2024-11-15T08:57:54-06:00 2023-12-31 390758449 WIPFLI LLP 170 N RADNOR-CHESTER RD SUITE 200 RADNOR PA 19087 990 2023-01-01 391499823 LUTHERAN MANOR FOUNDATION INC LUTH 4144643880 4545 N 92ND ST WAUWATOSA WI 53225 ARTHUR KEUP CFO 4144643880 2024-11-14 1 0 SOLOMON MARDAKHAEV P01806552 6105653930 2024-11-11 2023 2024-10-15 13:58:12Z STEPHANIE CHEDID 4545 N 92ND ST WAUWATOSA WI 53225 9161220 0 X WWW.LUTHERMANOR.ORG X 1985 WI THE FOUNDATION PROVIDES GRANTS FOR THE FINANCIAL SUPPORT OF UNITED LUTHERAN PROGRAM FOR THE AGING, INC. AND TO SUPPORT RESIDENTS WITH THEIR CARE AND HOUSING NEEDS WHO CAN NO LONGER AFFORD TO PAY FOR THEIR OWN CARE. 12 11 0 21 0 0 298666 213667 0 0 314065 600697 0 0 612731 814364 4330473 2329872 0 0 0 0 0 0 232768 372159 554104 4702632 2883976 -4089901 -2069612 14319608 13474893 3547074 3538939 10772534 9935954 THE FOUNDATION PROVIDES GRANTS FOR THE FINANCIAL SUPPORT OF UNITED LUTHERAN PROGRAM FOR THE AGING, INC. 0 0 2329872 2329872 0 THE FOUNDATION PROVIDES GRANTS FOR THE FINANCIAL SUPPORT OF UNITED LUTHERAN PROGRAM FOR THE AGING, INC. AND TO SUPPORT ITS RESIDENTS WHO CAN NO LONGER AFFORD TO PAY FOR THEIR CARE AND HOUSING NEEDS. 2329872 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 WI X ARTHUR KEUP 4144643880 4545 N 92ND ST WAUWATOSA WI 53225 STEPHANIE CHEDID PRESIDENT 5.00 45.00 X X 0 274694 92170 SUSAN RANKIN CHAIR (THRU MAR 2023) 0.50 X X 0 0 0 TIM SCHOEWE CHAIR 0.50 X X 0 0 0 FRED ANDERSON TREASURER 0.50 X X 0 0 0 JAMES PITTLEKOW SECRETARY 0.50 X X 0 0 0 NATHAN BERKEN DIRECTOR 0.50 X 0 0 0 THOMAS BUCK DIRECTOR 0.50 X 0 0 0 RACHAEL BUSH DIRECTOR 0.50 X 0 0 0 STEVE DASHER DIRECTOR 0.50 X 0 0 0 KARI GUNDRUM DIRECTOR 0.50 X 0 0 0 LAURIE O'LOUGHLIN DIRECTOR 0.50 X 0 0 0 WES SHAVER DIRECTOR 0.50 X 0 0 0 AIMEE WIEDMEYER DIRECTOR 0.50 X 0 0 0 ARTHUR KEUP CFO 5.00 45.00 X 0 155933 14683 0 430627 106853 0 0 1 0 0 213667 213667 320296 320296 8627257 8346856 280401 280401 280401 814364 0 0 600697 2329872 2329872 12320 12320 71618 71618 237398 237398 FOUNDATION EXPENSES 229879 229879 MISCELLANEOUS EXPENSES 2889 2889 2883976 2329872 321336 232768 147979 164105 9530 6112 8540 5522 1907 5694 14151652 13293460 14319608 13474893 26939 38187 3500000 3500000 20135 752 3547074 3538939 X 10772534 9935954 10772534 9935954 14319608 13474893 -2069612 1233032 0 X 0 1 X 1 0 X 591374 504221 307820 298666 213667 1915748 591374 504221 307820 298666 213667 1915748 545293 1370455 374724 332741 477534 470550 320296 1975845 3891593 0.35220 0.35720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO LUTHER MANOR 752 752 1975778 1233032 1233032 742746 71618 71618 814364 2812358 0 2812358 71618 71618 2883976 1 UNITED LUTHERAN PROGRAM FOR THE AGING INC 4545 N 92ND STREET WAUWATOSA WI 53225 390981434 501(C)(3) 2329872 0 RESIDENT ASSISTANCE PROGRAM & OPERATIONAL SUPPORT 1 0 PART I, LINE 2: UNITED LUTHERAN PROGRAM FOR THE AGING, INC., THE GRANT RECEIVING ORGANIZATION, USES THE GRANT FUNDS RECEIVED TO SUPPORT THEIR CHARITABLE PURPOSE OF ENRICHING THE LIVES OF OLDER ADULTS. UNITED LUTHERAN PROGRAM FOR THE AGING, INC. PROVIDES MULTIPLE OPTIONS FOR OLDER ADULTS DEPENDING ON THEIR HEALTH CONDITION INCLUDING A HEALTH CARE CENTER, ASSISTED LIVING, AND INDEPENDENT LIVING FACILITIES. 0 1 0 0 0 0 0 0 0 STEPHANIE CHEDID PRESIDENT 0 274694 0 0 0 0 0 54448 0 37722 0 366864 0 0 ARTHUR KEUP CFO 0 155933 0 0 0 0 0 3313 0 11370 0 170616 0 0 PART I, LINE 3 COMPENSATION PAID TO THE CEO IS DETERMINED BY UNITED PROGRAM FOR THE AGING. THEY USE THE FOLLOWING METHODS TO DETERMINE COMPENSATION: 1) COMPENSATION COMMITTEE; 2) INDEPENDENT COMPENSATION CONSULTANT; 3) COMPENSATION SURVEY OR STUDY; AND 4) APPROVAL BY THE BOARD OF COMPENSATION COMMITTEE. PART I, LINE 4B NAME: STEPHANIE CHEDID, DESCRIPTION: RELATED ULPA MADE CONTRIBUTIONS TO 457(F) PLAN, CURRENT YEAR AMOUNT: $50,000. PLAN DESCRIPTION: PARTICIPATED IN 457(F) DEFERRED COMP PLAN VIA RELATED ULPA. NO DISTRIBUTIONS WERE MADE IN 2023. FORM 990, PART VI, SECTION A, LINE 7A THREE OF THE DIRECTORS (AND THE SUCCESSORS TO SUCH DIRECTORS) SHALL BE ELECTED BY THE BOARD OF DIRECTORS OF UNITED LUTHERAN PROGRAM OF THE AGING, INC. AT ITS REGULAR MEETING NEXT PRECEDING THE ANNUAL MEETING OF THIS CORPORATION AT WHICH THE TERM OF SUCH DIRECTOR EXPIRES. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 WAS PRESENTED TO THE BOARD OF DIRECTORS WHERE THE MEMBERS HAD A CHANCE TO REVIEW THE FORM 990 BEFORE IT WAS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND OFFICERS ANNUALLY REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY, DISCLOSING ANY POTENTIAL CONFLICTS OF INTEREST TO THE SECRETARY OF THE BOARD AND ON AN INTERIM BASIS AS CONFLICTS ARISE AS OUTLINED IN THE POLICY. THE BOARD WILL REVIEW THE CONFLICT AND DETERMINE THE APPROPRIATE ACTION. DEPENDING ON THE TYPE OF CONFLICT, DIRECTORS AND OFFICERS WITH CONFLICTS MAY BE ALLOWED TO REMAIN ON THE BOARD, BUT WOULD BE EXPECTED TO REFRAIN FROM DISCUSSIONS OR VOTING MATTERS WHERE A POTENTAIL CONFLICT EXISTS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS OF LUTHER MANOR FOUNDATION ARE NOT MADE AVAILABLE TO THE PUBLIC. THE FOUNDATION WILL CONSIDER REQUESTS AND MAKE THE DOCUMENTS AVAILABLE BASED ON FACTS AND CIRCUMSTANCES OF THE REQUEST. SOME YEAR END FINANCIAL INFORMATION IS INCLUDED IN THE ORGANIZATION'S ANNUAL IMPACT REPORT. UNITED LUTHERAN PROGRAM FOR THE AGING INC 4545 N 92ND STREET WAUWATOSA WI 53225 390981434 ELDERLY CARE, NURSING HOME CARE, ASSISTED & INDEPENDENT LIVING WI 501(C)(3) LINE 10 N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 0