2024-11-07T11:52:46-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 121 WEST BRIDGE STREET OWATONNA MN 55060 990 2023-01-01 390806814 AMERICAN LUTHERAN HOMES INC AMER 7158323003 915 EAST ELM STREET MENOMONIE WI 54751 AMY DUHR CEO 7158323003 2024-11-06 1 0 JUSTIN HARTERT P02236744 5074467100 2024-11-06 2023 2024-10-15 13:58:12Z AMY DUHR 915 EAST ELM STREET MENOMONIE WI 54751 8696453 0 X WWW.AMERICANLUTHERANHOMES.COM X 1961 WI PROVIDE SKILLED AND INTERMEDIATE NURSING CARE FOR THE AGED AND DISABLED IN THE SURROUNDING AREAS UNDER OUR FAITH BASED SENIOR CARE PROGRAMS. 7 7 187 7 0 0 331630 135279 7454329 7857762 68266 57387 4430 641805 7858655 8692233 0 0 0 0 3854425 4073852 0 0 0 3912001 4061544 7766426 8135396 92229 556837 8228856 8857162 4546144 4551100 3682712 4306062 X ENCOURAGE BOTH THOSE WE SERVE AND OUR EMPLOYEES TO RECOGNIZE THEIR INFINITE WORTH AND TO GROW TO REACH THEIR HIGHEST POTENTIAL AS GOD'S CHILDREN. IN FURTHERANCE OF THIS PURPOSE, WE DESIRE TO ESTABLISH QUALITY CARE IN A CHRISTIAN ATMOSPHERE BY: PROVIDING THE HIGHEST POSSIBLE QUALITY OF PHYSICAL, MENTAL AND SPIRITUAL CARE FOR THOSE ENTRUSTED TO US; BROADENING THE INTEREST AND ACTIVITIES OF THOSE IN OUR CARE THROUGH PROGRAMS AND VOLUNTEER ASSISTANCE; INVOLVING OUR CORPORATE CONGREGATIONS; AND ASSUMING A POSITION OF LEADERSHIP IN THE FIELD OF GERIATRICS BY EXTENDING OUR MINISTRY BEYOND NURSING HOME FACILITIES THROUGH THE CREATION OF PROGRAMS TO SERVE THE NEEDS OF THE ELDERLY IN OUR COMMUNITIES. 0 0 3367623 0 3859761 THE PRIMARY ACTIVITY OF THE ORGANIZATION IS TO PROVIDE SKILLED AND INTERMEDIATE NURSING CARE FOR THE AGED AND DISABLED OF THE SURROUNDING AREA. THE ORGANIZATION SERVES THE MONDOVI, WISCONSIN COMMUNITY BY OPERATING A 35-BED SKILLED NURSING FACILITY AND 38-UNIT COMMUNITY BASED RESIDENTIAL FACILITY (CBRF). THE MONDOVI SKILLED NURSING FACILITY PROVIDED 6,945 DAYS OF RESIDENT CARE IN 2023. THE CBRF PROVIDED 12,166 DAYS OF RESIDENT CARE IN 2023. THE FACILITY OFFERS SKILLED NURSING CARE IN BOTH SHORT-TERM REHABILITATION PROGRAMS AND LONG-TERM CARE RESIDENT PROGRAMS. SOME OF THE SPECIALIZED CARE SERVICES OFFERED INCLUDE IV THERAPY CARE, WOUND CARE, BARIATRIC CARE, PAIN MANAGEMENT, PHYSICAL THERAPY, SPEECH THERAPY, AND OCCUPATIONAL THERAPY. THE MONDOVI FACILITY ALSO OFFERS OUTPATIENT THERAPY PROGRAMS TO PROVIDE EXTENDED THERAPY SERVICES TO AREA COMMUNITY MEMBERS IN NEED OF PHYSICAL REHABILITATION PROGRAMS ON AN OUTPATIENT BASIS AND TO RESIDENTS WHO DISCHARGE FROM THE FACILITY BUT REQUIRE ONGOING THERAPY ON AN OUTPATIENT BASIS. THE MAJORITY OF THE LONG-TERM CARE RESIDENTS AT THE MONDOVI PROGRAM ARE ALSO MEDICAID PROGRAM BENEFICIARIES. 3473831 0 3998001 THE PRIMARY ACTIVITY OF THE ORGANIZATION IS TO PROVIDE SKILLED NURSING CARE FOR THE AGED AND DISABLED OF THE SURROUNDING AREA. THE ORGANIZATION SERVES THE MENOMONIE, WISCONSIN AREA COMMUNITY BY OPERATING A 37-BED SKILLED NURSING FACILITY. THE MENOMONIE NURSING FACILITY PROVIDED 10,627 RESIDENT DAYS OF CARE IN 2023. THE FACILITY OFFERS SKILLED NURSING CARE IN BOTH SHORT-TERM REHABILITATION PROGRAMS AND FOR LONG-TERM CARE RESIDENTS. SOME OF THE SPECIALIZED CARE SERVICES OFFERED INCLUDE IV THERAPY CARE, WOUND CARE, PAIN MANAGEMENT, PHYSICAL THERAPY, SPEECH THERAPY, AND OCCUPATIONAL THERAPY. 6841454 1 1 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 32 0 187 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X GRACE LUTHERAN FOUNDATION 7158323003 PO BOX 287 EAU CLAIRE WI 54702 X LINDA LARSON PRESIDENT 1.50 1.00 X X 0 0 0 DAVID LARSON VICE PRESIDENT 1.50 1.00 X X 0 0 0 RITA LEE TREASURER 1.50 1.00 X X 0 0 0 BARB VADNAIS SECRETARY 1.50 1.00 X X 0 0 0 ANITA REID DIRECTOR 1.50 1.00 X 0 0 0 KRIS JENSON DIRECTOR 1.50 1.00 X 0 0 0 JOANNE ERICKSON DIRECTOR 1.50 1.00 X 0 0 0 AMY DUHR CEO 1.00 39.00 X 0 0 0 JAMIE LARSON COO 1.00 39.00 X 0 0 0 0 0 0 0 0 0 0 GREENFIELD REHABILITATION 3360 GATEWAY RD SUITE 100 BROOKFIELD WI 53045 THERAPY SERVICES 460247 1 87454 47825 135279 RESIDENT REVENUE 623000 7857762 7857762 7857762 55901 55901 1486 0 1486 1486 1486 9737 4220 5517 5517 MEAL REVENUE 900099 548006 548006 MISCELLANEOUS REVENUE 900099 36450 36450 TRANSPORTATION REVENUE 900099 31832 31832 20000 20000 636288 8692233 7857762 0 699192 X 3450903 3353015 97888 51412 44666 6746 312590 271568 41022 258947 224966 33981 258175 258175 2132 2132 68343 68343 22608 22608 1003181 743446 259735 41859 41859 33548 19137 14411 170974 10193 160781 300597 300597 28273 25732 2541 6563 1898 4665 103712 103712 357750 357750 100914 100914 SUPPLIES 1284616 1269507 15109 NURSING HOME PROVIDOR T 140590 140590 REPAIRS AND MAINTENANCE 56345 56345 BAD DEBT EXPENSE 51292 51292 30072 7630 22442 8135396 6841454 1293942 0 2500 726420 816549 837911 1143322 13071 39331 13433328 9348223 4055561 4085105 2237157 2357647 356236 415208 8228856 8857162 492113 738955 23729 29710 369540 384061 3660762 3398374 4546144 4551100 X 3681581 4304931 1131 1131 3682712 4306062 8228856 8857162 556837 66513 0 X X 0 1 X 1 0 X 8904 694638 799803 331630 135279 1970254 7677803 7149523 7348749 7454329 7857762 37488166 9879 0 0 8195 0 18074 7696586 7844161 8148552 7794154 7993041 39476494 0 769755 769755 769755 769755 38706739 170 5508 5613 47605 55901 114797 170 5508 5613 47605 55901 114797 636288 636288 7696756 7849669 8154165 7841759 8685230 40227579 0.96220 0.99850 0.00290 0.00050 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2023 AMOUNT: $ 36,450. TRANSPORTATION REVENUE - 2023 AMOUNT: $ 31,832. MEAL REVENUE - 2023 AMOUNT: $ 548,006. MANAGEMENT FEE - 2023 AMOUNT: $ 20,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 8342 8342 0 PART II-B, LINE 1: AMERICAN LUTHERAN HOMES, INC. PAYS ANNUAL ASSOCIATION DUES TO LEADINGAGE WISCONSIN. THESE DUES ARE PRIMARILY FOR ACCESS TO EDUCATION MATERIALS AND STAFFING TRAINING AND DEVELOPMENT. A PORTION OF THE ANNUAL DUES WERE USED IN CONJUNCTION WITH LOBBYING ACTIVITIES WITH THE GOAL OF IMPROVING THE OVERALL INDUSTRY ENVIRONMENT. 0 0 22628 22628 9534366 5704356 3830010 3876334 3643867 232467 4085105 FORM 990, PART VI, SECTION A, LINE 3 AMERICAN LUTHERAN HOMES, INC. HAS ENTERED INTO A MANAGEMENT SERVICES AGREEMENT WITH GRACE LUTHERAN FOUNDATION, INC. (GRACE), A NON-PROFIT, RELIGIOUS BASED SENIOR HEALTHCARE SERVICES ORGANIZATION BASED IN EAU CLAIRE, WISCONSIN. UNDER THIS AGREEMENT, GRACE PROVIDES GENERAL ADMINISTRATIVE, CONSULTING, ACCOUNTING, HUMAN RESOURCES, AND FACILITY MANAGEMENT SERVICES TO AMERICAN LUTHERAN HOMES. UNDER THE MANAGEMENT AGREEMENT, GRACE IS ALSO RESPONSIBLE FOR THE SELECTION AND REVIEW OF THE ADMINISTRATORS OF AMERICAN LUTHERAN HOMES, INC. THE AMOUNT PAID FOR THESE SERVICES IS SHOWN ON THE STATEMENT OF FUNCTIONAL EXPENSES. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE ORGANIZATION ARE THE PASTORS AND CONGREGATIONS THAT BELONG TO THE AMERICAN LUTHERAN CHURCH AND SPONSOR THE ACTIVITIES OF THE AMERICAN LUTHERAN HOMES, INC. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD MEMBERS ARE ELECTED BY THE CONGREGATIONS OF THE SPONSORING CHURCHES AND AT A MINIMUM MUST INCLUDE THE PASTOR OF ONE OF THESE CONGREGATIONS. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS ON THE CHANGES IN THE STRUCTURE OF THE AMERICAN LUTHERAN HOMES ORGANIZATION OR GOVERNING DOCUMENTS MUST BE APPROVED BY THE AMERICAN LUTHERAN CHURCH. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 WAS PROVIDED TO THE MEMBERS OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO THE SUBMISSION OF THE RETURN. THE FORM 990 WAS ALSO REVIEWED BY MANAGEMENT PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ANNUALLY REVIEWS UPDATED CONFLICT OF INTEREST STATEMENTS FROM MEMBERS OF THE BOARD OF DIRECTORS. ANY NOTED CONFLICTS ARE DISCUSSED, AND DURING THE YEAR, IF CONFLICTS ARE NOTED DURING VOTES, THOSE CONFLICTING MEMBERS ABSTAIN FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 AMERICAN LUTHERAN HOME, INC.'S EXECUTIVE LEVEL EMPLOYEES AND KEY EMPLOYEES ARE PROVIDED UNDER THE MANAGEMENT SERVICES AGREEMENT WITH GRACE LUTHERAN FOUNDATION, INC. (A NOT-FOR PROFIT ORGANIZATION WHICH SPECIALIZES IN SKILLED NURSING, LONG-TERM CARE, AND HOUSING SERVICES FOR ELDERLY AND DISABLED MEMBERS OF THE COMMUNITY). THE CONTRACT TERMS ARE RENEWED EVERY FIVE YEARS. THE BOARD OF DIRECTORS OF AMERICAN LUTHERAN HOMES, INC. REVIEWS THE CONTRACT TERMS TO ENSURE THAT QUALITY SERVICES ARE BEING ACHIEVED AT THE LOWEST POSSIBLE COST FOR THE PROGRAMS BEING PROVIDED. THE BOARD ALSO CONSULTS WITH OTHER WISCONSIN NURSING HOME ASSOCIATION MEMBERS TO ENSURE THAT THE AMOUNTS BEING PAID ARE CONSISTENT FOR ADMINISTRATIVE SERVICES OF THOSE PAID THROUGHOUT THE REGION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 AMERICAN LUTHERAN HOMES, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT ITS BUSINESS LOCATION. FORM 990, PART IX, LINE 11G NURSING: PROGRAM SERVICE EXPENSES 303,129. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 303,129. THERAPY: PROGRAM SERVICE EXPENSES 381. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 381. RESIDENT MEALS: PROGRAM SERVICE EXPENSES 281,937. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 281,937. CONSULTANT: PROGRAM SERVICE EXPENSES 54,144. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 54,144. ADMINISTRATIVE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 185,466. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 185,466. QUALITY ASSURANCE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 47,698. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 47,698. FEES FOR OTHER SERVICES: PROGRAM SERVICE EXPENSES 103,855. MANAGEMENT AND GENERAL EXPENSES 26,571. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 130,426. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. AMERICAN LUTHERAN COMMUNITY SERVICES INC 915 ELM STREET MENOMONIE WI 54751 391819072 ASSISTED LIVING FACILITY WI 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0