2026-08-04T09:18:16-05:00 2025-12-31 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 220 DULUTH MN 55812 990 2025-01-01 390807205 THE LUTHERAN HOME INC LUTH 4142586170 7500 W NORTH AVENUE WAUWATOSA WI 53213 KATHRYN CAVERS PRESIDENT & CEO 4142586170 2026-08-04 1 JESSICA NATUS P01799381 2187224705 2026-08-03 2025 2025-03-06 01:10:19Z KATHRYN CAVERS 7500 W NORTH AVENUE WAUWATOSA WI 53213 31542850 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. 15 15 565 60 0 0 369827 523293 29323000 30481581 91362 71545 461499 466431 30245688 31542850 0 1500000 0 0 19989046 20739620 0 0 0 8861982 9373106 28851028 31612726 1394660 -69876 32151444 32028471 2448763 2519627 29702681 29508844 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 24736587 1500000 28900096 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 127 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. 1005611 0 1182406 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 56 CHILDREN IN THE PROGRAM DURING THE YEAR. 468641 0 399079 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. 26210839 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 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 38 0 565 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 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 (THRU 04/25) 1.00 1.00 X X 0 0 0 KRIS SURMA VICE CHAIRPERSON 1.00 1.00 X X 0 0 0 BEN KEBBEKUS TREASURER 1.00 1.00 X X 0 0 0 DIANE EHN SECRETARY 1.00 1.00 X X 0 0 0 BRENDA BUCHANAN DIRECTOR 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 BRIAN KILB DIRECTOR (THRU 04/25) 1.00 1.00 X 0 0 0 LINDSEY KRIETE DIRECTOR 1.00 1.00 X 0 0 0 ADELE LUND 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 (THRU 04/25) 1.00 1.00 X 0 0 0 REV RANDY RAASCH DIRECTOR 1.00 1.00 X 0 0 0 TIM REARDON DIRECTOR (THRU 04/25) 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 275705 0 21814 HENRIK CLAUSEN VP OF FINANCE & CFO 24.00 16.00 X 160865 0 13594 DANIELLE UNGER ADMINISTRATOR (THRU 05/25) 40.00 X 78798 0 19065 LINDSEY PINGEL ADMINISTRATOR 40.00 X 88354 0 15663 MILA RUBIO NURSING SUPERVISOR 40.00 X 177204 0 11461 JAYNE TETTENBORN VP OF HUMAN RESOURCES 24.00 16.00 X 143228 0 12814 BRIDGETTE FROMMELL EXECUTIVE DIRECTOR LH FOUNDATION 1.00 40.00 X 141363 0 21978 AKILAH JOHNSON LPN 40.00 X 125226 0 0 CAREY BARTLETT VP OF CLIENT RELATIONS 24.00 16.00 X 118174 0 21288 1308917 0 137677 17 0 1 0 STIER CONSTRUCTION INC N8 W22195 JOHNSON DR 160 WAUKESHA WI 53186 CONSTRUCTION/RENOVATION SERVICES 544559 BSG MAINTENANCE INC PO BOX 165 NEWBURG WI 53060 CLEANING SERVICES 302482 RISETECH PARTNERS INC 111 W PLEASANT ST STE 101 MILWAUKEE WI 53212 MANAGED IT SERVICES 180895 PLUNKETT RAYSICH ARCHITECTS LLP 209 SOUTH WATER STREET MILWAUKEE WI 53204 ARCHITECT SERVICES 104210 4 260601 262692 523293 NET RESIDENT SERVICE REVENUE 623000 27151238 27151238 CHILD CARE 623000 1182406 1182406 MANAGEMENT SERVICE FEE REVENUE 623000 1079049 1079049 ADULT DAY SERVICES 623000 399079 399079 669809 669809 30481581 71545 71545 466431 0 466431 466431 466431 31542850 30481581 0 537976 1500000 1500000 673858 673858 17030275 14504562 2525713 192545 173757 18788 1559827 1327942 231885 1283115 1057254 225861 29593 29593 14734 14734 2223333 1756843 466490 76138 76138 213103 32667 180436 85382 85382 948865 832422 116443 14884 14884 2111696 1900528 211168 461861 138868 322993 RAW FOOD 1102291 1101092 1199 SUPPLIES 1059930 1059192 738 PHARMACEUTICALS 503345 503345 BAD DEBT EXPENSE 205584 205584 322367 322367 31612726 26210839 5401887 0 1017992 1437003 3121481 3702530 2905 2905 445664 378954 68679561 42733487 25979938 25946074 1583464 561005 32151444 32028471 1970177 2325737 115326 148294 45561 45596 317699 0 2448763 2519627 X 29497160 29427284 205521 81560 29702681 29508844 32151444 32028471 X -69876 -123961 X 0 1 X 1 0 X 4654345 1940920 895153 369827 523293 8383538 24250689 26907622 28102511 29323000 30481581 139065403 28905034 28848542 28997664 29692827 31004874 147448941 0 0 0 147448941 443721 457191 551712 552861 537976 2543461 443721 457191 551712 552861 537976 2543461 29348755 29305733 29549376 30245688 31542850 149992402 0.98300 0.98340 0.01700 0.01660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 834780 834780 50144561 29737599 20406962 16480816 12995888 3484928 1219404 1219404 25946074 31542850 0 31542850 0 31542850 30112726 0 30112726 1500000 1500000 31612726 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. PART XII, LINE 4B - OTHER ADJUSTMENTS: FORGIVENESS OF DUE FROM HARWOOD 1,500,000. 1 HARDWOOD PLACE INC 7500 W NORTH AVENUE WAUWATOSA WI 53213 391531532 501(C)(3) 1500000 0 FORGIVENESS OF INTERCOMPANY PAYABLE 1 0 X X X 0 0 0 0 0 0 0 0 0 KATHY CAVERS PRESIDENT & CEO 249705 0 26000 0 0 0 7878 0 13936 0 297519 0 0 0 MILA RUBIO NURSING SUPERVISOR 177204 0 0 0 0 0 1966 0 9495 0 188665 0 0 0 HENRIK CLAUSEN VP OF FINANCE & CFO 156115 0 4750 0 0 0 4451 0 9143 0 174459 0 0 0 BRIDGETTE FROMMELL EXECUTIVE DIRECTOR LH FOUNDATION 136863 0 4500 0 0 0 4093 0 17885 0 163341 0 0 0 JAYNE TETTENBORN VP OF HUMAN RESOURCES 138478 0 4750 0 0 0 3852 0 8962 0 156042 0 0 0 PART I, LINE 3 THE BOARD EXECUTIVE COMMITTEE RECOMMENDS THE CEO'S COMPENSATION BASED ON INFORMATION FROM LEADINGAGE AND OTHER APPLICABLE SOURCES PROVIDED BY THE VICE PRESIDENT OF HUMAN RESOURCES ALONG WITH COMPARABLE SALARIES GATHERED FROM THE PUBLISHED FORM 990 OF THE ORGANIZATION'S COMPETITORS. THE BOARD EXECUTIVE COMMITTEE APPROVES THE SALARY RECOMMENDATION. THE FULL BOARD OF DIRECTORS APPROVES THE ANNUAL BUDGET, WHICH INCLUDES ALL SALARY RECOMMENDATIONS. 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 BOARD EXECUTIVE COMMITTEE RECOMMENDS THE CEO'S COMPENSATION BASED ON INFORMATION FROM LEADINGAGE AND OTHER APPLICABLE SOURCES PROVIDED BY THE VICE PRESIDENT OF HUMAN RESOURCES ALONG WITH COMPARABLE SALARIES GATHERED FROM THE PUBLISHED FORM 990 OF THE ORGANIZATION'S COMPETITORS. THE BOARD EXECUTIVE COMMITTEE APPROVES THE SALARY RECOMMENDATION. THE FULL BOARD OF DIRECTORS APPROVES THE ANNUAL BUDGET, WHICH INCLUDES ALL SALARY RECOMMENDATIONS. THE CEO SETS THE COMPENSATION OF THE ORGANIZATION'S OTHER OFFICERS WITH INPUT FROM THE BOARD EXECUTIVE COMMITTEE. THE FULL BOARD OF DIRECTORS 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. -123,961. 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 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0