2024-08-07T13:26:14-05:00 2023-12-31 390758449 WIPFLI LLP 170 N RADNOR-CHESTER RD SUITE 200 RADNOR PA 19087 990 2023-01-01 391478794 LUTHERAN HOME FOUNDATION INC LUTH 4142566836 7500 W NORTH AVENUE WAUWATOSA WI 53213 KATHRYN CAVERS PRESIDENT & CEO 4142566836 2024-07-29 1 0 SOLOMON MARDAKHAEV P01806552 6105653930 2024-07-29 2023 2024-08-08 14:25:15Z KATHRYN CAVERS 7500 W NORTH AVENUE WAUWATOSA WI 53213 5174726 0 X WWW.THELUTHERANHOME.ORG X 1983 WI THE LUTHERAN HOME FOUNDATION, INC. IS A NONPROFIT ORGANIZATION THAT RAISES, STEWARDS AND DISTRIBUTES FUNDS TO SUSTAIN AND ADVANCE THE CHRISTIAN MISSION OF THE LUTHERAN HOME, INC. AND HARWOOD PLACE, INC. 15 15 0 19 0 0 263219 1116638 0 0 -365952 311939 0 0 -102733 1428577 1710806 277939 0 0 0 0 0 0 366544 499736 514958 2210542 792897 -2313275 635680 11403808 12462106 370470 217098 11033338 12245008 X THE LUTHERAN HOME FOUNDATION, INC. IS A NONPROFIT ORGANIZATION THAT RAISES, STEWARDS AND DISTRIBUTES FUNDS TO SUSTAIN AND ADVANCE THE CHRISTIAN MISSION OF THE LUTHERAN HOME, INC. AND HARWOOD PLACE, INC. THE LUTHERAN HOME AND HARWOOD PLACE ARE DEDICATED TO SERVING OLDER ADULTS AND ENRICHING THE LIVES OF THOSE WE TOUCH BY PROVIDING COMPASSIONATE AND LOVING CARE. 0 0 253510 253510 0 SUPPORT OF THE LUTHERAN HOME, INC. - DURING THE YEAR, THE LUTHERAN HOME FOUNDATION, INC. MADE DONATIONS TO THE LUTHERAN HOME, INC. FOR RESTRICTED CONTRIBUTIONS DESIGNATED FOR LUTHERAN HOME USE. 24429 24429 0 SCHOLARSHIPS - THE PURPOSE IS TO PROVIDE CONTINUING EDUCATION TO THE EMPLOYEES OF THE LUTHERAN HOME, INC. AND HARWOOD PLACE, INC. 0 0 0 SUPPORT OF HARWOOD PLACE, INC. - THE LUTHERAN HOME FOUNDATION, INC. MAKES DONATIONS TO HARWOOD PLACE, INC. FOR RESTRICTED CONTRIBUTIONS DESIGNATED FOR HARWOOD USE. 277939 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 WI X HENRIK CLAUSEN 4142566836 7500 W NORTH AVENUE WAUWATOSA WI 53213 X DIANA RAASCH CHAIRPERSON 1.00 X X 0 0 0 BEN JUECH VICE CHAIRPERSON 1.00 X X 0 0 0 TOM GALE TREASURER 1.00 X X 0 0 0 JANELLE MEYER-BROWN SECRETARY 1.00 X X 0 0 0 BILL CARRERA DIRECTOR 1.00 X 0 0 0 RICH ERICKSON DIRECTOR 1.00 X 0 0 0 KEVIN FESTERLING DIRECTOR 1.00 X 0 0 0 MIKE HODAN DIRECTOR 1.00 X 0 0 0 AARON HOLTEBECK DIRECTOR 1.00 X 0 0 0 LINDSEY KRIETE DIRECTOR 1.00 X 0 0 0 ROB KRIEWALDT DIRECTOR (THRU OCT 2023) 1.00 X 0 0 0 MIKE MALONE DIRECTOR 1.00 X 0 0 0 CRAIG MELLENDORF DIRECTOR 1.00 X 0 0 0 ROBB MOODIE DIRECTOR (THRU APR 2023) 1.00 X 0 0 0 CLAUDETTE RAYMONDS DIRECTOR (THRU APR 2023) 1.00 X 0 0 0 DAVE SANDSTROM DIRECTOR 1.00 X 0 0 0 REV DAN SCHNEIDER DIRECTOR (THRU APR 2023) 1.00 X 0 0 0 MARTIN SCHREIBER DIRECTOR 1.00 X 0 0 0 MATT SMITH DIRECTOR (THRU APR 2023) 1.00 X 0 0 0 BOB SOWINSKI DIRECTOR 1.00 X 0 0 0 KATHRYN CAVERS PRESIDENT & CEO 1.00 X 0 0 0 HENRIK CLAUSEN CFO & ASST TREASURER 1.00 X 0 0 0 BRIDGETTE FROMMELL EXECUTIVE DIRECTOR 40.00 X 0 0 0 0 0 0 0 0 0 1 THE LUTHERAN HOME INC 7500 W NORTH AVENUE WAUWATOSA WI 53213 MANAGEMENT FEES 312505 1 1116638 5318 1116638 269827 269827 3788261 3746149 42112 42112 42112 1428577 0 0 311939 253510 253510 24429 24429 312505 312505 9902 9902 28462 28462 17618 17618 10982 10982 8237 8237 63149 63149 11246 11246 527 527 28756 28756 BAD DEBT EXPENSE 17500 17500 DUES & SUBSCRIPTIONS 6074 6074 792897 277939 148414 366544 936489 1140959 1328698 1318073 22374 21927 384024 419864 670810 27759 643577 643051 6875784 7533376 1212862 1384856 11403808 12462106 1880 419 368590 216679 370470 217098 X 9691424 10647595 1341914 1597413 11033338 12245008 11403808 12462106 X 635680 403996 171994 X 0 1 X 1 0 X 3621784 2591842 955648 263219 1116638 8549131 3621784 2591842 955648 263219 1116638 8549131 1083407 7465724 184786 153682 206860 200717 269827 1015872 9565003 100807 0.78050 0.79710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 641112 641112 29698 27759 1939 643051 BENEFICIAL INTEREST IN TRUST 1384856 1384856 DUE FROM HARWOOD PLACE, INC. 14927 DUE TO THE LUTHERAN HOME 201752 216679 2004567 403996 171994 575990 1428577 0 1428577 792897 0 792897 0 792897 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN TRUST 171,994. 1 THE LUTHERAN HOME INC 7500 W NORTH AVENUE WAUWATOSA WI 53213 390807205 501(C)(3) 253510 0 GENERAL SUPPORT 1 0 SCHOLARSHIPS FOR TUITION OF EMPLOYEE CONTINUED EDUCATION 12 24429 PART I, LINE 2: THE PRESIDENT AND EXECUTIVE DIRECTOR HAVE OVERSIGHT OF THE AFFILIATED ORGANIZATION RECEIVING GRANTS AND MONITOR THE USE OF FUNDS. 0 0 0 0 0 0 0 0 0 PART VII, SECTION A, LINE 5: HENRIK CLAUSEN, BRIDGETTE FROMMELL AND KATHRYN CAVERS ARE COMPENSATED BY THE LUTHERAN HOME, INC., AN ORGANIZATION THAT IS UNRELATED FOR TAX PURPOSES. HENRIK CLAUSEN'S COMPENSATION AS VP OF FINANCE & CFO IS AS FOLLOWS: REPORTABLE COMPENSATION: $141,869 ESTIMATED AMOUNT OF OTHER COMPENSATION: $8,995 BRIDGETTE FROMMELL'S COMPENSATION AS EXECUTIVE DIRECTOR IS AS FOLLOWS: REPORTABLE COMPENSATION: $125,450 ESTIMATED AMOUNT OF OTHER COMPENSATION: $16,651 KATHRYN CAVERS' COMPENSATION AS PRESIDENT & CEO IS AS FOLLOWS: REPORTABLE COMPENSATION: $241,897 ESTIMATED AMOUNT OF OTHER COMPENSATION: $24,176 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR ITS REVIEW AND APPROVAL PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. COPIES ARE MADE AVAILABLE TO ANY MEMBER OF THE BOARD UPON THEIR REQUEST. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST FORM, WHICH IS TURNED INTO THE PRESIDENT/CEO OF THE ORGANIZATION. BOARD MEMBERS ARE EXCUSED FROM VOTING ON MATTERS WHERE A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN TRUST 171,994.