2024-11-14T23:12:56-06:00 2023-12-31 450250958 EIDE BAILLY LLP 10681 FOOTHILL BLVD STE 300 RANCHO CUCAMONGA CA 917303831 990 2023-01-01 951643384 SOLHEIM LUTHERAN HOME SOLH 3232577518 2236 MERTON AVE LOS ANGELES CA 90041 ANTHONY ARNAUDY CFO 3232577518 2024-11-14 1 1 CATHERINE L GRAY CPA P01294460 9094664410 2024-11-14 2023 2024-10-15 13:58:12Z SOLHEIM SENIOR COMMUNITY SAMUEL ODEN 2236 MERTON AVE LOS ANGELES CA 90041 21187855 0 9386 X SOLHEIMSENIOR.ORG X 1954 CA PROVIDE A HOME, HEALTH CARE, AND SECURITY FOR THE OLDER ADULTS WHO HAVE CHOSEN SOLHEIM AS THEIR HOME. 15 15 218 0 21939 2345 163401 281606 14907256 16249509 -76730 -56277 168032 1298365 15161959 17773203 0 0 0 0 9537700 10110837 0 0 113604 6850133 7435011 16387833 17545848 -1225874 227355 16614257 17882961 4011229 4264097 12603028 13618864 X TO PROVIDE ABUNDANT LIVING FOR OLDER ADULTS IN A CARING FAITH-BASED COMMUNITY FILLED WITH LOVE, PEACE, DIGNITY, AND SECURITY. 0 0 14352819 17496904 SOLHEIM LUTHERAN HOME PROVIDES RESIDENTIAL, ASSISTED LIVING, MEMORY CARE AND SKILLED NURSING CARE FOR OLDER ADULTS OF ALL FAITHS. FOR AN EXPANDED DESCRIPTION OF SOLHEIM LUTHERAN HOME'S SERVICES AND ACTIVITIES, PLEASE SEE SCHEDULE O. 14352819 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 56 0 1 218 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X SAMUEL ODEN 3232577518 2236 MERTON AVE LOS ANGELES CA 90041 RENEE BRANDT CHAIR 20.00 X X 0 0 0 ROBERT MENZIES VICE CHAIR 10.00 X X 0 0 0 BOB GERRINGER MEMBER 3.00 X 0 0 0 SUSAN STARK CHAIR 20.00 X X 0 0 0 BEN BECKLER VICE CHAIR 10.00 X X 0 0 0 SUSAN AUER MEMBER 3.00 X 0 0 0 THOMAS BUCKLEY MEMBER 3.00 X 0 0 0 PAUL EGGE MEMBER 3.00 X 0 0 0 CHUCK KILLIAN MEMBER 3.00 X 0 0 0 ADRIA NAVARRO MEMBER 3.00 X 0 0 0 BARBARA ROGERS MEMBER 1.00 X 0 0 0 BISHOP BRENDA BOS MEMBER 1.00 X 0 0 0 SAMUEL ODEN CHIEF EXECUTIVE OFFICER 40.00 X 213491 0 32095 DAVE PIERCE CHIEF FINANCIAL OFFICER 20.00 X 167506 0 0 MEG PIERCE S.N.F. ADMINISTRATOR 40.00 X 177229 0 14069 MARIE GARNETT DIRECTOR OF NURSING 40.00 X 164372 0 7353 ADAM YARIAN GENERAL COUNCIL 40.00 X 142402 0 13305 JOCELYN HENSON LICENSED VOCATIONAL NURSE 40.00 X 134526 0 4636 LYNER NUEVO DIRECTOR OF FACILITIES 40.00 X 102246 0 26743 CHERYL ARMAS INFECTION CONTROL NURSE 40.00 X 105060 0 4733 QIRONG CHEN REGISTERED NURSE (JAN-OCT) 40.00 X 111489 0 11987 1318321 0 114921 9 0 1 0 FRANCISCO JAVIER MARTINEZ 4412 E 6TH STREET LOS ANGELES CA 90022 DATA & FIBER SOLUTIONS 137020 1 95115 186491 281606 RESIDENT FEES - SKILLE 623000 8898285 8898285 RESIDENT FEES - MEMORY 623000 2829385 2829385 ANCILLARY SERVICES & F 623000 1917535 1917535 RESIDENT FEES - ASSIST 623000 1396533 1396533 RESIDENT FEES - RESIDE 623000 1207771 1207771 16249509 197551 197551 70015 48076 21939 21939 21939 3086754 3300898 39684 -214144 -39684 -253828 -253828 55025 95115 25994 29031 29031 EMPLOYEE RETENTION CRE 900099 1057864 1057864 OTHER INCOME 900099 189531 189531 1247395 17773203 17496904 21939 -27246 778662 171725 606937 6497426 5913376 542113 41937 286244 224331 59556 2357 1932743 1669020 259999 3724 615762 555847 56205 3710 94726 94726 73800 73800 235591 118535 110670 6386 93196 77097 16099 590797 420826 159422 10549 143542 142144 1398 620563 581605 38958 50756 20783 29963 10 51769 46659 5110 685796 635272 50524 335179 242349 92830 PURCHASED SERVICES 2413954 1968021 423170 22763 ANCILLARY EXPENSES 826507 826507 FOOD SERVICES 555955 528808 27147 OTHER EXPENSES 269958 80330 185188 4440 392922 348825 43866 231 17545848 14352819 3079425 113604 312943 540835 1434522 1323028 193583 392031 19039708 13473422 5481995 5566286 8827544 9613048 160212 105253 203458 342480 16614257 17882961 1172792 1124809 2598089 2955538 240348 183750 4011229 4264097 X 12557046 13572064 45982 46800 12603028 13618864 16614257 17882961 227355 788481 0 X 0 1 X 1 0 X 320330 918853 1816226 82513 281606 3419528 14378011 13292459 12907840 14907256 16249509 71735075 14698341 14211312 14724066 14989769 16531115 75154603 14900 26830 34700 28630 32770 137830 0 14900 26830 34700 28630 32770 137830 75016773 304051 219642 300650 198286 197551 1220180 304051 219642 300650 198286 197551 1220180 4354 4354 105678 58698 215933 1247395 1627704 15006746 14536632 15083414 15403988 17976061 78006841 0.96170 0.96270 0.01560 0.01670 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: FAMILES FIRST CORONAVIRUS RESPONSE ACT - 2020 AMOUNT: $ 105,678. 2021 AMOUNT: $ 58,698. OTHER INCOME - 2022 AMOUNT: $ 215,933. 2023 AMOUNT: $ 189,531. EMPLOYEE RETENTION CREDIT - 2023 AMOUNT: $ 1,057,864. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1574892 1574892 155500 14395545 11333500 3217545 2700329 2139922 560407 213442 213442 5566286 X 18587678 788481 25994 814475 17773203 0 17773203 17571842 25994 25994 17545848 0 17545848 PART X, LINE 2: MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. SOLHEIM WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS DIRECT EXPENSE 25,994. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS- DIRECT EXPENSE 25,994. CENTENNIAL GALA 150140 95115 55025 16389 3375 6230 150140 95115 55025 16389 3375 6230 25994 29031 X X 0 0 0 0 0 0 0 0 0 SAMUEL ODEN CHIEF EXECUTIVE OFFICER 190614 0 22877 0 0 0 7477 0 24618 0 245586 0 0 0 MEG PIERCE S.N.F. ADMINISTRATOR 154895 0 22334 0 0 0 7836 0 6233 0 191298 0 0 0 MARIE GARNETT DIRECTOR OF NURSING 148468 0 15904 0 0 0 7353 0 0 0 171725 0 0 0 DAVE PIERCE CHIEF FINANCIAL OFFICER 167506 0 0 0 0 0 0 0 0 0 167506 0 0 0 ADAM YARIAN GENERAL COUNCIL 142402 0 0 0 0 0 7206 0 6099 0 155707 0 0 0 FORM 990 PART III LINE 4A, DESCRIPTION OF PROGRAM SERVICES: SOLHEIM LUTHERAN HOME DBA SOLHEIM SENIOR COMMUNITY IS A NOT-FOR-PROFIT LIFE PLAN COMMUNITY (ALSO KNOWN AS A CONTINUING CARE RETIREMENT COMMUNITY) LOCATED IN THE EAGLE ROCK NEIGHBORHOOD OF THE CITY OF LOS ANGELES, CALIFORNIA. FOUNDED IN 1923, SOLHEIM PROVIDES 24-HOUR HIGH QUALITY RESIDENTIAL AND ASSISTED LIVING SERVICES, MEMORY CARE AND SKILLED NURSING CARE TO OLDER ADULTS OF ALL FAITHS. WE OFFER OUR RESIDENTS A FULL, VIBRANT SENIOR LIVING EXPERIENCE WITH SOCIAL AND ENGAGING ACTIVITIES AND OUTINGS. WE PLACE SPECIAL EMPHASIS ON WELLNESS ACTIVITIES AND COMMUNITY ACCESS FOR OUR RESIDENTS. WE HAVE A WELLNESS CENTER AND A WELLNESS COORDINATOR SO THAT OUR RESIDENTS CAN STAY PHYSICALLY AND MENTALLY HEALTHY. SOLHEIM PROVIDES REHABILITATION SERVICES THROUGH OUR SKILLED NURSING PROGRAM. SOLHEIM'S REHABILITATION SERVICES INCLUDE PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPY, AS WELL AS MEDICATIONS, SOCIAL SERVICES, AND MEDICAL EQUIPMENT TO ENABLE OLDER ADULTS TO REGAIN MOBILITY AND CONTROL OF THEIR LIVES IN A SAFE AND SUPPORTIVE ENVIRONMENT. SOLHEIM PROVIDES ONE WHEELCHAIR ACCESSIBLE VAN AND A 30-PASSENGER WHEELCHAIR ACCESSIBLE BUS ENABLE RESIDENTS TO GO ON OUTINGS REGARDLESS OF THEIR MOBILITY. IN 2023 SOLHEIM PROVIDED SERVICES FOR AN AVERAGE POPULATION OF 140 RESIDENTS IN 2023. WITH DEDICATED STAFF THAT HAS AN AVERAGE LENGTH OF EMPLOYMENT GREATER THAN NINE YEARS, SOLHEIM ASPIRES TO PARTNER WITH EACH RESIDENT AND HIS/HER FAMILY TO PROVIDE INDIVIDUALIZED SERVICE AND A TRUE FEELING OF COMMUNITY. SOLHEIM'S BOARD DESIGNATED BENEVOLENT FUND AND CONTRIBUTIONS RECEIVED FOR THIS FUND DURING 2023 ENABLE SOLHEIM TO PROVIDE $223,000 WORTH OF UNCOMPENSATED CARE TO RESIDENTS WHO WERE UNABLE TO PAY STANDARD FEES. SOLHEIM IS A TEACHING SITE FOR HEALTH CARE STUDENTS WHO ARE GUIDED BY SOLHEIM'S RESIDENTS AND STAFF TO LEARN THE BEST APPROACHES TO WORKING WITH A SENIOR POPULATION. OUR THRIVING VOLUNTEER PROGRAM ATTRACTS STUDENTS, FAMILY MEMBERS, COMMUNITY MEMBERS AND CONGREGATION MEMBERS WHO ADD TO THE QUALITY OF LIFE. SOLHEIM WELCOMES COMMUNITY GROUPS ON CAMPUS, INCLUDING THE EAGLE ROCK CHAMBER OF COMMERCE AND CHURCH FELLOWSHIP GROUPS. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS DELEGATES THE POWER OF AUTHORITY TO THE EXECUTIVE COMMITTEE IN ACCORDANCE WITH THE BYLAWS. THE EXECUTIVE COMMITTEE THEN HAS THE AUTHORITY TO CARRY OUT GOVERNANCE AS OUTLINED IN THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE CORPORATION CONSIST OF EACH CURRENTLY FUNCTIONING CONGREGATION OF THE SOUTHWEST CALIFORNIA SYNOD OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA "ELCA" THAT ELECTS TO BE CONSIDERED A CONSTITUENT CONGREGATION OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER CONGREGATION IS INVITED ANNUALLY TO SELECT TWO PERSONS AS VOTING DELEGATES TO THE ANNUAL MEETING OF THE MEMBERS. THE DELEGATES AT THE ANNUAL MEETING SELECT THE DIRECTORS OF THE BOARD, EXCEPT FOR THE POSITION HELD BY THE BISHOP OF THE SOUTHWEST CALIFORNIA SYNOD OF THE ELCA OR HIS/HER DESIGNEE. THE MEMBERS ALSO HAVE THE RIGHT TO REMOVE A DIRECTOR OF THE BOARD WITH OR WITHOUT CAUSE. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO THE CORPORATION BYLAWS ARE RECOMMENDED BY THE BOARD AND SUBJECT TO THE APPROVAL BY THE VOTING MEMBERS OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE REVIEW OF THE ENTIRE FORM 990 PRIOR TO ITS FILING WAS PERFORMED BY THE CHIEF EXECUTIVE OFFICER, THE CHIEF FINANCIAL OFFICER, AND THE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE GOVERNING BODY ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. NEW BOARD MEMBERS SIGN THIS STATEMENT IN THE MONTH OF THEIR ELECTION OR APPOINTMENT. IF A CONFLICT ARISES FROM A NEW ACTIVITY OR OTHER INTEREST, THE BOARD MEMBER SHALL PROMPTLY DISCLOSE THE SAME IN WRITING TO THE PRESIDENT OF THE BOARD. ANY BOARD MEMBER WHO HAS A CONFLICT OF INTEREST WILL REFRAIN FROM VOTING ON ISSUES RELATED TO THAT INTEREST. THE PRESIDENT OF THE BOARD AND EXECUTIVE DIRECTOR ARE RESPONSIBLE FOR MONITORING THE CONFLICT OF INTEREST POLICY. ALL EMPLOYEES SIGN A CONFLICT OF INTEREST STATEMENT AS PART OF THE EMPLOYEE HANDBOOK UPON HIRE. FORM 990, PART VI, SECTION B, LINE 15 MEMBERS OF THE EXECUTIVE COMMITTEE OF THE BOARD ARE RESPONSIBLE FOR REVIEWING AND APPROVING THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER BASED ON AN ANNUAL WRITTEN EVALUATION AND COMPENSATION TABLES PUBLISHED BY LEADINGAGE. THIS SALARY SURVEY IS CONDUCTED ANNUALLY AND INCLUDES DATA SPECIFIC TO NOT-FOR-PROFIT RETIREMENT COMMUNITIES AND REPORTED BY GEOGRAPHIC REGION AND COMPARABLE POSITION. THE CHEIF EXECUTIVE OFFICER REVIEWS THE APPROPRIATENESS OF THE COMPENSATION OF THE CHIEF FINANCIAL OFFICER AND OTHER POSITIONS WITHIN THE ORGANIZATION USING THE SAME SALARY SURVEYS. THESE SALARY SURVEYS ARE ALSO USED TO DETERMINE THE APPROPRIATENESS OF WAGES AND SALARIES PAID. THE POLICIES AND PERSONNEL COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS A DETAILED SALARY SCHEDULE FOR ALL POSITIONS AS PART OF THE ANNUAL BUDGET PROCESS. FORM 990, PART VI, SECTION C, LINE 19 SOLHEIM MAKES THE FOLLOWING DOCUMENTS AVAILABLE TO THE PUBLIC BY PROVIDING COPIES UPON REQUEST OR MAKING THEM AVAILABLE FOR INSPECTION AT THE CORPORATE OFFICE: IRS FORM 990, AUDITED FINANCIAL STATEMENTS, ANNUAL REPORT, IRS TAX EXEMPTION DETERMINATION LETTER, AND CONFLICT OF INTEREST POLICY. AUDITED FINANCIAL STATEMENTS ARE AN ATTACHMENT TO EACH NEW CONTINUING CARE CONTRACT. SUMMARIZED FINANCIAL STATEMENTS ARE PRESENTED TO THE RESIDENTS OF SOLHEIM ON A QUARTERLY BASIS DURING A TOWN MEETING, ARE INCLUDED IN THE ANNUAL REPORT, AND ARE PUBLISHED ANNUALLY IN THE SOUTHWEST CALIFORNIA SYNOD ELCA, BULLETIN OF REPORTS.