2024-05-09T12:52:53-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 2021 SPRING ROAD SUITE 200 OAK BROOK IL 60523 990 2022-07-01 363375902 LUTHERAN HOME AND SERVICES FOR THE AGED INC LUTH 8473687342 800 WOAKTON ARLINGTON HEIGHTS IL 600044602 DAN NOONAN CFO 8473687365 2024-05-08 1 DAN NOONAN 999009999 0 CHRIS MANDERFIELD P01238973 6305738600 2024-05-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SLOAN BENTLEY 3150 SALT CREEK LANE ARLINGTON HEIGHTS IL 60005 941630 0 X WWW.LUTHERANLIFECOMMUNITIES.ORG X 1985 IL SEE SCHEDULE O FOR ORGANIZATION MISSION STATEMENT. EMPOWERING VIBRANT GRACE FILLED LIVING ACROSS ALL GENERATIONS. PROVIDING RESIDENTIAL AND HEALTH CARE SERVICES TO SENIORS INCLUDING BENEVOLENT CARE TO THOSE WHO HAVE EXHAUSTED THEIR FINANCIAL FUNDS. 3 1 0 1 0 0 0 0 0 0 1634847 941630 0 0 1634847 941630 21300 41676 0 0 0 0 0 0 0 0 0 21300 41676 1613547 899954 15744866 16553564 11388360 11322506 4356506 5231058 EMPOWERING VIBRANT GRACE FILLED LIVING ACROSS ALL GENERATIONS. PROVIDING RESIDENTIAL AND HEALTH CARE SERVICES TO SENIORS INCLUDING BENEVOLENT CARE TO THOSE WHO HAVE EXHAUSTED THEIR FINANCIAL FUNDS. 0 0 41676 41676 TO ACT AS A SUPPORTING ORGANIZATION TO AFFILIATED ENTITIES OF LUTHERAN LIFE MINISTRIES. 41676 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 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 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 1 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X LUTHERAN LIFE MINISTRIES 8473687365 3150 SALT CREEK LANE ARLINGTON HEIGHTS IL 60005 MEREDITH SLOAN BENTLEY VICE CHAIR 2.00 35.50 X X 0 544444 13404 JAMES BUCKMAN TREASURER/SECRETARY (UNITL DEC '22) 2.00 35.50 X X 0 267249 7657 MICHAEL RENETZKY CHAIR 0.33 3.67 X X 0 0 0 AMY LACROIX TREASURER/SECRETARY (STARTING JAN '23) 2.00 35.50 X X 0 77363 1484 0 889056 22545 0 0 1 0 0 941630 941630 941630 0 0 941630 41676 41676 41676 41676 0 0 1397985 1419058 14346881 15134506 15744866 16553564 83 11388360 11322423 11388360 11322506 X -137668 667977 4494174 4563081 4356506 5231058 15744866 16553564 X 899954 -25400 -2 X 0 0 0 X X 6 LUTHERAN HOME FOR THE AGED INC 362192824 10 0 1012 0 PLEASANT VIEW LUTHER HOMES INC 362167830 10 0 279 0 LUTHER OAKS INC 202117469 10 0 233 0 WITTENBERG LUTHERAN VILLAGE 351299499 10 0 401 0 WITTENBERG LUTHERAN ENDOWMENT CORP 351472245 10 0 0 0 LUTHERAN LIFE COMMUNITIES 208549333 10 0 37750 0 6 39675 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 PART IV, SECTION A, LINE 1: THE ORGANIZATION AND ITS SUPPORTED ORGANIZATIONS BOTH HAVE THE SAME SOLE CORPORATE MEMBER, LUTHERAN LIFE MINISTREIS. AS THE SOLE CORPORATE MEMBER, LUTHERAN LIFE MINISTRIES HAS THE ABILITY TO APPOINT THE BOARD OF DIRECTORS FOR BOTH THE ORGANIZATION AND ITS SUPPORTED ORGANIZATIONS. 4494174 103831 34924 4563081 4381785 133689 21300 4494174 4291795 103494 13504 4381785 4224892 89439 22536 4291795 4121164 103728 4224892 0.26000 0.74000 0 0 0 DUE TO AFFILIATES 11322423 11322423 X PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS SUPPORTS THE OPERATIONS OF ITS AFFILIATES, EACH OF WHICH IS CONTROLLED AND GOVERNED BY THE SAME SOLE CORPROATE MEMBER: LUTHERAN LIFE MINISTRIES PART X, LINE 2: THE CORPORATION QUALIFIES AS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE CORPORATION HAS ADOPTED ASC SUBTOPIC 740-10, INCOME TAXES - OVERALL. ASC SUBTOPIC 740-10 ADDRESSES THE DETERMINATION OF HOW TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE COMBINED FINANCIAL STATEMENTS. UNDER ASC SUBTOPIC 740-10, THE CORPORATION MUST RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE COMBINED FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. ASC SUBTOPIC 740-10 ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST, AND PENALTIES ON INCOME TAXES, ACCOUNTING IN INTERIM PERIODS AND REQUIRES INCREASED DISCLOSURES. THE CORPORATION DOES NOT HAVE AN ASSET OR LIABILITY FOR UNRECOGNIZED TAX BENEFITS. SCHEDULE D, PART V, LINE 4 THE ENDOWMENT FUNDS SUPPORT THE OPERATIONS OF THE SUPPORTED ORGANIZATIONS, INCLUDING BENEVOLENT CARE TO THOSE WHO HAVE EXHAUSTED THEIR FUNDS. 1 LUTHERAN LIFE COMMUNITIES 3150 SALT CREEK LANE ARLINGTON HEIGHTS IL 60005 208549333 501(C)(3) 39750 0 EMPLOYEE EDUCATION AND DEVELOPMENT LUTHERAN HOME FOR THE AGED INC 800 W OAKTON ST ARLINGTON HEIGHTS IL 60004 362192824 501(C)(3) 1012 0 EMPLOYEE EDUCATION AND DEVELOPMENT LUTHER OAKS INC 601 LUTX RD BLOOMINGTON IL 61704 202117469 501(C)(3) 233 0 EMPLOYEE EDUCATION AND DEVELOPMENT PLEASANT VIEW LUTHERAN HOME INC 505 COLLEGE AVE OTTOWA IL 61350 362167830 501(C)(3) 279 0 EMPLOYEE EDUCATION AND DEVELOPMENT WITTENBERG LUTHERAN VILLAGE INC 1200 E LUTHER DRIVE CROWN POINT IN 46307 351299499 501(C)(3) 401 0 EMPLOYEE EDUCATION AND DEVELOPMENT 5 X 1 1 X X X X 0 0 0 0 0 0 0 0 0 MEREDITH SLOAN BENTLEY VICE CHAIR 0 544444 0 0 0 0 0 8910 0 4494 0 557848 0 0 JAMES BUCKMAN TREASURER/SECRETARY (UNITL DEC '22) 0 248737 0 0 0 18512 0 3335 0 4322 0 274906 0 0 PART I, LINE 1A THE PRESIDENT AND CEO IS PROVIDED WITH A HOUSING ALLOWANCE WHICH TOTALED $34,800 FOR CALENDAR YEAR 2022, AND WAS INCLUDED WITHIN TAXABLE COMPENSATION. PART I, LINE 1B THE HOUSING ALLOWANCE IS INCORPORATED INTO THE EMPLOYMENT AGREEMENT WITH THE CEO. FORM 990, PART VI, SECTION A, LINE 6 LUTHERAN LIFE MINISTRIES IS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD IS APPOINTED BY THE SOLE CORPORATE MEMBER, LUTHERAN LIFE MINISTRIES. FORM 990, PART VI, SECTION A, LINE 7B SOME DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO THE APPROVAL OF THE SOLE CORPORATE MEMBER, LUTHERAN LIFE MINISTRIES. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION REVIEWS THE TAX RETURN WITH THE AUDIT COMMITTEE OF ITS SOLE CORPORATE MEMBER, LUTHERAN LIFE MINISTRIES, TO REPORT TO THE BOARD OF LUTHERAN LIFE MINISTRIES, WHICH PROVIDES FINAL APPROVAL OF THE TAX RETURNS OF ALL SUBSIDIARIES. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY REQUIRES BOARD MEMBERS, DIRECTORS, OFFICERS, AND KEY EMPLOYEES TO DISCLOSE TO THE BOARD OF DIRECTORS WHEN A CONFLICT MAY EXIST. THE POLICY AND COMPLIANCE WITH THIS POLICY ARE REVIEWED ANNUALLY BY THE AUDIT COMMITTEE OF ITS PARENT LUTHERAN LIFE MINISTRIES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED WITH THE HELP OF AN INDEPENDENT COMPENSATION CONSULTANT AND THE COMPENSATION COMMITTEE OF THE BOARD OF ITS PARENT LUTHERAN LIFE MINISTRIES. ULTIMATE APPROVAL FOR THE COMPENSATION AMOUNT FOR THE CEO RESTS WITH THE BOARD OF LUTHERAN LIFE MINISTRIES. THE BOARD PROVIDES COUNSEL TO THE CEO FOR THE COMPENSATION OF ANY OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE TAX RETURN, FINANCIAL STATEMENTS AND POLICIES ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: OTHER -2. LUTHERAN HOME FOR THE AGED INC 800 W OAKTON STREET ARLINGTON HEIGHTS IL 60004 362192824 HEALTH CARE AND HOUSING FOR SENIORS IL 501(C)(3) 509(A)(2) N/A 0 LUTHERAN COMMUNITY SERVICES FOR THE AGED INC 800 W OAKTON STREET ARLINGTON HEIGHTS IL 60004 363365609 IMPROVE QUALITY OF LIFE FOR SENIORS IL 501(C)(3) 509(A)(2) N/A 0 LUTHERAN FOUNDATION FOR THE AGED INC 800 W OAKTON STREET ARLINGTON HEIGHTS IL 60004 363365615 SUPPORTS THE WORK PROVIDED IN THE LUTHERAN HOME AND SERVICES SYSTEM IL 501(C)(3) 170(B)(1)(A)(VI) N/A 0 LUTHER OAKS INC 601 LUTZ ROAD BLOOMINGTON IL 61704 202117469 HEALTH CARE AND HOUSING FOR SENIORS IL 501(C)(3) 509(A)(2) N/A 0 WITTENBERG LUTHERAN VILLAGE INC 1200 E LUTHER DRIVE CROWN POINT IN 46307 351299499 LONG-TERM HEALTH CARE FACILITY IN 501(C)(3) 509(A)(2) N/A 0 WITTENBERG LUTHERAN VILLAGE ENDOWMENT CORPORATION 1200 E LUTHER DRIVE CROWN POINT IN 46307 351472245 LONG-TERM HEALTH CARE FACILITY IN 501(C)(3) 509(A)(2) N/A 0 LUTHERAN LIFE MINISTRIES 3150 SALT CREEK LANE ARLINGTON HEIGHTS IL 60005 203426654 DEVELOP NEW SERVICES FOR SENIORS AND MANAGE SENIOR LIVING FACILITIES IL 501(C)(3) 509(A)(3) YES 0 PLEASANT VIEW LUTHERAN HOME INC 505 COLLEGE AVENUE OTTAWA IL 61350 362167830 NURSING AND HEALTHCARE CENTER IL 501(C)(3) 509(A)(2) N/A 0 LUTHERAN LIFE COMMUNITIES FOUNDATION 3150 SALT CREEK LANE ARLINGTON HEIGHTS IL 60005 363861882 SUPPORTS THE RESIDENTS AND OPERATIONS OF EACH LUTHERAN LIFE COMMUNITY IL 501(C)(3) 509(A)(1) N/A 0 ST PAUL'S HOUSE AND HEALTH CARE CENTER 3150 SALT CREEK LANE ARLINGTON HEIGHTS IL 60005 362167897 HEALTH CARE AND HOUSING FOR SENIORS IL 501(C)(3) 509(A)(2) N/A 0 LUTHERAN LIFE COMMUNITIES 3150 SALT CREEK LANE ARLINGTON HEIGHTS IL 60005 208549333 NMANAGEMENT SERVICES IL 501(C)(3) 509(A)(2) N/A 0 ARLINGTON OF NAPLES 3150 SALT CREEK LANE ARLINGTON HEIGHTS IL 60005 262019353 HEALTH CARE AND HOUSING FOR SENIORS IL 501(C)(3) 509(A)(2) N/A 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LUTHERAN HOME FOR THE AGED INC E 11322423