2024-10-28T13:57:23-05:00 2023-12-31 161131146 BONADIO & CO LLP 7936 SENECA TURNPIKE CLINTON NY 13323 990 2023-01-01 150543616 THE LUTHERAN HOME OF CENTRAL NEW YORK INC LUTH 3152357112 108 UTICA ROAD CLINTON NY 13323 ANNE CONNOR CFO 3158535515 2024-10-22 1 1 MICHELLE MUNDY P01982856 3157977781 2024-10-22 2023 2024-10-15 13:58:12Z JEREMY RUTTER 108 UTICA ROAD CLINTON NY 13323 2322401 0 X WWW.LUTHERANCARE.ORG X 1920 NY THE ORGANIZATION PROMOTES THE CREATION AND MAINTENANCE OF HIGH-QUALITY SERVICES AND FACILITIES FOR ELDERLY PEOPLE WITH CARE NEEDS. 11 11 58 11 0 0 480785 98009 1443024 1653496 468093 74504 344524 134832 2736426 1960841 0 0 0 0 1338385 1253178 0 0 0 986728 1169226 2325113 2422404 411313 -461563 11941706 12196235 2506185 2342094 9435521 9854141 X THE ORGANIZATION PROMOTES THE CREATION AND MAINTENANCE OF HIGH-QUALITY SERVICES AND FACILITIES FOR ELDERLY PEOPLE WITH CARE NEEDS. 0 0 650364 606804 PROVISIONS OF ROOM AND BOARD SERVICES TO THE ELDERLY INCLUDES LAUNDRY, HOUSEKEEPING, PERSONAL ASSISTANCE AND ACTIVITIES. THE HOME HAS 62 BEDS AND ACCEPTS PRIVATE PAY AND SSI ELIGIBLE RESIDENTS. 77781 72571 THE HOME COMPANION SERVICE PURPOSE IS TO PROVIDE TRANSPORTATION AND COMPANIONSHIP TO THE ELDERLY HOME BOUND COMMUNITY POPULATION. THIS IS A PRIVATE PAY SERVICE. 1042183 972381 THE SPECIAL NEEDS ASSISTED LIVING AND AN ENHANCED ASSISTED LIVING RESIDENCE PROVIDES SERVICES TO INDIVIDUALS LIVING WITH VARYING STAGES OF MEMORY LOSS. THERE ARE 14 BEDS AND ONLY PRIVATE PAY IS ACCEPTED. 106350 99228 OTHER PROGRAM SERVICES INCLUDE SOLD SERVICES TO RELATED PARTIES AND MISCELLANEOUS OPERATING INCOME RESULTING FROM SPECIAL PROJECTS. 106350 99228 1876678 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 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 0 0 0 1 6 0 1 58 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X THE LUTHERAN HOME OF CENTRAL NEW YORK INC 3158535515 108 UTICA ROAD CLINTON NY 13323 JULIANNE BREEN SECRETARY 0.20 1.00 X X 0 0 0 DEBORAH WELKER-MILLS DIRECTOR 0.20 1.00 X 0 0 0 JAY WILLIAMS CHAIRPERSON 0.20 1.00 X X 0 0 0 JEFFREY KANE DIRECTOR 0.20 1.00 X 0 0 0 LINDA VOCE VICE-CHAIRPERSON 0.20 1.00 X X 0 0 0 MARIE ABRAHAM DIRECTOR 0.20 1.00 X 0 0 0 GEORGE BURKE DIRECTOR 0.20 1.00 X 0 0 0 ROBERT OHMANN DIRECTOR 0.20 1.00 X 0 0 0 ROGER WILLIAMS DIRECTOR 0.20 1.00 X 0 0 0 PATRICIA PITCHER DIRECTOR 0.20 1.00 X 0 0 0 JEREMY RUTTER PRESIDENT/CEO 3.00 37.00 X X 0 241132 14262 RUSSELL CLARK TREASURER 0.20 1.00 X X 0 0 0 ANNE CONNOR CFO 3.00 37.00 X 0 124399 11893 MICHELLE COLE VP OF SENIOR HOUSING SVCS 32.00 8.00 X 107506 0 11516 PETER BIZZARI CIO 3.00 37.00 X 0 108174 6766 LENORA D'APICE CHIEF STRATEGY OFFICER 3.00 37.00 X 0 136445 2833 CORINA CHRYSTIE VP OF HR 3.00 37.00 X 0 115218 11752 107506 725368 59022 1 0 1 0 0 98009 98009 SPECIAL NEEDS AND ENHA 623000 972381 972381 HEALTH CARE REVENUE 623000 606804 606804 HOME CARE REVENUE 623000 72571 72571 ACTIVE DAY REVENUE 623000 1740 1740 1653496 94 94 37344 0 37344 37344 37344 435970 361560 74410 74410 74410 MISCELLANEOUS 623000 97488 97488 97488 1960841 1750984 0 111848 X 1041159 844343 196816 5723 4641 1082 127350 103276 24074 78946 64022 14924 7700 3985 3715 27885 14430 13455 29626 29626 465593 251608 213985 6158 3146 3012 11349 8089 3260 135213 134551 662 13478 6886 6592 59645 30472 29173 190407 189474 933 63780 63468 312 BAD DEBT EXPENSE 150000 150000 ADMIN EQUAL GRANT 4467 2282 2185 DUES & SUBSCRIPTIONS 2711 1385 1326 BACKGROUND CHECKS 634 324 310 580 296 284 2422404 1876678 545726 0 741095 397138 52111 41439 16035 17114 28600 13083 8207714 5365345 2992797 2842369 7700104 8649369 410964 235723 11941706 12196235 277612 242258 32182 8557 19702 13204 2173012 2077340 3677 735 2506185 2342094 X 4002578 3577576 5432943 6276565 9435521 9854141 11941706 12196235 X -461563 98532 781649 X X 0 1 X 1 1 1 X 15865 6925 6756 274673 83468 387687 3157478 2511244 1854330 1750204 1749244 11022500 3173343 2518169 1861086 2024877 1832712 11410187 0 0 0 11410187 45491 59341 43587 37781 37438 223638 45491 59341 43587 37781 37438 223638 3218834 2577510 1904673 2062658 1870150 11633825 0.98080 0.97970 0.01920 0.02030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 5432153 1045680 202058 6275775 6634705 -1008834 193718 5432153 5926366 893147 184808 6634705 5583106 626565 283305 5926366 4769439 966703 153036 5583106 0.00000 0.59808 0.40192 0 1 1 186830 9000 195830 4705975 2518795 2187180 1230549 974566 255983 1908236 1719728 188508 167124 152256 14868 2842369 OPERATING LEASE LIABILITY 735 735 2860422 98532 830675 929207 1931215 29626 29626 1960841 2392778 0 2392778 29626 29626 2422404 PART IV, LINE 2B: RESIDENT CASH FUNDS ARE AMOUNTS DEPOSITED WITH LHCNY FOR THE RESIDENTS' DISCRETIONARY USE. THESE FUNDS ARE ADMINISTERED BY LHCNY WITH THE CORRESPONDING LIABILITY TO THE RESIDENTS REFLECTED IN THE BALANCE SHEETS. PART V, LINE 4: THE ENDOWMENT FUNDS ARE HELD AND THE INCOME IS TO BE USED TO SUPPORT PROGRAMS AND FOR GENERAL USE. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF THE FOUNDATION 830,675. 0 0 0 0 0 0 0 0 0 JEREMY RUTTER PRESIDENT/CEO 0 241132 0 0 0 0 0 5002 0 9260 0 255394 0 0 FORM 990, PART VI, SECTION A, LINE 6 COMMUNITY WELLNESS PARTNERS, INC., FORMERLY LUTHER CARE MINISTRIES NETWORK, INC., IS THE PARENT CORPORATION AND SOLE MEMBER OF LUTHERAN CARE CHARITABLE NETWORK, INC. LUTHERAN CARE CHARITABLE NETWORK, INC. IS THE SOLE MEMBER OF THE FOLLOWING RELATED ORGANIZATIONS: KATHERINE LUTHER RESIDENTIAL HEALTHCARE AND REHABILITATION CENTER, INC., LUTHERAN HOME OF CENTRAL NEW YORK, INC., LUTHERAN HOMES MANAGEMENT SERVICES, INC. THE EXECUTIVE COMMITTEE OF LUTHERAN CARE CHARITABLE NETWORK, INC. IS THE SOLE MEMBER OF LUTHERAN HOMES FOUNDATION, INC. FORM 990, PART VI, SECTION A, LINE 7A THE DIRECTORS OF COMMUNITY WELLNESS PARTNERS, INC. ARE ELECTED AT EACH ANNUAL MEETING OF THE BOARD OF DIRECTORS. ONE-FOURTH (1/4) OF THE BOARD IS ELECTED EACH YEAR. THE TERM OF OFFICE OF THE DIRECTORS SHALL BE FOUR (4) YEARS. NO DIRECTOR SHALL BE ELECTED TO SERVE MORE THAN TWO (2) CONSECUTIVE FOUR (4) YEAR TERMS. A DIRECTOR WHO HAS SERVED FOR TWO (2) CONSECUTIVE FOUR (4) YEAR TERMS MAY BE ELIGIBLE TO AGAIN SERVE AS A DIRECTOR AFTER BEING OFF THE BOARD FOR A PERIOD OF AT LEAST ONE FULL YEAR. FORM 990, PART VI, SECTION A, LINE 7B THE GENERAL MANAGEMENT OF THE AFFAIRS OF THE CORPORATION SHALL BE VESTED IN THE BOARD OF DIRECTORS. THE PRESENCE OF A SIMPLE MAJORITY OF THE CURRENTLY SITTING MEMBERS OF THE BOARD OF DIRECTORS SHALL CONSTITUTE A QUORUM. THE ACT OF A MAJORITY OF THE DIRECTORS PRESENT AT A MEETING IN WHICH A QUORUM IS PRESENT, SHALL BE THE ACT OF THE DIRECTORS. EACH DIRECTOR SHALL BE ENTITLED TO ONE (1) VOTE. FORM 990, PART VI, SECTION B, LINE 11B YES, THE COMPLETED 990 IS REVIEWED BY ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C A_CONFLICT OF INTEREST QUESTIONNAIRE TO DISCLOSE POSSIBLE CONFLICTS IS COMPLETED YEARLY BY ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION USES LEADING AGE NY COMPENSATION SURVEY REPORTS. THE SALARY COMPENSATION COMMITTEE REVIEWS THESE ALONG WITH PERFORMANCE APPRAISAL FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC EXCEPT FOR THE FORM 990. ALL OTHER GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 828. MANAGEMENT AND GENERAL EXPENSES 772. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,600. CONTRACTUAL SERVICES: PROGRAM SERVICE EXPENSES 105,738. MANAGEMENT AND GENERAL EXPENSES 98,597. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 204,335. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 145,042. MANAGEMENT AND GENERAL EXPENSES 114,616. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 259,658. FORM 990, PART XI, LINE 9: YOUR NEIGHBORS IMPACT OF GOVERNANCE CHANGE -49,024. CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF THE FOUNDATION 830,673. FORM 990, PART XII, LINE 2C THE FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE REVIEW OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. LUTHERAN HOMES FOUNDATION 108 UTICA ROAD CLINTON NY 13323 161181550 RAISE FUNDS FOR PROGRAMS FOR THE ELDERLY NY 501(C)(3) LINE 7 LUTHERAN CARE CHARITABLE NETWORK INC 0 KATHERINE LUTHER RESIDENTIAL HEALTH CARE & REHABILITATION CENTER 108 UTICA ROAD CLINTON NY 13323 208029261 NURSING HOME & HEALTH SERVICES FOR THE ELDERLY NY 501(C)(3) LINE 10 LUTHERAN CARE CHARITABLE NETWORK INC 0 COMMUNITY WELLNESS PARTNERS INC 108 UTICA ROAD CLINTON NY 13323 161536239 PARENT ORG-SPONSORS RELATED HEALTH CARE FACILITIES NY 501(C)(3) LINE 12A, I N/A 0 LUTHERAN HOMES MANAGEMENT SERVICES INC 108 UTICA ROAD CLINTON NY 13323 161381077 PROVIDE MANAGEMENT SERVICES TO AFFILIATES NY 501(C)(3) LINE 12B, II LUTHERAN CARE CHARITABLE NETWORK INC 0 LUTHERAN CARE CHARITABLE NETWORK INC 108 UTICA ROAD CLINTON NY 13323 264665274 PARENT ORG-SPONSORS RELATED HEALTH CARE FACILITIES NY 501(C)(3) LINE 12B, II COMMUNITY WELLNESS PARTNERS INC 0 PRESBYTERIAN HOMES & SERVICES INC 4290 MIDDLE SETTLEMENT RD NEW HARTFORD NY 13413 311572747 PARENT ORG-SPONSORS RELATED HEALTH CARE FACILITIES NY 501(C)(3) LINE 12A, I COMMUNITY WELLNESS PARTNERS INC 0 PRESBYTERIAN HOME FOR CENTRAL NEW YORK INC 4290 MIDDLE SETTLEMENT RD NEW HARTFORD NY 13413 160874414 NURSING HOME & HEALTH SERVICES FOR THE ELDERLY NY 501(C)(3) LINE 10 PRESBYTERIAN HOMES & SERVICES INC 0 PRESBYTERIAN RESIDENTIAL COMMUNITY 4290 MIDDLE SETTLEMENT RD NEW HARTFORD NY 13413 223219259 PROVIDE HEALTH SERVICES TO THE ELDERLY NY 501(C)(3) LINE 10 PRESBYTERIAN HOMES & SERVICES INC 0 PRESBYTERIAN HOMES FOUNDATION INC 4290 MIDDLE SETTLEMENT RD NEW HARTFORD NY 13413 133348349 RAISE FUNDS FOR PROGRAMS FOR THE ELDERLY NY 501(C)(3) LINE 7 PRESBYTERIAN HOMES & SERVICES INC 0 PRESWICK GLEN INC 172 CLINTON RD NEW HARTFORD NY 13413 311727817 PROVIDE ACCOMODATIONS TO THE ELDERLY NY 501(C)(3) LINE 10 PRESBYTERIAN HOMES & SERVICES INC 0 THE MEADOWS AT MIDDLE SETTLEMENT 4290 MIDDLE SETTLEMENT RD NEW HARTFORD NY 13413 161009798 PROVIDE LOW INCOME HOUSING FOR THE ELDERLY NY 501(C)(3) LINE 10 PRESBYTERIAN HOMES & SERVICES INC 0 PH&S PROPERTY MANAGEMENT INC 4290 MIDDLE SETTLEMENT RD NEW HARTFORD NY 13413 161558576 HOLD TITLE TO PROPERTY FOR AFFILIATES NY 501(C)(2) LINE 12B, II PRESBYTERIAN HOMES & SERVICES INC 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0