2025-08-01T12:51:50-05:00 2024-12-31 390758449 WIPFLI LLP 170 N RADNOR-CHESTER RD SUITE 200 RADNOR PA 19087 990 2024-01-01 390807205 THE LUTHERAN HOME INC LUTH 4142586170 7500 W NORTH AVENUE WAUWATOSA WI 53213 KATHRYN CAVERS PRESIDENT & CEO 4142586170 2025-08-01 1 1 SOLOMON MARDAKHAEV P01806552 6105653930 2025-08-01 2024 2025-03-06 01:10:19Z KATHRYN CAVERS 7500 W NORTH AVENUE WAUWATOSA WI 53213 30245688 0 X WWW.THELUTHERANHOME.ORG X 1906 WI THE LUTHERAN HOME, INC. PROVIDES REHABILITATION SERVICES, SKILLED NURSING, SPECIALIZED MEMORY CARE ASSISTED LIVING, ADULT DAY SERVICES, AND CHILD CARE. 16 16 565 41 0 0 895153 369827 28102511 29323000 86203 91362 465509 461499 29549376 30245688 2500000 0 0 0 19603973 19989046 0 0 0 9114394 8861982 31218367 28851028 -1668991 1394660 31773690 32151444 3579845 2448763 28193845 29702681 X THE LUTHERAN HOME, INC. IS DEDICATED TO SERVING OLDER ADULTS AND ENRICHING THE LIVES OF THOSE WE TOUCH BY PROVIDING COMPASSIONATE AND LOVING CARE. 0 0 21777556 0 27898925 160 BED NURSING HOME AND 65 UNIT COMMUNITY BASED RESIDENTIAL FACILITY.THE NURSING HOME OFFERS ALL PRIVATE ROOMS FOR SHORT AND LONG TERM STAYS. THE NURSING HOME OFFERS A WIDE RANGE OF SERVICES INCLUDING A REHABILITATION CENTER FOR PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPY. ADDITIONAL SERVICES INCLUDE PHYSICIAN VISITS, SOCIAL SERVICES, IN-HOUSE BEAUTY SHOP, RECREATIONAL THERAPY, DENTIST VISITS, CHURCH SERVICES, AND DIETICIAN. APPROXIMATELY 129 BEDS WERE FILLED DURING THE YEAR.THE COMMUNITY BASED RESIDENTIAL FACILITY OFFERS ALL PRIVATE UNITS FOR DEMENTIA RESIDENTS. SERVICES INCLUDE 24 HOURS NURSING SERVICES, 3 MEALS PER DAY, RECREATIONAL THERAPY, HOUSEKEEPING, AND LAUNDRY SERVICES. APPROXIMATELY 63 OF THE 72 BEDS WERE FILLED DURING THE YEAR. 1210915 0 1035714 CHILD CARE - THE LUTHERAN HOME OFFERS A CHILD CARE PROGRAM FOR PRESCHOOL CHILDREN. THE PROGRAM OFFERS A MEAL PLAN FOR CHILDREN WHO SPEND THE ENTIRE DAY IN DAY CARE. CHILD CARE AVERAGED 55 CHILDREN IN THE PROGRAM DURING THE YEAR. 548230 0 388361 MIND EFFECTS - THE LUTHERAN HOME REOPENED THE MIND EFFECTS PROGRAM IN 2021, WHICH IS A DAY PROGRAM AVAILABLE FOR INDIVIDUALS WITH MILD MEMORY LOSS OR A FAMILY HISTORY OF DEMENTIA. THE PROGRAM INCLUDES MEALS FOR PARTICIPANTS. 23536701 1 1 0 0 0 0 0 0 1 0 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 35 0 565 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X HENRIK CLAUSEN 4142586170 7500 W NORTH AVENUE WAUWATOSA WI 53213 DAVE SANDSTROM CHAIRPERSON 1.00 1.00 X X 0 0 0 MERILOU GONZALES VICE CHAIRPERSON 1.00 1.00 X X 0 0 0 KRIS SURMA TREASURER 1.00 1.00 X X 0 0 0 DIANE EHN SECRETARY 1.00 1.00 X X 0 0 0 CHYTANIA BROWN DIRECTOR (THRU 07/24) 1.00 1.00 X 0 0 0 JIM DENOR DIRECTOR 1.00 1.00 X 0 0 0 MIKE HODAN DIRECTOR 1.00 1.00 X 0 0 0 BEN JUECH DIRECTOR 1.00 1.00 X 0 0 0 BEN KEBBEKUS DIRECTOR 1.00 1.00 X 0 0 0 BRIAN KILB DIRECTOR 1.00 1.00 X 0 0 0 GARY MUELLER DIRECTOR 1.00 1.00 X 0 0 0 HARRIET PEDERSEN DIRECTOR 1.00 1.00 X 0 0 0 RON PHILLEO DIRECTOR 1.00 1.00 X 0 0 0 REV RANDY RAASCH DIRECTOR 1.00 1.00 X 0 0 0 TIM REARDON DIRECTOR 1.00 1.00 X 0 0 0 PAUL ROSENBERG DIRECTOR 1.00 1.00 X 0 0 0 KATIE TRISKA WIEMER DIRECTOR 1.00 1.00 X 0 0 0 KATHY CAVERS PRESIDENT & CEO 24.00 16.00 X 252326 0 26709 HENRIK CLAUSEN VP OF FINANCE & CFO 24.00 16.00 X 144180 0 13863 DANIELLE UNGER ADMINISTRATOR 40.00 X 103046 0 28003 BRIDGETTE FROMMELL EXECUTIVE DIRECTOR - LH FOUNDATION 1.00 40.00 X 127391 0 22637 JAYNE TETTENBORN VP OF HUMAN RESOURCES 24.00 16.00 X 123105 0 13088 DYONNE WILHELM ADMINISTRATOR - MEMORY CARE 40.00 X 107295 0 12514 ELENA DEPASS DIRECTOR OF NURSING 40.00 X 105584 0 29911 CAREY BARTLETT VP-CLIENT RELATIONS 24.00 16.00 X 105158 0 21959 1068085 0 168684 11 0 1 0 STIER CONSTRUCTION INC N8 W22195 JOHNSON DR 160 WAUKESHA WI 53186 CONSTRUCTION/RENOVATION SERVICES 2299042 BSG MAINTENANCE INC PO BOX 165 NEWBURG WI 53060 CLEANING SERVICES 280644 DAS HEALTH VENTURES LLC 1000 N ASHLEY DR TAMPA FL 33602 TECHNOLOGY SERVICES 247985 3 238224 131603 369827 NET RESIDENT SERVICE REVENUE 623000 25977258 25977258 MANAGEMENT SERVICE FEE REVENUE 623000 1000743 1000743 2344999 2344999 29323000 91362 91362 461499 0 461499 461499 461499 30245688 29323000 0 552861 568126 568126 16329103 14047586 2281517 185279 166937 18342 1684465 1450639 233826 1222073 1019851 202222 25178 25178 13158 13158 1924833 1735882 188951 82620 82620 154251 154251 137853 137853 862707 728986 133721 18094 18094 3954 3954 1997836 1798051 199785 512714 512714 RAW FOOD 1032060 1029759 2301 SUPPLIES 1030205 962425 67780 PHARMACEUTICALS 441185 441185 BAD DEBT EXPENSE 216327 216327 409007 151446 257561 28851028 23536701 5314327 0 4303537 1017992 2654885 3121481 2905 2905 209715 445664 66601728 40621790 24030403 25979938 572245 1583464 31773690 32151444 3288436 1970177 230446 115326 30590 45561 30373 317699 3579845 2448763 X 28102500 29497160 91345 205521 28193845 29702681 31773690 32151444 X 1394660 114176 X 0 1 X 1 0 X 5615526 4654345 1940920 895153 369827 13475771 22151196 24250689 26907622 28102511 29323000 130735018 27766722 28905034 28848542 28997664 29692827 144210789 0 0 0 144210789 428113 443721 457191 551712 552861 2433598 428113 443721 457191 551712 552861 2433598 28194835 29348755 29305733 29549376 30245688 146644387 0.98340 0.98550 0.01660 0.01450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 834780 834780 53820829 30898633 22922196 11314600 9723157 1591443 631519 631519 25979938 DUE TO LUTHERAN HOME FOUNDATION, INC. 317699 317699 30245688 0 30245688 0 30245688 28851028 0 28851028 0 28851028 PART IV, LINE 2B: THE ACCOUNTS THAT THE LUTHERAN HOME IS A CUSTODIAN FOR ARE RESERVATION DEPOSITS AND RESIDENT TRUST FUNDS. WHEN THE RESIDENT MOVES OUT THE RESERVATION DEPOSIT IS GIVEN BACK TO THEM. THE RESIDENT TRUST FUNDS ARE FOR RESIDENTS TO USE AS THEY WISH FOR PERSONAL EXPENSES. X X X 0 0 0 0 0 0 0 1 0 KATHY CAVERS PRESIDENT & CEO 229826 0 22500 0 0 0 7579 0 19130 0 279035 0 0 0 HENRIK CLAUSEN VP OF FINANCE & CFO 144180 0 0 0 0 0 4382 0 9481 0 158043 0 0 0 BRIDGETTE FROMMELL EXECUTIVE DIRECTOR - LH FOUNDATION 127391 0 0 0 0 0 4034 0 18603 0 150028 0 0 0 PART I, LINE 7 SCHEDULE J, PART II, COLUMN (B)(II) REPORTS DISCRETIONARY INCENTIVE AMOUNTS THAT WERE APPROVED BY THE BOARD BASED UPON PERFORMANCE. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION SHALL HAVE A SINGLE CLASS OF MEMBERS AND THE SOLE MEMBER OF SUCH CLASS SHALL BE LUTHERANLIVING SERVICES, INC., A WISCONSIN NONPROFIT CORPORATION AND AN ENTITY RECOGNIZED AS EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER SHALL HAVE SOLE VOTING POWER TO ELECT THE DIRECTORS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBER SHALL HAVE SOLE VOTING POWER TO AUTHORIZE ANY AMENDMENT TO THE CORPORATION'S ARTICLES OF INCORPORATION AND/OR THE BY-LAWS THAT IMPAIR THE RIGHTS OF THE MEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE 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 DURING THE FIRST BOARD MEETING OF THE 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 COMPANY. BOARD MEMBERS ARE EXCUSED FROM VOTING ON MATTERS WHERE A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15 THE HUMAN RESOURCES COMMITTEE OF THE LUTHERAN HOME, INC. RECOMMENDS THE CEO'S SALARY BASED ON INFORMATION FROM PAYSOURCE AND LEADINGAGE PROVIDED BY THE VICE PRESIDENT OF HUMAN RESOURCES, ALONG WITH SALARIES GATHERED FROM THE PUBLISHED FORM 990 OF THE CORPORATION'S TOP 10 COMPETITORS. THE BOARD'S EXECUTIVE COMMITTEE APPROVES THE SALARY RECOMMENDATION. OTHER OFFICERS AND THE ADMINISTRATIVE LEADERSHIP TEAM FOLLOW THAT SAME PROCESS BUT ONLY ADVISORY. CEO SETS THOSE SALARIES WITH BOARD COMMITTEE INPUT. THE FULL BOARD APPROVES THE ANNUAL BUDGET, WHICH INCLUDES ALL SALARY RECOMMENDATIONS. 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 INTEREST IN NET ASSETS OF LUTHERAN HOME FOUNDATION, INC. 114,176. HARWOOD PLACE INC 7500 W NORTH AVENUE WAUWATOSA WI 53213 391531532 INDEPENDENT LIVING DE 501(C)(3) LINE 10 LUTHERANLIVING SERVICES INC 0 LUTHERANLIVING SERVICES INC 7500 W NORTH AVENUE WAUWATOSA WI 53213 391477207 STRATEGIC PLANNING & DEVELOPMENT WI 501(C)(3) LINE 10 N/A 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0