2026-08-04T09:17:05-05:00 2025-12-31 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 220 DULUTH MN 55812 990 2025-01-01 391478794 LUTHERAN HOME FOUNDATION INC LUTH 4142566836 7500 W NORTH AVENUE WAUWATOSA WI 53213 KATHRYN CAVERS PRESIDENT & CEO 4142566836 2026-08-03 1 JESSICA NATUS P01799381 2187224705 2026-08-03 2025 2025-03-06 01:10:19Z KATHRYN CAVERS 7500 W NORTH AVENUE WAUWATOSA WI 53213 1944330 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. 16 16 0 65 0 0 1444309 1159724 0 0 337966 453778 0 0 1782275 1613502 151806 3723830 0 0 0 0 0 0 529043 612084 682839 763890 4406669 1018385 -2793167 13543663 11301296 5482 50491 13538181 11250805 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 3430553 3430553 0 SUPPORT OF HARWOOD PLACE, INC. - THE LUTHERAN HOME FOUNDATION, INC. MAKES DONATIONS TO HARWOOD PLACE, INC. DESIGNATED FOR HARWOOD PLACE USE. 262691 262691 0 SUPPORT OF THE LUTHERAN HOME, INC. - THE LUTHERAN HOME FOUNDATION, INC. MAKES DONATIONS TO THE LUTHERAN HOME, INC. DESIGNATED FOR LUTHERAN HOME USE. 30586 30586 0 SCHOLARSHIPS - THE PURPOSE IS TO PROVIDE CONTINUING EDUCATION TO THE EMPLOYEES OF THE LUTHERAN HOME, INC. AND HARWOOD PLACE, INC. 3723830 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 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 2 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 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 BEN JUECH CHAIRPERSON 1.00 X X 0 0 0 LINDSEY KRIETE VICE CHAIRPERSON 1.00 X X 0 0 0 TOM GALE TREASURER 1.00 X X 0 0 0 JANELLE MEYER-BROWN SECRETARY (THRU 05/25) 1.00 X X 0 0 0 BOB SOWINSKI SECRETARY 1.00 X X 0 0 0 BILL CARRERA DIRECTOR 1.00 X 0 0 0 RICH ERICKSON DIRECTOR (THRU 05/25) 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 BRUCE FLUNKER DIRECTOR 1.00 X 0 0 0 MERILOU GONZALES DIRECTOR (THRU 05/25) 1.00 X 0 0 0 AARON HOLTEBECK 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 RON PHILLEO DIRECTOR 1.00 X 0 0 0 DIANA RAASCH DIRECTOR 1.00 X 0 0 0 MARTIN SCHREIBER 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 363333 1 196225 963499 183905 1159724 343198 343198 343198 232618 110580 110580 110580 98210 196225 98210 0 1613502 0 0 453778 3693244 3693244 30586 30586 363333 363333 17909 17909 33986 33986 12070 12070 11957 11957 85323 85323 4803 4803 63245 63245 3442 3442 281 281 26305 26305 BAD DEBT EXPENSE 51750 51750 DUES & SUBSCRIPTIONS 8435 8435 4406669 3723830 153796 529043 1315588 728545 1104461 711117 18378 16596 439947 466750 670810 28567 642524 642243 8384651 7309938 1638114 1426107 13543663 11301296 5482 428 0 50063 5482 50491 X 11306229 9640369 2231952 1610436 13538181 11250805 13543663 11301296 X -2793167 398624 107167 X 0 1 X 1 0 X 955648 263219 1116638 1444309 1159724 4939538 955648 263219 1116638 1444309 1159724 4939538 1042333 3897205 206860 200717 269827 372133 343198 1392735 6332273 0.61550 0.72150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 641112 641112 29698 28567 1131 642243 BENEFICIAL INTEREST IN TRUST 1312157 DUE FROM HARWOOD PLACE, INC. 113950 1426107 DUE TO THE LUTHERAN HOME 50063 50063 2119293 398624 107167 505791 1613502 0 1613502 4406669 0 4406669 0 4406669 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN TRUST 107,167. MONARCH BALL 2025 294435 196225 98210 25382 5000 15510 52318 294435 196225 98210 25382 5000 15510 52318 98210 0 1 HARDWOOD PLACE INC 82200 HARWOOD AVENUE WAUWATOSA WI 53213 391531532 501(C)(3) 0 3430553 BUILDING RENOVATION THE LUTHERAN HOME INC 7500 W NORTH AVENUE WAUWATOSA WI 53213 390807205 501(C)(3) 0 262691 GENERAL SUPPORT 2 0 SCHOLARSHIPS FOR TUITION OF EMPLOYEE CONTINUED EDUCATION 7 30586 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: $160,865 ESTIMATED AMOUNT OF OTHER COMPENSATION: $13,594 BRIDGETTE FROMMELL'S COMPENSATION AS EXECUTIVE DIRECTOR IS AS FOLLOWS: REPORTABLE COMPENSATION: $141,363 ESTIMATED AMOUNT OF OTHER COMPENSATION: $21,978 KATHRYN CAVERS' COMPENSATION AS PRESIDENT & CEO IS AS FOLLOWS: REPORTABLE COMPENSATION: $275,705 ESTIMATED AMOUNT OF OTHER COMPENSATION: $21,814 X 2 158523 FAIR MARKET VALUE X DONATED AUCTION ITEMS 45 25382 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 107,167.