2026-05-12T15:36:24-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 2021 SPRING ROAD SUITE 200 OAK BROOK IL 60523 990 2024-07-01 362192824 LUTHERAN HOME FOR THE AGED INC LUTH 8473687342 800 W OAKTON STREET ARLINGTON HEIGHTS IL 600044602 DAN NOONAN CHIEF FINANCIAL OFFICER 8473687365 2026-05-12 1 0 CHRIS MANDERFIELD P01238973 6305738600 2026-05-12 2024 2025-03-06 01:10:19Z SLOAN BENTLEY 800 W OAKTON STREET ARLINGTON HEIGHTS IL 600044602 57135075 0 X WWW.LUTHERANLIFECOMMUNITIES.ORG X 1892 IL SEE SCHEDULE O FOR ORGANIZATION MISSION STATEMENT. EMPOWERING VIBRANT GRACE FILLED LIVING ACROSS ALL GENERATIONS. PROVIDING RESIDENTIAL AND HEALTH CARE SERVICES TO SENIORS INCLUDING BENEVOLENT CARE TO THOSE WHO HAVE EXHAUSTED THEIR FINANCIAL FUNDS. 3 1 468 1 0 0 1994953 2550 57796425 57040299 238373 92226 0 0 60029751 57135075 0 0 0 0 28374572 29825767 0 0 0 31644801 34759495 60019373 64585262 10378 -7450187 129156549 122490717 106026709 106655014 23129840 15835703 X EMPOWERING VIBRANT GRACE FILLED LIVING ACROSS ALL GENERATIONS. PROVIDING RESIDENTIAL AND HEALTH CARE SERVICES TO SENIORS INCLUDING BENEVOLENT CARE TO THOSE WHO HAVE EXHAUSTED THEIR FINANCIAL FUNDS. BENEVOLENT CARE IS PARTIALLY FUNDED BY AMOUNTS RECEIVED FROM AN AFFILIATE, LUTHERAN LIFE COMMUNITIES FOUNDATION. 0 0 55340996 57040299 DEVELOPMENT AND OPERATION OF 376 SKILLED NURSING UNITS AND 100 ASSISTED LIVING BEDS FOR SENIORS. PROVIDING RESIDENTIAL AND HEALTH CARE SERVICES TO SENIORS INCLUDING BENEVOLENT CARE TO THOSE WHO HAVE EXHAUSTED THEIR FUNDS. 55340996 1 0 0 0 0 0 0 0 1 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 64 0 468 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 1 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X LUTHERAN LIFE MINISTRIES 8473687365 800 W OAKTON STREET ARLINTON HEIGHTS IL 60004 MICHAEL RENETZKY CHAIR 0.30 3.70 X X 0 0 0 M SLOAN BENTLEY PRESIDENT & CEO-VICE CHAIR 2.00 35.50 X X 0 733721 16211 AMY LACROIX SECRETARY 2.00 35.50 X X 0 512312 14044 BRIAN GROSS VP, SKILLED NURSING OPERATIONS 37.50 X 140987 0 3605 140987 1246033 33860 1 0 1 0 THOMAS CUISINE 700 EAST FRANKLIN ROAD MERIDIAN ID 83642 FOOD SERVICE 5489268 SELECT REHABILITATION PO BOX 71985 CHICAGO IL 60694 THERAPY SERVICES 2853153 KARE TECHNOLOGIES LLC PO BOX 4738 HOUSTON TX 77210 CONTRACT STAFFING 650714 MCVEY LAW LLC 350 S NORTHWEST HWY SUITE 300 PARK RIDGE IL 60068 BANKRUPTCY LEGAL SERVICES 228436 SQUIRE PATTON BOGGS LLP 100 KEY TOWER CLEVELAND OH 44114 LEGAL SERVICES 213963 8 2550 2550 RESIDENT SERVICE REVENUE 623000 57040299 57040299 57040299 92226 92226 57135075 57040299 0 92226 X 25523410 22971069 2552341 75491 67942 7549 2675264 2407738 267526 1551602 1396442 155160 2984349 2775445 208904 46188 20785 25403 15966 7185 8781 7386537 2579615 4806922 697201 669313 27888 30024 29724 300 695768 674895 20873 1408287 1098464 309823 39449 30770 8679 386 301 85 4882356 4833532 48824 4381557 4250110 131447 1732324 1732324 THERAPY AND ANCILLARIES 5980904 5980904 DIETARY 1461108 1461108 BED TAX 1320905 1030306 290599 SUPPLIES 767791 598877 168914 928395 724147 204248 64585262 55340996 9244266 0 3289787 4409080 2939945 1989616 868565 868565 66145 66523 1707554 1600268 158173366 88525813 72724450 69647553 3683806 3847322 71175 43805122 40061790 129156549 122490717 7361925 10107370 91492343 91300054 1489533 1295299 5680840 3952291 2068 0 106026709 106655014 X 23129840 15835703 23129840 15835703 129156549 122490717 -7450187 156050 0 X 0 0 0 X 2481980 1362179 3001173 1994953 2550 8842835 42945907 49409087 56775432 57796425 57040299 263967150 45427887 50771266 59776605 59791378 57042849 272809985 0 0 0 272809985 199719 133325 206152 243692 92226 875114 199719 133325 206152 243692 92226 875114 382370 258095 286833 927298 46009976 51162686 60269590 60035070 57135075 274612397 0.99340 0.98970 0.00320 0.00430 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 382,370. 2021 AMOUNT: $ 258,095. 2022 AMOUNT: $ 286,833. 0 1 X 20225 20225 129028788 86651192 42377596 28258637 1848176 26410461 865716 26445 839271 69647553 RESTRICTED CASH 183706 TRUSTEE FUNDS 2174204 DUE FROM AFFILIATES 37703880 40061790 X PART IV, LINE 2B: ESCROW LIABILITIES REPRESENT RESIDENT DEPOSITS AND RESIDENT PERSONAL FUND LIABILITIES. PART X, LINE 2: THE CORPORATION QUALIFIES AS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE CORPORATION HAS ADOPTED ASC SUBTOPIC 740-10, INCOME TAXES - OVERALL. ASC SUBTOPIC 740-10 ADDRESSES THE DETERMINATION OF HOW TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE COMBINED FINANCIAL STATEMENTS. UNDER ASC SUBTOPIC 740-10, THE CORPORATION MUST RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE COMBINED FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. ASC SUBTOPIC 740-10 ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST, AND PENALTIES ON INCOME TAXES, ACCOUNTING IN INTERIM PERIODS AND REQUIRES INCREASED DISCLOSURES. THE CORPORATION DOES NOT HAVE AN ASSET OR LIABILITY FOR UNRECOGNIZED TAX BENEFITS. X 1 0 X X X X 0 0 0 0 0 0 0 1 0 M SLOAN BENTLEY PRESIDENT & CEO-VICE CHAIR 0 339721 0 352000 0 42000 0 10846 0 5365 0 749932 0 0 AMY LACROIX SECRETARY 0 191312 0 321000 0 0 0 6191 0 7853 0 526356 0 0 PART I, LINE 1A THE PRESIDENT AND CEO IS PROVIDED WITH A HOUSING ALLOWANCE WHICH TOTALED $42,000 FOR CALENDAR YEAR 2024 AND WAS INCLUDED WITHIN TAXABLE COMPENSATION. PART I, LINE 1B THE HOUSING ALLOWANCE IS INCORPORATED INTO THE EMPLOYMENT AGREEMENT WITH THE CEO. PART I, LINE 3 COMPENSATION IS DETERMINED WITH THE HELP OF AN INDEPENDENT COMPENSATION CONSULTANT AND THE COMPENSATION COMMITTEE OF THE BOARD OF ITS PARENT LUTHERAN LIFE MINISTRIES. ULTIMATE APPROVAL FOR THE COMPENSATION AMOUNT FOR THE CEO RESTS WITH THE BOARD OF LUTHERAN LIFE MINISTRIES. THE BOARD PROVIDES COUNSEL TO THE CEO FOR THE COMPENSATION OF ANY OFFICERS AND KEY EMPLOYEES. PART I, LINE 7 THE ORGANIZATION AWARDED DISCRETIONARY BONUSES AS SHOWN IN SCHEDULE J, PART II, COLUMN (B)(II). A ILLINOIS FINANCE AUTHORITY 861091967 45204E6F0 2019-12-12 78608074 REFINANCE PREVIOUS BONDS AND FUND FUTURE CAPITAL EXPENDITURES 0 0 0 A 1341052 78608074 4996541 1304925 4817757 67488851 2019 1 0 1 1 A 0 0 0 0 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION UTILIZES THE SERVICES OF LUTHERAN LIFE COMMUNITIES, AN AFFILIATE UNDER COMMON CONTROL, TO PROVIDE MANAGEMENT SERVICES. CERTAIN COMPENSATED EMPLOYEES OF LUTHERAN LIFE COMMUNITIES, AS SHOWN ON PART VII, SECTION A, ARE APOINTED TO SERVE ON THE BOARD OF DIRECTORS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 LUTHERAN HOME AND SERVICES FOR THE AGED, INC. IS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD IS APPOINTED BY THE SOLE CORPORATE MEMBER, LUTHERAN HOME AND SERVICES FOR THE AGED, INC. FORM 990, PART VI, SECTION A, LINE 7B SOME DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO THE APPROVAL OF THE SOLE CORPORATE MEMBER, LUTHERAN HOME AND SERVICES FOR THE AGED, INC. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION REVIEWS THE TAX RETURN WITH THE AUDIT COMMITTEE OF LUTHERAN LIFE MINISTRIES,(THE SOLE CORPORATE MEMBER OF ITS PARENT, LUTHERAN HOME AND SERVICES FOR THE AGED, INC.) TO REPORT TO THE BOARD OF LUTHERAN LIFE MINISTRIES, WHICH PROVIDES FINAL APPROVAL OF THE TAX RETURNS OF ALL SUBSIDIARIES. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY REQUIRES BOARD MEMBERS, DIRECTORS, OFFICERS, AND KEY EMPLOYEES TO DISCLOSE TO THE BOARD OF DIRECTORS WHEN A CONFLICT MAY EXIST. THE POLICY AND COMPLIANCE WITH THIS POLICY ARE REVIEWED ANNUALLY BY THE AUDIT COMMITTEE OF ITS PARENT LUTHERAN LIFE MINISTRIES(WHICH IS THE SOLE CORPORATE MEMBER OF ITS PARENT, LUTHERAN HOME AND SERVICES FOR THE AGED, INC.) FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED WITH THE HELP OF AN INDEPENDENT COMPENSATION CONSULTANT AND THE COMPENSATION COMMITTEE OF LUTHERAN LIFE MINISTRIES (WHICH IS THE SOLE CORPORATE MEMBER OF ITS PARENT, LUTHERAN HOME AND SERVICES FOR THE AGED, INC.) ULTIMATE APPROVAL FOR THE COMPENSATION AMOUNT FOR THE CEO RESTS WITH THE BOARD OF LUTHERAN LIFE MINISTRIES. THE LUTHERAN LIFE MINISTRIES BOARD PROVIDES COUNSEL TO THE CEO FOR THE COMPENSATION OF ANY OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE TAX RETURN, FINANCIAL STATEMENTS AND POLICIES ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G AGENCY: PROGRAM SERVICE EXPENSES 30,253. MANAGEMENT AND GENERAL EXPENSES 3,361. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,614. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 2,549,362. MANAGEMENT AND GENERAL EXPENSES 283,262. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,832,624. BANKRUPTCY EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,520,299. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,520,299. LUTHERAN HOME AND SERVICES FOR THE AGED INC 800 W OAKTON STREET ARLINGTON HEIGHTS IL 60004 363375902 HOUSING AND SERVICES FOR SENIORS IL 501(C)(3) 509(A)(3) LUTHERAN LIFE MINISTRIES 0 LUTHERAN COMMUNITY SERVICES FOR THE AGED INC 800 W OAKTON STREET ARLINGTON HEIGHTS IL 60004 363365609 IMPROVE QUALITY OF LIFE FOR SENIORS IL 501(C)(3) 509(A)(2) LUTHERAN LIFE MINISTRIES 0 LUTHERAN FOUNDATION FOR THE AGED INC 800 W OAKTON STREET ARLINGTON HEIGHTS IL 60004 363365615 SUPPORTS THE WORK PROVIDED IN THE LUTHERAN HOME AND SERVICES SYSTEM IL 501(C)(3) 170(B)(1)(A)(VI) LUTHERAN LIFE MINISTRIES 0 LUTHER OAKS INC 601 LUTZ ROAD BLOOMINGTON IL 61704 202117469 HEALTH CARE AND HOUSING FOR SENIORS IL 501(C)(3) 509(A)(2) LUTHERAN LIFE MINISTRIES 0 WITTENBERG LUTHERAN VILLAGE INC 1200 E LUTHER DRIVE CROWN POINT IN 46307 351299499 LONG-TERM HEALTH CARE FACILITY IN 501(C)(3) 509(A)(2) LUTHERAN LIFE MINISTRIES 0 WITTENBERG LUTHERAN VILLAGE ENDOWMENT CORPORATION 1200 E LUTHER DRIVE CROWN POINT IN 46307 351472245 LONG-TERM HEALTH CARE FACILITY IN 501(C)(3) 509(A)(2) LUTHERAN LIFE MINISTRIES 0 LUTHERAN LIFE MINISTRIES 800 W OAKTON STREET ARLINGTON HEIGHTS IL 60004 203426654 DEVELOP NEW SERVICES FOR SENIORS AND MANAGE SENIOR LIVING FACILITIES IL 501(C)(3) 509(A)(3) N/A 0 PLEASANT VIEW LUTHERAN HOME INC 505 COLLEGE AVENUE OTTAWA IL 61350 362167830 NURSING AND HEALTHCARE FACILITY IL 501(C)(3) 509(A)(2) LUTHERAN LIFE MINISTRIES 0 LUTHERAN LIFE COMMUNITIES FOUNDATION 800 W OAKTON STREET ARLINGTON HEIGHTS IL 60004 363861882 SUPPORTS THE RESIDENTS AND OPERATIONS OF EACH LUTHERAN LIFE COMMUNITY IL 501(C)(3) 509(A)(1) LUTHERAN LIFE MINISTRIES 0 ST PAUL'S HOUSE AND HEALTH CARE CENTER 800 W OAKTON STREET ARLINGTON HEIGHTS IL 60004 362167897 HEALTH CARE AND HOUSING FOR SENIORS IL 501(C)(3) 509(A)(2) LUTHERAN LIFE MINISTRIES 0 LUTHERAN LIFE COMMUNITIES 800 W OAKTON STREET ARLINGTON HEIGHTS IL 60004 208549333 MANAGEMENT SERVICES IL 501(C)(3) 509(A)(2) LUTHERAN LIFE MINISTRIES 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0