Nonprofit · EIN 39-0807205
THE LUTHERAN HOME INC
Tax-exempt · WAUWATOSA, WI 53213
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $31,542,850 | $31,612,726 | -$69,876 | $32,028,471 | $2,519,627 | $29,508,844 |
| December 31, 2024 | 990 | $30,245,688 | $28,851,028 | $1,394,660 | $32,151,444 | $2,448,763 | $29,702,681 |
| December 31, 2023 | 990 | $29,549,376 | $31,218,367 | -$1,668,991 | $31,773,690 | $3,579,845 | $28,193,845 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $523,293
- of which government grants
- $260,601
- Program service revenue
- $30,481,581
- Investment income
- $71,545
- Net rental income
- $466,431
- Other revenue
- $466,431
Expenses
- Grants and similar amounts paid
- $1,500,000
- Compensation of officers, directors and key employees
- $673,858
- Other salaries and wages
- $17,030,275
- Salaries, compensation and benefits (total)
- $20,739,620
- Professional fundraising fees
- $0
- Legal fees
- $14,734
- Occupancy
- $948,865
- Travel
- $14,884
- Depreciation
- $2,111,696
- Program services (functional)
- $26,210,839
- Management and general (functional)
- $5,401,887
Balance sheet and other
- Total assets, start of year
- $32,151,444
- Total assets, end of year
- $32,028,471
- Total liabilities, end of year
- $2,519,627
- Net assets, end of year
- $29,508,844
- Land, buildings and equipment
- $25,946,074
- Net assets without donor restrictions
- $29,427,284
- Net assets with donor restrictions
- $81,560
- Gross receipts
- $31,542,850
- Employees
- 565
- Volunteers
- 60
- Year formed
- 1906
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHY CAVERS | PRESIDENT & CEO Officer | 24 | $275,705 | $21,814 |
| MILA RUBIO | NURSING SUPERVISOR Highest-paid employee | 40 | $177,204 | $11,461 |
| HENRIK CLAUSEN | VP OF FINANCE & CFO Officer | 24 | $160,865 | $13,594 |
| BRIDGETTE FROMMELL | EXECUTIVE DIRECTOR LH FOUNDATION Highest-paid employee | 1 | $141,363 | $21,978 |
| JAYNE TETTENBORN | VP OF HUMAN RESOURCES Highest-paid employee | 24 | $143,228 | $12,814 |
| CAREY BARTLETT | VP OF CLIENT RELATIONS Highest-paid employee | 24 | $118,174 | $21,288 |
| AKILAH JOHNSON | LPN Highest-paid employee | 40 | $125,226 | $0 |
| LINDSEY PINGEL | ADMINISTRATOR Officer | 40 | $88,354 | $15,663 |
| DANIELLE UNGER | ADMINISTRATOR (THRU 05/25) Officer | 40 | $78,798 | $19,065 |
| DAVE SANDSTROM | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 |
| MERILOU GONZALES | VICE CHAIRPERSON (THRU 04/25) Trustee or director, Officer | 1 | $0 | $0 |
| KRIS SURMA | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 |
| BEN KEBBEKUS | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DIANE EHN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| BRENDA BUCHANAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
13 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JIM DENOR | DIRECTOR Trustee or director | 1 | $0 |
| MIKE HODAN | DIRECTOR Trustee or director | 1 | $0 |
| BEN JUECH | DIRECTOR Trustee or director | 1 | $0 |
| BRIAN KILB | DIRECTOR (THRU 04/25) Trustee or director | 1 | $0 |
| LINDSEY KRIETE | DIRECTOR Trustee or director | 1 | $0 |
| ADELE LUND | DIRECTOR Trustee or director | 1 | $0 |
| GARY MUELLER | DIRECTOR Trustee or director | 1 | $0 |
| HARRIET PEDERSEN | DIRECTOR Trustee or director | 1 | $0 |
| RON PHILLEO | DIRECTOR (THRU 04/25) Trustee or director | 1 | $0 |
| REV RANDY RAASCH | DIRECTOR Trustee or director | 1 | $0 |
| TIM REARDON | DIRECTOR (THRU 04/25) Trustee or director | 1 | $0 |
| PAUL ROSENBERG | DIRECTOR Trustee or director | 1 | $0 |
| KATIE TRISKA WIEMER | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHY CAVERS | PRESIDENT & CEO Officer | 24 | $252,326 | $26,709 |
| HENRIK CLAUSEN | VP OF FINANCE & CFO Officer | 24 | $144,180 | $13,863 |
| BRIDGETTE FROMMELL | EXECUTIVE DIRECTOR - LH FOUNDATION Highest-paid employee | 1 | $127,391 | $22,637 |
| JAYNE TETTENBORN | VP OF HUMAN RESOURCES Highest-paid employee | 24 | $123,105 | $13,088 |
| ELENA DEPASS | DIRECTOR OF NURSING Highest-paid employee | 40 | $105,584 | $29,911 |
| DANIELLE UNGER | ADMINISTRATOR Officer | 40 | $103,046 | $28,003 |
| CAREY BARTLETT | VP-CLIENT RELATIONS Highest-paid employee | 24 | $105,158 | $21,959 |
| DYONNE WILHELM | ADMINISTRATOR - MEMORY CARE Highest-paid employee | 40 | $107,295 | $12,514 |
| DAVE SANDSTROM | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 |
| MERILOU GONZALES | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 |
| KRIS SURMA | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DIANE EHN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| CHYTANIA BROWN | DIRECTOR (THRU 07/24) Trustee or director | 1 | $0 | $0 |
| JIM DENOR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MIKE HODAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BEN JUECH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BEN KEBBEKUS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRIAN KILB | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GARY MUELLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HARRIET PEDERSEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RON PHILLEO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| REV RANDY RAASCH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIM REARDON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAUL ROSENBERG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATIE TRISKA WIEMER | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHY CAVERS | PRESIDENT & CEO Officer | 24 | $241,897 | $24,176 |
| HENRIK CLAUSEN | VP OF FINANCE & CFO Officer | 24 | $141,869 | $8,995 |
| MILA RUBIO | NURSE SUPERVISOR Highest-paid employee | 40 | $124,989 | $10,637 |
| STEVEN LUKASZEWSKI | LEAD MAINTENANCE ENGINEER Highest-paid employee | 40 | $122,215 | $10,387 |
| JAYNE TETTENBORN | VP OF HUMAN RESOURCES Highest-paid employee | 24 | $120,793 | $8,330 |
| MARY HUMPHREY | REGISTERED NURSE Highest-paid employee | 40 | $112,970 | $12,560 |
| DANIELLE UNGER | ADMINISTRATOR - LH Officer | 40 | $76,388 | $27,889 |
| TIM REARDON | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 |
| DAVE SANDSTROM | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 |
| KRIS SURMA | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DIANE EHN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| CHYTANIA BROWN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JIM DENOR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MERILOU GONZALES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AARON HOLTEBECK | DIRECTOR (THRU APR 2023) Trustee or director | 1 | $0 | $0 |
| BEN JUECH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BEN KEBBEKUS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRIAN KILB | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GARY MUELLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HARRIET PEDERSEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RON PHILLEO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DIANA RAASCH | DIRECTOR (THRU APR 2023) Trustee or director | 1 | $0 | $0 |
| PAUL ROSENBERG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID SINENSE | DIRECTOR (THRU APR 2023) Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 7500 W NORTH AVE, WAUWATOSA, WI 53213-1717
- In care of
- % SCOTT BERGIN
- Principal officer (990 for 2025)
- KATHRYN CAVERS, 7500 W NORTH AVENUE, WAUWATOSA, WI 53213
- Signed the 990
- KATHRYN CAVERS, PRESIDENT & CEO
- Phone
- (414) 258-6170
- Website
- WWW.THELUTHERANHOME.ORG
- Return prepared by
- WIPFLI ADVISORY LLC
Mission
THE LUTHERAN HOME, INC. IS DEDICATED TO SERVING OLDER ADULTS AND ENRICHING THE LIVES OF THOSE WE TOUCH BY PROVIDING COMPASSIONATE AND LOVING CARE.
Program accomplishments
- 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.Expenses $24,736,587 · grants $1,500,000 · revenue $28,900,096
- 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.Expenses $1,005,611 · revenue $1,182,406
- 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.Expenses $468,641 · revenue $399,079
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-0807205
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1941
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E910)
- Assets (IRS master file)
- $32,028,471
- Income (IRS master file)
- $31,542,850
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $31,542,850 | $31,612,726 | $32,028,471 | XML |
| 990 | December 2024 | $30,245,688 | $28,851,028 | $32,151,444 | XML |
| 990 | December 2023 | $29,549,376 | $31,218,367 | $31,773,690 | XML |
| 990 | December 2022 | $29,304,599 | $27,600,601 | $32,373,808 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-0807205).
Questions about THE LUTHERAN HOME INC
- What is the EIN of THE LUTHERAN HOME INC?
- The employer identification number (EIN) of THE LUTHERAN HOME INC is 39-0807205.
- Is THE LUTHERAN HOME INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1941.
- Are donations to THE LUTHERAN HOME INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE LUTHERAN HOME INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE LUTHERAN HOME INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE LUTHERAN HOME INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of THE LUTHERAN HOME INC?
- The 990 for the year ended December 31, 2025 names KATHRYN CAVERS.
- Who are the officers and directors of THE LUTHERAN HOME INC?
- The 990 for the year ended December 31, 2025 lists 28 people; 9 received compensation from the organization, the highest $275,705 (KATHY CAVERS, PRESIDENT & CEO).
- How much revenue does THE LUTHERAN HOME INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $31,542,850, expenses of $31,612,726 and total assets of $32,028,471 at year end.
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