2025-09-29T09:13:39-05:00 2024-12-31 390758449 WIPFLI LLP 170 N RADNOR-CHESTER RD SUITE 200 RADNOR PA 19087 990 2024-01-01 391499823 LUTHERAN MANOR FOUNDATION INC LUTH 4144643880 4545 N 92ND ST WAUWATOSA WI 53225 ARTHUR KEUP CFO 4144643880 2025-09-22 1 1 SOLOMON MARDAKHAEV P01806552 6105653930 2025-09-22 2024 2025-03-06 01:10:19Z STEPHANIE CHEDID 4545 N 92ND ST WAUWATOSA WI 53225 4773747 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 213667 233451 0 0 600697 758141 0 -2396 814364 989196 2329872 2012367 0 0 0 0 0 0 315790 554104 630539 2883976 2642906 -2069612 -1653710 13474893 12726509 3538939 3754951 9935954 8971558 THE FOUNDATION PROVIDES GRANTS FOR THE FINANCIAL SUPPORT OF UNITED LUTHERAN PROGRAM FOR THE AGING, INC. 0 0 2012367 2012367 0 THE FOUNDATION PROVIDES GRANTS TO THE UNITED LUTHERAN PROGRAM FOR THE AGING (ULPA) TO SUPPORT RESIDENTS WHO CANNOT AFFORD THEIR CARE AND HOUSING EXPENSES. FURTHERMORE, THE FOUNDATION SUPPORTS THE OPERATIONS, GROWTH, AND CHARITABLE INITIATIVES OF THE ULPA. 2012367 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 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 1 1 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 336450 105708 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 178787 18062 STEVEN WATSON EXECUTIVE DIRECTOR 37.50 12.50 X 0 140000 1712 0 655237 125482 0 0 1 0 0 37383 196068 11959 233451 354264 354264 4176559 3772682 403877 403877 403877 9473 37383 11869 -2396 -2396 989196 0 0 755745 2012367 2012367 9580 9580 69953 69953 235216 235216 FOUNDATION EXPENSES 312830 312830 MISCELLANEOUS EXPENSES 2960 2960 2642906 2012367 314749 315790 164105 69944 6112 2308 5522 3155 5694 5227 13293460 12645875 13474893 12726509 38187 34963 3500000 3500000 752 219988 3538939 3754951 X 9935954 8971558 9935954 8971558 13474893 12726509 -1653710 689314 0 X 0 1 X 1 0 X 504221 307820 298666 213667 233451 1557825 504221 307820 298666 213667 233451 1557825 352276 1205549 332741 477534 470550 320296 354264 1955385 3513210 0.34310 0.35220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO LUTHER MANOR 219988 219988 1620426 689314 11869 701183 919243 69953 69953 989196 2584822 11869 11869 2572953 69953 69953 2642906 PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 11,869. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 11,869. DINNER/AUCTION 46856 37383 9473 8770 400 2699 46856 37383 9473 8770 400 2699 11869 -2396 1 UNITED LUTHERAN PROGRAM FOR THE AGING INC 4545 N 92ND STREET WAUWATOSA WI 53225 390981434 501(C)(3) 2012367 0 RESIDENT ASSISTANCE PROGRAM & OPERATIONAL SUPPORT 1 0 PART I, LINE 2: THE LUTHER MANOR FOUNDATION PROVIDES GRANTS TO THE UNITED LUTHERAN PROGRAM FOR THE AGING (ULPA) TO SUPPORT RESIDENTS WHO CANNOT AFFORD THEIR CARE AND HOUSING EXPENSES. ADDITIONALLY, THE FOUNDATION AIDS IN THE OPERATIONS, GROWTH, AND CHARITABLE INITIATIVES OF ULPA, ADVANCING ITS MISSION TO ENRICH THE LIVES OF OLDER ADULTS, AND MEETING THE DIVERSE HEALTH NEEDS OF SENIORS. 0 1 0 0 0 0 1 0 0 STEPHANIE CHEDID PRESIDENT 0 279950 0 56500 0 0 0 56097 0 49611 0 442158 0 0 ARTHUR KEUP CFO 0 158787 0 20000 0 0 0 2469 0 15593 0 196849 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) EXECUTIVE COMMITTEE; 2) INDEPENDENT COMPENSATION CONSULTANT; 3) COMPENSATION SURVEY OR STUDY; AND 4) APPROVAL BY THE EXECUTIVE 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 2024. PART I, LINE 6 A PERCENTAGE OF THE ANNUAL BONUS FOR THE CEO AND CFO WERE DETERMINED BASED ON NET OPERATING LOSS. BONUSES WERE ACCRUED IN 2024 AND PAID IN 2025. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS SHALL BE ELECTED BY THE BOARD OF DIRECTORS AT ITS ANNUAL MEETING OR AT ANY TIME THROUGHOUT THE YEAR AS OUTLINED IN THE BYLAWS. 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. 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