLISTIC APPROACH, RESIDENTS ARE ENABLED TO FUNCTION AT THEIR HIGHEST POTENTIAL. INDEPENDENT LIVING - PROVIDES PEOPLE 55 AND OLDER WITH RELIEF FROM THE CARES OF HOME MAINTENANCE, GIVING THEM THE FREEDOM TO ENJOY THE BEST THAT LIFE HAS TO OFFER. ASSISTED LIVING - COMBINES THE BENEFITS OF ASSISTED LIVING WITH THE SUPPORT OF MINIMAL DAILY ASSISTANCE AND A 24-HOUR EMERGENCY CALL SYSTEM. NURSING CARE - MEETS A WIDE VARIETY OF NEEDS, FROM THERAPY AND RESTORATIVE NURSING SERVICES, TO ALZHEIMER'S, BEHAVIOR, AND PAIN-MANAGEMENT CARE. 441834 400937 LUTHERAN LIFE VILLAGES SPONSORS THE FOSTER GRANDPARENTS PROGRAM, PART OF SENIOR CORP AND THE CORPORATION FOR NATIONAL AND COMMUNITY SERVICE. ADULTS 55 AND OLDER SHARE THEIR EXPERIENCE AND COMPASSION. EACH FOSTER GRANDPARENT IS A ROLE MODEL, MENTOR, AND A FRIEND. SERVING AT ONE OF MANY LOCAL ORGANIZATIONS - INCLUDING FAITH-BASED GROUPS, HEAD START CENTERS, SCHOOLS, AND OTHER YOUTH FACILITIES - GRANDPARENTS HELP CHILDREN LEARN TO READ, PROVIDE ONE-ON-ONE TUTORING, AND GUIDE CHILDREN AT A CRITICAL TIME IN THEIR LIVES. 536853 9444 417991 INNOVATIVE, INTER-GENERATIONAL PROGRAMMING DISTINGUISHES LUTHERAN LIFE VILLAGES FROM OTHER RETIREMENT-LIVING PROVIDERS AND PLAYS A KEY ROLE IN THE WELLNESS STRATEGY. THE ON-SITE CHILDREN'S VILLAGE EARLY LEARNING CENTERS AND THE VOLUNTEER OPPORTUNITIES PROVIDED BY THE CENTERS HAVE BEEN ENRICHING THE LIVES OF RESIDENTS FOR YEARS. 19489650 true true false false false false false false true true false true false false false false false false false false false false false false false false false false false false false false true false false false false true false false false true 9 0 true 619 true false false false false false true true false false false 12 12 false false false false false true true true true false false true true true true true true true false false IN X ALEX KIEFER 2604470800 6701 SOUTH ANTHONY BLVD FORT WAYNE IN 46816 TROY PANNING 4.0 X X 0 0 0 VIC MARTIN 4.0 X X 0 0 0 GINA ROHRBACHER 4.0 X X 0 0 0 MARK FRANKE 4.0 X X 0 0 0 NATE FINK 4.0 X 0 0 0 CRAIG LINNEMEIER 4.0 X 0 0 0 STEVE LEWIS 4.0 X 0 0 0 KATHLEEN HALLER 4.0 X 0 0 0 TIM GRAHAM 4.0 X 0 0 0 DAVE RODGER 4.0 X 0 0 0 ERIC BIEBERICH 4.0 X 0 0 0 GREG GOEGLEIN 4.0 X 0 0 0 BRUCE BLALOCK 40.0 X 133985 0 12010 ALEX KIEFER 40.0 X 104969 0 7440 MATT MAUPIN 40.0 X 102925 0 5146 341879 0 24596 3 false false false SELECT REHABILITATION 550 FRONTAGE ROAD STE 2415 NORTHFIELD IL 60093 REHAB SERVICES 1266685 THE NICHOLS COMPANY 1412 DELAWARE AVE FORT WAYNE IN 46805 MKTNG & ADVERTISING 113976 2 345008 48973 48020 393981 RESIDENT SERVICES - PRIVATE PAY 621610 7447040 7447040 FOSTER GRANDPARENT PROGRAM 621610 400937 400937 MEDICARE/MEDICAID PAYMENTS 621610 12804265 12804265 20652242 20353 20353 0 0 24227 3234 20993 20993 20993 0 0 0 0 0 21087569 20652242 41346 0 9444 9444 0 0 366475 366475 0 9964044 9315323 648721 215853 174397 41456 1240866 1063895 176971 876773 812716 64057 49319 42568 6751 85771 85771 0 0 0 16485 16485 1627333 1621246 6087 197834 47938 149896 2817550 2785477 32073 274066 245982 28084 0 994657 976508 18149 75171 31877 43294 0 6255 6255 323980 241828 82152 0 1487799 1311687 176112 312205 298337 13868 FOSTER GRANDPARENT PROGRAM 250807 250807 TRAINING, DUES & MEMBERSHIPS 82233 59009 23224 MISCELLANEOUS 225235 200611 24624 21500155 19489650 2010505 0 4361 2510 2758104 1536519 110557 0 1570461 1226384 115643 52740 252313 265815 39881707 25703578 15282666 14178129 3296176 736448 0 0 37560 29365 23427841 18027910 2667312 2441206 0 0 5253557 4968941 2303424 1986867 10224293 9397014 X 10714807 8630896 745598 0 1743143 0 13203548 8630896 23427841 18027910 X false true true X false X 1103461 734171 569945 741339 393981 3542897 21035585 20726696 20093530 20501886 20652242 103009939 22139046 21460867 20663475 21243225 21046223 106552836 200000 650000 350000 150000 1350000 200000 650000 350000 150000 1350000 105202836 227351 249114 67427 124264 20353 688509 227351 249114 67427 124264 20353 688509 22366397 21709981 20730902 21367489 21066576 107241345 0.98099 0.97715 0.00642 0.00779 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1813148 163135 -206394 1769889 false true true 0 237116 237116 0 32966913 20414459 12552454 0 5673512 4596163 1077349 0 1004166 692956 311210 14178129 0 ADVANCE DEPOSITS 1986867 1986867 21087569 21500155 -412586 -412586 21090803 3234 3234 21087569 21087569 21503389 3234 3234 21500155 21500155 FIN 48 FOOTNOTE Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements. RECONCILIATION TO FINANCIAL STATEMENTS PART XII & XIII LINE 2D 3,234 RENTAL EXPENSES ENDOWMENT FUNDS PART V LINE 4 THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS AND OTHER ITEMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED ENDOWMENT FUNDS THE ORGANIZATION MUST HOLD IN PERPETUITY OR FOR DONOR-SPECIFIED PERIODS. ASSETS ARE AVAILABLE FOR HEALTH CARE SERVICES. DURING 2010, THE ASSETS OF THE ENDOWMENT FUND WERE TRANSFERRED TO LHI FOUNDATION INC, A RELATED ORGANIZATION. X MEALS 1 48020 MARKET VALUE false true false PART VI QUESTION 7A: THE MEMBERSHIP OF LUTHERAN HOMES INC CONSISTS OF DELEGATES ELECTED OR APPOINTED BY VOTING MEMBERS OF THE AFFILIATED LUTHERAN CHURCHES WITHIN NORTHEAST INDIANA. THE ORGANIZATION IS COMPOSED OF DELEGATES FROM 61 LUTHERAN CONGREGATIONS WHO ELECT THE BOARD OF DIRECTORS. PART VI QUESTION 7B: THE MEMBER DELEGATES FINALIZE APPROVAL ON SECTIONS OF THE BY-LAWS INCLUDING INTENT TO BE AFFILIATED, DISSOLUTION, BOARD MEMBERSHIP, AND OTHER CHANGES IN ORGANIZATIONAL STRUCTURE AND FUNCTIONS. PART VI QUESTION 11A: THE FORM 990 AND RELATED SCHEDULES ARE REVIEWED IN DETAIL BY THE CHIEF FINANCIAL OFFICER. THE FORM 990 IS THEN SENT TO THE BOARD PRIOR TO SUBMISSION TO THE IRS. PART VI QUESTION 12C: AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE IS PROVIDED TO OFFICERS, DIRECTORS, KEY EMPLOYEES AND OTHER INTERESTED PERSONS. THE RESPONSES TO THE QUESTIONNAIRES ARE REVIEWED BY THE BOARD OF DIRECTORS. ANY CONFLICTS DISCLOSED ARE DEALT WITH AT THE BOARD'S DISCRETION WHICH INCLUDES RECUSAL FROM VOTING ON MATTERS RELATED TO THE CONFLICT. PART VI QUESTION 15A: EXECUTIVE COMPENSATION IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. IN 2007/2008, AN INDEPENDENT COMPENSATION CONSULTANT USED A COMPENSATION SURVEY/STUDY TO DETERMINE COMPENSATION. THE BOARD DOES THE FINAL REVIEW. PART VI QUESTION 19: GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. LHI FOUNDATION 6701 S ANTHONY BLVD FORT WAYNE IN 46816 272228658 FUNDRAISING IN 501(C)(3) 7 NA LUTHERAN HOMES INC WORKERS COMP TRUST 6701 SOUTH ANTHONY BOULEVARD FORT WAYNE IN 46816 351871504 VEBA TRUST IN 501(C)(3) 11A NA false false true false false false false true false false false true false false false false false false