2025-11-13T11:47:50-07:00 2024-12-31 990 2024-01-01 161315868 NIAGARA LUTHERAN HEALTH FOUNDATION INC NIAG 7166840202 5959 Broadway Street Lancaster NY 140869523 Steven Chizuk Chief Financial Officer 7166840202 2025-11-13 1 2024 2025-03-06 01:10:19Z Christopher Koenig 5959 Broadway Lancaster NY 14086 4488700 0 X www.niagaralutheran.org X 1987 NY Our mission is to provide for the physical, social, and spiritual needs of the individuals we serve, in a Christian environment. The organization's primary activity is fund raising to improve the quality of life for the residents and the work environment for the caregivers of its related organizations. 24 23 0 0 0 0 854789 873946 0 0 386570 822892 0 0 1241359 1696838 664571 1387288 0 0 234299 234257 0 0 518570 438682 284313 1337552 1905858 -96193 -209020 22107161 22960219 71875 6373 22035286 22953846 Our mission is to provide for the physical, social, and spiritual needs of the individuals we serve, in a Christian environment. The organization's primary activity is fund raising to improve the quality of life for the residents and the work environment for the caregivers of its related organizations. 0 0 1387288 1387288 0 Raised funds to help improve the quality of life for the residents and the work environment for the caregivers of its related organizations by contributing towards the purchase of necessary equipment, programs, and furnishings and the expansion of related Organizations. 0 0 0 1387288 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 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 1 0 0 0 0 0 0 0 0 0 X 24 23 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X Steven Chizuk CFO 7166840202 5959 Broadway Street Lancaster NY 140869523 Christopher E Koenig President/CEO 5 32.5 X 0 385290 23648 Steven Chizuk Chief Financial Officer 5 32.5 X 0 225143 22301 Mr David E McMullen Dir of Development and Board Member 37.5 0 X X 0 152466 20903 Mr Edward G Wright Board Member/Chairman 0.5 0.5 X X 0 0 0 Todd Anderson Board Member 0.5 0 X 0 0 0 Mr John N Blair Board Member 0.5 0 X 0 0 0 Ms Janet Day Board Member 0.5 0 X 0 0 0 Ms Linda A Dobmeier Board Member 0.5 0 X 0 0 0 Mr Robert W Gromer Board Member 0.5 0 X 0 0 0 Mr Cary Haller Vice Chairman & Treasurer 0.5 2.5 X X 0 0 0 Mark Johnson Board Member 0.5 0 X 0 0 0 Mr Gary P Kenline Board Member 0.5 0 X 0 0 0 Paul Kroll Board Member 0.5 0 X 0 0 0 Rev Paul R Mertzlufft Board Member 0.5 2 X 0 0 0 Rev Jeffrey D Nickel Board Member 0.5 0 X 0 0 0 Mr Matthew L O'Connor Board Member 0.5 0 X 0 0 0 Mr Richard C Paul Board Member 0.5 0 X 0 0 0 Mr Gerald C Saxe Board Member 0.5 2.5 X 0 0 0 Dr Richard Shick Board Member 0.5 0.5 X 0 0 0 Mr Michael Straeck Board Member 0.5 0 X 0 0 0 Mr Kevin R Weber Board Member 0.5 0 X 0 0 0 Kimberly Whister Board Member 0.5 0 X 0 0 0 Mr James P Renda Board Member 0.5 0 X 0 0 0 Mr C Michael Bader Board Member 0.5 0.5 X 0 0 0 Ms Amity Lippes Mann Board Member 0.5 0 X 0 0 0 Mr J Patrick Greenwald Board Member 0.5 0 X 0 0 0 0 762899 66852 0 0 1 0 0 0 0 0 0 0 873946 0 873946 0 615617 0 0 615617 0 0 0 0 0 0 0 0 0 0 2999137 0 2791862 0 207275 0 207275 0 0 207275 0 0 1696838 0 0 822892 1387288 1387288 0 0 0 0 0 0 0 0 0 0 0 0 0 0 198265 0 0 198265 3901 0 0 3901 16733 0 0 16733 15358 0 0 15358 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 146405 0 0 146405 861 0 0 861 0 0 0 0 10910 0 0 10910 25594 0 0 25594 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1456 0 0 1456 0 0 0 0 0 0 0 0 98 0 0 98 0 0 0 0 Corporate Allocation 80672 0 0 80672 18317 0 0 18317 1905858 1387288 0 518570 2374312 739297 13333 6906 60998 60876 220 122 19594825 21952171 124471 261723 22107161 22960219 12285 6373 59590 0 71875 6373 X 20508266 21352268 1527020 1601578 22035286 22953846 22107161 22960219 -209020 1127580 0 0 0 0 X 0 1 X 1 0 X X 5 NIAGARA LUTHERAN DEVELOPMENT INC dba GREENFIELD HEALTH AND REHABILITATION CENTER INC 161502150 10 1 26540 0 LUTHERAN CHURCH HOME AT GREENFIELD INC DBA GREENFIELD COURT 161579391 10 1 51564 0 GREENFIELD MANOR INC 161564089 10 1 1961 0 LUTHERAN CHURCH HOME OF BUFFALO INC 160763163 10 1 1307223 0 NIAGARA LUTHERAN HEALTH SYSTEMS INC 161501206 10 1 0 0 5 1387288 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 206007 0 0 0 0 0 206007 206007 0 0 0 0 0 206007 206007 0 0 0 0 0 206007 206007 0 0 0 0 0 206007 206007 0 0 0 0 0 206007 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 60998 60876 122 122 0 0 X Schedule D, Part V, Line 4 The Organization holds permanent endowments for the benefit of its related organizations. The uses of the endowments are based on the donors intent. There are four endowment funds held by the Organization. The first is in the amount of $35,007. The income from the endowment funds is used to support the operating and maintenance of a related Organization. The second is in the amount of $100,000. The income from this endowment is to be used for capital or operational expenses of a related Organization. The third is in the amount of $46,000. The income from this endowment is to be used for operations of a related Organization. The fourth is in the amount of $25,000. The income from this endowment shall be used for musical entertainment for the related organizations. Schedule D, Part X, Line 2 Income Taxes: The entities comprising the Organization are all not-for-profit corporations as described in Section 501(c)(3) of the Internal Revenue Code (the Code), and accordingly, are exempt from Federal income taxes on related income pursuant to Section 501(a) of the Code. Accordingly, no provision for income taxes has been reflected in the accompanying consolidated financial statements. The Organization accounts for uncertain tax positions in accordance with US GAAP, which requires the recognition and measurement of uncertain tax positions that the Organization has taken or expects to take in the Organization's tax returns. 1 Greenfield Health and Rehab 5959 Broadway Lancaster NY 14086 161502150 501(c)(3) 26540 0 To renovate the aquatics rehab center Lutheran Church Home of Buffalo Inc 5959 Broadway Lancaster NY 14086 160763163 501(c)(3) 1307223 Benevolent fund and payoff of construction costs of enhanced assisted living houses. Greenfield Court 5959 Broadway Lancaster NY 14086 161579391 501(c)(3) 51564 Benevolent fund for residents 3 3 Schedule I, Part I, Line 2 The Organization contributes to its related parties based upon board approval or substantiation of expenses. X X X X 0 0 0 0 0 0 0 0 0 Christopher E Koenig President/CEO 0 340290 0 45000 0 0 0 4872 0 18776 0 408938 0 0 Steven Chizuk Chief Financial Officer 0 213177 0 11966 0 0 0 3513 0 18788 0 247444 0 0 Mr David E McMullen Dir of Development and Board Member 0 148123 0 4343 0 0 0 2208 0 18695 0 173369 0 0 Form 990, Part VI, Section A, Line 6 Niagara Lutheran Health System Inc is the sole member for the Organization and elects the Board of Directors. Form 990, Part VI, Section A, Line 7a The Organization's sole member is Niagara Lutheran Health System, Inc. The Organization's sole member elects the Board of Directors. Form 990, Part VI, Section B, Line 11b The process to review the form 990 is as follows: - The 990 is prepared by the Finance Department. The final Form 990 is then reviewed by the Finance Committee of the Board of Directors - A copy of the Form 990 is provided to all board members prior to filing. Form 990, Part VI, Section B, Line 12c The conflict of interest policy is reviewed annually with the board of directors. Questionnaires are filled out by the board and key personnel and reviewed by the corporate compliance officer on an annual basis. If any conflicts of interest or related matters arise as a result of the review, the corporate compliance officer will address with the board of directors. Form 990, Part VI, Section B, Line 15 Compensation of the officers and other key employees of the Organization (who are paid through Niagara Lutheran Health System, Inc. the sole member) is approved by the executive committee of the board of directors. The process for determining includes a review by the executive committee of the board of directors and the personnel committee of the board of directors. The review includes information from the Form 990 of other organizations and compensation surveys conducted from independent sources. Form 990, Part VI, Section C, Line 19 The Organization does not make available to the public its governing documents, conflict of interest policy, and Financial Statements. Niagara Lutheran Development Inc dba Greenfield Health and Rehabilitation Center Inc 5959 Broadway Street Lancaster NY 140869523 161502150 Skilled Nursing Facility NY 501(c)3 10 Niagara Lutheran Health System Inc 0 Lutheran Church Home of Buffalo Inc 5959 Broadway Street Lancaster NY 140869523 160763163 To provide housing, meals, and other necessities for elderly residents of the home NY 501(c)3 10 Niagara Lutheran Health System Inc 0 Greenfield Manor Inc 5959 Broadway Street Lancaster NY 140869523 161564089 Senior Independent Living Facility NY 501(c)3 10 Niagara Lutheran Health System Inc 0 Lutheran Church Home at Greenfield Inc dba Greenfield Court 5959 Broadway Street Lancaster NY 14086 161579391 Maintain and operate an enriched housing facility in Lancaster New York NY 501(c)3 10 Niagara Lutheran Health System Inc 0 Niagara Lutheran Health System Inc 5959 Broadway Street Lancaster NY 140869523 161501206 The Organization provides a centralized administrative and financial service to related NFP Orgs NY 501(c)3 12b N/A 0 0 1 0 0 0 0 0 1 1 1 0 1 0 0 1 1 0 0 0