2026-09-08T10:23:39-05:00 2025-12-31 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 220 DULUTH MN 55812 990 2025-01-01 741211662 LUTHERAN SUNSET MINISTRIES LUTH 2546758637 PO BOX 71 CLIFTON TX 76634 RODNEY RUETER PRESIDENT/CEO 2546758637 2026-09-03 1 MICHAEL J PETERSON CPA P01833529 2187224705 2026-09-03 2025 RODNEY RUETER PO BOX 71 CLIFTON TX 76634 18235187 0 9386 X WWW.LUTHERANSUNSET.ORG X 1954 TX PROVIDE A CONTINUUM OF CARE FOR SENIORS INCLUDING INDEPENDENT LIVING, ASSISTED LIVING, SKILLED NURSING CARE AND HOSPICE SERVICES. 9 9 247 86 0 0 387010 372608 12397841 15202455 1175769 2660124 0 0 13960620 18235187 0 0 0 0 7948666 9300405 0 0 189791 5514103 5829250 13462769 15129655 497851 3105532 33196589 34739793 10331059 9778197 22865530 24961596 OUR MISSION IS TO PROVIDE PERSON-CENTERED SERVICES BASED ON CHRISTIAN VALUES. 0 0 12808948 0 15103242 LONG-TERM CARE FACILITY (NURSING HOME) WITH AN AVERAGE CENSUS OF 115.5 TOTALING 42,158 DAYS OF CARE IN 2025. ASSISTED LIVING FACILITY WITH AN AVERAGE CENSUS OF 20.6 OF 24 RESIDENCES. INDEPENDENT LIVING FACILITY WITH AN AVERAGE CENSUS OF 53.3 OF 55 RESIDENCES. CENSUS WITH AN AVERAGE CENSUS OF 18.0. 12808948 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 46 0 247 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MICHAEL HECKER 2546758637 PO BOX 71 CLIFTON TX 76634 RODNEY RUETER PRESIDENT/CEO 40.00 X 187937 0 4407 ANALYN SANDERS CAN/SCHEDULING 70.00 X 181128 0 2154 LANCE ALLEN NURSING FACILITY ADMINISTRATOR 40.00 X 138846 0 1640 EUGENE GALBRETH DIRECTOR OF THERAPY 40.00 X 125332 0 1700 ADRIENNE POTTS DIRECTOR OF NURSING 40.00 X 118029 0 1020 GUMY JOSEPH RN 40.00 X 117978 0 0 MICHAEL HECKER ASSISTANT TREASURER 40.00 X 104628 0 127 NANCY BRATCHER CHAIRMAN 1.50 X X 0 0 0 JAMES PRESCHER SECRETARY/TREASURER (THRU 4/1/2025) 1.50 X X 0 0 0 STEPHANIE ALBRIGHT DIRECTOR 1.00 X 0 0 0 DR LESLIE BENNETT DIRECTOR 1.00 X 0 0 0 JOHN DUNBAR DIRECTOR 1.00 X 0 0 0 CHARLES FERGUSON DIRECTOR 1.00 X 0 0 0 VIRGINIA HEINLEY DIRECTOR 1.00 X 0 0 0 JOHN THIELE DIRECTOR 1.00 X 0 0 0 ED WOLFGANG DIRECTOR 1.00 X 0 0 0 REV DON WRITE DIRECTOR 1.00 X 0 0 0 973878 0 11048 14 0 1 0 SS BROWN FUNDING PO BOX 173398 ARLINGTON TX 76003 CONTRACT NURSING 178368 MEDINA RENOVATION LLC 814 W 19TH STREET CLIFTON TX 76634 RENOVATIONS AND REPAIRS 155550 GENERAL INFORMATICS PO BOX 1140 BIRMINGHAM AL 35246 INFORMATION TECHNOLOGY SERVICES 122055 CLIETT REFRIGERATION INC 111 WEST FRANKLIN HILLSBORO TX 76645 AIR CONDITIONERS & INSTALLATION/REPAIRS 107937 4 372608 372608 MANAGEMENT AND OTHER FEES 623000 10828125 10828125 RESIDENT AND PATIENT SERVICES 623000 3782980 3782980 LEASE INCOME 623000 268800 268800 322550 223337 99213 15202455 523777 523777 2018161 118186 0 0 2018161 118186 2136347 2136347 18235187 15103242 0 2759337 297099 297099 7675963 6785651 879554 10758 721274 618067 103207 606069 515877 89376 816 46291 46291 85280 85280 1199921 1035463 118085 46373 387621 387621 946106 885008 61098 377381 310113 44710 22558 SUPPLIES 826186 762746 49651 13789 PURCHASED SERVICES 461674 418222 43452 MEDICAL SUPPLIES 384323 384323 BAD DEBTS 269139 269139 845328 351438 459491 34399 15129655 12808948 2130916 189791 650 650 3431639 3968387 1532937 1467685 96943 120024 31529339 19220726 12477456 12308613 15656964 16874434 33196589 34739793 886427 728871 9265160 8859596 179472 189730 10331059 9778197 X 14699049 16352032 8166481 8609564 22865530 24961596 33196589 34739793 3105532 -1009466 0 X 0 1 X 0 1 1 X 1913162 407698 561430 387010 372608 3641908 9001714 9366171 11406852 12342202 15103242 57220181 10914876 9773869 11968282 12729212 15475850 60862089 0 0 0 60862089 1453427 1621782 278590 496038 523777 4373614 1453427 1621782 278590 496038 523777 4373614 32747 48620 23117 55639 99214 259337 12401050 11444271 12269989 13280889 16098841 65495040 0.92930 0.90850 0.06680 0.08790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8027102 720183 179416 8567869 7599649 627640 200187 8027102 7064310 278590 563089 236816 69524 7599649 8064456 286180 -1079450 206876 7064310 7020552 463543 772846 192485 8064456 0.00000 0.98822 0.01178 1 1 1 460763 460763 21328338 11393505 9934833 6489672 5349060 1140612 3250566 2478161 772405 12308613 INVESTMENTS 16874434 F 16874434 DEPOSITS 189730 189730 17179430 -1009466 -1009466 18188896 46291 46291 18235187 15083364 0 15083364 46291 46291 15129655 PART V, LINE 4: THE FOUNDATION WAS ORGANIZED IN 1979 FOR THE BENEFIT OF CERTAIN LUTHERAN ORGANIZATIONS. THE ORGANIZATION BENEFITS FROM CERTAIN FUNDS THAT ARE ADMINISTERED BY THE FOUNDATION AND CONTRIBUTED BY PRIVATE DONORS WHICH NAMED THE ORGANIZATION AS A BENEFICIARY. THE EARNINGS FROM THESE FUNDS, AS WELL AS THE HELM CHARITABLE TRUST, ARE USED FOR VARIOUS PURPOSES, DEPENDING ON THE AGREEMENT WITH THE PRIVATE DONOR. THE ORGANIZATION HAS ADDITIONAL ENDOWMENTS FROM INDIVIDUAL DONORS FOR THE SPECIFIED PURPOSES OF CAPITAL IMPROVEMENTS AND NURSING EDUCATION. ALL REMAINING ENDOWMENTS GIVE THE ORGANIZATION FULL DISCRETION AS TO HOW THE EARNINGS ARE TO BE USED. X 0 0 0 0 0 0 0 0 0 RODNEY RUETER PRESIDENT/CEO 186969 0 968 0 0 0 0 0 4407 0 192344 0 0 0 ANALYN SANDERS CAN/SCHEDULING 178922 0 2206 0 0 0 0 0 2154 0 183282 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD APPROVES THE AUDITED FINANCIAL STATEMENTS FROM WHICH THE FORM 990 IS PREPARED. MANAGEMENT ASCERTAINS THAT THE AMOUNTS REPORTED ON THE FORM 990 ARE IN AGREEMENT WITH THE AUDITED FINANCIAL STATEMENTS AND THEN FILES THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST FORM MUST BE UPDATED ANNUALLY BY THE BOARD. THE CEO THEN REVIEWS THE FORM AND IF THERE IS A QUESTION OF CONFLICT IT IS DISCUSSED WITH THE BOARD CHAIR AND THEN THE EXECUTIVE COMMITTEE OF THE BOARD, IF NECESSARY. IF A CONFLICT IS DETERMINED TO EXIST, THE BOARD MEMBER IS ALLOWED TO DISCUSS, BUT NOT VOTE ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEW AND APPROVE THE COMPENSATION FOR THE CEO ANNUALLY AND NO EXTERNAL RESOURCES ARE USED. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST TO THE ADMINISTRATION OFFICE, THE PUBLIC MAY OBTAIN COPIES OF GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS.