2024-11-15T10:26:44-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 1785 INDIAN WOOD CIRCLE MAUMEE OH 43537 990 2023-01-01 461893000 LUTHERAN MINISTRIES OF MERCY INC LUTH 4198367741 5810 N MAIN ST PO BOX 187 WILLISTON OH 43468 TERRI RODRIGUEZ CEO 4198367741 2024-11-15 1 1 DIANN STRETTEN P01983935 4197942000 2024-11-15 2023 2024-10-15 13:58:12Z TERRI RODRIGUEZ 5810 N MAIN ST PO BOX 187 WILLISTON OH 43468 1239140 0 X LUTHERANMINISTRIESOFMERCY.ORG X 2013 OH TO PROVIDE GOVERNANCE AND EXECUTIVE LEADERSHIP FOR RELATED ORGANIZATIONS TO REDUCE ADMINISTRATIVE EXPENSES. 17 17 6 17 0 0 1751 2120 1187266 1157020 0 0 2000 80000 1191017 1239140 4000 3400 0 0 536251 600427 0 0 107107 666615 554621 1206866 1158448 -15849 80692 523755 442758 274431 112742 249324 330016 NONE 0 0 1051341 3400 1237020 TO PROVIDE GOVERNANCE AND EXECUTIVE LEADERSHIP FOR RELATED ORGANIZATIONS TO REDUCE ADMINISTRATIVE EXPENSES. 1051341 1 0 0 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 6 1 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X TERRI RODRIGUEZ 4198367741 5810 N MAIN STREET PO BOX 187 WILLISTON OH 43468 NATE DANIELS TRUSTEE 0.25 0.75 X 0 0 0 MICHELLE DEAN 2ND VICE CHAIR 0.25 0.75 X X 0 0 0 CHRISTINA FLETCHER 1ST VICE CHAIR 0.25 0.75 X X 0 0 0 BOBBIE ABLE TRUSTEE 0.25 0.75 X 0 0 0 LEON FITZPATRICK TRUSTEE 0.25 0.75 X 0 0 0 REV STEPHEN LUTZ TRUSTEE 0.25 0.75 X 0 0 0 JULI GUY TRUSTEE 0.25 0.75 X 0 0 0 MARILYN FORD TRUSTEE 0.25 0.75 X 0 0 0 JEFF MIRES TRUSTEE 0.25 0.75 X 0 0 0 MATTHEW GARROW TRUSTEE 0.25 0.75 X 0 0 0 CHARLES CAMPBELL SECRETARY 0.25 0.75 X X 0 0 0 TIM SCHUMM TREASURER 0.25 0.75 X X 0 0 0 CHARLES WINTERS CHAIRMAN 0.25 0.75 X X 0 0 0 BECKY STEWART TRUSTEE 0.25 0.75 X 0 0 0 CHESTER TRAIL TRUSTEE 0.25 0.75 X 0 0 0 KATHLEEN WINTERS TRUSTEE 0.25 0.75 X 0 0 0 JEFFERY SCHWARTZ TRUSTEE 0.25 0.75 X 0 0 0 TERRI RODRIGUEZ CEO 1.00 39.00 X 149149 0 16318 KEN RICHMOND DIRECTOR OF FINANCE 0.00 40.00 X 87452 0 13531 236601 0 29849 1 0 1 0 0 2120 2120 SERVICE REVENUE 623990 1115713 1115713 RENTAL PROCEEDS 532000 41307 41307 1157020 MISCELLANEOUS REVENUE 900099 80000 80000 80000 1239140 1237020 0 0 3400 3400 266450 266450 248565 147545 101020 3850 3850 45616 45616 35946 35946 6087 6087 82091 82091 82644 76557 6087 33074 33074 16099 16099 41819 41819 199339 199339 DUES 92935 92935 533 533 1158448 1051341 0 107107 27237 4721 71066 38379 357234 17280 323598 339954 101854 59704 523755 442758 107674 112742 166757 0 274431 112742 X 210527 294619 38797 35397 249324 330016 523755 442758 80692 0 X 0 1 X 1 0 X 43637 4030 1381 1751 2120 52919 151378 857027 1191795 1187266 1157020 4544486 195015 861057 1193176 1189017 1159140 4597405 40000 40000 0 40000 40000 4557405 2070 3410 2000 80000 87480 197085 864467 1193176 1191017 1239140 4684885 0.97280 0.98650 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 2,070. 2020 AMOUNT: $ 3,410. 2022 AMOUNT: $ 2,000. 2023 AMOUNT: $ 80,000. 250685 10368 240317 106549 6912 99637 339954 RELATED PARTY AR 59704 C 59704 X PART X, LINE 2: MANAGEMENT OF THE ORGANIZATION IS REQUIRED TO DETERMINE WHETHER A TAX POSITION OF THE ORGANIZATION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT OF THE ORGANIZATION IS NOT AWARE OF ANY TAX POSITIONS FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL SIGNIFICANTLY CHANGE IN THE NEXT TWELVE MONTHS. HOWEVER, MANAGEMENT'S CONCLUSIONS MAY BE SUBJECT TO REVIEW AND ADJUSTMENT AT A LATER DATE BASED ON FACTORS INCLUDING, BUT NOT LIMITED TO, NEW TAX LAWS, REGULATIONS, AND ADMINISTRATIVE INTERPRETATIONS (INCLUDING RELEVANT COURT DECISIONS). THE ORGANIZATION'S FEDERAL TAX RETURNS FOR THE PRIOR THREE FISCAL YEARS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. 0 0 0 0 0 0 0 0 0 TERRI RODRIGUEZ CEO 149149 0 0 0 0 0 3330 0 12988 0 165467 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 CERTAIN CONGREGATIONS WITHIN THE LUTHERAN CHURCH SYSTEM ARE MEMBERS OF THE FILING ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC COPY OF THE ORGANIZATION'S FORM 990 WAS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE FILING. MANAGEMENT, THE FINANCE COMMITTEE, AND THE BOARD REVIEW THE 990. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO DISCLOSE POTENTIAL INTERESTS ANNUALLY. WHENEVER THERE IS A POSSIBILITY OF CONFLICT OF INTEREST, SUCH CONCERNS ARE EXPRESSED IN WRITING TO THE EXECUTIVE DIRECTOR FOR RESPONSE. WHEN SUCH CONCERNS ARE BROUGHT, THE EXECUTIVE DIRECTOR OR HER DESIGNEE REVIEWS THEM FOR RESOLUTION AND REPORTS TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15A ON AN ANNUAL BASIS THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THE COMPENSATION REVIEW INCLUDES REVIEW OF HISTORICAL DATA OF THE ORGANIZATION, REVIEW OF COMPENSATION DATA FROM COMPARABLE ORGANIZATIONS AS OBTAINED FROM THE AMERICAN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING (AAHSA), THE ASSOCIATION OF OHIO PHILANTHROPIC HOMES AND SERVICES FOR THE AGING, LUTHERAN SERVICES IN AMERICA, AND OTHER COMPENSATION DATA OBTAINED DIRECTLY FROM VARIOUS LUTHER SOCIAL MINISTRY ORGANIZATIONS IN OHIO. IN ADDITION TO THIS REVIEW THE BOARD HAS IN THE PAST CONTRACTED WITH OUTSIDE CONSULTANTS TO UNDERTAKE STUDIES OF EXECUTIVE COMPENSATION INFORMATION FOR PRESENTATION TO THE BOARD. THE BOARD'S EXECUTIVE COMMITTEE REVIEWS THIS INFORMATION IN DEPTH AND DRAFTS A RECOMMENDATION TO THE FULL BOARD AS TO ANY CHANGES IN EXECUTIVE COMPENSATION. THE FULL BOARD THEN DETERMINES EXECUTIVE COMPENSATION BASED ON THIS DATA AND RECOMMENDATION WHICH IS DOCUMENTED WITHIN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. MERCY OUTREACH MINISTRIES VII INC 5810 N MAIN ST PO BOX 187 WILLISTON OH 43468 474241337 START UP ENTITY WILL PROVIDE DISABLED AND ELDERLY AFFORDABLE HOUSING OH 501(C)(3) LINE 7 N/A 0 MERCY OUTREACH MINISTRIES VI INC 5810 N MAIN ST PO BOX 187 WILLISTON OH 43468 223966180 PROVIDE AFFORDABLE RENTAL HOUSING FOR DISABLED AND ELDERLY INDIVIDUALS OH 501(C)(3) LINE 7 N/A 0 MERCY OUTREACH MINISTRIES V INC 5810 N MAIN ST PO BOX 187 WILLISTON OH 43468 223966179 PROVIDE AFFORDABLE RENTAL HOUSING FOR DISABLED AND ELDERLY INDIVIDUALS OH 501(C)(3) LINE 7 N/A 0 MERCY OUTREACH MINISTRIES IV INC 5810 N MAIN ST PO BOX 187 WILLISTON OH 43468 161758563 PROVIDE AFFORDABLE RENTAL HOUSING FOR DISABLED AND ELDERLY INDIVIDUALS OH 501(C)(3) LINE 7 N/A 0 MERCY OUTREACH MINISTRIES INC 5810 N MAIN ST PO BOX 187 WILLISTON OH 43468 311762518 PROVIDE AFFORDABLE RENTAL HOUSING FOR DISABLED AND ELDERLY INDIVIDUALS OH 501(C)(3) LINE 7 N/A 0 MERCY OUTREACH MINISTRIES III INC 5810 N MAIN ST PO BOX 187 WILLISTON OH 43468 510559043 PROVIDE AFFORDABLE RENTAL HOUSING FOR DISABLED AND ELDERLY INDIVIDUALS OH 501(C)(3) LINE 7 N/A 0 MERCY OUTREACH MINISTRIES II INC 5810 N MAIN ST PO BOX 187 WILLISTON OH 43468 300074718 PROVIDE AFFORDABLE RENTAL HOUSING FOR DISABLED AND ELDERLY INDIVIDUALS OH 501(C)(3) LINE 7 N/A 0 LUTHERAN SOCIAL SERVICES OF NORTHWESTERN OHIO FOUNDATION 2149 COLLINGWOOD BLVD TOLEDO OH 43620 341743473 SUPPORT LUTHERAN SOCIAL SERVICES OF NORTHWESTERN OHIO OH 501(C)(3) LINE 12B, II N/A 0 LUTHERAN SOCIAL SERVICES OF NORTHWESTERN OHIO 2149 COLLINGWOOD BLVD TOLEDO OH 43620 344428225 SOCIAL SERVICES PROVIDER OH 501(C)(3) LINE 7 N/A 1 LUTHER HOME OF MERCY FOUNDATION 5810 N MAIN ST PO BOX 187 WILLISTON OH 43468 341680157 SUPPORT LUTHER HOME OF MERCY OH 501(C)(3) LINE 12A, I N/A 0 LUTHER HOME OF MERCY 5810 N MAIN ST PO BOX 187 WILLISTON OH 43468 344441788 PROVIDE RESIDENTIAL CARE OH 501(C)(3) LINE 10 N/A 1 LHM PROPERTIES INC 5810 N MAIN ST PO BOX 187 WILLISTON OH 43468 161758565 START UP ENTITY WILL PROVIDE DISABLED AND ELDERLY AFFORDABLE HOUSING OH 501(C)(3) LINE 7 N/A 0 FULFILLING HOUSING INC N-160 SR 108 NAPOLEON OH 43545 450577994 PROVIDE AFFORDABLE RENTAL HOUSING FOR DISABLED AND ELDERLY INDIVIDUALS OH 501(C)(3) LINE 7 N/A 0 FULFILLING HOUSING IV INC N-160 SR 108 NAPOLEON OH 43545 320272312 START UP ENTITY WILL PROVIDE DISABLED AND ELDERLY AFFORDABLE HOUSING OH N/A 0 FULFILLING HOUSING III INC N-160 SR 108 NAPOLEON OH 43545 320272309 START UP ENTITY WILL PROVIDE DISABLED AND ELDERLY AFFORDABLE HOUSING OH 501(C)(3) LINE 10 N/A 0 FULFILLING HOUSING II INC N-160 SR 108 NAPOLEON OH 43545 320272307 PROVIDE AFFORDABLE RENTAL HOUSING FOR DISABLED AND ELDERLY INDIVIDUALS OH 501(C)(3) LINE 7 N/A 0 FMHM HOUSING CORP N-160 SR 108 NAPOLEON OH 43545 208599973 PROVIDE RESIDENTIAL CARE OH 501(C)(3) LINE 10 N/A 0 FMHM COMMUNITY LIVING N-160 SR 108 NAPOLEON OH 43545 208597755 PROVIDE RESIDENTIAL CARE OH 501(C)(3) LINE 10 N/A 0 FILLING MEMORIAL HOME OF MERCY INC N-160 SR 108 NAPOLEON OH 43545 344481347 PROVIDE RESIDENTIAL CARE OH 501(C)(3) LINE 10 N/A 1 FILLING HOME FOUNDATION N-160 SR 108 NAPOLEON OH 43545 341747447 SUPPORT FILLING MEMORIAL HOME OH 501(C)(3) LINE 12A, I N/A 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 0 FILLING MEMORIAL HOME OF MERCY O 526484 MANAGEMENT FEE LUTHER HOME OF MERCY O 513548 MANAGEMENT FEE LUTHERAN SOCIAL SERVICES OF NORTHWEST OHIO O 116989 MANAGEMENT FEE