2026-03-16T13:06:13-05:00 2025-04-30 450250958 Eide Bailly LLP 4585 Coleman St Ste 200 Bismarck ND 58503 990 2024-05-01 411597277 Lutheran Brethren Retirement Services Inc LUTH 2189981400 824 South Sheridan Street Fergus Falls MN 56537 Leland R Rogness Chairman/President 2189981400 2026-03-13 1 1 Lisa Chaffee CPA P00193453 7012551091 2026-03-13 2024 2025-03-06 01:10:19Z Leland R Rogness 824 South Sheridan Street Fergus Falls MN 56537 7428228 0 8016 X lbhomes.org X 1987 MN Nursing home and apartment rental for the elderly and disabled. 6 6 170 6 0 0 2125559 0 6813434 7403758 153 24470 0 0 8939146 7428228 0 0 0 0 4722914 5449656 0 0 0 2869159 3527290 7592073 8976946 1347073 -1548718 5322965 4959836 5336941 6524076 -13976 -1564240 To provide care and housing for the elderly and disabled. 0 0 7984023 7403758 Nursing home and apartment rental for the elderly and disabled., 7984023 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 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 1 0 0 0 1 5 0 1 170 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 MN X Heather Hickman 7019981400 824 South Sheridan Street Fergus Falls MN 56537 Leland Rogness Chairman/President 0.80 0.06 X X 0 0 0 Tom Moline Vice Chairman 0.80 0.06 X X 0 0 0 John Austin Secretary/Treasurer 0.80 0.06 X X 0 0 0 Paul Larson Director 0.80 0.06 X 0 0 0 Gaylord Folder Director 0.80 0.06 X 0 0 0 Kurt Fustol Director 0.80 0.06 X 0 0 0 John Zwiers CEO (Until Dec 2024) 38.00 2.05 X 0 152569 37741 Heather Hickman Executive Director (Beg Jan 2025) 50.00 0.06 X 79079 0 0 Lisa Vogel Adminstrator 50.00 0.00 X 130212 0 5208 Amy Nelson Director of Nursing 50.00 0.00 X 150192 0 14229 Hallie Olson RNUC Woodland May-Jun/LBRS Jul-Apr 50.00 0.00 X 56297 45781 31991 Roberta Jordahl RNUC 40.00 0.00 X 100901 0 12928 516681 198350 102097 3 0 1 0 0 Resident Care 623000 7349852 7349852 Supporting Revenue 623990 53906 53906 7403758 24470 24470 7428228 7403758 0 24470 82521 82521 4493718 4430771 62947 76719 74280 2439 464390 449628 14762 332308 321745 10563 726833 726833 6061 6061 56660 56660 26647 26647 819532 819532 20 20 175608 175608 1433 1433 239538 239538 4036 4036 9802 6312 3490 266823 266823 291051 291051 397805 397805 Food 201624 201624 Bed Tax and Surcharge 138873 138873 Medical Supplies 103207 103207 Repairs and Maintenance 19950 19950 41787 41787 8976946 7984023 992923 0 212751 293318 553478 536446 25303 2117 14847227 13186956 1970297 1660271 2561136 2467684 5322965 4959836 1345761 1213072 3691180 3951325 300000 300000 0 1059679 5336941 6524076 X -13976 -1564240 -13976 -1564240 5322965 4959836 -1548718 -1546 0 X X 0 0 0 X 753186 440252 2125559 3318997 11448007 8207775 7533837 6813434 7403758 41406811 11448007 8960961 7974089 8938993 7403758 44725808 0 409046 1481675 1977385 1585468 1728998 7182572 409046 1481675 1977385 1585468 1728998 7182572 37543236 6935 838 810 153 24470 33206 6935 838 810 153 24470 33206 11454942 8961799 7974899 8939146 7428228 44759014 0.83880 0.86380 0.00070 0.00030 X 0 0 156091 156091 11358739 9856839 1501900 3332397 3330117 2280 1660271 ERC Receivable 2467684 2467684 Due to Affiliates 739408 Other Liabilities 320271 1059679 0 0 0 0 0 0 0 0 0 John Zwiers CEO (Until Dec 2024) 0 152569 0 0 0 0 0 6782 0 30960 0 190311 0 0 Amy Nelson Director of Nursing 150192 0 0 0 0 0 6324 0 7905 0 164421 0 0 0 Part I, Line 3 The Organization does not establish the compensation of the CEO. Compensation is determined by a related organization and the organization relied on a related organization to establish compensation. Form 990, Part VI, Section A, line 1a The organization has an Executive Committee that can make decisions on behalf of the governing board in between board meetings. The Executive Committee consists of two or more board members that are designated by the Board of Directors. Form 990, Part VI, Section A, line 6 All members of the Lutheran Brethren Church can be members of this organization. Form 990, Part VI, Section A, line 7a Each congregation of the Church of Lutheran Brethren is allowed two delegates to the annual meeting for the first fifty adult communicant members, and an additional delegate for each additional fifty adult communicant members. These delegates will elect the Board of Directors. Form 990, Part VI, Section A, line 7b A two-thirds majority vote of the delegates at the annual meeting is required to approve an amendment to the Articles of Incorporation. Form 990, Part VI, Section B, line 11b The Form 990 is available to the Board Chairman/President for review prior to filing with the IRS. Form 990, Part VI, Section B, line 12c Annually, the board of directors and CEO review the conflict of interest policy. If a potential conflict arises, the remaining board members without the potential conflict will discuss and determine if an actual potential exists. If a conflict does exist, that individual will abstain from voting. Form 990, Part VI, Section B, line 15 The board of directors reviews the CEO/Executive Director compensation. If there is an increase in compensation this is noted in the board minutes. The review was last completed in 2019. Form 990, Part VI, Section C, line 19 The governing documents, conflict of interest policy and financial statements are available upon request at the organization's office. Form 990, Part XII, Line 2 The Organization's 990 is prepared based on unaudited financial information due to the FY 2025 audit not being complete at this time due to impacts of staffing changes and ability to complete needed reconciliations. It is noted that upon the completion of the FY 2025 audit, there could be adjustments that are identified. If this occurs, the 990 for the period would be amended to report these changes if any. Lutheran Brethren Homes Inc 824 South Sheridan Street Fergus Falls MN 56537 411377263 Mgmt Company & Home Care Services MN 501(c)(3) Line 12b, II Church of Luthren Brethren 0 Lutheran Brethren Sheridan House Inc 824 South Sheridan Street Fergus Falls MN 56537 363412239 Independent Living MN 501(c)(3) Line 10 Church of Luthren Brethren 0 Lutheran Brethren Woodland Lodge Inc 824 South Sheridan Street Fergus Falls MN 56537 453342445 Assisted Living & Hospice Care Facility MN 501(c)(3) PF Church of Luthren Brethren 0 Lutheran Brethren Hospice Care Services Inc 824 South Sheridan Street Fergus Falls MN 56537 453342092 Hospice Care MN 501(c)(3) Line 10 Church of Luthren Brethren 0 Lutheran Brethren Home Health Services Inc 824 South Sheridan Street Fergus Falls MN 56537 453342172 Home Health Services MN 501(c)(3) Line 10 Church of Luthren Brethren 0 Church of the Lutheran Brethren 824 South Sheridan Street Fergus Falls MN 56537 237366702 Church MN 501(c)(3) Line 1 N/A 0 LB Homes Foundation Inc 824 South Sheridan Street Fergus Falls MN 56537 204760841 Charitable Fundraising MN 501(c)(3) Line 10 Church of Luthren Brethren 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0