2025-08-01T12:52:30-05:00 2024-12-31 390758449 WIPFLI LLP 170 N RADNOR-CHESTER RD SUITE 200 RADNOR PA 19087 990 2024-01-01 391478794 LUTHERAN HOME FOUNDATION INC LUTH 4142566836 7500 W NORTH AVENUE WAUWATOSA WI 53213 KATHRYN CAVERS PRESIDENT & CEO 4142566836 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 2240406 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. 17 17 0 45 0 0 1116638 1444309 0 0 311939 337966 0 0 1428577 1782275 277939 151806 0 0 0 0 0 0 451909 514958 612084 792897 763890 635680 1018385 12462106 13543663 217098 5482 12245008 13538181 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 131100 131100 0 SUPPORT OF THE LUTHERAN HOME, INC. - THE LUTHERAN HOME FOUNDATION, INC. MAKES DONATIONS TO THE LUTHERAN HOME, INC. DESIGNATED FOR LUTHERAN HOME USE. 20706 20706 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. DESIGNATED FOR HARWOOD PLACE USE. 151806 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 4 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 WI X HENRIK CLAUSEN 4142586170 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 CHRIS EVERS DIRECTOR 1.00 X 0 0 0 PAUL FEIDER DIRECTOR 1.00 X 0 0 0 KEVIN FESTERLING DIRECTOR 1.00 X 0 0 0 MERILOU GONZALES DIRECTOR 1.00 X 0 0 0 MIKE HODAN DIRECTOR (THRU APR 2024) 1.00 X 0 0 0 AARON HOLTEBECK DIRECTOR 1.00 X 0 0 0 LINDSEY KRIETE DIRECTOR 1.00 X 0 0 0 MIKE MALONE DIRECTOR 1.00 X 0 0 0 CRAIG MELLENDORF DIRECTOR 1.00 X 0 0 0 DAVE SANDSTROM DIRECTOR (THRU APR 2024) 1.00 X 0 0 0 MARTIN SCHREIBER DIRECTOR 1.00 X 0 0 0 BOB SOWINSKI DIRECTOR 1.00 X 0 0 0 CYNTHIA STOKES-MURRAY 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 327375 1 171166 1273143 30153 1444309 372133 372133 351793 385960 -34167 -34167 -34167 72171 171166 72171 0 1782275 0 0 337966 131100 131100 20706 20706 327375 327375 16540 16540 31802 31802 15002 15002 8130 8130 81934 81934 4077 4077 66685 66685 3454 3454 527 527 29619 29619 BAD DEBT EXPENSE 19033 19033 DUES & SUBSCRIPTIONS 7906 7906 763890 151806 160175 451909 1140959 1315588 1318073 1104461 21927 18378 419864 439947 670810 28286 643051 642524 7533376 8384651 1384856 1638114 12462106 13543663 419 5482 216679 0 217098 5482 X 10647595 11306229 1597413 2231952 12245008 13538181 12462106 13543663 X 1018385 454654 -179866 X 0 1 X 1 0 X 2591842 955648 263219 1116638 1444309 6371656 2591842 955648 263219 1116638 1444309 6371656 906480 5465176 153682 206860 200717 269827 372133 1203219 7574875 0.72150 0.78050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 641112 641112 29698 28286 1412 642524 BENEFICIAL INTEREST IN TRUST 1204990 DUE FROM HARWOOD PLACE, INC. 115426 DUE FROM THE LUTHERAN HOME 310653 DUE FROM CBRF 6940 DUE FROM DAY CARE 80 DUE FROM DAY SERVICES 25 1638114 2057063 454654 -179866 274788 1782275 0 1782275 763890 0 763890 0 763890 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN TRUST -179,866. MONARCH BALL 2025 243337 171166 72171 2475 6000 15510 48186 243337 171166 72171 2475 6000 15510 48186 72171 0 1 THE LUTHERAN HOME INC 7500 W NORTH AVENUE WAUWATOSA WI 53213 390807205 501(C)(3) 131100 0 GENERAL SUPPORT 1 0 SCHOLARSHIPS FOR TUITION OF EMPLOYEE CONTINUED EDUCATION 16 20706 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: $144,180 ESTIMATED AMOUNT OF OTHER COMPENSATION: $13,863 BRIDGETTE FROMMELL'S COMPENSATION AS EXECUTIVE DIRECTOR IS AS FOLLOWS: REPORTABLE COMPENSATION: $127,391 ESTIMATED AMOUNT OF OTHER COMPENSATION: $22,637 KATHRYN CAVERS' COMPENSATION AS PRESIDENT & CEO IS AS FOLLOWS: REPORTABLE COMPENSATION: $252,326 ESTIMATED AMOUNT OF OTHER COMPENSATION: $26,709 X DONATED AUCTION ITEMS 49 30153 FAIR MARKET VALUE 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN (B). 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 -179,866.