2024-07-15T17:25:41+00:00 2023-08-31 440160260 Forvis Mazars LLP 910 E St Louis 200 PO Box 1190 Springfield MO 658062523 990 2022-09-01 421402559 Lutheran Home for the Aged Association - West LUTH 5154655342 2323 Willis Avenue Perry IA 50220 MAX PHILLIPS CEO 2024-07-15 true MAX PHILLIPS 999009999 Kayla Bell P01682975 4178658701 2022 2023-04-26 12:10:37Z Perry Lutheran Home MAX PHILLIPS 2323 Willis Avenue Perry IA 50220 14677048 false X WWW.PERRYLUTHERANHOMES.ORG X 1999 IA SERVING CHRIST BY SERVING OTHERS WITH NURSING CARE, SKILLED CARE, DEMENTIA CARE, ASSISTED LIVING AND HOMECARE PROVIDED FOR THE ELDERLY AND INFIRM. 7 7 337 30 0 0 200934 340781 10437479 11859596 97 7811 122250 2405071 10760760 14613259 0 0 0 0 6270617 7203476 0 0 0 5893354 5277096 12163971 12480572 -1403211 2132687 7477974 11218362 9539462 11147212 -2061488 71150 PROVIDING QUALITY CARE OF THE ELDERLY OR INFIRM, ESPECIALLY CUTTING EDGE CARE FOR THOSE SUFFERING FROM ALZHEIMER'S DISEASE AND OTHER DEMENTIAS AND THEIR FAMILIES AND CAREGIVERS. false false 7651974 8285105 PRIVATE AND SEMI-PRIVATE ROOMS, AS WELL AS A HOSPICE CARE SUITE, ARE AVAILABLE FOR PATIENTS RECEIVING LONG-TERM NURSING CARE. DURING THEIR STAY, PATIENTS CAN UTILIZE REHABILITATION SERVICES AS WELL AS SOCIAL AND EDUCATIONAL ACTIVITIES. A FULL-TIME CHAPLAIN IS ALSO AVAILABLE. 3063233 3574491 A SPECIALTY DEMENTIA-TRAINED STAFF LED BY A CERTIFIED DEMENTIA TRAINER EMPLOYS PRACTICES THAT NURTURE PERSON-CENTERED CARE AND FOSTERS A HOMELIKE ENVIRONMENT FOR MEMORY CARE PATIENTS. EARLY STAGE DEMENTIA NEEDS ARE MET THROUGH A DEMENTIA SPECIFIC LIVING AREA AT SPRING VALLEY CAMPUS. AS RESIDENTS PROGRESS AND NEED MORE CARE, THEY CAN MOVE TO ST. JAMES PLACE. ST. JAMES PLACE FEATURES STATE-OF-THE-ART STIMULUS STATIONS TO KEEP RESIDENTS ENGAGED AND STIMULATED IN A HOMELIKE SETTING. IN THE LATE STAGES OF DEMENTIA, RESIDENTS' NEEDS ARE MET AT ST. JOHNS PLACE, WHICH FEATURES A LOWER STIMULUS ENVIRONMENT. 10715207 true true false false false false false true false true false false true true false false false false false false false false false false false false false false false false false false false false false false false true false false false true false false false false true 17 0 true 337 true false false false false false false false false false false false false X 7 7 false false false false true false false true true false false true true true true true true false false false X MELISSA GANNON 5154655342 2323 WILLIS AVENUE PERRY IA 50220 Alan Metz Vice Chair 1.0 0.0 X X 0 0 0 Dennis Martens Board Chair 1.0 0.0 X X 0 0 0 Ann Carrick Board Member 1.0 0.0 X 0 0 0 Cole Adair Board Member 1.0 0.0 X 0 0 0 Mark Gerken Board Member 1.0 0.0 X 0 0 0 Mike Grothe Board Member 1.0 0.0 X 0 0 0 Randall McCaulley Board Member 1.0 0.0 X 0 0 0 Rev Max Phillips Chief Executive Officer 40.0 0.0 X 58275 0 0 Elizabeth Parnell REGISTERED NURSE 40.0 0.0 X 137522 0 0 Melissa Gannon Chief Operating Officer 40.0 0.0 X 124566 0 0 Mollie Clark Director of Marketing 40.0 0.0 X 130658 0 0 451021 0 0 3 false false false 0 44749 296032 63789 340781 PATIENT SERVICE REVENUE 621300 11557214 11557214 CAFETERIA REVENUE 722514 216704 216704 MISCELLANEOUS REVENUE 900099 85678 85678 0 0 0 0 11859596 511 511 0 0 71089 63789 7300 0 7300 7300 EMPLOYEE RETENTION CREDIT 900099 2404700 2404700 INSURANCE PROCEEDS 900099 371 371 0 0 0 0 2405071 14613259 11859596 0 2412882 58275 58275 6207015 5549661 657354 7275 6444 831 467592 414183 53409 463319 410398 52921 182636 182636 904163 742912 161251 0 596896 412735 184161 142168 60932 81236 779074 776256 2818 37246 11862 25384 26116 18773 7343 361577 324146 37431 396658 263257 133401 86078 39313 46765 DIETARY/MED SUPPLIES & DRUGS 800157 800157 PROVIDER TAX EXPENSE 491873 491873 REPAIRS & MAINTENANCE 142860 95771 47089 ALL OTHER EXPENSES 329594 296534 33060 0 0 0 0 12480572 10715207 1765365 0 97555 99438 43027 174623 500635 734755 0 0 0 0 14574 6250 17319 15821 12146592 5622463 6656503 6524129 4052 4116 0 0 144309 3659230 7477974 11218362 1427547 1602851 29296 16826 0 0 7972150 8277679 110469 1249856 9539462 11147212 X -2061488 71150 -2061488 71150 7477974 11218362 2132687 -49 0 X true X false true false X 96459 102977 1637527 200934 340781 2378678 5874452 6602915 9177931 10437479 11859596 43952373 0 0 0 5970911 6705892 10815458 10638413 12200377 46331051 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 46331051 1952 1001 272 97 511 3833 0 1952 1001 272 97 511 3833 0 0 0 0 0 0 0 5972863 6706893 10815730 10638510 12200888 46334884 0.9999 0.9999 0 0.0001 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 433100 433100 8901262 3697934 5203328 341410 107176 234234 2410339 1807846 602493 60481 9507 50974 6524129 RIGHT OF USE ASSETS 1222053 INSURANCE PROCEEDS RECEIVABLE 10418 LEASE DEPOSIT 22059 ERC RECEIVABLE 2404700 3659230 RESIDENT ADV PAYMENTS/DEPOSITS 21200 DEF LEASE EXPENSE 816 OPERATING LEASE LIABILITY 1227840 1249856 Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS 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. Schedule D, Part IV, Line 2b Explanation of escrow agreement THE ORGANIZATION IS THE TRUSTEE OF $16,826 AT AUGUST 31, 2023, IN FUNDS RECEIVED ON BEHALF OF VARIOUS RESIDENTS. THE ORGANIZATION HAS FIDUCIARY RESPONSIBILITY FOR THE ADMINISTRATION OF THE BANK ACCOUNT AND THE DISTRIBUTION OF THE FUNDS TO RESIDENTS. X 1 63789 Market value false false false Schedule M, Part I, Line 9 COLUMN (B) NUMBER OF CONTRIBUTIONS: THE NUMBERS ENTERED IN COLUMN B REPRESENT THE NUMBER OF DONORS WHO CONTRIBUTED THESE ITEMS DURING THE YEAR. Form 990, Part VI, Line 6 Classes of members or stockholders MEMBERS OF LUTHERAN HOME FOR THE AGED ASSOCIATION - WEST ARE AREA LUTHERAN CHURCH-MISSOURI SYNOD CHURCHES. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON THE REVIEWED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE ACCOUNTING DEPARTMENT OF THE ORGANIZATION. THE FORM 990 IS MADE AVAILABLE TO THE BOARD OF DIRECTORS PRIOR TO FILING. Form 990, Part VI, Line 12c Conflict of interest policy CONFLICTS OF INTEREST ARE REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS. Form 990, Part VI, Line 19 Required documents available to the public GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE BY REQUEST. PERRY LUTHERAN HOME - ROWLEY CAMPUS LLC 2323 WILLIS AVENUE PERRY IA 50220 852680069 ASSISTED LIVING IA 4204202 4554421 PLH